The signals you give can move a prospect from viewing you with indifference to trust
Wilton Re Ltd., a life reinsurance company based in Bermuda, has purchased Transamerica Life Canada of Toronto. Wilton Re also has agreed to pay $600 million for the Canadian businesses of Netherlands-based Aegon NV, which also includes Canadian Premier Life, Legacy General Insurance Co., CRI Canada and Selient Inc. As part of the deal, Wilton […]
For the second consecutive year, Toronto-based Royal Bank of Canada’s (RBC) wealth-management division has been named Outstanding Wealth Manager, Customer Relationship Service and Engagement at the annual Private Banker International Global Wealth Summit and Awards held in Singapore. RBC also was named Outstanding Wealth Planning and Trust Provider at the summit’s 24th annual gala. (fcollie@investmentexecutive.com). […]
Montreal-based MacDougall MacDougall & MacTier Inc. (3Macs) has purchased Toronto-based Castellum Capital Management Inc. Castellum president Karen Shoffner and executive vice president Owen Phillips both will work with 3Macs’ subsidiary, MacDougall Investment Counsel Inc. The acquisition is scheduled to close this month. (fcollie@investmentexecutive.com). © 2014 Investment Executive. All rights reserved.
Toronto-based Canadian Foundation for Advancement of Investor Rights (a.k.a. FAIR Canada) has received donations from Talisman Energy Inc. of Calgary and Manulife Financial Corp. of Toronto. Manulife donated $300,000, to be paid out over a three-year period, to the investor advocacy group. The amount of Talisman’s donation was not disclosed, but FAIR Canada describes it […]
The CRA’s update of its guidance notes will include several changes
Sun Life is considering allowing annuities to be purchased in installments
Former Assante rep used discount brokerage accounts to make up for client losses
IIROC suspends Winnipeg rep for KYC failings, unauthorized trades
Julie Barker-Merz is overseeing significant change at BMO InvestorLine with the introduction of adviceDirect