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, October 24th, 2017
- Crossing the Line
- Life Design Analysis
- FDS Broker Services
- Don Xavier
- Cumberland PWM
- Al Feth
- Manulife Bank
Alan Hoffman, President, CE-credits.ca Inc
416-666-1981
Jonathan Jarvie, Inside Sales Representative, Life Design Analysis
1-844-498-7473
Discussing Real Estate Investing with Your Clients
Hal Yesovitch, VP Sales, FDS Broker Services
905-566-4420 x241 or 647-921-4428
Boost Your Prospecting Mastery
Don Xavier, Motivational Speaker, Don Xavier Global Motivation
416-562-9780
Attracting and Retaining Clients with CPWM
Jason Trueman, Portfolio Manager, Cumberland Private Wealth Management Inc
613-929-4511
You have Built Your Retirement Fund: Now What?
Al Feth, Mentor, Institute of Advanced Financial Planners
519-572-5510
Sheila Archer, Business Development Consultant, Kitchener / Cambridge / Breslau, Manulife Bank
519-502-7068
Dan Hunt, Business Development Consultant, Kitchener-Waterloo & Surrounding Area, Manulife Bank.
519-570-1818
Wednesday, October 25th, 2017
Professional Responsibility Applied! (Case Study Group 2)
Alan Hoffman, President, CE-credits.ca Inc
416-666-1981
Adam Hussey, Founder, Blendable
1888-569-9399 x102
What Your Client’s Expect from You
Fortunato Restagno, Brand Coach, The Personal Coach
519-576-2262 x4
Robert Gignac, Author, “Rich is a State of Mind”
905-841-0837
Introduction to Special Risk Products
Sophie Strezos-Egnatis, VP, Business Development, Hunter McCorquodale
416-408-5465 or (c) 416-809-2279
Melanie McCallum, Regional Sales Director, Ont SW, Canada Protection Plan
416-447-6060 x359 or c)647-627-2995