Primerica

Presenting Canada's Top 50 Leading Women in Wealth

Get to know who made it to this year's top female financial advisors and professionals

Revealed: Top 50 Leading Women in Wealth 2024

Celebrating the trailblazing women redefining leadership across financial advising and portfolio management

Canada Life and Primerica to expand seg fund access across Canada

New agreement will allow Primerica advisors to offer Canada Life's seg funds starting in early 2025

Can a 'financial X-ray' help advisors address client financial literacy?

CEO thinks that a visualization tool can help clients know what they don't know and form the base for an advisor's educational work

Most middle-income Canadians say they can't afford to work with an advisor

New report highlights several gaps in people's financial knowledge

Will seg fund providers make guaranteed income great again?

Despite steep rise in interest rates, segregated fund providers will likely proceed with caution to return to pre-2008 products, says planning professional

Capstone introduces new solution for faith-based investing

The boutique fund manager has launched the unique equity strategy for Christian clients

Canadian wealth firms partner to launch Shariah-compliant mutual fund

Mackenzie and Primerica are working together to provide a certified Shariah-compliant investing opportunity for Canada’s diverse investor community

Advice gap story has 'no real intellectual merit'

Independent advisor rebuts call to pull back on fee regulation, laments delay in TCR rule action

Afraid of an advice gap? It's already here, say investor advocates

Research warning of UK-style advice shortage for middle-market Canadians draws reaction