Online Resources
Hamilton Financial Planners Forum
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, November 28th, 2017
Alan Hoffman, President, CE-credits.ca Inc
416-666-1981
April-Lynn Levitt, Coach, The Personal Coach
905-845-6353
Discussing Real Estate Investing with Your Clients
Hal Yesovitch, VP Sales, FDS Broker Services
905-566-4420 x241 OR 647-921-4428
Robert Gignac, Author, “Rich is a State of Mind”
905-841-0837
Boost Your Prospecting Mastery
Don Xavier, Motivational Speaker, Don Xavier Global Motivation
416-562-9780
Debt-Mageddon: Helping Your Clients Navigate Rising Interest Rates
Derek Patterson, Director, Strategic Initiatives, Manulife Bank
226-808-7184
Wednesday, November 29th, 2017
- Professional Responsibility
- Best Doctors Ins Cda
- Hunter McCorquodale
- Life Design Analysis
- Blendable
- CPP
- LifeTRUST Planning
Professional Responsibility Applied! (Case Study Group 2)
Alan Hoffman, President, CE-credits.ca Inc
416-666-1981
Global Medical Care: The Best Kept Secret in the Industry
Gino Stirpe, Director of Sales, Best Doctors Insurance Canada
416-436-2268
Introduction to Special Risk Products
Sophie Strezos-Egnatis, VP, Business Development, Hunter McCorquodale
416-408-5465 OR c) 416-809-2279
Jonathan Jarvie, Inside Sales Representative, Life Design Analysis
1-844-498-7473
Adam Hussey, Founder, Blendable
1888-569-9399 x102
Melanie McCallum, Regional Sales Director, Ont SW, Canada Protection Plan
416-447-6060 x359 or c)647-627-2995
Life Planning for People with a Disability – Case by Case
John Dowson, Executive Director, LifeTRUST Planning
1-800-638-7256 or (c)905-868-7870