Online Resources

Markham Financial Planners Forum & Webcast

This page is currently under construction.  Please check back later

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, June 11th, 2019


Alan Hoffman, President, Inc



Afsar Shah, Business & Regulatory Coach, The Personal Coach

519-576-2262 x8


Richard Morin

Author, Speaker, Entrepreneur



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

416-408-5465   or   (c) 416-809-2279


Rick Machtinger, Certified Financial Planner, Juggernaut Financial



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



Don Xavier, Motivational Speaker, Don Xavier Academy


Wednesday, June 12th, 2019


Alan Hoffman, President, Inc



John Dowson, Executive Director, LifeTRUST Planning

1-800-638-7256   or   (c)905-868-7870


Angelo Mantzios

Senior Financial Consultant



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



Barbara Lowe

Social Media Motivator & Strategist



Mark Osborne, Investment Sales Specialist, La Capitale

800-268-2835 x53514


Bill Bishop

CEO, Bishop Communication

647-436-8829 x101