IDC Worldsource Q4 2021 and Q1 2022 Investment Opportunities and Pitfalls

    CLICK TO REGISTER No CE Credits Join Alex Chan, Graeme Allan (IDC WIN Investments Team) and Vic Raye (IDC WIN Banking) as they discuss: 1. Avoiding unnecessary fund distributions on non-registered investments 2. Repvision Demo – easily mine your client database to uncover opportunities 3. Why seg funds are ideal products for RRSP loans *RRSP/TFSA loan highlights 4. ...

Equisoft – Marketing: create and use email templates

CLICK TO REGISTER No CE Credits During this training session, you will learn how to create and use email templates in Equisoft/connect to streamline your client communication. 1. Review Key points​ - Use client data​ - Use filters to search​ 2. Email template overview​ - Database settings​ - Default, Duplicate, Customize​ 3. Create templates​ - From scratch​ - Formatting overview​ ...

Exclusive to IDC WIN: Wayne Cotton presents – A proven formula for exponential growth

Wayne Cotton, CLU CLICK TO REGISTER No CE Credits Wayne Cotton guides coachable financial professionals to much higher levels of money and time freedom without working any harder, even if they think that’s impossible! Regardless of your age, stage or phase in the business this IDC WIN sponsored event delivers excellent value along with Wayne’s uncommon common sense.

Empire Life: The Family Cottage

CLICK TO REGISTER 1.5 CE Credits, under review in QC If clients want to pass on the family vacation property to their children one day, the cost of transfer may come as a considerable cost to them. Join Peter Wouters for an informative webinar that will cover the importance of preparing for tax implications that a vacation property transfer can ...

Group Services – Ringing in 2022

CLICK TO REGISTER/CREATE ACCOUNT Click on Create Account button (top right on screen) or log in if you already have an account. No CE Credits 2021 is drawing to a close... Time to review our greatest hits of the year and look forward to what’s ahead in 2022. Join Marni Hefner and David Emanuel as they share: a sneak peak ...

Win Succession – Retirement Planning for Advisors

Don Hart - VP Training and Development    Michael Gau - CEO, Win Succession Inc.   CLICK TO REGISTER No CE Credit Join Don Hart and Michael Gau to discover why retirement planning for advisors matters now, more than ever. The answer is Black and White! In this webinar Michael and Don will discuss the realities of advisor succession in this new, ...

RESCHEDULED – Wayne Cotton: Model Methods for Exponential Growth Masterclass

Wayne Cotton, CLU | Growth Guide for Advisors CLICK TO REGISTER No CE Credits Work Less. Make More. Love Life. Wayne has developed several processes and techniques to help you see how you can experience exponential growth, starting right way. These are model methods that you can apply, regardless of your current level of growth and success.

IDC WIN Wealth Business Planning for 2022

  Graeme Allan,  Regional Wealth Leader, East  IDC WIN CLICK TO REGISTER CE Credits under review It is a well known fact that advisors who do planning out perform those who do not. Join Graeme Allan for his 2022 business planning workshop to set up your year for success.

Group Services – 2022 Jump Start

REGISTER/CREATE ACCOUNT No CE Credits A quick session for advisors to jump start your 2022 benefits production. 1. Knowledge is power - come learn more about how we can help you market data and comparative analytics for your group clients. We will demonstrate our: - benefits benchmarking reports (personalized for client) - benefits attraction and retention reports (personalized by client) ...

IDC WIN Wealth & Banking RRSP Season – let’s top them up!

CLICK TO REGISTER   Alex Chan, RHU, CHS, CFP, CPCA, EPC, CFSB, CLU Regional Wealth Leader Western Canada   Vic Raye, National Director, Banking Services   Graeme Allan, Regional Wealth Leader, East   Join your IDC WIN Wealth and Banking team for this highly informative session: Wealth to par case studies RRSP loan program A guide to the RRSP tools found on IDC WIN BIG ...

ATTRACT, ENGAGE, CONVERT – Launch 2022- Day 1

CLICK TO REGISTER FOR DAY 1 At IDC WIN, we have always believed that Your Success is our Business. This year, we want to demonstrate more than ever that our focus is not just on growing your business, but supporting you with the tools to do it. With that in mind, we are extremely excited to announce our two-day, 2022 ...

ATTRACT, ENGAGE, CONVERT – Launch 2022- Day 2

CLICK TO REGISTER FOR DAY 2 At IDC WIN, we have always believed that Your Success is our Business. This year, we want to demonstrate more than ever that our focus is not just on growing your business, but supporting you with the tools to do it. With that in mind, we are extremely excited to announce our two-day, 2022 ...