By Staff | March 9, 2010 | Last updated on March 9, 2010
2 min read
Previous Brieflies this week: | MON | TUE | WED | THU |

Rogers Publishing Limited today relaunched, Quebec’s Web portal for financial professionals.

The single entry point brings together content from: the online resource for financial advisors in Quebec; • the only French website in Canada devoted to the group pension and benefits sector; and • the online resource for property and casualty insurance professionals in Quebec.

“With a single point of entry catering to three distinct audiences, the financial portal offers access to a wide variety of specialized content for the entire Quebec financial services industry,” says Jean Goulet, executive publisher and general manager of operations and business development (Quebec), business and professional publishing, Rogers Publishing Limited.

The new portal presents options for financial industry professionals who often work in more than one field, such as financial advisors who also offer group pension and benefits products, property and casualty insurance brokers who also handle investment products, or for benefits consultants who are looking for solutions in property and casualty insurance.

• • •

Manulife renews product allocation license

Manulife Investments has renewed its licensing agreement for a software tool developed by The QWeMA Group. The Product Allocation for Retirement Income (PrARI) tool allows advisors to determine the optimal product allocation for clients across a variety of financial instruments.

“This product allocation tool is a very important and innovative approach that helps Canadians better plan for their financial future,” says Roy Firth, executive vice-president, individual wealth management with Manulife Financial. “We are very pleased to continue our relationship with The QWeMA Group and strongly encourage anyone looking ahead to retirement to use this unique planning tool. This is a key component of our overall plan to demonstrate leadership in retirement solutions.”

Manulife’s PrARI-powered tool helps advisors evaluate the retirement income sustainability of a client’s current portfolio. Once the current sustainability is assessed, the client’s product portfolio can be adjusted to optimize income sustainability.

• • •

Integrated Asset Management hires risk officer

Integrated Asset Management has announced that E. Dennis McCluskey has joined its wholly owned subsidiary, Integrated Private Debt (IPD), as chief risk officer.

Prior to joining IPD, McCluskey was the founding president and CEO of CIT Business Credit Canada, Inc., a joint venture between CIBC and Cit Group.

As chief risk officer, McCluskey will be responsible for the integrity and maintenance of IPD’s investment grade loan portfolios.

(03/09/10) staff


The staff of have been covering news for financial advisors since 1998.