Online Resources

Kitchener Financial Planners Forum Webcast

Thank you for attending our Financial Planners Forum.  Our hope is to provide you with relevant education for the industry, for your business, and for your clients.

These online resources are a way to allow you to review the presentations that were performed for you at the event.  This is a major part of our commitment to ensure that the information provided to you at the event remains relevant to you long after our event ended.

Presentations and Contact Info

In the table below you will find a PDF version of the exact presentation that was made to you at our event.  Please note that some of these pages may look “messy”.  This could be a result of layers and animations that PowerPoint makes look “neat”.  If you would like a clean version of these slides, it is recommended that you contact the presenter directly.

Tuesday, May 24th, 2018

Crossing The Line

Credit Score: More Than Just A Number

Professional Responsibility Applied!

Alan Hoffman, President, Inc


The Power of Presentation

Jonathan Jarvie, Inside Sales Representative, Life Design Analysis


Presentation to be Announced

Hal Yesovitch,


A Peek Inside Your Clients Mind

Lead or Be Left Behind

Robert Gignac, Author, “Rich is a State of Mind”


Boost Your Prospecting Mastery

Don Xavier, Motivational Speaker, Don Xavier Global Motivation


Attracting and Retaining Clients with CPWM

Jason Trueman, Portfolio Manager, Cumberland Private Wealth Management Inc


Uncover the Mortgage Truth

Sheila Archer, Business Development Consultant, Kitchener / Cambridge / Bresla, Manulife Bank


Introduction to Special Risk Products

Sophie Strezos-Egnatis, VP, Business Development, Hunter McCorquodale

416-408-5465   or   (c) 416-809-2279

Surviving at All Costs: The Case for CI Insurance

Mike Amo, Director of Sales, Ontario, Industrial Alliance


Building Blocks to Your Best Business

Building Relationships with Emotional Intelligence

Matthew Asser, President, Asser Incorporated


Wednesday, May 25th, 2018

Beyond Protection

David Hutchison, Director of Sales, Ontario, Foresters Canada


For An Even Greater Advantage

Shawn Hughes, Brokerage Manager, Ontario, Foresters Canada


The Blendable Group

Marketing Health Spending Accounts

Adam Hussey, Founder, Blendable

1888-569-9399 x102

Helping Your Clients Reclaim Their Life

Larry Hoover, Founder, HomeGuard


The Importance of Salary (DI 101)

Jason Allen, Regional Sales Director, La Capitale


Aging in Today’s World

Karen Henderson, Owner, LTC Planning Network


Taking Simplified issue to the MAX!

Ayal Alalouf, Regional Sales Director, Central Ont, Canada Protection Plan


Underwriting Cancer

Underwritiing Diabetes

Melanie McCallum, Regional Sales Director, Ont SW, Canada Protection Plan

416-447-6060 x359   or   c)647-627-2995

No Family Left Behind

Grow Your Business with CPP

Mike Liem, Regional Sales Director, Ont NE, Canada Protection Plan


No Family Left Behind

Michel Gagne, Regional Sales Director, Canada Protection Plan


Life Planning for People with Special Needs

John Dowson, Executive Director, LifeTRUST Planning

1-800-638-7256   or   (c)905-868-7870

A New Conversation with Every Client

Perry Wong, District Leader, Combined Insurance


A New Conversation with Every Client – Prepare for the Unexpected

Rick Machtinger, Sales Leader, Juggernaut Financial


Elevate Your Potential

Randy Taylor, Keynote Speaker & Coach, Taylormade Leadership


PATH Home Plan

Joe Flor, Director, National Sales, Equitable Bank


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