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BMO Lunch & Learn

  • Lifeplan Financial 3298 Tennyson Avenue Victoria, BC, V8Z 3P3 Canada (map)


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

Earlier Event: October 18
Manulife: Lunch & Learn
Later Event: November 24
Sun Life Global Investments