Jonathan Got

Industry News

Cardinal Point teams with Gavin Hockey Wealth Specialists

May 16, 2024 Jonathan Got
Agreement win-win
Financial Planning

Help your client address the volatility of equity compensation

May 14, 2024 Jonathan Got
Businessman overlooking multiple pathway options
Insurance Guide

An advisor’s role in underwriting

May 13, 2024 Jonathan Got
people using technology
Insurance Guide

Guiding clients through a CI claim

May 13, 2024 Jonathan Got
Canada Life insurance
Industry News

iA Financial posts net income of $233 million in Q1

May 10, 2024 Jonathan Got
Magnifying glass looking at financial data
Industry News

Sun Life posts first-quarter net income of $875 million

May 10, 2024 Jonathan Got
Sun Life logo on a building
Industry News

Canada headed for a hybrid open-banking regime

May 8, 2024 Jonathan Got
data connections
Industry News

Second bill on open banking expected in the fall

May 7, 2024 Jonathan Got
parliament hill
Industry News

Desjardins using CapIntel Correlate for client education, CFR help

May 2, 2024 Jonathan Got
Industry News

Tech roundup: U.S. software firm releases retirement planning tools

April 17, 2024 Jonathan Got
Advisor tracking stocks
Industry News

Canada to require cryptoasset reporting by 2027

April 16, 2024 Jonathan Got
Crypto coins
Industry News

Canada Disability Benefit gets $6.1B in funding

April 16, 2024 Jonathan Got
The company which employing disable people will receive tax deductions benefits.