Online Resources
Ottawa Financial Planners Forum Webcast
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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 20th, 2018
Alan Hoffman, President, CE-credits.ca Inc
416-666-1981
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
Special Needs and Disability Estate Planning
Ken Pope, Barrister, Solicitor LLB TEP, Kenneth Pope Law
613-567-9724
A New Conversation with Every Client
Sophie Daigle, District Leader, Combined Insurance
613-804-8747
Perry Wong, District Leader, Combined Insurance
416-999-7011
Get More Conversations by Discussing Long-Term Care
Larry Hoover, President, Why You Marketing
1800-799-9040
Wednesday, November 21st, 2018
Top 10 Ideas to Grow Your Investment Business
Sherry Miller, Account Executive, Retail Investments Distribution, Empire Life
888-548-4729, x7506
Attracting and Retaining Clients with CPWM
Jason Trueman, Portfolio Manager, Cumberland Private Wealth Management Inc
613-929-4511
Introduction to Special Risk Products
Sophie Strezos-Egnatis, VP, Business Development, Hunter McCorquodale
416-408-5465 or (c) 416-809-2279
Opportunities for Sales in Cda Fastest Growing Market
Michel Gagne, Regional Sales Director, Canada Protection Plan
438-988-3070
Robo, Online & Fee-Free Investing: Generating Ideas that Work for You
Jason Fuller, Regional Investment Sales Manager, E & N Ont, Equitable Life of Canada
613-793-0240
Real Estate as an Active Class in Retirement Planning
Benjamin Agbogwu, Business Development Consultant, Ottawa-West & Surrounding Areas, Manulife Bank
613-295-5976