The acquired brokerage specializes in both personal and commercial lines.
Registered representative ordered to pay $386,492.
Insurers urged to draw from a wider set of data and information to understand vulnerabilities.
Rep also fined and banned for processing transactions to increase his commission.
Quebec the only region in 2023 with positive net promoter scores.
Failing to report client complaints, misleading firm results in six-month ban and $20,000 fine.
Pension sponsors have leeway to derisk, but window of opportunity is closing.