FREE Membership Sign in

MENU

JavaScript is disabled in your browser.

In order visualise this page, please follow these steps.

BMO Insurance executive moves to QFS

Visibility360, PDF version to share

By Alain Thériault | Aug. 20, 2021, noon

Flash | BMO | DESJARDINS | QUALIFIED FINANCIAL SERVICES (QFS) | SUN LIFE FINANCIAL | IG WEALTH MANAGEMENT | On the Move

He recently joined Qualified Financial Services (QFS) to support advisors with high net worth clients.

This article is reserved to PRO Level subscribers

Discover the PRO Level

Advertisement

The most popular in Life Insurance

Ontario regulator sets out licensing requirements in new guidance document

Capgemini says insurers largely unprepared for coming wealth transfer to beneficiaries

Group insurance: Desjardins launches fertility-related offer

Make your business shine with Visibility360!

Get a PDF version to share in your networks.

I'm interested

Headlines

How do you start your conversations with the people you serve?

Sun Life invests in Pillway

Financial confidence holds but Canadians are pessimistic

Advertisement

Related topics …

Flash

How do you start your conversations with the people you serve?

Financial confidence holds but Canadians are pessimistic

Distribution: Insurance Supermarket International embraces full digital shift

Canadian deaths climb in 2022

BMO

Advice leads to tax penalty for client and sanction for dealing representative

In-force business: Data providers still missing

Discretionary trading lands investment representative $15,000 fine

Pension plans purchase a record number of annuities

DESJARDINS

Group insurance: Desjardins launches fertility-related offer

LIMRA’s critical illness insurance results: Captive agents on fire!

The financial strength of property insurers remains excellent

The financial strength of major life insurers remains stable

QUALIFIED FINANCIAL SERVICES (QFS)

Cuddy to leave Qualified Financial Services

Consolidation now targeting small firms and blocks of business

APEXA: Membership growing despite hurdles

Insurance for high net worth clients regains momentum despite social distancing

SUN LIFE FINANCIAL

Sun Life invests in Pillway

Former agent banned by two separate regulators for borrowing money

Report quantifies the cost of menopause to women and employers

Offer to pay off client ends in sanctions

IG WEALTH MANAGEMENT

Canadians lack proper estate plans

$1-million not enough to retire on says wealth management firm

IG Wealth Management publishes 2023 market outlook

High-net worth clients concerned, but may lack perspective

On the Move

Advocis’ president and CEO “left the organization”

Aviva Canada CEO to lead Irish and UK businesses

Council of insurance regulators appoints new executive committee members

Desjardins Insurance revamps top management