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

Crossing The Line

Alan Hoffman, President, Inc


Make 2018 Your Best Year Ever

April-Lynn Levitt, Coach, The Personal Coach


Discussing Real Estate Investing with Your Clients

Hal Yesovitch, VP Sales, FDS Broker Services

905-566-4420 x241  OR  647-921-4428

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


Helping Your Clients Reclaim Their Life

Larry Hoover, Founder, HomeGuard


Debt-Mageddon: Helping Your Clients Navigate Rising Interest Rates

Derek Patterson, Director, Strategic Initiatives, Manulife Bank


Wednesday, November 29th, 2017

Professional Responsibility Applied! (Case Study Group 2)

Alan Hoffman, President, Inc


Global Medical Care: The Best Kept Secret in the Industry

Gino Stirpe, Director of Sales, Best Doctors Insurance Canada


Introduction to Special Risk Products

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

416-408-5465  OR  c) 416-809-2279

The Power of Presentation

Jonathan Jarvie, Inside Sales Representative, Life Design Analysis


The Blendable Group

Adam Hussey, Founder, Blendable

1888-569-9399 x102

Underwriting Cancer

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