Jonathan Got

Industry News

Primerica Canada to distribute Canada Life seg funds

October 4, 2024 Jonathan Got
Business partnership meeting. Picture businessmans handshake. Successful businessmen handshaking after good deal. Horizontal, blurred (Business partnership meeting. Picture businessmans handshake. Successful businessmen handshaking after good deal. Ho
Industry News

Avoid being sued over KYP shortfalls, expert tells IAFP symposium

September 30, 2024 Jonathan Got
Client listening to a lawyer or advisor explaining issues
Industry News

Five ways to provide better advice

September 30, 2024 Jonathan Got
Couple getting financial advice
Industry News

Digital tools to help build client relationships

September 27, 2024 Jonathan Got
Businessman touching a screen showing the concept of global networks
Industry News

Tech roundup: Raymond James, Manulife Wealth begin using Conquest Planning

September 20, 2024 Jonathan Got
Man looking at two financial screens
Products

Product roundup: BMO Insurance increases non-par whole life death benefit

September 20, 2024 Jonathan Got
new label
Dealers’ Report Card

Do firms offer enough financial planning support?

September 13, 2024 Jonathan Got
Elder couple planning
People

Industry moves this week

September 11, 2024 Jonathan Got
blurred lights on stage, drama theatre show background
Industry News

ESG investment isn’t dead; priorities are changing: Millani

September 9, 2024 Jonathan Got
Green planet
Industry News

Help clients apply for the disability tax credit

August 29, 2024 Jonathan Got
Man in wheelchair working on a laptop outside
Industry News

Current fiscal policy sustainable over long term: PBO

August 28, 2024 Jonathan Got
3D rendering of Canadian dollar notes in wallet stock photo
From the Regulators

Cryptoasset reporting, LICAT guidelines open for consultation: OSFI

August 22, 2024 Jonathan Got
rules and regulations