Dec. 7, 2021 - A proven formula for exponential growth

Nov. 24, 2021: Q4 2021 - Q1 2022 - Investment Opportunities & Pitfalls

Sept. 22, 2021: Manulife and Manulife Bank - Helping Business Owners make the most of their Retained Earnings

Sept. 8, 2022 - IFAs, Teamwork works best

October 21, 2021: 2022 Vision

Dominic Villeneuve - Cybersecurity

Jos Herman - Tips, Traps & Considerations of Beneficiary Designations

Manulife - Whole Life Yoga

Desjardins - Executive Health Plans

Frank Abate - Corporate Estate Planning and the IFA

Sept. 15, 2021 - IDC WIN Fall Women's Day

Books mentioned during the webinar:

July 22, 2021 - Are you Asking Enough Questions?

July 20, 2021 - Mid Year Compliance Check

Feb. 11, 2021 -Making Compliance Profitable

Presentation slides:

June 30, 2021 - Circle of Wealth in Canada

June 15, 2021 - Circle of Wealth: Continuing the COW Journey

June 2, 2021 - Discover Equisoft's tools for financial advisors

Advanced Estate Planning Panel - Frank Abate, Chris Britton, Brad Hyde

Planned Giving with Insurance: Building Your Philanthropic Toolbox - Kathryn Bennett, Desjardins

The Affluent New Canadian Market: Tips and Tricks to Make the Underwriting Process Easy- Stephanie Carter, Canada Life

Levelize the Tax on Corporate Fixed Income Investments - Brent Swatuk, Equitable Life

Video Marketing: Lights, Smartphone, Action! Using do-it-yourself videos to build your brand - Alison Campbell, Sun Life

Build Trust. Win Prospects. Impress Clients. Get everything you need to grow & strengthen your client relationships - Bryan Muir, AdvisorStream

The Impact of Taxation on Investments - Alex Papale, Empire Life

March 9, 2021 - IDC WIN Women's Day Webinar

BMO - Jane's Story

BMO for Women website

July 15, 2021 - Corporate Life Insurance: Opportunity Spotting

March 2, 2021 - Tax & Estate Planning - Case Study

Feb. 23, 2021 - Tax and Estate Planning - Case Study

Feb. 4, 2021 - Eric Wachtel, Compliance: The New Reality: An Industry Under Scrutiny

Feb. 3, 2021 - Group Services: The Human Element to Group Benefits

Jan. 26, 2021 - Jos Herman - The Can't Miss Tax & Legal Update

Jan. 20, 2021 - David Onyett-Jeffries, Guardian Capital: Turning the Corner: Another Year Wiser

Jan. 13, 2021 - 2021 IDC WIN Kick-Off Town Hall with Paul Brown & Phil Marsillo

Dec 8, 2021: Peter Wouters - The Family Cottage

Feb. 2, 2021: Expanded Empire Life Multi Strategy Funds with Dave Patterson

Aug 26, 2021: Estate Planning Case Studies - slide deck only

Oct. 7, 2021: Heart Health Series Part 2

Sept 9, 2021: Heart Health Series Part 1

Slide Deck - Heart Health CE Series - Part 1

Aug. 10, 2021: Mastering the Asset Transfer Concept

July 27, 2021: Medical Student and New Grad Programs | Slides

Jan. 21, 2021: RBC Growth Insurance, PAR Whole Life - English

Jan. 20, 2021: RBC Growth Insurance, PAR Whole Life - French

July 13, 2021 - Power your Practice with Responsible Investing. (To qualify for CE credits, please watch the replay. You will need to register and it will go directly to the replay)

July 7, 2021 - Launch of Option One Website

June 22, 2021 - Humania’s new digital disability product with 100% ROP

June 17, 2021 - Underwriting Transformation in a Digital Age

March 23, 2021 - Beyond Illustrations 2.0 (password: l%gE#Eq5)

Feb. 11, 2021: Be Worth Finding on LinkedIn

March 18, 2021 - Introduction to Paramedicals

March 11, 2021 - Welcome to the Living Benefits Webinar with Jos Herman

March 10, 2021 - Underwriting Update with Senior Underwriting Consultant, Sorin Segal. (Passcode: 9AZH+1$x)

Feb. 16, 2021: Low Fee, High Commission, Easy E-App. Investments, Simplified!

Jan. 7, 2021: The Search for Success...Tools for a Breakthrough Year