Online Resources
Toronto East 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, October 17th, 2017
Mike Liem, Regional Sales Director, Ont NE, Canada Protection Plan
416-414-9000
Surviving at all Costs: The Case for Critical Illness Insurance
Mike Amo, Director of Sales, Ontario, Industrial Alliance
416-528-1360
Attracting and Retaining Clients with CPWM
Jason Trueman, Portfolio Manager, Cumberland Private Wealth Management Inc
613-929-4511
Discussing Real Estate Investing with Your Clients
Hal Yesovitch, VP Sales, FDS Broker Services
905-566-4420 x241 or 647-921-4428
Cloud Workspace: Enjoy the Freedom
Ben Perry, Director, Cloud Consulting, TNG Financial Software Inc.
416-583-2052
Fraser Park, Business Development Director, Toronto-Durham, Manulife Bank
289-442-3310
Wednesday, October 18th, 2017
- Crossing the Line
- Constant Contact
- HomeGuard
- Robert Gignac
- Professional Responsibility
- Don Xavier
- LifeTRUST Planning
Alan Hoffman, President, CE-credits.ca Inc
416-666-1981
Campaign that Drive Action: Rethinking Email Marketing
Melanie Martin, Authorized Local Expert, Constant Contact
905-668-0430
Robert Gignac, Author, “Rich is a State of Mind”
905-841-0837
Professional Responsibility Applied! (Case Study Group 2)
Alan Hoffman, President, CE-credits.ca Inc
416-666-1981
Boost Your Prospecting Mastery
Don Xavier, Motivational Speaker, Don Xavier Global Motivation
416-562-9780
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
