Discovery Series – The Missing Link - Buy-Sell Agreements for Business Owners

À noter: ce webinaire est présenté en anglais, mais des sous-titres français sont disponibles

In this strategy-driven session, Brandon Durant, CFP®, TEP, Life and Health Insurance Advisor at Desjardins Financial Security Independent Network, shares how his personal experience with a failed family business inspired a mission to protect others from similar pitfalls—starting with a proper buy-sell agreement.

You’ll learn how to uncover hidden risks in business partnerships, position insurance as the funding solution for shareholder exits, and apply Brandon’s Discovery Compass to turn complex planning into values-driven conversations that resonate.

Whether you’re working with legacy-driven family enterprises or fast-growing start-ups, this session will give you tools to guide clients through shareholder planning with confidence.

What You’ll Learn:

• How to identify overlooked business continuity risks and plan for shareholder exits
• Strategies to fund buy-sell agreements using life and critical illness insurance
• Common legal triggers that demand advisor intervention: death, disability, retirement
• Ways to reframe business valuation as both a financial and emotional conversation

CE credits are available

To qualify, you must attend 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/ICS: 1.0 until August 1, 2027
• ICM: 1.0 until August 1, 2027
• AIC: 1.0 until August 1, 2027 (Life Insurance)
• FP Canada: 1.0 until August 1, 2027
• MFDA: 1.0 until August 1, 2027

Closed captioning:
To ensure accessibility, closed captioning will be available in English and French.

Key speakers and guests

Brandon Durant CFP, CLU, TEP, CHS
Certified Financial Planner, Desjardins Financial Sercuity Independent Network

Rehan Bhanji, CFP, CLU
National Best Practice Leader, Desjardins

From story to strategy: Turning personal narratives into client wins

À noter: ce webinaire est présenté en anglais, mais des sous-titres français sont disponibles

In this engaging session, advisor and entrepreneur Simmi Paul shares how personal experiences can become powerful tools for building trust and driving sales. From starting her career as a young mom and immigrant to helping clients protect what matters most, Simmi reveals how storytelling helps turn conversations into long-term planning strategies.

You’ll learn how to connect real-life needs to solutions like Participating Whole Life Insurance and Insured Retirement Plans (IRPs)—with a focus on term conversions, tax efficiency, and legacy planning.

Key learnings:

• How to use storytelling to open client conversations
• Strategies to convert Term Life Insurance to Participating Life Insurance and introduce IRP
• Tips to position protection and legacy in relatable ways

Agenda highlights::

1. Simmi’s story – How life experience drives her client approach
2. Strategy in action – Turning needs into PAR + IRP opportunities
3. The conversion conversation – Making it simple and relevant
4. Legacy through connection – Why emotion drives long-term planning

Earn 1 CE credit*

This training allows you to obtain 1 CE credit from the following organizations:

• Advocis (The Financial Advisors Association of Canada)
• Institute for Advanced Financial Education (IAFE)
• Alberta Insurance Council (AIC)
• FP Canada
• Insurance Council of Manitoba (ICM)
• Insurance Council of Saskatchewan (ICS)

To get the CE credit, you must attend at least 90% of the session and obtain a result of 60% or higher on the quiz. If you meet the qualifying criteria, you’ll be able to download your certificate right away.

Closed captioning:
To ensure accessibility, closed captioning will be available in English and French.

Key speakers and guests

Simmi Paul
Insurance Agent & Desjardins Agency Owner

Rehan Bhanji, CFP, CLU
National Best Practice Leader, Desjardins

Limitless potential: Actuarial strategies for Par life growth

À noter : ce webinaire est présenté en anglais, mais des sous-titres français sont disponibles

Join Nitin Bansal for an eye-opening session that goes beyond numbers and charts to reveal the true potential of Participating Whole Life Insurance. In Limitless Potential: Actuarial Strategies for Par Life Growth, Nitin simplifies complex actuarial concepts and provides you with practical tools to help clients maximize the growth and efficiency of their par life policies.

Drawing from his personal journey and professional expertise, Nitin will explore how actuarial science can be applied to create tax-efficient solutions, overcome client objections, and build long-term value for corporate business owners. This session will cover everything from Additional Deposit Options to leveraging Desjardins’ $25 million internal capacity for optimized client outcomes.

