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

Crossing The Line

Alan Hoffman, President, Inc


Empowering You to Focus on What Matters Most

Adam Hussey, Founder, Blendable

1888-569-9399 x102

Credit Score: More Than Just A Number

Alan Hoffman, President, Inc


A New Conversation with Every Client

Perry Wong, District Leader, Combined Insurance


Rick Machtinger, Sales Leader, Juggernaut Financial


Underwriting Cancer

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


Wednesday, November 28th, 2018

Professional Responsibility Applied!

Alan Hoffman, President, Inc


A Dental Benefits Program That Works for Everyone

Angelo Mantzios, Senior Financial Consultant, The Financial Strategies Group


Ageless Investing

Nicole Boffo, Ontario, Atlantic Canada & National Relationships, Empire Life

905 802-1646

A Peek Inside Your Clients Mind

Robert Gignac, Author, “Rich is a State of Mind”


The Blue Cross Advantage

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


Building a Stronger Investment Portfolio with Equimax

Martin Lydon, Regional Sales Manager, Equitable Life