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Canadian Virtual Financial Advisors Conference

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Schedule

· Stage
Opening Comments
Opening comments and an overview of the Financial Advisor landscape in Canada with Marc Belaiche, President of TorontoJobs.ca.
Marc Belaiche (TorontoJobs.ca)
2020-09-29T14:05:00Z 2020-09-29T14:20:00Z America/New_York Opening+Comments https%3A%2F%2Fhopin.com%2Fevents%2Fcanadian-virtual-financial-advisors-conference Hosted virtually on Hopin (link in the description)
· Networking
Networking
Connect and chat!
2020-09-29T14:20:00Z 2020-09-29T16:00:00Z America/New_York Networking https%3A%2F%2Fhopin.com%2Fevents%2Fcanadian-virtual-financial-advisors-conference Hosted virtually on Hopin (link in the description)
· Expo
Expo
Check out the products and services from organizations that can help you.
2020-09-29T14:20:00Z 2020-09-29T16:00:00Z America/New_York Expo https%3A%2F%2Fhopin.com%2Fevents%2Fcanadian-virtual-financial-advisors-conference Hosted virtually on Hopin (link in the description)
· Stage
2:30-3:00: Equity Income Investing in an Unprecedented Time
Recovery is underway but there will be long-term challenges. Hear why to invest in companies with sustainable dividends and growth.
Oscar Belaiche
2020-09-29T14:30:00Z 2020-09-29T15:00:00Z America/New_York 2%3A30-3%3A00%3A+Equity+Income+Investing+in+an+Unprecedented+Time https%3A%2F%2Fhopin.com%2Fevents%2Fcanadian-virtual-financial-advisors-conference Hosted virtually on Hopin (link in the description)
· Sessions
2:30-4:00: Telus - How to Make Remote Work More Efficient
Representatives from Telus will host this live, interactive discussion!
Wendy Saw
2020-09-29T14:30:00Z 2020-09-29T16:00:00Z America/New_York 2%3A30-4%3A00%3A+Telus+-+How+to+Make+Remote+Work+More+Efficient https%3A%2F%2Fhopin.com%2Fevents%2Fcanadian-virtual-financial-advisors-conference Hosted virtually on Hopin (link in the description)
· Sessions
3:00-3:30: Richard Kiernicki, Mentor to Financial Professionals, Senior Financial Advisor, "How to Differentiate Yourself as a Financial Advisor"
Three ways to build relationships: 1) listening to your client, 2) explaining how banks work & 3) eliminating misconceptions such as risk
Richard Kiernicki
2020-09-29T15:00:00Z 2020-09-29T15:30:00Z America/New_York 3%3A00-3%3A30%3A+Richard+Kiernicki%2C+Mentor+to+Financial+Professionals%2C+Senior+Financial+Advisor%2C+%22How+to+Differentiate+Yourself+as+a+Financial+Advisor%22 https%3A%2F%2Fhopin.com%2Fevents%2Fcanadian-virtual-financial-advisors-conference Hosted virtually on Hopin (link in the description)
· Sessions
3:00-3:30: Rahi Tajzadeh, Certified Management Consultant, The Big Leaf, "Reducing Financial Risk - The FMC Model of Value"
Using the FMC model of value analysis & development, I will show how firms, financial advisors and investors can reduce risk and save time.
Rahi Tajzadeh
2020-09-29T15:00:00Z 2020-09-29T15:30:00Z America/New_York 3%3A00-3%3A30%3A+Rahi+Tajzadeh%2C+Certified+Management+Consultant%2C+The+Big+Leaf%2C+%22Reducing+Financial+Risk+-+The+FMC+Model+of+Value%22 https%3A%2F%2Fhopin.com%2Fevents%2Fcanadian-virtual-financial-advisors-conference Hosted virtually on Hopin (link in the description)
· Sessions
3:15-3:45: Jeffrey Gregory, Certified Financial Planner, Desjardins, "Buyer or Seller - Maximizing Value Tips and Tricks"
A description of the industry and the challenges ahead; The role of the buyer, The role of the seller, maximizing your side of the table
Jeffrey Gregory
2020-09-29T15:15:00Z 2020-09-29T15:45:00Z America/New_York 3%3A15-3%3A45%3A+Jeffrey+Gregory%2C+Certified+Financial+Planner%2C+Desjardins%2C+%22Buyer+or+Seller+-+Maximizing+Value+Tips+and+Tricks%22 https%3A%2F%2Fhopin.com%2Fevents%2Fcanadian-virtual-financial-advisors-conference Hosted virtually on Hopin (link in the description)
· Sessions
3:15-3:45: Jordan Matters and Doug Leyland, Leyland Insurance Solutions, "Compliment your Services with Life Insurance Planning"
Learn how to boost your bottom line by helping clients leave more of their wealth to children and charity while leaving less to CRA.
Doug Leyland Jordan  Matters
2020-09-29T15:15:00Z 2020-09-29T15:45:00Z America/New_York 3%3A15-3%3A45%3A+Jordan+Matters+and+Doug+Leyland%2C+Leyland+Insurance+Solutions%2C+%22Compliment+your+Services+with+Life+Insurance+Planning%22 https%3A%2F%2Fhopin.com%2Fevents%2Fcanadian-virtual-financial-advisors-conference Hosted virtually on Hopin (link in the description)
· Sessions
3:15-3:45: Walter Alonso, Regional Director, IG Wealth Management, "Navigating and Growing your Practice in 2020 and Beyond"
For Financial Advisors Seeking Creative Ideas for Business Continuation and Client Servicing
Walter  Alonso
2020-09-29T15:15:00Z 2020-09-29T15:45:00Z America/New_York 3%3A15-3%3A45%3A+Walter+Alonso%2C+Regional+Director%2C+IG+Wealth+Management%2C+%22Navigating+and+Growing+your+Practice+in+2020+and+Beyond%22 https%3A%2F%2Fhopin.com%2Fevents%2Fcanadian-virtual-financial-advisors-conference Hosted virtually on Hopin (link in the description)
· Stage
Closing Comments
Closing remarks with Marc Belaiche, President of TorontoJobs.ca.
Marc Belaiche (TorontoJobs.ca)
2020-09-29T15:50:00Z 2020-09-29T15:55:00Z America/New_York Closing+Comments https%3A%2F%2Fhopin.com%2Fevents%2Fcanadian-virtual-financial-advisors-conference Hosted virtually on Hopin (link in the description)

