Agent reinstates charges for 15 clients, including one in Manitoba, without consent.
Licensee accused of using position to recruit clients from the recovery community.
Alberta agent barred from working in British Columbia’s insurance industry for five years.
Younger clients need education, crave simplicity and require advisors who are in it with them for the long run.
Transgressions led to clients losing more than $151,101.
Year-over-year, year-to-date and month-over-month activity all higher in February.
The Ontario-based managing general agency says it now has more advisors in the United States than in Canada.
Opportunities continue to exist in 2025, from large-scale to smaller deals.
The company attributes this result, in part, to its expanded range of segregated funds.
The insurer reported strong growth in investment product sales.