Online Resources
Ottawa 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, November 7th, 2017
- Crossing the Line
- Best Doctors Ins. Cda
- Cumberland PWM
- Combined Insurance
- Industrial Alliance
- Don Xavier
- Manulife Bank
Alan Hoffman, President, CE-credits.ca Inc
416-666-1981
Global Medical Care: The Best Kept Secret in the Insurance Industry
Gino Stirpe, Director of Sales, Best Doctors Insurance Canada
416-436-2268
Attracting and Retaining Clients with CPWM
Jason Trueman, Portfolio Manager, Cumberland Private Wealth Management Inc
613-929-4511
Surviving at All Costs: The Case for Critical Illness Insurance
Mike Amo, Director of Sales, Ontario, Industrial Alliance
416-528-1360
Boost Your Prospecting Mastery
Don Xavier, Motivational Speaker, Don Xavier Global Motivation
416-562-9780
Benjamin Agbogwu, Business Developemnt Consultant, Ottawa-West & Surrounding Areas, Manulife Bank
613-295-5976
Wednesday, November 8th, 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
Email Marketing Success in the CASL Era
Antoine Bonicalzi, Director of Marketing, CYBERIMPACT
1-855-964-0868 x251
Michel Gagne, Regional Sales Director, Canada Protection Plan
438-988-3070
Kim Poulin, Coach, The Personal Coach
514-768-9961
Disability Issues in Estate Planning
Ken Pope, Barrister, Solicitor LLB TEP, Kenneth Pope Law
613-567-9724