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, October 16th, 2018

Crossing The Line

Alan Hoffman, President, Inc


Surviving at All Costs: The Case for CI Insurance

Mike Amo, Director of Sales, Ontario, Industrial Alliance


RBC Disability Insurance & Onward (Mental Health Support Program)

Anna Banh, Sales Consultant, RBC Life Insurance Company


The New Economy Advisor

Bill Bishop, CEO, Bishop Communications

647-436-8829 x101

A New Conversation with Every Client

Perry Wong, District Leader, Combined Insurance


Rick Machtinger, Sales Leader, Juggernaut Financial


Boost Your Prospecting Mastery

Don Xavier, Motivational Speaker, Don Xavier Global Motivation


Wednesday, October 17th, 2018

Professional Responsibility Applied!

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

Attracting and Retaining Clients with CPWM

Jason Trueman, Portfolio Manager, Cumberland Private Wealth Management Inc


A Peek Inside Your Clients Mind

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


Grow Your Business with CPP

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


Aging Well in Today’s World

Karen Henderson, Owner, LTC Planning Network


The 2% Solution

Randy Taylor, Keynote Speaker & Coach, Taylormade Leadership