Join us in Episode 14 of the Discovery Series: Unplugged as we dive into a crucial topic with Sonia Khadwal, an accomplished financial advisor with over 17 years of experience. Sonia shares insights and strategies on understanding and assisting new arrivals in Canada's immigrant markets. Drawing from her own journey from India to Canada, she sheds light on the challenges immigrants face today and offers practical solutions. Tune in to discover how Sonia's personal experiences have shaped her approach to helping clients and connecting with them on financial matters, including the significance of life insurance and critical illness insurance within the immigrant community.
| Key speakers & guests
Sonia Khadwal
Financial Advisor, DFSI
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In episode 13 of the Discovery Series: Unplugged podcast, we're thrilled to have Bjorn Bruschke, VP of Marketing Planning and Implementation at Desjardins Group, as our guest. Join Reh and David as they delve into the world of brand building for financial advisors. Bjorn, a seasoned marketing guru, shares his wealth of experience, providing valuable strategies to help advisors create a strong brand presence and deliver exceptional value to their clients.
| Key speakers & guests
Bjorn Bruschke
VP of Marketing Planning and Implementation, Desjardins Group
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Join us for an inspiring episode as we dive into the power of "Critical Connections" with Dina Constantinou, an insurance professional with over two decades of experience. Through heartfelt stories of navigating health-related adversity with her loved ones, Dina shares strategies on creating meaningful connections with clients. Discover how she empowers people to protect what matters most, from families facing critical illness to friends overcoming life's unexpected challenges. Tune in and learn how to build lasting relationships that make a difference in people's lives. | Key speakers & guests
Dina Constantinou
Desjardins Insurance Agent
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In this episode of the Discovery Series: Unplugged, we sit down with Vince Vivona, "The Godfather of Insurance," as he shares invaluable insights on believing in yourself and stepping out of your comfort zone in the life and health insurance sales industry. Vince delves into effective communication and prospecting strategies, offering practical advice on landing those big-ticket clients. Join us as we learn from his remarkable journey and discover how to achieve work-life balance while making a positive impact in clients' lives. | Key speakers & guests
Vince Vivona
Partner- Ferrari & Associates Insurance and Financial Services
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Join award-winning advisor Alyssa Anderson as she shares her insights on engaging Gen Z in meaningful conversations about life and health insurance. Discover online communication strategies, debunk myths in a game of "fact or fiction," and learn how MDRT Academy can help grow your business. Don't miss out on this valuable episode for advisors to connect with the Gen Z market!
Watch the Discovery Series vodcast "Ignite 5 PAY Par" and earn CE credits. | Key speakers & guests
Alyssa Anderson
DFSIN Advisor
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Join us in episode 9 of the Discovery Series: Unplugged podcast as we sit down with advisor Mike Viera, an "OG" of the Discovery Series. In this episode, Mike takes us on a captivating journey of how his background in hospitality has shaped his path as an insurance advisor. Get ready for a wild ride as he shares incredible stories from his past experiences in the hotel industry and reveals how those experiences contributed to his success in the insurance world.
Watch the Discovery Series with Desjardins episode "Flip My Life" and earn CE credits. | Key speakers & guests
Mike Vieira
DFSIN, Life and Health
Insurance Advisor
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Join us as we delve into the world of healthcare planning with special guest Erin Meisner, advisor and associate director at Desjardins Financial Security Independent Network. Discover the importance of incorporating long-term healthcare into your clients' financial plan and learn why having a plan is crucial in ensuring their well-being and financial security.
Watch the Discovery Series vodcast "Hope, Heart, & Health" and earn CE credits. | Key speakers & guests
Erin Meisner
Advisor and Associate Director,
Desjardins Financial Security Independent Network
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Join us as we delve into the fascinating world of youth economics with our special guest, Jimmy Jean, chief economist and strategist at Desjardins. In this thought-provoking episode, Jimmy, Reh, and David explore the economic impact on today's youth, discussing the challenges in the face of a looming recession and strained affordability. Gain valuable insights into how young adults are redefining key life events and finding their path in an ever-evolving economic landscape.
