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 27th, 2018
Alan Hoffman, President, CE-credits.ca Inc
416-666-1981
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
A New Conversation with Every Client
Perry Wong, District Leader, Combined Insurance
416-999-7011
Rick Machtinger, Sales Leader, Juggernaut Financial
416-738-3544
Melanie McCallum, Regional Sales Director, Ont SW, Canada Protection Plan
416-447-6060 x359 or c)647-627-2995
Prospecting Your Way to Success
Don Xavier, Motivational Speaker, Don Xavier Global Motivation
416-562-9780
Wednesday, November 28th, 2018
- Professional Responsibility
- Group Dental
- Empire Life
- Robert Gignac
- Ont Blue Cross
- Why You Marketing
- Equitable Life
A Dental Benefits Program That Works for Everyone
Angelo Mantzios, Senior Financial Consultant, The Financial Strategies Group
905-501-9090
Nicole Boffo, Ontario, Atlantic Canada & National Relationships, Empire Life
905 802-1646
Roy Ehlerman, Sales Representative, Individual Products – Broker Sales, Ontario Blue Cross
416-626-1688 x2310
Standing Out by Using Creative Marketing Ideas
Larry Hoover, President, Why You Marketing
1800-799-9040
Building a Stronger Investment Portfolio with Equimax
Martin Lydon, Regional Sales Manager, Equitable Life
647-298-2281