Online Resources

Markham 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, June 19th, 2018

Crossing The Line

Alan Hoffman, President, CE-credits.ca Inc

416-666-1981

[email protected]

www.ce-credits.ca

Grow Your Business with CPP

Mike Liem, Regional Sales Director, Ont NE, Canada Protection Plan

416-414-9000

[email protected]

www.cpp.ca

Navigating the Emotional Meeting

Kira Callahan, President, Conservation Gym

416-922-1647

[email protected]

www.conversationgym.com

Marketing Health Spending Accounts

Adam Hussey, Founder, Blendable

1888-569-9399 x102

[email protected]

www.blendable.ca

A New Conversation with Every Client

Perry Wong, District Leader, Juggernaut Financial

416-999-7011

[email protected]

Rick Machtinger, Sales Leader, Juggernaut Financial

416-738-3544

[email protected]

www.combined.ca

People Rely on Arbor Memorial & Assurant Life

Nesse Sarmago-Lushusen, Juggernaut Financial

416-450-6594

[email protected]

Perry Wong, District Leader, Juggernaut Financial

416-999-7011

[email protected]

Rick Machtinger, Sales Leader, Juggernaut Financial

416-738-3544

[email protected]

www.combined.ca

Aging in Today’s World

Karen Henderson, Owner, LTC Planning Network

416-323-1090

[email protected]

www.ltcplanningnetwork.com

Elevate Your Potential

Randy Taylor, Keynote Speaker & Coach, Taylormade Leadership

647-262-3853

[email protected]

www.TaylormadeLeadership.com

Wednesday, June 20th, 2018

Professional Responsibility Applied!

Alan Hoffman, President, CE-credits.ca Inc

416-666-1981

[email protected]

www.ce-credits.ca

The Nuts & Bolts of Shareholders Agreements

Anton Katz, Barrister and Solicitor, AMK Law

416-410-1981

[email protected]

www.amklaw.ca

Introduction to Special Risk Products

Sophie Strezos-Egnatis, VP, Business Development, Hunter McCorquodale

416-408-5465   or   (c) 416-809-2279

[email protected]

www.hunmcc.com

A Peek Inside Your Clients Mind

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

905-841-0837

[email protected]

www.richisastateofmind.com

It’s Not About the Nail

Cathy Hiscott, Regional Vice-President, Canada Life

519-868-5547

[email protected]

www.canadalife.com

Credit Score: More Than Just A Number

Alan Hoffman, President, CE-credits.ca Inc

416-666-1981

[email protected]

www.ce-credits.ca