Sun Life Financial

The day that was

A daily roundup of WP’s top news and analysis

Sun Life Financial commits $1 billion to acquisition

Toronto-based firm hones in on infrastructure with global investment manager takeover deal

Ex-advisor fined for slew of form violations

Former Sun Life Financial Investments advisor hit with $12,500 punishment by MFDA

Advisor sentenced after failing to report $2 million in commission

Fraud verdict, and house arrest, for business owner who avoided $605,355 in federal income tax

A voice for ETFs

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

Advisor admits to using 62 pre-signed or altered forms

Former Sun Life Financial Service rep banned for two years and fined by the MFDA

The ‘real’ risks associated with long-term care

Sun Life Financial advisor Brian Burlacoff on how advisors can talk clients through the importance of planning for all health eventualities

Manulife, Sun Life did better than expected in the third quarter

Profitable Asian markets helped Canadian insurers gain

Ex-advisor handed lifetime ban for dodging MFDA investigation

Dealing rep also given $50,000 fine after evading regulator for almost two years

Advisor fined for altering account forms

Sun Life Financial Investment rep admits using liquid correction fluid for "client convenience"