Sun Life’s wealth-management focus
McLean Budden to become a wholly-owned subsidiary of MFS Investment Strategies, insurer’s global wealth-management arm
- By: Olivia Glauberzon
- October 17, 2011 October 30, 2019
- 16:02
Latest news in News
SSQ buys AXA Life to expand its reach
The acquisition of AXA Life Insurance from Intact will strengthen SSQ’s position as a player in insurance, investment and retirement products
- By: Dwarka Lakhan
- October 17, 2011 October 30, 2019
- 15:59
Three client groups are vulnerable
Single-parent families, retirees and immigrants face the toughest challenges when it comes to owing more than they earn
- By: Olivia Li
- October 17, 2011 October 30, 2019
- 15:56
News Briefs
Toronto-based Manulife Financial Corp.'s CoverMe.com client-oriented website has been awarded the 2011 International Business Award for Best Insurance Website by Stevie Awards Inc., an international…
- By: Olivia Glauberzon
- October 17, 2011 October 30, 2019
- 15:48
Industry weighs in on FDM
Although investor advocates support the CSA’s latest proposals on a fair-dealing model, industry groups are critical
- By: James Langton
- October 17, 2011 October 30, 2019
- 15:43
Independent report supports OBSI
A review from Navi-gator Co. found OBSI compares favourably with similar dispute-resolution services in other countries
- By: James Langton
- October 17, 2011 October 30, 2019
- 15:37
CWB keeps growing
The outlook for the western-only, mostly business bank is positive, with branches and retail lending continuing to increase
- By: Geoff Kirbyson
- October 17, 2011 October 30, 2019
- 15:34
Renouncing U.S. citizenship not an easy endeavour
Americans living in Canada who are thinking about renouncing their U.S. citizenship should make sure they understand fully the consequences of making that decision, cross-border…
- By: Rudy Mezzetta
- October 17, 2011 October 30, 2019
- 15:24
IIROC and MFDA call off merger talks
For now, at least, the proposed merger of the securities industry’s self-regulatory organizations appears to be off.
- By: James Langton
- October 17, 2011 October 30, 2019
- 15:08
Fund Facts fast relief
With fund facts disclosure forms now officially available to investors, regulators are letting some companies get a head start on the second stage of the…
- By: Megan Harman
- October 17, 2011 October 30, 2019
- 15:01
The long reach of the U.S. taxman
One million residents may have U.S. tax-filing responsibilities
- By: Rudy Mezzetta
- October 17, 2011 October 30, 2019
- 14:44
Circuit breakers
After the notorious stock market crash in 1987, known as Black Monday, regulators introduced marketwide circuit breakers in an effort to prevent a repeat of…
- By: James Langton
- October 17, 2011 October 30, 2019
- 14:27
Article TitleRuling could open floodgates
Judges are willing to entertain cases for matters that extend beyond Canada’s borders if investors here suffer losses
- By: Jim Middlemiss
- October 11, 2011 October 30, 2019
- 11:33
Independent leader, independent crew
Independent brokers are facing some regulatory changes. John Dargie wants them to know there’s nothing to fear
- By: Olivia Glauberzon
- September 23, 2011 October 30, 2019
- 11:38
Post-secondary program expands
The financial services practitioner program will now be offered at more than one college for the first time since launching in 2006
- By: Olivia Glauberzon
- September 23, 2011 October 30, 2019
- 11:38
National Bank aims to score with Pro Ice
The acquisition of a Winnipeg-based niche firm that caters to pro hockey players lines up well with the bank’s high net-worth strategy
- By: Geoff Kirbyson
- September 23, 2011 October 30, 2019
- 11:38
A safe place for your clients’ vital documents
CLHIA’s downloadable Virtual Shoebox gathers important information in one secure place for easy accessibility
- By: Paul Brent
- September 23, 2011 October 30, 2019
- 11:38
Canadians’ love affair with credit
Consumer debt has jumped to historical highs at a time when gains in both equities and real estate show signs of stalling. Do clients understand…
- By: Olivia Li
- September 23, 2011 October 30, 2019
- 11:38
Charting a route out of the debt maze
Helping clients get borrowing under control is a major new growth area for advisors. Success means happier clients and more resources for wealth creation
- By: Olivia Li
- September 23, 2011 October 30, 2019
- 11:38
Firms face online landmines
Companies need to educate employees about the legal and security risks of offensive comments on social media and blogs
- By: Patricia Chisholm
- September 23, 2011 October 30, 2019
- 10:56
Regulation: Firms favour merger
Dealers say value of IIROC MFDA merger is in cutting costs
- September 23, 2011 October 30, 2019
- 10:56
Nice ad — but check the fine print
Some securities regulators are stepping up supervision of promotional ads by issuers, often smaller resources companies
- By: Geoff Kirbyson
- September 23, 2011 October 30, 2019
- 10:56
Life premiums: On the increase
Low interest rates reduce insurers' investment income
- By: Olivia Glauberzon
- September 23, 2011 October 30, 2019
- 10:56
Banks grow their insurance businesses
RBC and Scotiabank’s insurance subsidiaries are expanding their footprint with more branches near their regular bank branches
- By: Olivia Glauberzon
- September 23, 2011 October 30, 2019
- 10:56
PI Financial takes on Toronto
Vancouver-based PI Financial, which is focused on high net-worth clients, sees opportunity in Toronto
- By: Paul Brent
- September 23, 2011 October 30, 2019
- 10:56