SSQ is expanding rapidly across regions and product lines. Meet the man in charge of making sure that change also means success
Without employment income to steady volatile markets, retirees often look to insurance-related products, such as seg funds and other investment vehicles offering guaranteed returns, to provide predictable income flows and benefits
FSCO examinations have found that 10% of insurance agents were not disclosing actual or potential conflicts of interest to their clients in writing, as they’re required to do
Advisors interested in the exempt-market space should educate themselves properly and pursue the appropriate licenses and qualifications, experts say
The provincial government is reviewing FSCO’s and DICO’s mandates as well as the regulatory framework for financial planning
Advisors say the changes are long overdue
Credit unions argue that, because they cannot own insurance subsidiaries, they shouldn't be subject to same rules as banks
Cyrille Giraud’s focus on compliance and ethics in his role as an internal auditor with Peak Financial Group tie in with his desire to see Canadians comply with their tax obligations
Mortgage life insurance is the source of many complaints
The AMF's Julien Reid is driven by a commitment to the protection of policyholders and customers