The ICBC, AMF and ICS are considering key changes to supervisory and oversight rules, CE requirements, use of titles and licensing
Regulation is one factor driving the consolidation trend
John Hamilton will continue to lead Financial Horizons and the existing management team will remain in place
The MGA has been preparing for Simone’s pending retirement by bringing on Larry Goldberg as COO in 2016 and expanding the responsibilities of other executives
New Brunswick-based MGA Estate Financial has more than 200 brokers who serve clients in five provinces
The Saskatoon-based firm’s second purchase of an MGA this month is the latest step in the company’s aggressive pursuit of growth, which began in September 2016
The agreement helps Financial Horizons brokers gain access to more financial offerings while Pinnacle advisors will benefit from running their insurance business under one brand
Sentinel Regency Group Benefits will provide group benefits insurance offerings to hundreds of independent advisors and their clients
Peak Insurance Services will add more than 6,000 clients to its roster as a result of the deal with L.E.S, which provides insurance services to health-care professionals
Financial Horizons Inc. plans to become a full-service financial services institution