Industry News

Briefly:

Groupe Promutuel and Desjardins Group have signed an agreement-in-principle, which will create a business partnership for the distribution of financial products and services, such as mortgage loans and savings products. “We are delighted to have reached an agreement with our Groupe Promutuel colleagues, which is proof of our common desire to bring two organizations that […]

By Staff |January 12, 2010

5 min read

Retirement crisis overblown: Hamilton

Despite dire warnings in the press that Canada’s pension plans are set to implode, one of the country’s most respected actuaries says the problem isn’t really that bad. In fact, Canadians are in an enviable position compared to most other countries. “It’s a truth universally acknowledged that Canada has one of the best retirement systems […]

By Steven Lamb |January 12, 2010

5 min read

Briefly:

European and North American pension funds, unhappy with investment returns, are taking a close look at the performance of their money managers, a recent survey reveals. Bfinance’s survey of 63 North American and European pension funds finds 62% of respondents have reviewed their roster of external managers in the past six months, resulting in changes […]

By Staff |January 11, 2010

4 min read

Celebrating Advice: Using group plans to build referrals

Howard Fergusson, has more hot prospects to grow his individual business than he can possibly serve, thanks to building up a solid group benefits and retirement planning practice. Fergusson, a CFP and Toronto-based advisor affiliated with Sun Life, is one of the dealer’s top producers, and he credits a large part of his success to […]

By Mark Noble |January 11, 2010

4 min read