News and resources for Canada's top financial advisors
Life
The younger you are, the more affordable the coverage is
By Maddie Johnson |November 11, 2022
2 min read
Retail fund sales remained positive as customers sought cash-equivalent products
By Staff |November 9, 2022
1 min read
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
At an annual Advocis event, FSRA raised concern about sales incentives being misaligned with customer needs
By Greg Meckbach |October 27, 2022
The regulator alleged a firm's training instructs life agents to mislead consumers, which the firm refutes
By Staff |October 25, 2022
Industry
Going beyond investments with clients remains a good way to add value, particularly in down markets
By Guillaume Poulin-Goyer |October 19, 2022
3 min read
Organization expects excess deaths and life insurance claims to be lower going forward
By Greg Meckbach |October 14, 2022
Draft Ontario MGA regulation coming in 2023 as a result of concerns found in FSRA's review
By Greg Meckbach |September 28, 2022
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