When an alter ego trust might be right for your client
They can be a powerful tool when dealing with complicated family dynamics or alternative assets
Latest news in Industry News
Tech roundup: Wealth management platform launches premium tier
Plus, notetaking AI in insurance, BMO's tokenized cash and tech partnerships
- By: Jonathan Got
- April 6, 2026 April 2, 2026
- 01:00
How firms can use AI in a responsible, compliant way
Getting it wrong could draw regulators’ ire, put you at legal risk
- By: Jonathan Got
- April 6, 2026 March 31, 2026
- 01:00
Two financial planning software programs offer new tools
Conquest, Friedmann AI add features like large language model data migration, insurance quotes
- By: Jonathan Got
- April 3, 2026 March 31, 2026
- 06:00
Manulife Canada raises insurance underwriting limits
Changes come weeks after Manulife Singapore issued world's largest life insurance policy
- By: Jonathan Got
- April 3, 2026 April 1, 2026
- 06:00
Deals: Blue Cross buys StanCorp’s voluntary benefits business
And, multiple investments and acquisitions by private equity, miners
- By: Jonathan Got
- April 3, 2026 April 3, 2026
- 01:42
Financial services now part of Canadian Free Trade Agreement
"I’m very bullish" on potential outcomes, says interprovincial trade expert
- By: Michelle Schriver
- April 2, 2026 April 2, 2026
- 16:28
Sun Life Capital Management consolidates private asset managers
Executive chair Steve Peacher says SLC Management is considering a rebrand
- By: Jonathan Got
- April 2, 2026 April 2, 2026
- 11:19
Top insurance CEO compensation in 2025
Manulife, Great-West had leadership changes last year
- By: Jonathan Got
- April 1, 2026 April 1, 2026
- 11:26
Goeasy reports $337M loss as auto and power sport loans sour
The non-prime lender withdrew its guidance earlier this month
- By: Ian Bickis, The Canadian Press
- April 1, 2026 April 1, 2026
- 09:35
AIMCo earns 7.5% total fund return for 2025
Public pension manager's AUM rose to $195B
- By: The Canadian Press
- March 31, 2026 March 31, 2026
- 12:14
Ottawa launches consultation on anti-fraud strategy
Clamp-down on scams may impose new obligations on financial institutions, among others
- By: The Canadian Press
- March 30, 2026 March 30, 2026
- 12:04
Stop putting non-financial items in budget bills: Senate
Separate legislation give Canadians, lawmakers opportunity to scrutinize separate issues
- By: Jonathan Got
- March 27, 2026 March 27, 2026
- 17:24
Ontario business owners to face greater tax burden when accessing retained earnings
Provincial budget’s cut to small business tax rate comes with adjustment for tax-integration purposes
- By: Michelle Schriver
- March 27, 2026 March 27, 2026
- 16:49
Deloitte and Stablecorp partner on stablecoin infrastructure
Stablecoins will form foundation for tokenizing other financial assets
- By: Jonathan Got
- March 27, 2026 March 27, 2026
- 15:15
Clarke signs deal to acquire Ravelin Properties REIT
Commercial real estate firm valued at $1.1B
- By: The Canadian Press
- March 27, 2026 March 27, 2026
- 10:00
Guardian’s merger with Desjardins brings scale, access to ‘permanent capital’
Expect new product launches, outreach to advisors in months ahead: Mavroudis
- By: Alisha Hiyate
- March 26, 2026 March 27, 2026
- 17:10
In latest court filing, Advocis alleges cybersecurity firm inflated costs
Plus, updates on contract dispute with SeeWhy and last year's human rights complaint
- By: Michelle Schriver
- March 26, 2026 March 26, 2026
- 17:09
Sun Life lowers interest rates on some policies
Changes impact business, personal and legacy products
- By: Jonathan Got
- March 26, 2026 March 26, 2026
- 13:08
Manulife partners with U.K. asset manager
The two firms will serve clients in Europe, Asia, Bermuda, Canada and the U.S.
- By: Jonathan Got
- March 26, 2026 March 26, 2026
- 12:45
Ontario delays path to balance, pumps billions into research and innovation in budget
The province is delaying a surplus for the third year in a row
- By: Liam Casey and Allison Jones, The Canadian Press
- March 26, 2026 March 26, 2026
- 09:17
Industry groups urge Ontario to rethink taxation
Pre-budget submissions also float single insurance licensing system among provinces, fiduciary standard for advisors
- By: Michelle Schriver
- March 25, 2026 March 25, 2026
- 16:07
Manulife partners with cancer support provider to launch pilot program
Health coaches to support group benefits clients throughout cancer journey
- By: Jonathan Got
- March 25, 2026 March 25, 2026
- 11:29
Manitoba budget expands tax exemption on food items, aims to cut deficit
The budget forecasts a deficit of $498M on total spending of $27.3B
- By: Steve Lambert, The Canadian Press
- March 25, 2026 March 25, 2026
- 09:37
Ontario plans temporary boost to HST rebates on new homes in bid to energize sector
The Ministry of Finance estimates the measure will spark an additional 8,000 housing starts
- By: Allison Jones, The Canadian Press
- March 25, 2026 March 25, 2026
- 09:29