What you’ll learn:

• How to simplify Participating Whole Life Insurance for clients and dispel common myths.
• Strategies for integrating Insured Retirement Plans (IRPs) and Additional Deposit Options into sustainable financial planning.
• Insights into the psychology of business owners and how it impacts financial decision-making.
• Real-life case studies that show how actuarial insights can transform your advisory approach.

Agenda highlights:

1. Opening story: Nitin’s personal and professional journey and how it shaped his approach to actuarial science.
2. Actuarial simplified: Breaking down par life strategies, ADOs, and internal capacity into actionable insights.
3. Myth-busting: Addressing common misconceptions about participating whole life insurance.
4. Case studies: Real-world examples that illustrate how actuarial knowledge can enhance client outcomes.

Earn 1 CE credit* (pending accreditation):

This training allows you to obtain 1 CE credit from the following organizations:

• IAFE/Advocis/ICS: 1.0 until Jan 8, 2027
• ICM: 1.0 until Jan 8, 2027
• AIC: 1.0 until Jan 8, 2027 (Life Insurance)
• MFDA: 1.0 until Jan 8, 2027

To get the CE credit, you must attend at least 90% of the session and obtain a result of 60% or higher on the quiz. If you meet the qualifying criteria, you’ll be able to download your certificate right away.

Key speakers

Nitin Bansal, FSA, FCIA
Director, Actuarial Support, IDC Worldsource Insurance Network

Rehan Bhanji, CFP, CLU
National Best Practice Leader, Desjardins

Success in succession | Part 2

À noter : ce webinaire est présenté en anglais, mais des sous-titres français sont disponibles.

Please note: Closed captioning will be available in English and French to ensure accessibility for all attendees.

By popular demand, Tammy Buss returns for an in-depth follow‑up to last year’s highly praised session. Advisors found Part 1 invaluable in addressing the unique challenges of family business advising, and Part 2 promises even more tools and strategies to support multi-generational success.

This CE‑accredited webcast offers practical insights into aligning family dynamics, integrating business and personal goals, and crafting effective succession plans. Tammy’s expertise shines through as she shares advanced techniques, including the use of Kolbe & PRINT® for improved communication, and real‑world case studies to help you apply these strategies with confidence.

Why attend?

• Communication tools: Strengthen trust and reduce conflict using Kolbe & PRINT®.
• Family vision and values: Elevate estate planning by anchoring strategies in what matters most.
• SWOT analysis for succession: Apply structured techniques for better outcomes.
• Case study insights: Learn from real-world scenarios to enhance your practice.

Earn 1 CE credit*
To get the CE credit, you must attend at least 90% of the session and obtain a result of 60% or higher on the quiz. If you meet the qualifying criteria, you’ll be able to download your certificate right away.

*This webcast is accredited for 1 CE credit from multiple organizations, including Advocis, FP Canada, and provincial insurance councils.

Key speakers & guests

Tammy Buss
Family Enterprise Advisor, BlueRoots Inc.

Rehan Bhanji, CFP, CLU
National Best Practice Leader, Desjardins

Unlock the secrets of the wealth algorithm

Join us for a special webcast featuring Eric Chevrette, President and Founder of IT360 Financial, as he introduces his innovative framework, The Wealth Algorithm. This session dives into how advisors can optimize client outcomes by understanding the three key financial phases: accumulation, withdrawal, and estate planning.

What you’ll learn:

• How to guide clients toward tax-efficient wealth transfer and portfolio consolidation
• The role of insured retirement plans (IRPs) and additional deposit options (ADOs) in building sustainable financial strategies
• Insights into the psychology of business owners and their approach to financial planning

Agenda highlights:

1. Opening insights: Eric’s journey as a financial leader and entrepreneur.
2. Core framework: Breaking down the phases of The Wealth Algorithm.
3. Real-world application: Case studies illustrating client-focused solutions.
4. Closing Thoughts: Transforming advisory practices with proven strategies.

Earn 1 CE credit (pending accreditation)
To get the CE credit, you must attend at least 90% of the session and obtain a result of 60% or higher on the quiz. If you meet the qualifying criteria, you’ll be able to download your certificate right away.

