Single clients bear added risk, need disability and critical illness insurance
As Canada’s single population grows, advisors can add value with disability and critical illness insurance
- By: Jordan Maxwell
- April 15, 2025 April 14, 2025
- 05:00
As Canada’s single population grows, advisors can add value with disability and critical illness insurance
From adjudication to getting back to work, here's what you need to be there for your client
Low interest rates turned Canadians against the product category for years — it may be time for a reset
They see its value, but aren't likely to respond to traditional legacy planning or worst-case-scenario pitches
Canada’s life and health insurance business is competitive — here’s how to stand out
Clients will see first enhanced statements in early 2027, if rules are approved
Self-employment, job changes and retirement could be cues to look for coverage
Strong volumes to boost revenues from transactions and clearing: Moody's
Plus, fund launches from RBC iShares, Manulife; multiple firms announce fund changes
Official counts may miss the mark, leaving policymakers scrambling
An annual wealth tax would rake in $121 million over 5 years
Lower interest rates even the playing field: Statistics Canada
Despite the uncertainty, survey suggests Canadians' outlook for their personal finances has brightened
The May crude oil contract dropped US$1.30 to US$96.57 per barrel
Current challenge deals with levies imposed under the Trade Act of 1974
Cheap funding, central bank support, rosy AI forecasts, FOMO and more have kept market valuations elevated — that won’t last forever
Tribunal to consider settlement with Liquidnet over allegedly faulty controls
Social relationship with regulator's key witness in case leads to recusal
Venture companies begin opting for less frequent reporting
The Calgary-based asset manager negotiated with its lender to buy more time to repay its debt
Many trusts may need to amend 2024, 2025 tax returns
Bank will also be hiring and expanding in key areas of national importance
Plus, Designed Wealth adds advisor and inaugural taxonomy and transition planning council named
McIntyre to start a new role later this month
Plus, appointments at Sun Life, Connor, Clark & Lunn, Sapling Financial and more
Plus, new emerging market, target-date and tech funds, and a raft of fund changes
The lack of a structured follow-up when a client changes hands can leave the policyholder vulnerable
Gold prices, equity markets drove strong seg fund sales but couldn’t prevent net outflows in 2025