IDC WIN

IDC WIN Asian Advisor Panel and Manulife Vitality

July 25, 2023 - <a href="https://www.youtube.com/watch?v=qoAs52akhg0" rel="nofollow noopener noreferrer" target="_blank">Manulife Vitality and the IDC WIN Asian Advisor Panel </a>

- July 25, 2023 - <a href="https://www.youtube.com/watch?v=qoAs52akhg0" rel="nofollow noopener noreferrer" target="_blank">Manulife Vitality and the IDC WIN Asian Advisor Panel </a>

July 6, 2023 - Vic Raye and Pamela Crugnale (Manulife)

- Video: <a href="https://youtu.be/-d3y3F6bqzI" rel="nofollow noopener noreferrer" target="_blank">The greatest cash-gathering magnet in the industry</a>
- <a href="https://idcwinbig.ca/wp-content/uploads/2023/07/2023-Advantage-Account-Promotion_final_Manu-.pdf" rel="nofollow noopener noreferrer" target="_blank">Slides</a>

- June 21 - Calgary
 - Alex Chan - <a href="https://idcwinbig.ca/wp-content/uploads/2023/06/The-Power-of-10-Wealth-Banking-June-2023-AlexChan.pdf" rel="nofollow noopener noreferrer" target="_blank">10 Things about investing (The power of 10)</a>

- July 6, 2023 - Vic Raye and Pamela Crugnale (Manulife)
 - Video: <a href="https://youtu.be/-d3y3F6bqzI" rel="nofollow noopener noreferrer" target="_blank">The greatest cash-gathering magnet in the industry</a>
 - <a href="https://idcwinbig.ca/wp-content/uploads/2023/07/2023-Advantage-Account-Promotion_final_Manu-.pdf" rel="nofollow noopener noreferrer" target="_blank">Slides</a>
 
- Wealth &amp; Banking 1/2 Day events
 - June 21 - Calgary
 - Alex Chan - <a href="https://idcwinbig.ca/wp-content/uploads/2023/06/The-Power-of-10-Wealth-Banking-June-2023-AlexChan.pdf" rel="nofollow noopener noreferrer" target="_blank">10 Things about investing (The power of 10)</a>

May 18 - <a href="https://youtu.be/p9e5uoWmntA" rel="nofollow noopener noreferrer" target="_blank">Why clients Value your Banking Referrals even more today</a>

- May 18 - <a href="https://youtu.be/p9e5uoWmntA" rel="nofollow noopener noreferrer" target="_blank">Why clients Value your Banking Referrals even more today</a>

May 16 - Eric Wachtel - <a href="https://youtu.be/3mu8J9Gg06U" rel="nofollow noopener noreferrer" target="_blank">2023 Compliance Review</a>

- May 16 - Eric Wachtel - <a href="https://youtu.be/3mu8J9Gg06U" rel="nofollow noopener noreferrer" target="_blank">2023 Compliance Review</a>

April 6 - <a href="https://www.youtube.com/watch?v=xrAh3vQy3h4" rel="nofollow noopener noreferrer" target="_blank">Meet the experts</a>

- April 6 - <a href="https://www.youtube.com/watch?v=xrAh3vQy3h4" rel="nofollow noopener noreferrer" target="_blank">Meet the experts</a>

Frank Abate - IDC WIN Tax and Estate: <a href="https://idcwinbig.ca/wp-content/uploads/2023/01/Frank-Abate_Transition-of-a-Real-Estate-portfolio-at-Death_CRA.pdf" rel="nofollow noopener noreferrer" target="_blank">CRA – What’s the story? The transition of real estate portfolios at death</a> - slides

Vic Raye - IDC WIN Banking: <a href="https://idcwinbig.ca/wp-content/uploads/2023/01/IDCWINBanking-Launch2023-VRaye.pdf" rel="nofollow noopener noreferrer" target="_blank">Banking stories to turbocharge your practice</a> - slides

Alex Chan - IDC WIN Wealth: <a href="https://idcwinbig.ca/wp-content/uploads/2023/01/Alex-Chans_Kick-Off-2023-Wealth-Case-Study.pdf" rel="nofollow noopener noreferrer" target="_blank">Stories That Sell…a Segregated Fund Case Study of The Highest Magnitude</a> - slides

Graeme Allan - IDC WIN Wealth: <a href="https://idcwinbig.ca/wp-content/uploads/2023/01/Graeme-Allan_Kickoff2023presentation.pdf" rel="nofollow noopener noreferrer" target="_blank">Looking for opportunities where you think they don’t exist, the real story</a> - slides

<a href="https://help.idcwinbig.ca/en/articles/2271533-idc-win-disclaimer" rel="nofollow noopener noreferrer" target="_blank">IDC WIN BIG DISCLAIMER</a>

Asian, Estate planning, investments, segs, seg funds, banking, compliance, Vic Raye, Alex Chan, Graeme Allan, Eric Wachtel, Sam Chan,

IDC WIN Asian Advisor Panel and Manulife Vitality

IDC WIN Wealth & Banking

IDC WIN Compliance

IDC WIN Advanced Estate Planning Team

January 2023, IDC WIN Launch