• IAFE/Advocis/ICS: 1.0 until Jan 8, 2027
• ICM: 1.0 until Jan 8, 2027
• AIC: 1.0 until Jan 8, 2027 (Life Insurance)
• MFDA: 1.0 until Jan 8, 2027

The course is also accredited and is no longer awaiting accreditation.

Key speakers & guests

Eric Chevrette
President and Founder, IT360 Financial

Rehan Bhanji, CFP, CLU
National Best Practice Leader, Desjardins

Mastering the Medical Market – Navigating Health and Wealth

With decades of experience, Anna Khan has honed her expertise in serving the medical market, helping advisors understand the unique financial needs and behaviors of physicians.

In this CE-accredited webcast, she’ll share her tried-and-tested strategies for building trust with medical professionals, from prospecting at medical schools to delivering tax mitigation advice at Lunch and Learns.

You will gain valuable insights into Anna’s Dr Dollars and Dr Cents approach, which simplifies complex financial strategies, and her unique solution, the Corporate Asset Account Transfer (CAAT), designed to help doctors navigate wealth creation and protection.

CE Certification: CE credits are available. To qualify, you must attend 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/ICS: 1.0 until May 1, 2026
• ICM: 1.0 until May 1, 2026
• AIC: 1.0 until May 1, 2026 (Life Insurance)
• FP Canada: 1.0 until May 1, 2026
• MFDA: 1.0 until May 1, 2026

Key speakers & guests

Anna Khan
Senior Client Consultant for Advanced Planning, Longevity Achieved

Rehan Bhanji CFP, CLU
National Best Practice Leader, Desjardins Insurance

The Family Business Playbook

Winning Strategies for the Mom & Pop Shop

This CE-accredited episode dives into how advisors can leverage personal experiences to craft customized insurance strategies tailored for family-run businesses.

Learn from Jai's insights on balancing life lessons with practical insurance solutions, from Joint Last to Die policies to the Executive Health Plan, using real-world examples like a family trucking business. Discover the impact of care, concern, and consistency in fostering successful client relationships.

CE Certification: CE credits are available. To qualify, you must attend 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/ICS: 1.0 until May 1, 2026
• ICM: 1.0 until May 1, 2026
• AIC: 1.0 until May 1, 2026 (Life Insurance)
• FP Canada: 1.0 until May 1, 2026
• MFDA: 1.0 until May 1, 2026

Key speakers & guests

Jai Sukhu
Agency Owner, Desjardins Insurance

Rehan Bhanji CFP, CLU
National Best Practice Leader, Desjardins Insurance

Wisdom in Wealth

Join us for an engaging episode of the Discovery Series webcast, "Wisdom in Wealth," featuring Taivi Tayler, CFP, CLU, and insurance advisor at Tayler Insurance and Estate Planning. With over 20 years of experience, Taivi is renowned for her expertise in tax-efficient wealth strategies for seniors. This webcast will explore the unique financial and emotional needs of senior clients (70+), effective communication strategies, and practical solutions leveraging annuities for estate planning and healthcare challenges.

CE Certification: CE credits are available. To qualify, you must attend 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 until January 10, 2026
• ICM: 1.0 until January 11, 2026
• AIC: 1.0 until January 11, 2026
• FP Canada: 1.0 until January 11, 2026
• MFDA: 1.0 until January 11, 2026

Key speakers & guests

Taivi Taylor, CFP, CLU
Certified Financial Planner, Chartered Life Underwriter, Wealth Manager, Insurance Advisor / Broker, Tayler Insurance & Estate Planning

Rehan Bhanji CFP, CLU
National Best Practice Leader, Desjardins Insurance

The Pursuit of Retirement

Join us for an exclusive Discovery Series webinar featuring Shawn Bellefeuille, a seasoned certified financial planner and author with extensive expertise in retirement planning. In this webinar, Shawn will share invaluable insights and strategies for successful retirement planning, offering practical advice drawn from his years of experience.

