TD Asset Management
May
15
12:00 PM12:00

TD Asset Management

Going Global in Fixed Income:
• Current role of fixed income & the global opportunities available
• Overview of global sectors, looking at income & diversification
• The evolving fix income solutions: TDAM’s fixed income & global fixed income solutions available

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CANCELLED Canada Life: Products & Investments
May
2
10:00 AM10:00

CANCELLED Canada Life: Products & Investments

Canada Life with Chad Ellingboe:

  • Canada Life Products & Investments - How The Funds can fit into your practice and benefit your clients.
  • Estate Protection Program - What are the benefits and how can you use it in your business.
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Purpose Investments: Lunch & Learn
Apr
17
12:00 PM12:00

Purpose Investments: Lunch & Learn

Come and find out about the newest mutual fund company PSC has to offer, Purpose Investments.

• first firm in Canada to merge the ETF and Mutual Fund prospectus
• Have created the first ever corporate class ETFs in the world
• Also the Redwood Asset Management brand. Recently acquired the assets of Front Street and Aston Hill (LOGIQ) into that brand. well.

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BMO Investements Lunch & Learn
Apr
4
11:00 AM11:00

BMO Investements Lunch & Learn

LUNCH & LEARN:

  •  Unintended Consequences of Missed Opportunities
  •  Estate planning with clients and the importance of a will
  •  Market update and how BMO is positioning their portfolios
  •  Highlight of BMO GIFs
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TD Asset Management: Retirement Realities
Feb
19
11:30 AM11:30

TD Asset Management: Retirement Realities

Retirement Realities:

• Understanding the challenges clients have and how to provide the support they need during retirement.

• The life milestones and how they trigger advisor consolidation– what this means for you.

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CANCELLED: PPI Solutions The Knowledge Program: Buying and Selling a Practice
Feb
16
9:00 AM09:00

CANCELLED: PPI Solutions The Knowledge Program: Buying and Selling a Practice

The program goal is to assist you in putting a plan in place to transition a practice, whether you are a buyer or a seller. Ensure that your practice – and most importantly, your clients – are well looked after.

The course includes:

• Business Transition - objectives and considerations
• The PPI Business Marketplace: MatchBook, powered by FindBob
• Valuation and Financing Options
• Case Studies – Finding the Win-Win
• CE Credits


This half-day course is delivered in a classroom setting and includes multi-media presentations, interactive discussions, and a full package of review material for your reference on an ongoing basis.

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Desjardins Lunch & Learn
Feb
9
1:30 PM13:30

Desjardins Lunch & Learn

DFS LUNCH & LEARN: Patrick Kabrita, CFA, CIM

  •  Seg & Mutual Funds
  •  Capital Market Outlook for 2018
  •  Leading investment ideals from DFS Mutual Funds
  •  Top Fund Overview , including DFS Global Infrastructure & Global Tactical Bond Fund
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Sun Life Global Investments
Nov
24
12:00 PM12:00

Sun Life Global Investments

Sun Life Global Investments:
• Intro to Sun Life Global Investments and to Johnathan Helm
• Learn more about the Sun Life Global fund line up and what separates them from other fund companies
• Jonathan will go into more detail about their Granite Managed Solutions and why they are so popular

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BMO Lunch & Learn
Nov
1
11:00 AM11:00

BMO Lunch & Learn

BMO LUNCH & LEARN:

Donna Thorne:
BMO New Whole Life– Plan Design, Performance, Flexibility
Case Studies with alternative scenarios showing how well the product performs

Rose Nguyen:
BMO’s success in the ETF space in Canada & how you can incorporate them into client’s portfolios
BMO GIFs– unique reset feature, estate planning, guarantee options

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Manulife: Lunch & Learn
Oct
18
12:00 PM12:00

Manulife: Lunch & Learn

MANULIFE LUNCH & LEARN:

  • Meet our new District VP for Manulife Investments, Brent Beaumaster
  • Manulife update, primarily focusing on Seg funds and what changes we should expect to see
  • Market and fund update– A look at key Manulife funds.
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Sun Life Global Investments
Oct
16
10:00 AM10:00

Sun Life Global Investments

Sun Life Global Investments:

