News and resources for Canada's top financial advisors
Life
Greatway must also send its universal life policyholders information to assist them in assessing the policy's appropriateness
By Melissa Shin |December 22, 2022
2 min read
Industry
Quebec regulator proposes $5,000 penalty if insurers charge DSCs for seg funds
By Greg Meckbach |December 16, 2022
1 min read
The regulators concluded that some incentive practices may present risks to the fair treatment of customers
By Staff |November 30, 2022
Actual assets under management of advisor aren’t always worth purchasing on their own
By Philip Porado |November 25, 2022
Proposal would eliminate regulatory arbitrage between seg funds and mutual funds
By James Langton |November 25, 2022
The younger you are, the more affordable the coverage is
By Maddie Johnson |November 11, 2022
Retail fund sales remained positive as customers sought cash-equivalent products
By Staff |November 9, 2022
Toronto-based firm provides insurance products and services to doctor clients
By Staff |November 8, 2022
Results reflect impacts of Hurricane Ian, market volatility
By Staff |November 3, 2022
Positive industry trends, not regulatory arbitrage, supported sales last year
By Michelle Schriver |November 2, 2022
4 min read
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