CE Certification: CE credits are available. To qualify, you must attend 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 until January 10, 2026
• ICM: 1.0 until January 11, 2026
• AIC: 1.0 until January 11, 2026
• FP Canada: 1.0 until January 11, 2026
• MFDA: 1.0 until January 11, 2026

Key speakers & guests

Shawn Bellefeuille, CFP, CLU, CHS, EPC, MFA-P
Certified Financial Planner, Retirement By Design

Rehan Bhanji CFP, CLU
National Best Practice Leader, Desjardins Insurance

Beyond Average - The Multidisciplinary Team Approach

Embark on a transformative journey with Christopher J. Burton, Founder of Burton Financial Group. In this CE accredited session, we'll delve into how everyday family discussions can evolve into remarkable life and health insurance opportunities with Executive Health Plan & CI for Kids.

CE Certification: CE credits are available. To qualify, you must attend 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 until January 10, 2026
• ICM: 1.0 until January 11, 2026
• AIC: 1.0 until January 11, 2026
• FP Canada: 1.0 until January 11, 2026
• MFDA: 1.0 until January 11, 2026

Key speakers & guests

Christopher J. Burton
Financial Security Advisor, Burton Financial Group

Rehan Bhanji CFP, CLU
National Best Practice Leader, Desjardins Insurance

Discovery Series: Success in Succession - The Family Enterprise Blueprint

Join Tammy Buss, a distinguished expert in family business succession, in this insightful ON24 webcast. Gain practical insights into family communication, decision-making, and the innovative 5 Pay Participating Whole Life from Desjardins. Elevate your knowledge, earn CE credits, and navigate the complexities of family enterprise with Tammy's strategic blueprint.

CE Certification: CE credits are available. To qualify, you must attend 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 until January 11, 2026
• ICM: 1.0 until January 11, 2026
• AIC: 1.0 until January 11, 2026
• FP Canada: 1.0 until January 11, 2026
• MFDA: 1.0 until January 11, 2026

Key speakers & guests

Tammy Buss CLU, CH.F.C, CFP, TEP
Family Enterprise Advisor at BlueRoots Inc.

Rehan Bhanji CFP, CLU
National Best Practice Leader Desjardins Insurance

Discovery Series – Mastering your Advisor Niche

Unlock the keys to success in financial advising with Brent Swatuk in our upcoming CE-accredited webcast. Dive deep into topics like building a powerful personal brand, mastering niche marketing (hot or not), discovering your market, and practical strategies for securing your future. Don't miss the case study where Brent guides us through a high-net-worth client scenario, showcasing successful niche markets and integrating participating whole life. Elevate your advisory game—register now for valuable insights and strategies!

CE Certification: CE credits are available. To qualify, you must attend 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 until January 11, 2026
• ICM: 1.0 until January 11, 2026
• AIC: 1.0 until January 11, 2026
• FP Canada: 1.0 January 11, 2026

Key speakers & guests

Brent Swatuk CLU, CHS
Vice President, The Gryphin Advantage Inc.

Rehan Bhanji CFP, CLU
National Best Practice Leader Desjardins Insurance

2024 Economic Outlook: Speeding towards a slowdown

Join us for the live webcast and Q&A session with Randall Bartlett, CFA, Senior Director of Canadian Economics at Desjardins, and get his insights on what you can expect in 2024 including:

• Elevated interest rates and stubborn inflation
• Surging population growth
• Outlook on recession
• Impact of geopolitical risks on the Canadian economy

Key speakers & guests

Randall Bartlett
Senior Director of Canadian Economics

Dawit Hamilton
Regional Sales Director – Individual Insurance

John Li
Regional Sales Director – Investment Solutions

Critical Connections

Join us for an impactful Discovery Series webinar featuring Dina Constantinou, an experienced Desjardins Insurance Agent. Explore the power of 'Critical Connections' in insurance and gain valuable insights about client segmentation, leveraging your community, and mastering the art of storytelling.

CE Certification:

CE credits are available. To qualify, you must attend 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 until September 13, 2025
• ICM: 1.0 until September 13, 2025
• AIC: 1.0 until October 27, 2025
• FP Canada: 1.0 until September 12, 2025

Key speakers & guests

Dina Constantinou
Desjardins Agent
Desjardins Agent Network

Rehan Bhanji CFP, CLU
National Best Practice Leader
Desjardins Insurance

Big Time Heart

Discover the inspiring journey and unique insights of Rohan Smith, life and health insurance advisor, MDRT member, and one of Canada's only deaf advisors. Gain strategies for engaging the deaf community, specialized knowledge on RDSPs (Registered Disability Savings Plans), and insights on effective communication and client engagement strategies.

