News and resources for Canada's top financial advisors
Life
Qualifying whole-life policyholders with Desjardins can now apply for a CSV loan
By Staff |July 14, 2021
1 min read
Industry
Dundas Life offers rate comparisons and policy applications online
By Staff |July 6, 2021
Last year, December had the second-highest monthly total for individual claims attributable to the virus
By Staff |June 23, 2021
2 min read
Some insurers have struggled to sell products to younger consumers accustomed to online purchases
By Mark Burgess |June 14, 2021
The proposal complements the guidance on fair treatment of customers
By Staff |June 2, 2021
More firms are expected to take advantage of new rules adopted last month, DBRS says
By Mark Burgess |April 7, 2021
Clients can choose the exact term they want
By Staff |April 5, 2021
Advisor's Edge
Needs assessment is more than gathering information
By Michelle Schriver |March 12, 2021
3 min read
Hedge funds argued they should be able to make unlimited deposits for a guaranteed return
By Greg Dalgetty |March 11, 2021
The associated rebutted false claims that vaccination would affect benefits and coverage
By Staff |March 8, 2021
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