Business Growth and the Family Inventory In this edition of Coffee Talks, Rehan Bhanji, CFP, CLU, National Practice Leader at Desjardins and Mathew Smith, FCIA, FSA, Regional Vice President of Individual Insurance Sales at Desjardins introduced the conversation, sales opportunities and life events surrounding the use of a comprehensive inventory process to create better outcomes in the development of estate plans.
Medavie Blue Cross, 2021 Insurance Business Awards November 19, 2021 – Medavie Blue Cross is …
Michelle Schriver, Advisor’s Edge November 17, 2021 – Banks restricting product shelves at the branch …
Make Change that Counts: Building Financial Resilience in an Increasingly Digital World In this special edition of Coffee Talks, Dr. Supriya Syal, Deputy Commissioner of Research, Policy, and Education at the Financial Consumer Agency of Canada (FCAC) introduces financial advisors to their 2021 – 2026 National Financial Literacy Strategy and provide advisors with insights on the role that they can play in making change that counts.
