Advocis Coffee Talks are espresso-sized webinars for financial advisors, accredited by The Institute for CE credits and available exclusively to Advocis members.
An archive of previous editions is available below. Please note that login is required, and that these are provided as reference materials only – webinars must be attended live in order to qualify for CE.
Information on registering for all upcoming Coffee Talks is being distributed to members via email. If you are a member of Advocis and not receiving these notifications, please contact us with your preferred email address and indicate that you would like to receive all member communications.
May 5, 2023
In this edition of Coffee Talks, Advocis welcomed Nick Fabiano, CPA, CA, TEP, Director, Tax and Estate Planning Group at Canada Life as he discussed simplifying the rules and tax implications for transferring an insurance policy from a corporation to a shareholder.
April 10, 2023
In this edition of Coffee Talks, Advocis welcomed Paul Nazareth, MFA-P, Vice President, Education & Development, Canadian Association of Gift Planners to review the recent trends in volunteering and offered tips for helping clients reconnect to their philanthropy in a sustainable way.
March 2, 2023
In this edition of Coffee Talks, Advocis welcomed Jackie McCann-Scott, CFP, CHS, Financial Advisor and Owner of Lupin Planning Group Inc. as she shared her strategies for educating female clients, discussed how she is structuring her practice to remove barriers for female advisors, and how she incorporates technology to improve her clients’ financial literacy.
February 2, 2023
In this edition of Coffee Talks, Advocis welcomed Cathy Hiscott, President of PPI and Maria Jose Flores, President at Carte Wealth Management Inc. to discuss their vision for the future and their organizations’ focus and priorities for 2023.
January 2, 2023
In our first episode of Coffee Talks for 2023, Advocis welcomed Ritu Kashyap, Senior Claims Specialist at Zurich Insurance Company Ltd Canada and Jack Mazakian, Vice President at Advocis Broker Services Inc. as they explore recent advisor claims and the approaches that regulatory bodies are taking, while highlighting ways advisors can protect themselves and their practice.
December 1, 2022
In our final edition of Coffee Talks for 2022, Advocis welcomed Ali Qureshi, Chief Revenue Officer & Co-Founder at SideDrawer and Mallory McGrath, Founder & CEO, Viive Planning to discuss how communication and technology can work together to understand clients on a deeper level and keep their information protected.
November 3, 2022
In a special edition of Coffee Talks for Financial Literacy Month, Advocis welcomed Shalicia Harris, Founder & CEO of In Charge Inc. to explain the different stages of financial literacy and the hierarchy of financial needs.
October 6, 2022
In this edition of Coffee Talks, Advocis welcomed Steven McLeod, LL.B., TEP, Director, Tax and Estate Planning Group at Canada Life to provide a brief overview on leveraging corporate owned policies for the future.
September 8, 2022
In this edition of Coffee Talks, Advocis welcomed Alaeddine Jabri, Managing Partner at Longevity Achieved to discuss how you can stay resilient through market turmoil and keep clients and ourselves calm and focused.
August 4, 2022
Leveraging a CRM to Build your Business
In this edition of Coffee Talks, Advocis welcomed Kelly Gustafson, Senior Business & Innovation Manager at NOW Wealth Management Solutions of Raymond James LTD., Ray Adamson, Senior Leader in Fintech/Insurtech, and Robert McCullagh, Financial Advisor associated with Benefit Planners Inc. to discuss how you can leverage a CRM to build and grow your business, along with providing advice for both new and experienced advisors looking for insight and direction into making their business more valuable.
May 5, 2023
In this edition of Coffee Talks, Advocis welcomed Nick Fabiano, CPA, CA, TEP, Director, Tax and Estate Planning Group at Canada Life as he discussed simplifying the rules and tax implications for transferring an insurance policy from a corporation to a shareholder.
April 10, 2023
In this edition of Coffee Talks, Advocis welcomed Paul Nazareth, MFA-P, Vice President, Education & Development, Canadian Association of Gift Planners to review the recent trends in volunteering and offered tips for helping clients reconnect to their philanthropy in a sustainable way.
March 2, 2023
In this edition of Coffee Talks, Advocis welcomed Jackie McCann-Scott, CFP, CHS, Financial Advisor and Owner of Lupin Planning Group Inc. as she shared her strategies for educating female clients, discussed how she is structuring her practice to remove barriers for female advisors, and how she incorporates technology to improve her clients’ financial literacy.
February 2, 2023
In this edition of Coffee Talks, Advocis welcomed Cathy Hiscott, President of PPI and Maria Jose Flores, President at Carte Wealth Management Inc. to discuss their vision for the future and their organizations’ focus and priorities for 2023.
January 2, 2023
In our first episode of Coffee Talks for 2023, Advocis welcomed Ritu Kashyap, Senior Claims Specialist at Zurich Insurance Company Ltd Canada and Jack Mazakian, Vice President at Advocis Broker Services Inc. as they explore recent advisor claims and the approaches that regulatory bodies are taking, while highlighting ways advisors can protect themselves and their practice.
December 1, 2022
In our final edition of Coffee Talks for 2022, Advocis welcomed Ali Qureshi, Chief Revenue Officer & Co-Founder at SideDrawer and Mallory McGrath, Founder & CEO, Viive Planning to discuss how communication and technology can work together to understand clients on a deeper level and keep their information protected.
November 3, 2022
In a special edition of Coffee Talks for Financial Literacy Month, Advocis welcomed Shalicia Harris, Founder & CEO of In Charge Inc. to explain the different stages of financial literacy and the hierarchy of financial needs.
October 6, 2022
In this edition of Coffee Talks, Advocis welcomed Steven McLeod, LL.B., TEP, Director, Tax and Estate Planning Group at Canada Life to provide a brief overview on leveraging corporate owned policies for the future.
September 8, 2022
In this edition of Coffee Talks, Advocis welcomed Alaeddine Jabri, Managing Partner at Longevity Achieved to discuss how you can stay resilient through market turmoil and keep clients and ourselves calm and focused.
August 4, 2022
Leveraging a CRM to Build your Business
In this edition of Coffee Talks, Advocis welcomed Kelly Gustafson, Senior Business & Innovation Manager at NOW Wealth Management Solutions of Raymond James LTD., Ray Adamson, Senior Leader in Fintech/Insurtech, and Robert McCullagh, Financial Advisor associated with Benefit Planners Inc. to discuss how you can leverage a CRM to build and grow your business, along with providing advice for both new and experienced advisors looking for insight and direction into making their business more valuable.
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