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Just when it looked like the trend towards layoffs had slowed, Waterloo-based Research In Motion recently announced plans to lay off 2000 employees. Some of those who received pink slips likely called their advisors to discuss finances and possibly even for a pep talk.

  • August 16, 2011 August 21, 2018
  • 14:15

If you’re an insurance advisor who hasn’t been keeping detailed records, watch out. Any files connected to transactions after October 2007 must contain detailed needs analyses demonstrating product suitability and reasons for recommendations. If they don’t, advisors need to revisit transactions, speak to clients and create suitable records, says Rick Forchuk, vice-president of retail distribution […]

  • August 4, 2011 August 21, 2018
  • 10:39

An individual pension plan can be an effective vehicle for funding a business owner's retirement and minimizing their personal taxes. It can also play a part in corporate tax planning. And yet it remains something of a rarity in Canada.

  • July 26, 2011 August 21, 2018
  • 07:00

Entrepreneurs are the lifeblood of the economy, creating businesses, jobs and economic activity from scratch through a combination of hard work and ingenuity. But too often the companies they start and the jobs they create are at risk of destruction, if the entrepreneur is not properly insured. Key person insurance represents both potential sales growth […]

  • July 14, 2011 August 21, 2018
  • 11:45

Life insurance claims present fewer challenges than long-term disability claims

  • May 25, 2011 May 2, 2023
  • 12:28

Health, lifestyle, travel and financial challenges make the process of underwriting insurance for high net worth (HNW) clients more complex than for middle-income earners.

  • April 19, 2011 August 21, 2018
  • 15:39

Nearly every advisor will admit they are looking to land the investment portfolios of high net worth clients, but despite this focus the market remains underserved on the insurance side. “There are more clients that are willing to write large cheques for big insurance policies than there are advisors out there willing to ask for […]

  • April 4, 2011 August 21, 2018
  • 14:45

Financial advisors may have added flexibility in arranging some of their clients’ registered and non-registered investment products and their clients may retain more of their savings if Jack Mintz can sell some of his proposals to the Conservative government. In a presentation clearly designed to influence the upcoming federal budget, the Executive Director and Palmer […]

  • March 9, 2011 August 21, 2018
  • 11:57

In the second major development in emerging markets money management in less than two months, veteran money manager Gavin Graham has left his contractual arrangement as Global Strategist with Toronto-based Excel Funds Management.

  • March 3, 2011 August 21, 2018
  • 00:00

Soft drugs, such as marijuana and hashish do not mix well with each other, nor with traditional life insurance. And hard drugs, such as cocaine and heroin, make for an even tougher combination. The considerations go beyond definitions of legality and extend to the insurers’ risk management processes, explains Lorne Marr, a seventeen-year veteran of […]

  • January 31, 2011 August 21, 2018
  • 15:04