Watch the Discovery Series vodcast "Reverse Engineering the Family Estate" and earn CE credits. | Key speakers & guests
Jimmy Jean
Chief Economist & Strategist, Desjardins
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Tune in to episode 6 as Reh and David engage in a dynamic discussion with Randall Barlett, Senior Director of Canadian Economics at Desjardins. Explore the unprecedented economic circumstances, rising interest rates, inflationary pressures, and their impact on real estate. Gain a deeper understanding of the next six months and discover how to navigate the uncertainties, cautionary measures, potential downsides, and hidden opportunities that lie ahead.
Subscribe to Desjardins Economic Studies publications:
Economic Studies - Desjardins
Watch the Discovery Series vodcast "2023 Economic Outlook" featuring David and Randall and earn CE credits.
Erratum: reference to the benefits for a national "healthcare policy" was said in error. The statement was in reference was to "childcare policy." | Key speakers & guests
Randall Barlett
Senior Director of Canadian Economics, Desjardins
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John Saikaley, a seasoned Financial Advisor, shares his insights on connecting with the blue-collar market. Join us as we gain valuable insights into understanding the unique needs and challenges of the blue-collar market and explore effective strategies for providing tailored insurance solutions. | Key speakers & guests
John Saikaley
DFSIN, Life and Health Insurance Advisor
Mutual Fund Representative
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Join Reh Bhanji and David Lee as they sit down with Mathew Smith, Regional Vice President of Sales at Desjardins. With a strong background in Actuarial Science, Mathew shares his expertise on managing risk, both in his personal and professional life. Gain valuable insights and practical strategies for navigating risks and making informed decisions. Tune in to this engaging conversation and unlock the secrets to effective risk management.
Watch the Discovery Series “Ignite 5 Pay Par” and earn CE credits. | Key speakers & guests
Mathew Smith
Regional Vice President of Sales, Desjardins
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In this episode, hosts Reh Bhanji and David lee engage in a dynamic conversation with special guest Cindy Marques, CFP, Advocis Toronto Chapter President. Join us as we delve into the intricate world of millennial finances. exploring the challenges, aspirations, and unique perspectives of this generation. Gain valuable insights and expert advice on how financial advisors can effectively connect with millennials, understand their evolving needs, and provide tailored guidance to navigate their financial journeys.
Watch the "The Advisor's Voice" on-demand and earn CE credits. | Key speakers & guests
Cindy Marques
CFP, Advocis Toronto Chapter President |
Join hosts Reh Bhanji and David Lee in this inspiring episode of the "Discovery Series: Unplugged" as they interview Paula Andreychuk, a financial advisor and volunteer firefighter, about her journey of winning and losing. Paula shares her experiences working in professional sports and how those experiences have translated into her role as a financial advisor. She also discusses the value of teamwork, collaborating with specialists, and how her personal losses have influenced the way she helps her clients. Don't miss this episode full of insights and inspiration for financial advisors at any stage of their career.
Watch the "Fired Up for Life" on-demand and earn CE credits. | Key speakers & guests
Paula Andreychuk
Financial Security Advisor
Genesis Wealth Solutions Inc. |
Join Sarah Balram, a Chartered Financial Divorce Specialist and Certified Divorce Financial Analyst, as she dives into the world of divorce planning in the first episode of the Discovery Series: Unplugged. Get ready for some fun stories and personal insights on how Sarah uses her experiences to provide the best solutions for her clients. From navigating separation to planning for the future, Sarah answers all your burning questions about dealing with divorce clients.
Watch the "Flip My Life" on-demand and earn CE credits. | Key speakers & guests
Sarah Balram
CFP, CDFA, CFDS, CHS
Certified Financial Planner
Flip My Life Inc. |
