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
- Life Design Analysis
- Hal Yesovitch
- Robert Gignac
- Don Xavier
- Cumberland PWM
- Manulife Bank
- Email Marketing
- Hunter McCorquodale
- Industrial Alliance
- Asser Inc
Credit Score: More Than Just A Number
Professional Responsibility Applied!
Alan Hoffman, President, CE-credits.ca Inc
416-666-1981
alan@ce-credits.ca
Jonathan Jarvie, Inside Sales Representative, Life Design Analysis
1-844-498-7473
jonathan@lifedesignanalysis.com
Presentation to be Announced
Hal Yesovitch,
416-574-9053
1yeso8888@gmail.com
A Peek Inside Your Clients Mind
Robert Gignac, Author, “Rich is a State of Mind”
905-841-0837
robert@richisastateofmind.com
Boost Your Prospecting Mastery
Don Xavier, Motivational Speaker, Don Xavier Global Motivation
416-562-9780
dxavier@donxavier.com
Attracting and Retaining Clients with CPWM
Jason Trueman, Portfolio Manager, Cumberland Private Wealth Management Inc
613-929-4511
jasont@cpwm.ca
Sheila Archer, Business Development Consultant, Kitchener / Cambridge / Bresla, Manulife Bank
519-502-7068
sheila_archer@manulife.com
Email Marketing in the CASL Era
Alan Hoffman, President, CE-credits.ca Inc
See Cyberimpanct Pricing and Try Cyberimpact for FREE with up to 250 Emails
416-666-1981
alan@ce-credits.ca
Introduction to Special Risk Products
Sophie Strezos-Egnatis, VP, Business Development, Hunter McCorquodale
416-408-5465 or (c) 416-809-2279
sophie@hunmcc.com
Surviving at All Costs: The Case for CI Insurance
Mike Amo, Director of Sales, Ontario, Industrial Alliance
416-528-1360
michael.amo@ia.ca
Building Blocks to Your Best Business
Building Relationships with Emotional Intelligence
Matthew Asser, President, Asser Incorporated
905-213-4714
matthew.asser@asserinc.com
Wednesday, May 25th, 2018
- Foresters
- Blendable
- HomeGuard
- La Capitale
- LTC PN
- CPP
- LifeTRUST Planning
- Combined Insurance
- Randy Taylor
- Equitable Bank
- Tab Title
- Tab title
David Hutchison, Director of Sales, Ontario, Foresters Canada
647-405-4233
DHutchison@foresters.com
Shawn Hughes, Brokerage Manager, Ontario, Foresters Canada
647-465-6867
shughes@foresters.com
Marketing Health Spending Accounts
Adam Hussey, Founder, Blendable
1888-569-9399 x102
adam.hussey@blendable.ca
Helping Your Clients Reclaim Their Life
Larry Hoover, Founder, HomeGuard
1800-799-9040
larryhoover@rogers.com
www.HomeGuardInventory.com
The Importance of Salary (DI 101)
Jason Allen, Regional Sales Director, La Capitale
855-407-6509
jason.allen@lacapitale.com
Karen Henderson, Owner, LTC Planning Network
416-323-1090
karenh@ltcplanningnetwork.com
Taking Simplified issue to the MAX!
Ayal Alalouf, Regional Sales Director, Central Ont, Canada Protection Plan
416-569-6494
ayal@cpp.ca
Melanie McCallum, Regional Sales Director, Ont SW, Canada Protection Plan
416-447-6060 x359 or c)647-627-2995
melanie.mccallum@cpp.ca
Mike Liem, Regional Sales Director, Ont NE, Canada Protection Plan
416-414-9000
michael.liem@cpp.ca
Michel Gagne, Regional Sales Director, Canada Protection Plan
438-988-3070
michel.gagne@cpp.ca
Life Planning for People with Special Needs
John Dowson, Executive Director, LifeTRUST Planning
1-800-638-7256 or (c)905-868-7870
lifetrust@rogers.com
A New Conversation with Every Client
Perry Wong, District Leader, Combined Insurance
416-999-7011
perry@perrywong.ca
A New Conversation with Every Client – Prepare for the Unexpected
Rick Machtinger, Sales Leader, Juggernaut Financial
416-738-3544
rmachtinger60@gmail.com
Randy Taylor, Keynote Speaker & Coach, Taylormade Leadership
647-262-3853
rtaylor@taylormadeleadership.com
Joe Flor, Director, National Sales, Equitable Bank
416-570-9996
jflor@eqbank.ca
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