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HOSTS:

Alex Chan, RHU,CHS,CFP,CPCA,EPC,CFSB,CLU | Regional Wealth Leader Western Canada | IDC Worldsource Insurance Network Inc.
Graeme Allan | Regional Wealth Leader-East | IDC Worldsource Insurance Network Inc.

PRESENTERS:

Rose Nguyen, CFP |Senior Business Development Manager, Segregated Funds (Western Canada) | BMO Insurance
Jennifer So | Vice-President, Portfolio Manager | BMO Asset Management Inc.
Ryan Armstrong, CIM | Vice-President, Regional Sales | Intermediaries | BMO Global Asset Management

Martin-Charles Ranallo, CFA | Directeur régional des ventes / Regional Sales Director | Réseau courtage /  Brokerage Channel | beneva
Matthew To, CFA | Director, Business Development for Investments | La Capitale & SSQ Insurance

Don Sutton | District Vice President | Wealth Sales | Retail Markets | Manulife
Patrick Blais, CFA, FSA | Head of Fundamental Equity Team, Senior Managing Director and Senior Portfolio Manager at Manulife Investment Management
Sophia Lee | Business Development Manager | Wealth Sales | Retail Markets | Manulife Investment Management

AGENDA:

• EGS Investing & Analysis…2 CFA’s from Beneva
• Manulife Climate Action Fund with the PM
• BMO Global Asset Management…early adopters of ESG Investing

CE credits under review