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Presenter:  Chris Paterson, Senior Director, Business Development, Western Greater Toronto Area

For three decades, we’ve been hearing about a “Trillion Dollar Wealth Transfer”. But to many of you, it may not have felt like that has happened to your clients.

Chris will explore a multitude of factors that have affected the financial lives of Canadians for 3 decades, and explain simple, repeatable insurance concepts that can help you ensure that your clients keep their financial assets intact for the next generations. Without a plan, and without an advisor, wealth transfer does not happen.

1 CE credit (pending approval in Quebec) (You must stay on for the full presentation to receive your credit)