Online Resources
Cambridge 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, October 23rd, 2018
- Crossing the Line
- Foresters Financial
- Blendable
- Industrial Alliance
- Combined Insurance
- Illness not Attitude
- CICEA
Alan Hoffman, President, CE-credits.ca Inc
416-666-1981
alan@ce-credits.ca
Life Insurance Policy Review & the Charitable Advantage
David Hutchison, Director of Sales, Ontario, Foresters Canada
647-405-4233
DHutchison@foresters.com
Empowering You to Focus on What Matters Matters Most
Adam Hussey, Founder, Blendable
1888-569-9399 x102
adam.hussey@blendable.ca
Surviving at All Costs: The Case for CI Insurance
Mike Amo, Director of Sales, Ontario, Industrial Alliance
416-528-1360
michael.amo@ia.ca
A New Conversation with Every Client
Perry Wong, District Leader, Combined Insurance
416-999-7011
perry@perrywong.ca
Rick Machtinger, Sales Leader, Juggernaut Financial
416-738-3544
rmachtinger60@gmail.com
Pete Somers, Regional Sales Manager, Ont SW, Equitable Life
519-500-7537
psomers@equitable.ca
Engaging Executors Crucial to the Greatest Wealth Transfer in History
Mark O’Farrell, President, Canadian Institute of Certified Executor Advisors (CICEA)
647-258-9668
(c ) 416-399-4078
mofarrell@cicea.ca
Wednesday, October 24th, 2018
- Professional Responsibility
- Don Xavier
- Cumberland PWC
- Robert Gignac
- Hunter McCoquodale
- CPP
- Why You Marketing
Professional Responsibility Applied!
Alan Hoffman, President, CE-credits.ca Inc
416-666-1981
alan@ce-credits.ca
Prospecting Your Way to Success
Don Xavier, Motivational Speaker, Don Xavier Global Motivation
416-562-9780
dxavier@donxavier.com
Attracting and Retaining Clients with CPWM
Jason Trueman, Portfolio Manager, Cumberland Private Wealth Management Inc
613-929-4511
jasont@cpwm.ca
A Peek Inside Your Clients Mind
Robert Gignac, Author, “Rich is a State of Mind”
905-841-0837
robert@richisastateofmind.com
Introduction to Special Risk Products
Sophie Strezos-Egnatis, VP, Business Development, Hunter McCorquodale
416-408-5465 or (c) 416-809-2279
sophie@hunmcc.com
Melanie McCallum, Regional Sales Director, Ont SW, Canada Protection Plan
416-447-6060 x359 or c)647-627-2995
melanie.mccallum@cpp.ca
Standing Out with Creative Marketing Ideas
Larry Hoover, Why You Marketing
1800-799-9040
larry@whyyoumarketing.ca
