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Advisor. ca
advisor. ca > insurance > policyme-launches-new-guaranteed-issue-permanent-life-policy

Policy Me launches new guaranteed issue permanent life policy

2+ hour, 15+ min ago  (342+ words) Agents should remind clients they may still qualify for traditional coverage with lower premiums, even with an existing condition Policy Me has launched a new guaranteed issue life insurance product with up to $100, 000 of coverage underwritten by Toronto-based life insurance…...

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Advisor. ca
advisor. ca > tax > tax-strategies > your-u-s-spouse-probably-doesnt-want-to-inherit-that-tfsa

Your U. S. spouse probably doesn't want to inherit that TFSA

4+ hour, 12+ min ago  (496+ words) The Internal Revenue Services treats TFSAs as foreign investment accounts " that can trigger reporting obligations Most Canadians assume leaving a TFSA to a spouse is one of the simplest estate-planning decisions they can make. But when that spouse is a…...

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Advisor. ca
advisor. ca > advisor-to-client > financial-planning-advisor-to-client > advisor-to-client-how-young-people-can-navigate-the-new-normal-for-lifes-financial-milestones

Advisor to Client: How young people can navigate the new normal for life's financial milestones

1+ day, 8+ hour ago  (963+ words) Young Canadians should seek to understand the big financial picture as they juggle multiple goals Young people don't need another slew of statistics telling them their financial lives will be different from their parents' generation. They need a plan. Education…...

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Advisor. ca
advisor. ca > economy > economic-indicators > manufacturing-sales-rise-4-2-in-april-to-77-1b

Manufacturing sales rise 4. 2% in April to $77. 1 B

1+ day, 8+ hour ago  (208+ words) Petroleum and coal product sales jumped 22%, hitting a record high: Statistics Canada Statistics Canada says manufacturing sales rose 4. 2% to $77. 1 billion in April, as the petroleum and coal product group hit a record high. Petroleum and coal product sales jumped 22. 6 % to…...

Advisor. ca
advisor. ca > economy > economic-indicators > household-debt-outpaced-income-in-first-quarter

Household debt outpaced income in first quarter

4+ day, 8+ hour ago  (260+ words) Household credit as a proportion of disposable income rose to 179. 6%, Statistics Canada says Statistics Canada says the amount Canadian households owe outpaced income for the sixth straight quarter. The agency says the seasonally adjusted ratio of household credit market debt…...

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Advisor. ca
advisor. ca > industry-news > opinion > opinion-private-equity-is-good-for-the-wealth-management-industry

Opinion: Private equity is good for the wealth management industry

4+ day, 7+ hour ago  (722+ words) These firms offer more than just funding. And the truth is, many Canadian firms need them The current global wealth-management merger-and-acquisition (M&A) cycle dates back to the period following the Great Financial Crisis. It entered a kind of second gear…...

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Advisor. ca
advisor. ca > industry-news > regulation > csa-closes-fund-dealer-loopholes

CSA closes fund dealer loopholes

5+ day, 1+ hour ago  (402+ words) While the practice of a fund dealer acting as a principal distributor for more than one family of funds is relatively rare, securities regulators are adopting rule changes to clarify that this practice isn't allowed " and making other tweaks to…...

Advisor. ca
advisor. ca > industry-news > industry > hr-reit-held-talks-with-blackstone-regarding-sale-of-certain-assets

H&R REIT held talks with Blackstone regarding sale of certain assets

4+ day, 6+ hour ago  (174+ words) Talks were preliminary and not exclusive, H&R says H&R Real Estate Investment Trust says it has held talks with Blackstone Inc. regarding a potential sale of certain assets to the U. S. private equity firm. The trust confirmed the discussions…...

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Advisor. ca
advisor. ca > industry-news > regulation > court-rejects-will-written-after-death

Court rejects will written after death

5+ day, 8+ hour ago  (533+ words) A draft will created after death can't meet the test in B. C. estates legislation A British Columbia court declined to endorse a will that was drafted after a woman's death, but it did approve a corrected version of a mirror will…...

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Advisor. ca
advisor. ca > economy > trump-not-looking-to-renew-cusma-trade-pact-says-no-need-for-canadian-imports

Trump 'not looking to renew' CUSMA trade pact, says no need for Canadian imports

6+ day, 2+ hour ago  (659+ words) He said the U. S. does better economically when it's autonomous U. S. President Donald Trump said Wednesday that he is "not looking to renew" a critical continental trade pact, indicating the United States will blow past a July 1 deadline for renewal. If the…...

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