Topics covered: RDSPs, deaf community, communication & client engagement strategies, client impact story, industry best practices.

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 September 1, 2025
• ICM: 1.0 available until September 1, 2025
• AIC: 1.0 available until September 1, 2025
• FP Canada: 1.0 available until September 1, 2025

Key speakers & guests

Rohan Smith
Life and Health Insurance Advisor
Desjardins Financial Security Independent Network

Rehan Bhanji CFP, CLU
National Best Practice Leader
Desjardins Insurance

Life After Life Insurance: Discovery Series in partnership with the YMCA Greater Toronto

Join us as we introduce Cynthia, a licensed funeral director, and learn about her significant contributions as a bereavement consultant and grief counselor. Discover her invaluable work in assisting families with estate care services. Additionally, we have a special guest, Laura from the YMCA of Greater Toronto, who will discuss the benefits of planned giving and how it can positively impact charitable organizations such as the YMCA.

Topics covered: estate care services, legacy planning, funeral expenses, planned giving

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 September 1, 2025
• ICM: 1.0 available until September 1, 2025
• AIC: 1.0 available until September 1, 2025
• FP Canada: 1.0 available until September 1, 2025

Key speakers & guests

Cynthia Andreychuk
Licensed Funeral Director
Tranquility Burial and Cremation Services

Laura Mullin
Director, Stewardship and Gift Planning
YMCA of Greater Toronto

Meaningful Matchmaker: Discovery Series in partnership with the YMCA Greater Toronto

Join Lois and Joanne in a dynamic conversation about connecting people with great causes and best practices when it comes to planned giving with life insurance. Joining this episode is special guest Adela from the YMCA of Greater Toronto to talk about how giving back helps charitable organizations like the Y to continue to provide programs that allow communities to thrive and Shine On!

Topics covered: philanthropy, charities, tax mitigation strategy.

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 June 30, 2025
• ICM: 1.0 available until September 1, 2025
• AIC: 1.0 available until June 30, 2026
• FP Canada: 1.0 available until September 1, 2025

Key speakers & guests

Joanne Kudakiewicz
Manager of Community
Relations and Philanthropy
Desjardins Financial Security Independent Network

Lois Graveline
Founder & CEO of Harmonia, Philanthropic
Consultant Harmonia

Rehan Bhanji CFP, CLU
National Best Practice
Leader
Desjardins Insurance

Water is Life

In honour of Truth and Reconciliation, we are proud to have Theodora WarriorHealy to speak about the importance of financial literacy in the Indigenous community. Join the open conversation about how advisors can better connect with the community, lead by example, be vulnerable and human.

Topics covered: financial literacy, Indigenous community, inspirational, emotional trauma.

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 29, 2025
• ICM: 1.0 available until May 31, 2026
• AIC: 1.0 available until May 31, 2026
• FP Canada: 1.0 available until May 31, 2025

Key speakers & guests

Theodora WarriorHealy
Indigenous Financial Empowerment Facilitator, Warrior Moccasins

Rehan Bhanji CFP, CLU
National Best Practice Leader
Desjardins

5 Dimensions to Prospecting the Perfect Client (On-demand)

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).

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 November 10, 2024
• ICM: 1.0 available until November 10, 2024
• AIC: 1.0 available until November 7, 2025
• FP Canada: 1.0 available until November 10, 2024

Key speakers & guests

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

Ignite 5 PAY Par

Top up your CE credits this summer with the re-launch of the best of 2022 vodcasts, now available with CE credits. Join industry leaders Brigit Cuzen, Marco Levesque, Alyssa Anderson, Sue Lee, Patty Vigna and Tyler Smith and learn more about their dynamic sales approaches and ignite your 5 PAY PAR life sales!

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 November 25, 2024
• ICM: 1.0 available until December 1, 2024
• AIC: 1.0 available until December 1, 2025
• FP Canada: 1.0 available until December 1, 2024

Key speakers & guests

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

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

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

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