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
- Industrial Alliance
- RBC Insurance
- Bill Bishop
- Combined Insurance
- Don Xavier
- Email Marketing
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
Bill Bishop, CEO, Bishop Communications
647-436-8829 x101
bill_bishop@biginc.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
Boost Your Prospecting Mastery
Don Xavier, Motivational Speaker, Don Xavier Global Motivation
416-562-9780
dxavier@donxavier.com
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
Wednesday, October 17th, 2018
Professional Responsibility Applied!
Alan Hoffman, President, CE-credits.ca Inc
416-666-1981
alan@ce-credits.ca
Introduction to Special Risk Products
Sophie Strezos-Egnatis, VP, Business Development, Hunter McCorquodale
416-408-5465 or (c) 416-809-2279
sophie@hunmcc.com
Attracting and Retaining Clients with CPWM
Jason Trueman, Portfolio Manager, Cumberland Private Wealth Management Inc
613-929-4511
jasont@cpwm.ca
A Peek Inside Your Clients Mind
Robert Gignac, Author, “Rich is a State of Mind”
905-841-0837
robert@richisastateofmind.com
Mike Liem, Regional Sales Director, Ont NE, Canada Protection Plan
416-414-9000
michael.liem@cpp.ca
Karen Henderson, Owner, LTC Planning Network
416-323-1090
karenh@ltcplanningnetwork.com
Randy Taylor, Keynote Speaker & Coach, Taylormade Leadership
647-262-3853
rtaylor@taylormadeleadership.com