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BMO - Mortgage Specialist Team

  • Lifeplan Financial Group 3298 Tennyson Ave Victoria (map)

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.