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Serenia Life: The Importance of an effective Discovery Process (Serenia Hosted)

  Join us for an engaging webinar where we highlight last months Business Planning process and the importance of creating a plan and uncover the power of conducting an effective client discovery process. This session is designed to equip you with insights and strategies, helping elevate your business as you close out 2023 and look forward to 2024!   CLICK ...

Beneva – Tips, Traps & Considerations of Beneficiary Designations (Beneva hosted)

1 CE Credit CLICK HERE TO REGISTER A beneficiary designation is a simple, informal way to pass certain types of benefits to a beneficiary outside one’s estate. Or is it? Advisors and clients need to be aware of the implications of not looking at the entire estate plan and not having it all balance to avoid disruption. Jos Herman will ...

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IDC WIN Mississauga Office:

 5705 Cancross Court, Suite 200
Mississauga, Ontario L5R 3E9

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IDC WIN Mississauga Office:

5705 Cancross Court, Suite 200, Mississauga, Ontario L5R 3E9

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IDC WIN Mississauga Office:

5705 Cancross Court, Suite 200, Mississauga, Ontario L5R 3E9

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