Speakers

Walter Alonso

Regional Director, IG Wealth Management, "Navigating and Growing your Practice in 2020 and Beyond"

Wendy Saw

Small Business Account & Sales Specialist, Telus "How to Make Remote Work More Efficient"

Marc Belaiche (TorontoJobs.ca)

President of TorontoJobs.ca, "Financial Advisor landscape in Canada"

Jeffrey Gregory

Certified Financial Planner, Desjardins, "Buyer or Seller - Maximizing Value Tips and Tricks"

Oscar Belaiche

HBA, FICB, CFA, Senior Vice President & Portfolio Manager, Dynamic, "Equity Income Investing in an Unprecedented Time"

Doug Leyland

CPA, CA, MBA, Leyland Insurance Solutions, "Compliment your Services with Life Insurance Planning"

Jordan Matters

Advisor, Wealth and Insurance, Leyland Insurance Solutions, "Compliment your Services with Life Insurance Planning"

Richard Kiernicki

Mentor to Financial Professionals, Senior Financial Advisor, "How to Differentiate Yourself as a Financial Advisor"

Rahi Tajzadeh

Certified Management Consultant, The Big Leaf, "Reducing Financial Risk - The FMC Model of Value"

The event is over

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TorontoJobs.ca

TorontoJobs.ca helps companies find staff by providing staffing services and presents numerous events throughout the year. Visit www.TorontoJobs.ca.

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