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
- Crossing the Line
- The Personal Coach
- Richard Morin
- Hunter McCorquodale
- Combined Insurance
- Canada Protection Plan
- Don Xavier
Afsar Shah, Business & Regulatory Coach, The Personal Coach
519-576-2262 x8
www.thepersonalcoach.ca
Sophie Strezos-Egnatis, VP, Business Development, Hunter McCorquodale
416-408-5465 or (c) 416-809-2279
Rick Machtinger, Certified Financial Planner, Juggernaut Financial
416-738-3544
Mike Liem, Regional Sales Director, Ont NE, Canada Protection Plan
416-414-9000
Don Xavier, Motivational Speaker, Don Xavier Academy
416-562-9780
Wednesday, June 12th, 2019
- Professional Responsibility
- LifeTRUST Planning
- Financial Strategies Group
- Robert Gignac
- Assisting You Social
- La Capitale
- Bill Bishop
John Dowson, Executive Director, LifeTRUST Planning
1-800-638-7256 or (c)905-868-7870
Robert Gignac, Author, “Rich is a State of Mind”
905-841-0837
Barbara Lowe
Social Media Motivator & Strategist
855-553-2343
www.barbaralowe.social
Mark Osborne, Investment Sales Specialist, La Capitale
800-268-2835 x53514