Flip My Life

Sarah's life was literally flipped when she went through separation. Having obtained both Chartered Financial Divorce Specialist (CFDS) and Certified Divorce Financial Analyst (CDFA) designations, join Sarah Balram in an inspiring story from how she went from separation to divorce specialist.

CE certification:
CE credits are available. To qualify, you must attend for at least 90% of the session and pass a quiz (60% or higher). You will be able to download your certification right away, should you meet the qualifying criteria.

• IAFE/Advocis: 1.0 available until March 13, 2025
• ICM: 1.0 available until March 13, 2025
• AIC: 1.0 available until March 13, 2026
• FP Canada: 1.0 available
• MFDA: 1.0 available until March 13, 2025

Key speakers & guests

Sarah Balram, CFP, CDFA, CFDS, CHS
Certified Financial Planner
Flip My Life Inc.

Rehan Bhanji CFP, CLU
National Best Practice Leader
Desjardins

Fired Up For Life

An advisor and the only volunteer woman fire fighter in Norwich Ontario, join Paula Andreychuk in an engaging conversation about community, perception and respect. Paula will also share her best practices when it comes to a winning case. Broadcast live from Norwich, you may experience some internet delays. Closed captioning available!

Topics covered: children's Par, cover letters, inspirational

CE certification:
CE credits are available. To qualify, you must attend for at least 90% of the session and pass a quiz (60% or higher). You will be able to download your certification right away, should you meet the qualifying criteria.

• IAFE/Advocis: 1.0 available until March 5, 2025
• ICM: 1.0 available until March 5, 2025
• AIC: 0.5 available until March 13, 2026
• FP Canada: 1.0 available until March 5, 2025
• MFDA: 1.0 available until March 5, 2025

Key speakers & guests

Paula Andreychuk
Financial Security Advisor Genesis Wealth Solutions Inc.

Hope, Heart & Health - Discovery Series in partnership with Advocis

Join Kyla, Jodi and Erin in a passionate conversation about their WHY? Hope, heart and health is the very reason why they do, what they do everyday. Discover the challenges your clients may face without proper planning and the important role you play as their financial advocate.

CE certification:
CE credits are available. To qualify, you must attend for at least 90% of the session and pass a quiz (60% or higher). You will be able to download your certification right away, should you meet the qualifying criteria.

• IAFE/Advocis: 1.0 available until March 5, 2025
• ICM: 1.0 available until March 5, 2025
• AIC: 1.0 available until March 13, 2026 (A&S)
• FP Canada: 1.0 available
• MFDA: 1.0 available until March 5, 2025

Key speakers & guests

Erin Meisner
Advocis Ottawa Chapter President

Kyla Martin, CPA, CMA
Financial Advisor & Accountant

Jodi Keefe
Operations Manager

Embrace Equity - Discovery Series in partnership with Advocis

Balance, recognition, encouragement and empathy - To help commemorate Women's International Day, join Julie Sarkis and Jayshri Patel-Amin in an empowering conversation about embracing equity and financial literacy.

CE certification:
CE credits are available. To qualify, you must attend for at least 90% of the session and pass a quiz (60% or higher). You will be able to download your certification right away, should you meet the qualifying criteria. More details to come.

• IAFE/ Advocis: 1.0 available until February 13, 2025
• AIC: 1.0 available until February 13, 2025
• ICM: 1.0 available until February 13, 2025
• FP Canada: 1.0 available until February 13, 2025
• MFDA: 1.0 available until February 13, 2025

Key speakers & guests

Jayshri Patel-Amin
Speaker, leader, Public relations and President of Advocis Calgary
MEQ Wealth and Public Relations

Julie Sarkis
Life & Health Insurance Advisor
CSC Speaker

The Power is in the Process

Join Munira Dhanani in an incredible conversation about her journey coming into Canada from the tumultuous times in East Africa in the early 70’s and how life insurance saved her family. Also, learn more about the challenges and opportunities she discovered in adopting her late father's book of business.

CE certification:
CE credits are available. To qualify, you must attend for at least 90% of the session and pass a quiz (60% or higher). You will be able to download your certification right away, should you meet the qualifying criteria.

• IAFE/Advocis: 1.0 available until January 17, 2025
• AIC: 1.0 available until January 20, 2025
• ICM: 1.0 available until January 17, 2025
• FP Canada: 1.0 available until January 17, 2025
• MFDA: 1.0 available until January 17, 2025

Key speakers & guests

Munira Dhanani-Jeraj, MDRT, CoT

Insurance Broker for Life and Health Insurance & Savings Plans

The Million Dollar Mindset

Join Sim Gakhar (MDRT Canadian Country Chair & Top of the Table) and explore the secrets behind Sim's success and game changing strategies that can elevate your practice to unlock your Million Dollar Mindset!

