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Presenters:

• Rod Burylo, Associate Portfolio Manager | Business Development Manager, Western Canada | Manager of ESG Integration
• Dean Erickson, Vice President, Individual Insurance Sales, Mga (West) – Equitable Life
• Eric Wachtel, Chief Compliance Officer., IDC Worldsource Insurance Network Inc.

Host & Introductions:

• Michael Gau, CEO, Win Succession Inc.

Description: 

Rod Burylo`s session will address the importance of succession and business disruption planning for advisors, with a focus on the professional obligations and ethical considerations. Burylo will discuss best practices based upon accepted standards of behaviour. Burylo has over 35 years of industry experience, is a Canadian Advisor of the Year Award winner, international speaker, author and media contributor. This session can provide one hour of continuing education for the topic of ethics and practice management.

1 CE Credit