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Keyword: Segregated funds

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angry client meeting

After receiving enhanced statements, clients may have questions, FSRA says

Hand stopping dominos

Agent deemed unsuitable after deceiving regulators about continuing education

Beach bound

Paul Ghoche of Canada Life says innovations and a demand for safety are driving interest in segregated funds

Beach bound

Paul Ghoche of Canada Life says innovations and a demand for safety are driving interest in segregated funds

Magnifying glass

Proposal would require seg fund disclosure of embedded costs

chart showing downward movement

CSA research details the evolution of fund costs in the face of transparency reforms

pot hole bad roads

Segregated Fund Families ranking shows active management paid off in fixed income, and tech gains dominated equities returns

Entrance to Financial Services Regulatory Authority of Ontario

New measures address the use of DSCs with existing contracts

Manulife head office building in Toronto, Canada. Manulife is a Canadian multinational insurance company.

The quarter also saw net outflows, lower AUM

advisor and client meeting

Draft rules out for comment, expected to take effect in 2026