CE certification:
CE credits are available. To qualify, you must attend for at least 90% of the session and pass a quiz (60% or higher). You will be able to download your certification right away, should you meet the qualifying criteria.

• IAFE/Advocis: 1.0 available until January 17, 2025
• ICM: 1.0 available until January 17, 2025
• FP Canada: 1.0 available until January 11, 2025
• AIC: 1.0 available until January 17, 2025

Key speakers & guests

Sim Gakhar, CHS, CEA, EPC, MFA-P

Canadian Country Chair MDRT.

The Advisor’s Voice

Join Shalicia Harris and Cindy Marques for an in depth conversation about the emerging market - Young Futurepreneurs. Tap into your advisor's voice by understanding their financial pain points and innovative approaches to prospect this emerging market. (45 mins)

CE certification:
CE credits are available. To qualify, you must attend for at least 90% of the session and pass a quiz (60% or higher). You will be able to download your certification right away, should you meet the qualifying criteria. More details to come.

• IAFE/ Advocis: 1.0 available until December 3, 2024
• AIC: 1.0 available until January 1, 2025
• ICM: 1.0 available until January 1, 2025
• FP Canada: 1.0 available until January 1, 2025
• MFDA: 1.0 available until December 3, 2024

Key speakers & guests

Shalicia Harris,
Founder & CEO,
In Charge Inc.

Cindy Marques CFP,
Director,
Open Access Ltd.

Master Class: 2023 Economic Outlook

Uncertainty, rebalancing, challenging and opportunity are the key words to describe 2023. Join Randall Bartlett, CFA, Senior Director of Canadian Economics and Mathew Smith, FSA, FCIA for an in depth conversation about what you can expect from the Canadian economy in 2023. Send us your questions in advance and we will answer them during our live session! (45 mins)

Pending Certification:
CE credits are pending. To qualify, you must attend for at least 90% of the session and pass a quiz (60% or higher). You will be able to download your certification right away, should you meet the qualifying criteria. More details to come.

• IAFE/ Advocis: 1.0 available until January 26, 2025
• AIC: 1.0 available until January 22, 2024
• ICM: 1.0 available until January 26, 2025
• FP Canada: 1.0 available until January 26, 2025
• MFDA: 1.0 available until January 26, 2025

Key speakers & guests

Randall Bartlett
Senior Director of Canadian Economics
Desjardins

Mathew Smith FSA, FCIA
Regional Vice President, Sales Life Insurance
Desjardins

Hidden Gems

Don’t miss the Discovery Series Season 3 Finale! Join the festivities and learn more about advisor best practices looking forward to 2023 that includes prospecting, referral strategies, sales approaches, sales tools, practice management, and more.

(1 hour)

Key speakers & guests

Chantal Gagné, Vice-President, Individual Insurance Division Desjardins

Ask the Accountant

Join Andrew Smith, CPA, CA in an interactive episode where he will be answering your burning accounting questions. Also, learn more about Andrew's inspirational journey with critical illness and how partnering with an accountant can help you grow your business.

(1 hour)

Key speakers & guests

Andrew Smith, CPA, CA

Remembrance Day Special

Join our guest speaker in a candid conversation about how his military experience shaped his career as an advisor and helped him understand the needs of his military clients and families.

(1 hour)

Key speakers & guests

Bill Clunas, CFP, FMA, EPC, CD

The Winning Case

This in-depth conversation about a winning 5 PAY Participating Whole Life case. Learn about the case profile, pain points and how he leveraged client experts to win this case!

(1 hour)

Key speakers & guests

Vijai Krishnaswamy & Gary Fader

Live Long & Prosper

Join us for a conversation about the first-ever GUARANTEED 5 PAY Par Life. Learn about different sales approaches and how 5 PAY Par life brings the “sleep well factor” to clients.

(1 hour)

Key speakers & guests

Angie Lau, B.com, Erin Meisner, & Joanne Kudakiewicz

Ignite 5 PAY Par

Join industry leaders to learn more about dynamic sales approaches and ignite your 5 PAY Par life sales!

(1 hour)

Key speakers & guests

Brigit Cuzen, Marco Levesque (MDRT), Alyssa Anderson (MDRT), Sue Lee (MDRT), Patty Vigna, & Tyler Smith

The First-Ever GUARANTEED 5 PAY Participating Whole Life in Canada!

Finally, a 5 pay participating whole life that offers low-maintenance, stability and guarantees. This can help secure your clients' and their families future even faster. The sooner they stop thinking about insuring their life, the sooner they can start enjoying living it!

(1 hour)

Key speakers & guests

Rehan Bhanji, Mathew Smith, & David Lee

Circle of Life

Join us for an interactive episode about sharing best practices on hunting for opportunities in acquired/ inherited books of business. Learn how being the protector of clients and being the heart for your clients leads to opportunities.

