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.
September 14, 2023
In this edition of Coffee Talks, Advocis welcomed Paul Petrelli, President & CEO of Assuris to provide an overview of Assuris and its protection. He also reviewed the important changes to Assuris’ coverage, along with resources that advisors can share with their clients.
August 3, 2023
In this edition of Coffee Talks, Advocis welcomed Emily Hsu, Director, Professional Insights at Sun Life to review three specific insurance strategies that can at times become technical. She compared the different ways to structure an insured annuity, ways to access cash in a Par policy, their impacts to the policy, and the effects of reduced paid up vs offset.
July 6, 2023
In this edition of Coffee Talks, Advocis welcomed Joe Belec, Regional Vice President at Canada Protection Plan/Foresters Financial to review the differences between fraternal, stock and mutual insurance organizations in Canada, the history of Foresters, and the benefits Foresters/CPP offers to their members and our society in general.
June 1, 2023
In this edition of Coffee Talks, Advocis welcomed Pat Dunwoody, Executive Director, Canadian ETF Association as she reviewed ETFs in Canada, the history, growth, benefits, similarities and differences compared to other funds.
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.
September 14, 2023
In this edition of Coffee Talks, Advocis welcomed Paul Petrelli, President & CEO of Assuris to provide an overview of Assuris and its protection. He also reviewed the important changes to Assuris’ coverage, along with resources that advisors can share with their clients.
August 3, 2023
In this edition of Coffee Talks, Advocis welcomed Emily Hsu, Director, Professional Insights at Sun Life to review three specific insurance strategies that can at times become technical. She compared the different ways to structure an insured annuity, ways to access cash in a Par policy, their impacts to the policy, and the effects of reduced paid up vs offset.
July 6, 2023
In this edition of Coffee Talks, Advocis welcomed Joe Belec, Regional Vice President at Canada Protection Plan/Foresters Financial to review the differences between fraternal, stock and mutual insurance organizations in Canada, the history of Foresters, and the benefits Foresters/CPP offers to their members and our society in general.
June 1, 2023
In this edition of Coffee Talks, Advocis welcomed Pat Dunwoody, Executive Director, Canadian ETF Association as she reviewed ETFs in Canada, the history, growth, benefits, similarities and differences compared to other funds.
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.
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