News and resources for Canada's top financial advisors
Est. 1998
Life
Ontario's regulator is expanding oversight reviews after a pilot effort found widespread shortcomings
By James Langton |March 29, 2022
2 min read
Industry
Regulator aims to boost consumer protection with oversight of agents' qualifications
By Staff |February 25, 2022
1 min read
CCIR-CISRO proposals aim to align incentive structures with fairness principles
By James Langton |February 17, 2022
How inflation affects policyholder behaviour remains to be seen, an analyst with A.M. Best Company Inc. says
By Greg Meckbach |February 14, 2022
3 min read
Asian markets propped up fourth-quarter results for Manulife, Sun Life
By Ian Bickis, Canadian Press |February 10, 2022
Ontario court rejects claim that victim misled company about his past
By James Langton |January 20, 2022
Estate Planning
Use these tips to make the most of a donation tax credit
By Jacqueline Power |November 23, 2021
4 min read
The goal is to simplify the firm's offering to its customers and advisors
By Daniel Calabretta |November 22, 2021
Fellow life insurers Manulife and Sun Life also announced dividend hikes this month
By Staff, with files from The Canadian Press |November 15, 2021
Insurers welcome the dismissal
By Staff |November 4, 2021
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