(1 hour)

Key speakers & guests

Mario Raso & Luisa Hrysio

K.A.$.H (Knowledge, Attitude, Skills, Habits) for Life

Have you ever wondered how your peers moved into the professional market space? Join us and discover how our guest speakers work their existing book of business to cross sell into the professional market by using a dynamic sales approach.

(1 hour)

Key speakers & guests

Fazaad Bacchus, MBA, EPC, RIS, (MDRT) & Akaash Kalra, (MDRT)

Reverse Engineer the Corporate Estate

Now that you’ve learned about the Family Estate, discover how you can also succeed in the corporate market!

(1 hour)

Key speakers & guests

Mehul Gandhi, CFP, CLU, TEP & Amanda Doucette, EPC

Reverse Engineer the Family Estate

Discover how “curiosity” can be the gateway to success with your clients. Learn about winning strategies that will help set you apart.

(1 hour)

Key speakers & guests

Mehul Gandhi, CFP, CLU, TEP & Dawit Hamilton, BA, CFP, CLU, CHS, TEP

Leaving a Lasting Legacy Using PAR

Discover how you can help your clients leave a lasting legacy by positioning PAR Life in your conversations.

(1 hour)

Key speakers & guests

Jayson Traynor, CFP & John Saikaley

Optimizing your Digital Prospecting

In today’s digital world, keeping up with best practices is more important than ever. This episode will highlight how you can take advantage of resources available at your digital fingertips!

(1 hour)

Key speakers & guests

Domenic Ali, Simran Saini, CHS, Jaqueline Soong, CFP, CLU, Cindy Marques, CFP & Nilani Chelliah, CLU, CHS

5 Dimensions to Prospecting the Perfect Client

Are you looking for a unique approach to prospecting? If so, join us for this episode and discover how you can learn new “tools of the trade” to help grow your business.

(1 hour)

Key speakers & guests

Amy Tong, CLU, CHFC,CHS & Tero Huang, CHS

Be the Beacon for your Business Clients

Learn an interesting perspective on prospecting, giving back to charity, and positioning key products to help you grow your business.

(1 hour)

Key speakers & guests

Vince Pothier & Dan Lomas

Using PAR Life to Grow your Money Tree

Learn how you can use PAR Life as a strategy with your clients looking to achieve the retirement of their dreams.

(1 hour)

Key speakers & guests

Prasoon Srivastava, CLU, CHS & Aris Christodoulou

360° View on Insuring your Retirement

Don’t miss the start of the Discovery Series in 2022. In our first episode, we’ll dive deep on the different sales approaches on how you can position “Optimizing Retirement” using Life & Health Insurance solutions.

(1 hour)

Key speakers & guests

Eric Chevrette

Make your practice a best practice

Don’t miss the Discovery Series year end finale! Join the festivities and learn about a recap of advisor best practices and much more!

(1 hour)

Key speakers & guests

Rehan Bhanji & Mathew Smith

The Sum is Greater Than Its Two Parts

Discover the importance of mentorship and tools on how advisors can set themselves up for success as well as key products to leverage your business.

(1 hour)

Key speakers & guests

Billy Kailla & Dilsharn Sekhon

Pursuit of Retirement

A review of best practices and sales secret on how to prospect using outside the box and unconventional ideas.

(1 hour)

Key speakers & guests

Shawn Bellefeuille, C.F.P

Pandemic Pivot – Health (Episode 2)

Discover how to bring added value to your clients beyond the products with tools and resources available to them.

(1 hour)

Key speakers & guests

Patricia Vigna & Mike Viera

Pandemic Pivot – Health (Episode 1)

Discover the importance of risk management planning as a key element for success and their perspective on the role that life and health insurance plays today.

(1 hour)

Key speakers & guests

Chandran Rasalingam & Chenthuran Ganesh

From classroom to the client

Meet two insurance educators that will share their real life case stories and how it led them to successful careers in insurance within the children’s market.

(1 hour)

Key speakers & guests

Julie Sarkis & Annie Huynh

The ABC’s of prospecting

A review of best practices and sales secrets on how to prospect in the business market with relevant approaches focused on their life cycle.

(1 hour)

Key speakers & guests

Vince Vivona & Phillippe Soulodre

Vacation Property Conversation (Episode 2)

Discover client conversation sales tips and strategies as well as key documents and concepts to help you leverage your estate planning meetings.

(1 hour)

Key speakers & guests

Christina Nishiyama & Aris Christodoulou

Vacation Property Conversation (Episode 1)

A review of estate planning conversations with your clients, how to prospect, and capitalize on this market.

(1 hour)

Key speakers & guests

Mike Vieira & Ian Gawel