Online Resources
Ottawa 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, May 1st, 2018
Alan Hoffman, President, CE-credits.ca Inc
416-666-1981
alan@ce-credits.ca
Opportunities and Solutions Involving Leverage Against Permanent Insurance
Benjamin Agbogwu, Ottawa-West & Surrounding Areas, Manulife Bank
613-295-5976
benjamin_agbogwu@manulife.com
Kim Poulin, Coach, The Personal Coach
514-768-9961
kim@thepersonalcoach.ca
Helping Canada’s Fastest Growing Market
Wendy Mason, Business Development Manager, HomEquity Bank
613-857-1144
wmason@homequitybank.ca
A New Conversation with Every Client
Rick Matchtinger, Sales Leader, Combined Insurance
416-738-3544
rmachtinger60@gmail.com
Disability in Estate Planning and Related Tax Issues
Ken Pope, Barrister, Solicitor LLB TEP, Kenneth Pope Law
613-567-9724
kpope@kpopelaw.ca
Marketing Health Spending Accounts
Adam Hussey, Founder, Blendable
1888-569-9399 x102
adam.hussey@blendable.ca
Wednesday, May 2nd, 2018
- Professional Responsibility
- Desjardins Financial
- Cumberland PWM
- Foresters
- CPP
- Equitable Life
- Email Marketing & CASL
Professional Responsibility Applied!
Alan Hoffman, President, CE-credits.ca Inc
416-666-1981
alan@ce-credits.ca
CI – New Benchmark Definitions
Sharyn Hillier, Regional Sales Director
Individual Life Insurance, Desjardins Financial Security
613-294-0044
sharyn.hillier@dfs.ca
Attracting and Retaining Clients with CPWM
Jason Trueman, Portfolio Manager, Cumberland Private Wealth Management Inc
613-929-4511
jasont@cpwm.ca
David Hutchison, Director of Sales, Ontario, Foresters Canada
647-405-4233
DHutchison@foresters.com
Michel Gagne, Regional Sales Director, Canada Protection Plan
438-988-3070
michel.gagne@cpp.ca
Navigating Volatile Markets – A Retirement Income Strategy
Jason Fuller, Regional Investment Sales Manager, E & N Ont, Equitable Life of Canada
613-793-0240
jfuller@equitable.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
