Foresters - Life Insurance
Mar
26
10:00 AM10:00

Foresters - Life Insurance

Cascading life insurance: Synopsis: Approximately $1 trillion in

personal wealth will be transferred from one generation to the next

in Canada over the next decade. This means that many of your

prospective and existing clients will be looking for tax-efficient

strategies to pass their wealth to the next generation. For over 140

years, Foresters Financial has been helping Canadian families

reach their financial goals. This special session will provide a review

of the popular Cascading Insurance Concept and reveal the

added benefits of using Foresters whole life products to help your

clients transfer wealth between generations. You’ll learn practical

strategies that you can start using right away to help grow your

business.

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RBC: Fundamental Series
Apr
2
10:00 AM10:00

RBC: Fundamental Series

Content:

• Fundamental Series (simplified product for injury & Illness) - NEW E-application!

• Disability coverage refresher—what to look for in your book of business

• YourTerm coverage - Great rates!

• Q & A session

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Franklin Templeton: Liberty Shares EFT's
Apr
9
10:30 AM10:30

Franklin Templeton: Liberty Shares EFT's

  • Full service ETF provider (Smart beta, active, newly launched; passive, Multi-asset ETF portfolio)

  • Lowest cost passive ETFs and 2 unique to Canada

  • New actively managed ETF portfolios; Conservative Income, Core, and Growth (access to active management at a low cost)

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BMO - Mortgage Specialist Team
Mar
12
1:00 PM13:00

BMO - Mortgage Specialist Team

Introduction of attendees:

  • Explanation of BMO’s partnership with LifePlan

  • What a referral looks like: (to include) Looking after your

  • clients, communication, non-solicitation clause and compensation.

  • Genworth topics: The importance of the Millennial vote, Vacancy/

  • Speculation Tax need to knows.

  • Q & A time and hopefully we will have a couple live examples

  • to discuss with the group.

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Assumption Life Prenentation
Feb
27
10:00 AM10:00

Assumption Life Prenentation

Please join Julius Ho from Assumption on, Wednesday, from 10:00 am to 11:00 am at the LifePlan Boardroom.

Topics:

• Bundling with Assumption: Bundling life & living benefits.

• SmartSeries—Offer the simplicity of a complete portfolio in a single fund that automatically adjusts the asset allocation.

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BMO - Contract Tips & Traps
Jan
30
11:00 AM11:00

BMO - Contract Tips & Traps

Presentation Overview:

  • Contract Tips & Traps - How to properly set up a segregated Funds Contract to Match Your Clients Intention

  • Review of Estate Planning Case Studies for Complex Family Dynamics & Risk Adverse Clients

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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

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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

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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.

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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

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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.

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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.
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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.

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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

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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
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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

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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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