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, May 29th, 2018
- Crossing the Line
- BMO Insurance
- Tatiana Terekhova
- Email Marketing
- Combined Insurance
- CPP
- La Capitale
Alan Hoffman, President, CE-credits.ca Inc
416-666-1981
alan@ce-credits.ca
Introduction to the BMO Insurance Whole Life Plan
Paul Morra, Senior Development Business Manager, BMO Insurance
647- 459-4651
Paul.Morra@bmo.com
When Clients Divorce, They May Divorce Their Advisor
Tatiana Terekhova, Certified Divorce Financial Analyst, Financial Divorce Specialist, FairSplit
289-878-7770
tatiana@fairsplit.ca
Email Marketing in the CASL Era
Alan Hoffman, President, CE-credits.ca Inc
See Cyberimpanct Pricing and Try Cyberimpact for FREE with up to 250 Emails
416-666-1981
alan@ce-credits.ca
A New Conversation with Every Client
Perry Wong, District Leader, Combined Insurance
416-999-7011
perry@perrywong.ca
Rick Matchtinger, Sales Leader, Combined Insurance
416-738-3544
rmachtinger60@gmail.com
Melanie McCallum, Regional Sales Director, Ont SW, Canada Protection Plan
416-447-6060 x359 or c)647-627-2995
melanie.mccallum@cpp.ca
The Importance of Salary (DI 101)
Jason Allen, Regional Sales Director, La Capitale
855-407-6509
jason.allen@lacapitale.com
Wednesday, May 30th, 2018
- Professional Responsibility
- The Personal Coach
- Canada Life
- Robert Gignac
- Credit Score
- Assumption Life
- LifeTRUST Planning
Professional Responsibility Applied!
Alan Hoffman, President, CE-credits.ca Inc
416-666-1981
alan@ce-credits.ca
Branding: What Your Clients Want
Fortunato Restagno, Brand Coach, The Personal Coach
519-576-2262 x 4
fort@thepersonalcoach.ca
Cathy Hiscott, Regional Vice-President, Canada Life
519-868-5547
Cathy.Hiscott@productsolutionscentre.ca
A Peek Inside Your Clients Mind
Robert Gignac, Author, “Rich is a State of Mind”
905-841-0837
robert@richisastateofmind.com
Credit Score: More Than Just A Number
Alan Hoffman, President, CE-credits.ca Inc
416-666-1981
alan@ce-credits.ca
Jennifer Koshul, Marketing Director, Ontario Region, Assumption Life
647-523-2700
jennifer@assumption.ca
Life Planning for People with Special Needs
John Dowson, Executive Director, LifeTRUST Planning
1-800-638-7256 or (c)905-868-7870
lifetrust@rogers.com
