Online Resources
Markham 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 13th, 2018
- Crossing the Line
- Industrial Alliance
- RBC Insurance
- Randy Taylor
- Combined Insurance
- Blendable
- Robert Gignac
Alan Hoffman, President, CE-credits.ca Inc
416-666-1981
alan@ce-credits.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
RBC Disability Insurance & Onward (Mental Health Support Program)
Anna Banh, Sales Consultant, RBC Life Insurance Company
416-735-4542
anna.banh@rbc.com
Randy Taylor, Keynote Speaker & Coach, Taylormade Leadership
647-262-3853
rtaylor@taylormadeleadership.com
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
Empowering You to Focus on What Matters Most
Adam Hussey, Founder, Blendable
1888-569-9399 x102
adam.hussey@blendable.ca
A Peek Inside Your Clients Mind
Robert Gignac, Author, “Rich is a State of Mind”
905-841-0837
robert@richisastateofmind.com
Wednesday, November 14th, 2018
- Professional Responsibility
- AMK Law
- Cumberland PWM
- Email Marketing
- CPP
- Sunlife Financial
- Hunter McCorquodale
Professional Responsibility Applied!
Alan Hoffman, President, CE-credits.ca Inc
416-666-1981
alan@ce-credits.ca
The Nuts & Bolts of Shareholders Agreements
Anton Katz, Barrister and Solicitor, AMK Law
416-410-1981
anton@amklaw.ca
Attracting and Retaining Clients with CPWM
Jason Trueman, Portfolio Manager, Cumberland Private Wealth Management Inc
613-929-4511
jasont@cpwm.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
Mike Liem, Regional Sales Director, Ont NE, Canada Protection Plan
416-414-9000
michael.liem@cpp.ca
Working with High Net Worth Clients
Sue De Sousa, Regional Sales Associate, Sun Life Financial
647-505-0170
sue.de.sousa@sunlife.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
