News and resources for Canada's top financial advisors
Est. 1998
Industry
Canadian lifecos ‘well positioned’ to manage credit impairments: A.M. Best
By Greg Meckbach |September 12, 2022
2 min read
Life
Ivari, formerly Transamerica Life Canada, offers life insurance and critical illness products
By Rudy Mezzetta |August 26, 2022
Changes to the life insurance capital adequacy test, released in July, take effect in 2023
By Greg Meckbach |August 16, 2022
3 min read
Tax News
However, the bank and insurer surtax remains at 1.5% for profits over $100M
By Melissa Shin |August 9, 2022
From a new role to a retirement, several industry veterans are making changes
By Katie Keir |August 5, 2022
Lower mutual, segregated fund sales dampen Canadian results
By Staff |August 4, 2022
“Companies are going to have to and want to change with the times,” says financial advisor
By Susan Goldberg |June 1, 2022
4 min read
A Budget 2022 proposal means life insurers could have to pay tax up front on profit earned on 20-year policies, says CLHIA
By Greg Meckbach |April 11, 2022
In examining dozens of agents, Ontario’s regulator identified 334 “business practice” issues
By Greg Meckbach |April 4, 2022
CEOs of the three biggest lifecos all exceeded their performance targets last year
By Greg Meckbach |March 30, 2022
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