For those approaching sixty, the urgency to act is clear.
The acquired company is one of the largest in Canada.
Beneva, born from the merger of La Capitale and SSQ, is now the largest mutual insurer in Canada.
He is competing against his own legacy with a more data-centric application.
It responds to queries in almost natural language, thanks to generative artificial intelligence.
It aims to outrival any of the big four by advisor count.
Economists see them declining, but caution it will be a long process.