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Insurance

  • 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.
  • Canadian Premier Life Insurance Company in its acquisition of Gerber Life Insurance Company's Canadian insurance business from U.S.-based Western & Southern Financial Group.
  • Besurance Corporation, a private insurance and technology incubator, in its acquisition of Fenchurch General Insurance, a private insurance company.
  • Incorporation, organization and licensing of insurers, brokers and agents.
  • Foreign insurers entering Canada with respect to federal and provincial regulatory requirements and federal and provincial licensing applications.
  • Governance of insurance companies and advising Boards of insurance companies.
  • Obtaining federal and provincial insurance regulatory approvals.
  • Regulatory permission with respect to transfers of books of insurance business.
  • Withdrawal and winding up of insurers.
  • Resolving distribution, product and other regulatory issues with regulators on behalf of clients.
  • Preparing distribution and outsourcing agreements.
  • Reviewing and developing policy wording.
  • Drafting and negotiating distribution, reinsurance, agency, networking, insurance telemarketing and other specialized agreements germane to the sector.
  • Reviewing insurance marketing and promotional material and advising on compliance with applicable laws and industry guidelines.
  • Reinsurance.
  • Self-insured, risk retention and captive strategies.
  • Market conduct and compliance requirements.
  • Privacy laws, the resolution of privacy complaints and privacy breach responses.
  • Preparing privacy policies and procedures and conducting privacy audits.
  • Anti-money laundering issues and preparing anti-money laundering policies and procedures.
  • Compliance with provincial and federal legislative and regulatory changes.
  • 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.
  • Canadian Premier Life Insurance Company in its acquisition of Gerber Life Insurance Company's Canadian insurance business from U.S.-based Western & Southern Financial Group.
  • Besurance Corporation, a private insurance and technology incubator, in its acquisition of Fenchurch General Insurance, a private insurance company.
  • Incorporation, organization and licensing of insurers, brokers and agents.
  • Foreign insurers entering Canada with respect to federal and provincial regulatory requirements and federal and provincial licensing applications.
  • Governance of insurance companies and advising Boards of insurance companies.
  • Obtaining federal and provincial insurance regulatory approvals.
  • Regulatory permission with respect to transfers of books of insurance business.
  • Withdrawal and winding up of insurers.
  • Resolving distribution, product and other regulatory issues with regulators on behalf of clients.
  • Preparing distribution and outsourcing agreements.
  • Reviewing and developing policy wording.
  • Drafting and negotiating distribution, reinsurance, agency, networking, insurance telemarketing and other specialized agreements germane to the sector.
  • Reviewing insurance marketing and promotional material and advising on compliance with applicable laws and industry guidelines.
  • Reinsurance.
  • Self-insured, risk retention and captive strategies.
  • Market conduct and compliance requirements.
  • Privacy laws, the resolution of privacy complaints and privacy breach responses.
  • Preparing privacy policies and procedures and conducting privacy audits.
  • Anti-money laundering issues and preparing anti-money laundering policies and procedures.
  • Compliance with provincial and federal legislative and regulatory changes.

Key Contacts

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