Ontario

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  LTC Options: Communes, etc.

  By Jim Fitzgerald  |  March 1, 2013

  There's more than one way to skin that long-term care cat.

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  BMO report reveals rise in charitable giving among Canadians

  By Warren S. Hersch  |  November 15, 2012

  The number of Canadians giving to charitable causes and the amounts they are giving are on the rise, according to new research.

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  Manulife Financial Acquires Wellington West Financial

  By Michael K. Stanley  |  September 4, 2012

  Manulife Financial and its Canadian dealer, Manulife Securities, hope that its acquisition of Wellington West Financial Services Inc., a dealership registered with the Mutual Funds Dealers Association from National Bank Financial Group, will propel it to being one of Canada’s premier investment firms.

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  MetLife Appoints Hele as CFO

  By Noah Guillaume  |  August 15, 2012

  John C. R. Hele will join MetLife as executive vice president and chief financial officer, effective Sept. 4

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  BMO Nesbitt Burns: Investors Most Value Honesty, Trustworthiness and Knowledge of Advisors

  By Warren S. Hersch  |  August 13, 2012

  The study also shows that more than two-thirds (69%) of Canadian investors have used the services of a financial or investment advisor within the past 12 months.

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  International Advisor Roundtable Explores Products, Pricing and Practice Management

  By Daniel Williams  |  August 2, 2012

  An international group of advisors sat down earlier this summer to discuss their similarities and differences regarding government regulations, products and successful practice management tools.

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  BMO: For Most Canadians, Investing is Akin to a Marathon

  By Warren S. Hersch  |  July 26, 2012

  Fifty-three percent of the survey respondents see themselves as the investing equivalent of a marathon runner, the study finds. For these Canadians, investing is a long and winding road because they are in the markets for the long-haul.

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  Manulife: Canadian Investor Sentiment Down

  By Michael K. Stanley  |  July 18, 2012

  Investor sentiment in Canada has continued its downward spiral according to Manulife Financial, (NYSE:MFC), Toronto, and the results of their latest Manulife Financial Sentiment Index.

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  Across the Globe, the Regulatory Vise Tightens

  By Warren S. Hersch  |  July 1, 2012

  During the 2012 annual meeting of the Million Dollar Round Table, held in Anaheim, Calif., June 9-13, editors of Summit Business Media’s LifeHealthPro group—Warren Hersch of National Underwriter Life & Health, Brian Anderson of Life Insurance Selling and Daniel Williams of Senior Market Advisor—met with MDRT members from New Zealand,...

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  Across the Globe, the Regulatory Vise Tightens

  By Warren S. Hersch  |  June 18, 2012

  During the 2012 annual meeting of the MDRT, members from Australia, Canada, the U.S. and the U.K. explored regulatory, practice management, and product issues and trends.