News and resources for Canada's top financial advisors
Est. 1998
Life
As a principal heading up a Managing General Agency (MGA) in Canada, we are starting to see more regulatory interest in the Canadian Life Insurance industry. This includes the increasingly popular Segregated Fund product too. Recently our firm’s compliance officer and I participated in a review of our firm conducted by one of our insurance […]
By Allan Bulloch | April 7, 2010
3 min read
Planning and Advice
In some succession planning discussions I’ve had with advisors, I’ve heard the comment “Maybe I should sell my practice and just retire!” To that I always respond, “So, you really want to stop working?” “Well, no, not really! I’d just like to have more time to enjoy my life while remaining in the business,” is […]
By Allan Bulloch | February 22, 2010
Columnists
November 28, 2023|4 min read
October 25, 2023|3 min read
October 23, 2023|3 min read
September 11, 2023|3 min read
Tax & Estate
October 26, 2023|4 min read
July 31, 2023|5 min read
November 15, 2023|6 min read
August 30, 2023|5 min read
Investments
September 15, 2023|3 min read
June 20, 2023|3 min read
We use cookies to make your website experience better. By accepting this notice and continuing to browse our website you confirm you accept our Terms of Use & Privacy Policy.