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Second marriages, inheritances or sizeable retirement assets are a few of the many reasons why more Canadians are signing on the prenuptial dotted line

  • February 18, 2015 August 1, 2018
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Second marriages, an inheritance from your grandmother, or sizeable retirement assets are a few of the many reasons why more and more Canadians are signing on the prenuptial dotted line.

  • May 10, 2013 August 21, 2018
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The next time you are shopping in the area, drop by and see me. Imagine if this is how a client or broker attempted to initiate a business relationship with you? Lynne Triffon, CFP, R.F.P., vice-president and senior financial planner at T.E. Wealth, doesn’t have to imagine. It was the late 1980s and Triffon had […]

  • May 1, 2010 September 6, 2018
  • 02:29

International regulators should narrow the focus of their mandates, while insurers must re-evaluate their use of modeling, according to the head of the Office of the Superintendent of Financial Institutions (OSFI). Speaking at the National Insurance Conference of Canada (NICC) in Ottawa, Superintendent Julie Dickson told a ballroom of C-suite professionals in the P&C space […]

  • October 2, 2009 June 16, 2018
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The latest report from Lloyd’s of London — the insurer that made its name producing products for high-risk businesses — highlights the threats and opportunities climate change will present to corporations. Released on April 28, 2009, the report offers an analysis of risk and opportunity on major issues significantly impacted by climate change, including: Water, […]

  • April 28, 2009 July 10, 2018
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Financial services — ranging from advice and mutual funds, to life, health and P&C insurance — will be the biggest losers in the push for tax harmonization within Canada. This was the message Danny Cisterna, partner at Deloitte & Touche LLP, offered delegates at the Insurance Bureau of Canada’s Financial Affairs Symposium in Toronto on […]

  • April 24, 2009 June 16, 2018
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Prepare for the unexpected. That’s the lesson I grudgingly learned six years ago when my father succumbed to cancer. We had four days from firm diagnosis to his passing. It wasn’t enough time to say goodbye, let alone sort out an entire life. Thankfully my father, a project manager in the oil and gas industry […]

  • March 1, 2009 August 13, 2018
  • 09:51

In a surprising move, to an unsurprising trend of sell-offs, Dutch-based ING Groep announced plans to sell part of its Canadian assets. According to yesterday’s announcement, ING expects to raise $1.9 billion from the sale by selling 63% of its stake in its Canadian insurance unit. Almost half of the money from the sale of […]

  • February 4, 2009 June 16, 2018
  • 09:36

While many dealers and advisors have chosen to go back to their roots, with town-hall meetings, seminars and more face-to-face meetings, to establish their expertise status, there are a few individuals and companies choosing to forge the unknown road. Over two years ago, Hosein Ansary chose to launch a magazine aimed at the Iranian community. […]

  • January 22, 2009 July 10, 2018
  • 11:35

In this, the last of a three-part series based on the IAFP Symposium Case Study, AER concludes what must be addressed with the Royal Family, in relation to a comprehensive financial plan. In this, PART 3, we mention all remaining considerations of their plan and include options, ideas and solutions submitted by readers for the […]

  • January 1, 2009 July 10, 2018
  • 20:34