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Insurance

Whether your business wishes to provide insurance products to Canadians for the first time, your established business plans to expand into new markets or distribution channels, or add new insurance products, or whether your business simply needs some guidance to navigate the regulatory environment, it’s imperative to have a skilled team to help you understand the legal and regulatory aspects that affect your industry. 

Our multidisciplinary approach allows us to assemble the best teams to handle the most complex issues, including:

  • governance, market conduct and compliance
  • acquisitions and reorganizations of insurance industry participants
  • warranties and “near” insurance products
  • segregated funds and other investment products
  • self-insurance, risk retention and captive strategies
  • negotiating distribution, outsourcing and other agreements and drafting policy wordings
  • privacy issues and privacy breach responses
  • anti-money laundering and terrorist financing
  • telemarketing and anti-spam rules
  • marketing, advertising and promotional matters
  • litigation and other disputes

Experience

  • Sterling Capital Brokers, an independent benefit consulting firm, in connection with:
    • its merger with Adamek Financial to become the largest independent employee-owned benefit consulting firm in Canada;
    • its merger with Luedey Consultants Inc., a leading boutique benefit consulting firm in Atlantic Canada; and
    • its acquisition of Riverview Insurance Solutions Inc., one of Alberta's leading middle-market benefit consulting firms.

Key Contacts

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