IDC WIN Launch 2023

Phil Marsillo - Town Hall video

Frank Abate - IDC WIN Tax and Estate: CRA – What’s the story? The transition of real estate portfolios at death - slides

David Emanuel and Marni Hefner - IDC WIN Workplace Solutions: Group business is smart business – end of story - slides

Vic Raye - IDC WIN Banking: Banking stories to turbocharge your practice - slides

Alex Chan - IDC WIN Wealth: Stories That Sell…a Segregated Fund Case Study of The Highest Magnitude - slides

Graeme Allan - IDC WIN Wealth: Looking for opportunities where you think they don’t exist, the real story - slides

Andrew Gardiner and Jason Allen - In today’s world of inflation and shrinkflation, Beneva advisors are standing out by adding extra value

Zack Friedmann

Paul-Simon Ghoche - Take advantage of the strength of your Private Wealth Team - slides

Jonathan Dunne - Our story, our expertise and the changing market - slides

Mike Stocks - Keeping the family cottage - slides

Brent Swatuk - The size of the pile doesn't matter near as much as the net spendable wealth you have! - Slides

John Natale: Preparing your clients for wealth transfer - taxation options, solutions & strategies - slides

Ian Taylor: The best kept secret advisors should know... - slides

Advisor piece: Insurance Investments - Facts

Bifurcate your retirement - slides (for advisor use only)

Helen Chow: Strategies that resonate - slides

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