Sales of individual life insurance policies were considerably higher in Q4 and in 2016, overall, in advance of the new, more restrictive tax rules that kicked in on Jan. 1
HollisWealth’s business model is close to that of IA
HollisWealth will add $34 billion in AUA, 800 licensed advisors and 400,000 active clients to IA’s growing wealth-management operations
The deal, which follows BMO’s sale of its U.S. retirement services business last year, focuses in on a key area of growth for IA
One of the three seg funds, Global Diversified (Forstrong) Fund, lets investors access global growth opportunities through an actively managed portfolio of ETFs
Access Life will provide coverage to clients who prefer not to get medical exams, including those who are in good health
The life insurance agency has 130 reps in the greater Montreal area
Investment Executive’s sister publication names Industrial Alliance’s CEO as the 2015 Quebec Financial Personality of the Year
SecurOption addresses group clients’ need for income security
The firm also announced a significant reduction in the management expense ratios for these seg funds