CLICK TO REGISTER 1 CE credit (BC, SK, MB,) Under review in other jurisdictions PRESENTERS: Pierre-Philip Garneau, Legal Advisor & Tax Specialist, Advanced Financial Solutions Ross Cook, Director Large Cases Martin Pepin, Senior Vice-President, Portfolio Management, General Funds Join the advanced case specialists from iA and learn about these concepts, tax implications and the structure and management of the Par ...
Ayal Alalouf, Regional Vice President, ON CLICK TO REGISTER 1 CE Credit except QC Do you want to fit in or stand out amongst your peers? You don't want to miss how Foresters allows you to grow your business AND make a positive impact in your clients' lives & communities. Learn how to leverage the unique value adds ...
Eric Wachtel Chief Compliance Officer IDC Worldsource Insurance Network Inc. CLICK TO REGISTER Currently being accredited across Canada IDC WIN has updated the Anti-Money Laundering and Anti-Terrorist Financing course. Join Eric Wachtel as he hosts a one hour webinar to go through the AML course and highlight updated areas of the legislation.
CLICK TO REGISTER No CE Credits IDC WIN is pleased to invite you to our second annual Women’s Day Event, Celebrating the Trailblazers. You will join a group of dynamic women for a thought-provoking conversation focused on attracting, engaging with and converting possibilities into opportunities for life and career. Our speakers are each inspiring leaders in their respective fields ...
Marni Hefner Business Development Executive-GroupIDC Worldsource Insurance Network Inc. CLICK TO REGISTER Our cost-effective and sustainable solutions create loyalty. Over 95% of our customers remain with Benecaid for the long term. We’re the health benefits company that big insurance companies don’t want you to know about. No CE credits
CLICK TO REGISTER Co Host: Don Hart | VP Training and Development | IDC Worldsource Insurance Network Inc Presenters: Brent Swatuk CLU, CHS | Advanced Case Consultant | Equitable LifeRead Brent's biography HERE David Irwin | Director, Portfolio Management and Client Relations | Equitable LifeRead David's biography HERE Overview: The purpose of this presentation ...
CLICK TO REGISTER Co Host: Graeme Allan | Regional Wealth Leader-East | IDC Worldsource Insurance Network Inc. Presenters: Rhealynne Ries | Senior Sales Consultant – Wealth Solutions | RBC Insurance Read Rhealynne's bio HERE Charu Mathur | Senior Sales Consultant - Wealth Solutions | RBC Insurance Overview: RBC Insurance is one of the fastest growing seg ...
CLICK TO REGISTER Co-host: Marni Hefner | Business Development Executive | IDC Worldsource Insurance Network Sun Life has explored the inner workings of their EAP powered by Dialogue AND Stress Management & Well Being Powered by Dialogue. Join us on March 22 at 1 p.m. ET to hear all about it. CE credits unavailable for this presentation
Andrew Gardiner CLICK TO REGISTER 1 CE credit Regulators, media outlets and digital competitors have challenged the costs associated with professional financial advice. We know better, research shows that having one’s financial affairs professionally managed produces results. This session will focus on how brokers can set themselves apart from the crowded marketplace and deliver value that is both requested and ...
Mark Davis, Mfin, CFA Director of Professional InsightsSun Life CLICK TO REGISTER 1 CE credit Some Universal Life (UL) products have experienced price increases in response to declining interest rates, while others have become more affordable. We highlight these trends by showing you areas of opportunity and how UL can be the most flexible permanent insurance solution for your Clients. ...
Peter A. Wouters, RFG,AIAA,ARP,TEP, FLMI, RHU,CFP,CLU,CHFC,ACS, ALHC,CPCA,CHS,EPC,AFSI Director, Tax, Retirement & Estate Planning Services – WealthEmpire Life CLICK TO REGISTER 1 CE credit Read Peter's biography HERE
CLICK TO REGISTER 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 InsuranceJennifer So | Vice-President, Portfolio Manager | BMO Asset Management ...
