Online Resources

Toronto East 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 8th, 2018

Crossing The Line

Alan Hoffman, President, Inc


Introduction to Special Risk Products

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

416-408-5465   or   (c) 416-809-2279

Segregated Fund and their Guarantees for Older Clients

Barry Rubin, Director, Business Development – Ont E & N, Individual Insurance & Investment Products, SSQ Financial Group


Grow Your Business with CPP

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


A New Conversation with Every Client

Perry Wong, District Leader, Combined Insurance


Rick Matchtinger, Sales Leader, Combined Insurance


Elevate Your Potential

Randy Taylor, Keynote Speaker & Coach, Taylormade Leadership


Wednesday, May 9th, 2018

Professional Responsibility Applied!

Alan Hoffman, President, Inc


The Blendable Group

Adam Hussey, Founder, Blendable

1888-569-9399 x102

Credit Score: More Than Just A Number

Alan Hoffman, President, Inc


A Peek Inside Your Clients Mind

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


PATH Home Plan

Joe Flor, Director, National Sales, Equitable Bank


Aging in Today’s World

Karen Henderson, Owner, LTC Planning Network


Life Planning for People with Special Needs

John Dowson, Executive Director, LifeTRUST Planning

1-800-638-7256   or   (c)905-868-7870