Allegations centred around claims dealing rep borrowed more than half a million dollars from clients
In a separate case, another dealing rep is punished by MFDA for submitting unapproved Letters of Direction
Sun Life shares rise on news but Manulife's slump on 'mixed' overall results
Task force of industry leaders to take on modernization, investor protection, and competitiveness
A daily roundup of WP’s top news and analysis
Former Sun Life Financial Investments advisor hit with $12,500 punishment by MFDA
Fraud verdict, and house arrest, for business owner who avoided $605,355 in federal income tax
From starting BMO ETFs from scratch to educating investors and advisors and serving as chair of the CETFA, Kevin Gopaul has been one of the investment vehicle’s biggest advocates
Former Sun Life Financial Service rep banned for two years and fined by the MFDA
Sun Life Financial advisor Brian Burlacoff on how advisors can talk clients through the importance of planning for all health eventualities
