Franklin Templeton
Nov
28
10:00 AM10:00

Franklin Templeton

 Intro to Franklin Templeton & Jocelyn Duncan, our new sales rep

 Global Equities– Explore themes that will detail the threats & opportunities that we can see in global equities

 Current market & trade situation and impacts we are seeing

View Event →
Mackenzie Investments
Nov
21
11:00 AM11:00

Mackenzie Investments

  • Capital markets– Reasons for recent market volatility.

  • The equity market segment will include commentary on Trump’s trade war and the protectionism theme from the U.S., and general macro-economic themes

  • The fixed-income segment will include commentary on the rising yield environment

View Event →
RBC Investments
Oct
17
11:00 AM11:00

RBC Investments

Are they Headwinds or Opportunities?

  • Technology & regulatory changes– how they can be opportunities, not threats.

  • Impacts to the industry in terms of pricing & distribution.

  • The role demographics is playing as well as the fears & challenges of Canadians and the needs resulting.

View Event →
Manulife Investments
Oct
3
11:00 AM11:00

Manulife Investments

  • Seg & Mutual Funds– Overview of recommended mandate

  • Estate planning with clients and the importance of a will

  • Capital market update and how Manulife is positioning their portfolios

View Event →
Integris: Pension Management
Sep
26
1:00 PM13:00

Integris: Pension Management

  • Do you have clients who are incorporated professionals or business owners earning $100 000 plus a year?

Are they looking to reduce taxes, shelter more income, and have flexibility?

Actuarial firm INTEGRIS provides turn-key application and pension administration. Learn the IPP/PPP benefits and tax savings which attract high end clients to you.

Referral income long term to advisers through Accilent Capital portfolio management.

View Event →
TD ASSET MANAGEMENT - Lunch & Learn
Sep
20
12:30 PM12:30

TD ASSET MANAGEMENT - Lunch & Learn

TD Asset Management:

  • Prospecting & landing the deal– ideas and strategies to find and obtain new clients to build your business.
  • Women in Investing– What are women looking for in an advisor and why this is important.
  • TD Global Equity Focused Fund– Launching Sept 13th. This fund strives to capture attractive investment opportunities from around the world to help deliver quality risk adjusted returns.
View Event →
SSQ - Focus on Estate
Sep
10
10:00 AM10:00

SSQ - Focus on Estate

Focus on Estate:
An introduction to today’s financial planning concepts
within an evolving financial landscape and
constantly changing industry – simplified estate and
income planning concepts using insurance investment
options with an eye on tax-efficiency.

View Event →
RBC Insurance Products
Aug
14
10:00 AM10:00

RBC Insurance Products

Topic: RBC Insurance Products – Overview of
Disability Insurance/Concepts & Discount and
Your Term


Description:
• RBC Disability Products
• Overview of DI concepts (Wage loss replacement plan/
Buy Sell)
• Your Term Life Coverage
• Customize the Term length from 10 – 40 years

View Event →
Empire Life Lunch & Learn
Jul
31
12:00 PM12:00

Empire Life Lunch & Learn

INVESTMENTS:

  •  NEW Fast & Full Application for seg funds– learn the process & Features
  •  New Global Funds– Empire has launched 7 new funds

INSURANCE:

  • Review updates and changes to Fast &Full Application
  • What’s required to have an eContract issued
View Event →
Canada Life - Life Insurance & Investments
Jul
16
10:00 AM10:00

Canada Life - Life Insurance & Investments

Meet the Team and learn how you can leverage Canada Life to help grow your business
Overview of Strategies and Tips within their product offering
Tax Planning challenges and how Investments and Insurance can be structured to ease tax burdens with business owners and for Es-tate planning

View Event →
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

View Event →
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.
View Event →
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.

View Event →
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
View Event →
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.

View Event →
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.

View Event →
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
View Event →
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

View Event →
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

View Event →
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.
View Event →
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

View Event →