Desjardins Insurance webinars

This series covers topics of general interest such as product launches and market trends. Accessible content to enhance your knowledge of the sector and provide talking points with your clients.

Fall 2025 Economic Outlook | From politics to policy: Making sense of economic unpredictability

In today’s rapidly shifting economic landscape, staying informed is more critical than ever. Register for this insightful and timely conversation with Randall Bartlett, one of Canada’s leading economic voices, as he provides an overview of current economic challenges and their impact on financial markets.

This webinar will explore:

Tariff shocks: How Canada is forced to rethink its trade strategy and leverage its strengths
U.S. exceptionalism tested: Will tariffs derail the U.S. economy?
Defense and strategic sectors: Can Canada turn security into an industrial strength?
Interest rates amid conflicting signals: How will central banks respond?

Earn 1 CE credit (pending accreditation)

To get the CE credit, you must attend for at least 55 minutes AND pass the CE quiz (70% or higher). Once accreditation has been obtained, you’ll receive an email and will be able to download your certificate.

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Key speaker

Randall Bartlett
Deputy Chief Economist

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No worries! These webinars will be recorded. Playback will be available.

2025

Flexibility for Your Client: Additional Deposit Option

Join us for this exclusive webinar introducing Desjardins Insurance’s Additional Deposit Option (ADO), where we’ll highlight its value and flexibility.

In this webinar, Brent Swatuk, Reh Bhanji and David Lee will share their insights and market experience with the Additional Deposit Option—and how this feature can benefit your clients.

Key Learnings:

Understanding ADO’s value: Gain insights into Desjardins Insurance’s Additional Deposit Option and how it creates new opportunities and growth for advisors
Desjardins’ mission and value: Learn about Desjardins’ cooperative values, scale, and market leadership
PAR fund insights: Understand Desjardins Insurance’s PAR fund, its investment strategy, and how it aligns with cooperative values
Dividend scale interest rate: Learn about Desjardins Global Asset Management’s (DGAM) approach to managing dividend scale interest rates
Practical applications: See real-world examples through case studies and discover how to use the Additional Deposit Option in practice

Earn 1 CE credit by attending this webinar. It is available in English, in Mandarin and in French.

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Key speakers

Rehan Bhanji
National Best Practice Leader

Brent Swatuk
Regional Vice President, Ontario & Atlantic

David Lee
Manager, Business Development Support

2025 Economic Outlook: A Trifecta of Headwinds and Tailwinds . Economic Hat Trick?

Join us for a live webinar and Q&A session with Randall Barlett, Director of Canadian Economics at Desjardins, and gain valuable insights for the year ahead.

During the webinar, we’ll:

Discuss recent economic developments and strategies to adopt
Talk about current economic challenges, including immigration trends, mortgage renewals and US policies
Cover 3 promising strategies for Canada's near- and long-term growth: accelerate AI adoption, leverage Canada's vast critical mineral resources and scale up Canadian businesses

Continuing education (CE) credits are pending approval.

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Key speakers

Randall Bartlett
Senior Director, Canadian Economics, Desjardins

Samuel Marceau, M.Sc.
Regional Sales Director, Desjardins Investment Solutions

2024

2024 Economic Outlook | Decreasing rates. Increasing opportunities?

What's in store for the rest of 2024? Join us on September 4th for this live webinar and Q&A session with Randall Bartlett, Senior Director of Canadian Economics at Desjardins.

The event will cover some key factors impacting our economy including:

Rate cuts and the struggle to curb inflation
Upcoming U.S. election
Housing and Canada’s recent population surge
Ongoing geopolitical tensions

Randall will also discuss where investors can look for regional pockets of opportunity around the world, and more.

CE Certification:

CE credits are available (including Life & Health). To qualify, you must attend for at least 55 minutes AND pass the CE quiz (70% or higher).

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Key speakers & guests

Randall Bartlett,
Senior Director of Canadian Economics

2024 Federal Budget: The impacts for you and your clients

Join this webinar to help you better understand the implications of the 2024 Federal Budget for both you and your clients.

During the broadcast we will:

Analyze how proposed changes to the capital gains inclusion rate (CGIR) will impact your client’s tax liabilities
Explore new opportunities and challenges in personal and corporate financial planning in light of budgetary measures
Discuss key strategies for optimal tax planning for business owners, trusts and estates

This presentation does not qualify for CE accreditation.

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Key speakers & guests

Suzanne Smith-Demers
Senior Financial Planning Consultant

Kathryn Bennett
Senior Legal and Estate Planning Consultant