• Intro to Sun Life Global Investments and to Johnathan Helm
• Learn more about the Sun Life Global fund line up and what separates them from other fund companies
• Johnathan will go into more detail about their Granite Managed Solutions and why they are so popular

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IA Lunch & Learn
Oct
2
12:00 PM12:00

IA Lunch & Learn

IA Segregated Funds:

  • Sales Strategies– How to best market seg funds and their benefits to new and existing clients
  • RSP & TFSA Strategies
  • Current Market Update & Looking Ahead
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AGF Mutual Funds: Lunch & Learn
Sep
20
12:30 PM12:30

AGF Mutual Funds: Lunch & Learn

AGF Mutual Funds:

• Rebranding of AGF– what’s new and what has changed.

• Investing tax efficiently with the AGF Corporate Class

• Reintroducing AGF and what’s driving one of the best performing asset management on the TSX

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Russell Investments: Fixed Income-Staying The Course
Sep
14
11:30 AM11:30

Russell Investments: Fixed Income-Staying The Course

Russell Investments
• Fixed Income: Staying the Course for 2017
• The Case for Real Assets: Global Infrastructure and Global Real Estate
• Practice Management – Russell Investments consulting business

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Empire LIfe: 8 Pay Sales Concepts Using AddCalc
Aug
22
11:00 AM11:00

Empire LIfe: 8 Pay Sales Concepts Using AddCalc

Russell Investments
• Fixed Income: Staying the Course for 2017
• The Case for Real Assets: Global Infrastructure and Global Real Estate
• Practice Management – Russell Investments consulting business

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CI Investments: Lunch & Learn
Jul
27
11:30 AM11:30

CI Investments: Lunch & Learn

CI Lunch & Learn:
• Join us for a lunch by Cooks Day Off and meet Russ Shepherd from CI if you haven't already
• Introduction to Cambridge Global Asset Management– learn more on what they have to offer for your clients
CI Preferred Pricing and how it com-pares in the industry

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RBC Insurance: Lower Fees For Everyone
Jul
25
10:30 AM10:30

RBC Insurance: Lower Fees For Everyone

Please join Lloy and Mike, from RBC Life Insurance on, Tuesday, July 25th, from 10:30 am to Noon at LifePlan Boardroom.

RBC topic are: Lower Fees for Everyone
• Investment Industry Trends
• Regulatory Requirements
• Why RBC Global Asset Management
• Canadians in the dark about seg funds.

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National Bank Investments
Jun
7
10:30 AM10:30

National Bank Investments

  • LifePlan Financial Services Group (map)
  • Google Calendar ICS

National Bank Investments is pleased to have been invited to present the Meritage Portfolios at your branch. Details for the presentation and the portfolios are provided below. We look forward to your attendance and appreciate the opportunity.

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TD Lunch & Learn
May
24
12:00 PM12:00

TD Lunch & Learn

Fee Strategies & Market Update 3
1 CE Credit

  • Dividend Investing at TDAM
  • Philosophy & Outlook
  • Market update: What to expect and how TD is positioning themselves
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Industrial Alliance: Segregated Funds
May
16
11:00 AM11:00

Industrial Alliance: Segregated Funds

Please join Hilda Ng, from Industrial Alliance on, Tuesday, May 16th, from 11:00 am to Noon at LifePlan Boardroom.

Below are some of the points, she will mention in her presentation:
• Segregated Funds estate planning strategies
• How segregated Funds can be useful for the small business market
• How maturity and death benefit guarantees work
• Sales concept

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NEI Investments: Re-scheduled for May 12, 2017
May
12
10:30 AM10:30

NEI Investments: Re-scheduled for May 12, 2017

SRI Update, focus list, performance and market influencers
• NEI updates: MER reductions, Environmental Leaders Fund & Conservative Yield Portfolio celebrated their 1-year anniversaries with out-standing performance
• 2016 & Q1 2017 Re-Cap, Taxation & CRM 2

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Desjardins: Geoffrey Greenall - CANCELLED
May
11
8:30 AM08:30

Desjardins: Geoffrey Greenall - CANCELLED

Together We Can Help On Family by Protecting Another.

Come and hear how you can be part of this powerful movement and motivate families to protect against the emotional and financial hardship created by a critical illness while helping other families who are already facing the challenges of one. - Bryan Bulinckx, VP

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