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.
December 5, 2024
In our December episode of Coffee Talks, Nick Fabiano, CPA, CA, TEP, Director, Tax & Estate Planning Group at Canada Life, examines the impact of the capital gains inclusion rate increase on estate and insurance planning, while providing insights into recent tax developments.
November 7, 2024
In our November episode of Coffee Talks, Robin Taub, Robin Taub Financial Consulting outlines how mastering financial literacy can become your ultimate competitive edge, enabling you to guide clients more effectively, build deeper trust, and drive long-term success.
October 4, 2024
In our October episode of Coffee Talks, Tim Wittaker, Business Development Manager, and Andrew Cairns, National Lead – Wealth Management with HomeEquity Bank break down reverse mortgages, HELOCs, and downsizing strategies to help financial advisors support clients aged 55+.
September 5, 2024
In our September episode of Coffee Talks, John Stewart, Director, Business Development at Sun Life, explores the importance of building relationships with other professionals to create a network of centres of influences, and how it can lead to the growth of an advisor’s business.
August 8, 2024
In our August episode of Coffee Talks, Laurie Fox, Director, Will Power Campaign, explores trends in philanthropic giving and provides information on what Will Power is and how you can be a part of it.
July 12, 2024
In our July episode of Coffee Talks, Jeffrey Hodgson, Managing Director, Global Stakeholder Affairs at CPP Investments as he outlines who CPP Investments are and what they do, their relationship with CPP, their long-term performance, and why CPP is expected to be sustainable for at least the next 75 years.
June 14, 2024
In our June episode of Coffee Talks, Mark Landers, Managing Partner, Haunn Landers & Co, Louis Retief, CEO and Co-founder, Hubly, and Steven Malynowsky, Sr Product Marketing Manager at Maximizer, share insights from the financial advisory space that future-proof your practice with the strategic use of technology to:
May 3, 2024
In this edition of Coffee Talks, Advocis welcomed Kristin Ramlal with the Canada Life Institutional Investment Solutions team and Jason Vary with Actuarial Solutions Inc. (ASI) to provide an overview of pension industry trends, evolution of pension plan types, a pension plan regulatory update and how attendees can identify their next collaborative pension plan investment management opportunity.
April 5, 2024
In this edition of Coffee Talks, Advocis welcomed a stellar panel of financial services leaders to discuss the way forward for our industry, driving innovation & empowering the next generation of financial services professionals.
Guests included: David Stewart, Sr. VP, Independent Distribution, Canada Life, Andrew Fink, President, HUB Financial Inc., Maria Jose Flores, President, Carte Financial, Cathy Hiscott, President and CEO, PPI and Moderated by Melissa Harrell, Advocis CLC Leader, Prairies.
March 7, 2024
In this edition of Coffee Talks, Advocis welcomed Kevin Hayes, Partner, The Vantage Talent Group as he shared insights into effective teaming, where collaboration and strategic leverage enhance relationships to achieve optimal outcomes.
December 5, 2024
In our December episode of Coffee Talks, Nick Fabiano, CPA, CA, TEP, Director, Tax & Estate Planning Group at Canada Life, examines the impact of the capital gains inclusion rate increase on estate and insurance planning, while providing insights into recent tax developments.
November 7, 2024
In our November episode of Coffee Talks, Robin Taub, Robin Taub Financial Consulting outlines how mastering financial literacy can become your ultimate competitive edge, enabling you to guide clients more effectively, build deeper trust, and drive long-term success.
October 4, 2024
In our October episode of Coffee Talks, Tim Wittaker, Business Development Manager, and Andrew Cairns, National Lead – Wealth Management with HomeEquity Bank break down reverse mortgages, HELOCs, and downsizing strategies to help financial advisors support clients aged 55+.
September 5, 2024
In our September episode of Coffee Talks, John Stewart, Director, Business Development at Sun Life, explores the importance of building relationships with other professionals to create a network of centres of influences, and how it can lead to the growth of an advisor’s business.
August 8, 2024
In our August episode of Coffee Talks, Laurie Fox, Director, Will Power Campaign, explores trends in philanthropic giving and provides information on what Will Power is and how you can be a part of it.
July 12, 2024
In our July episode of Coffee Talks, Jeffrey Hodgson, Managing Director, Global Stakeholder Affairs at CPP Investments as he outlines who CPP Investments are and what they do, their relationship with CPP, their long-term performance, and why CPP is expected to be sustainable for at least the next 75 years.
June 14, 2024
In our June episode of Coffee Talks, Mark Landers, Managing Partner, Haunn Landers & Co, Louis Retief, CEO and Co-founder, Hubly, and Steven Malynowsky, Sr Product Marketing Manager at Maximizer, share insights from the financial advisory space that future-proof your practice with the strategic use of technology to:
May 3, 2024
In this edition of Coffee Talks, Advocis welcomed Kristin Ramlal with the Canada Life Institutional Investment Solutions team and Jason Vary with Actuarial Solutions Inc. (ASI) to provide an overview of pension industry trends, evolution of pension plan types, a pension plan regulatory update and how attendees can identify their next collaborative pension plan investment management opportunity.
April 5, 2024
In this edition of Coffee Talks, Advocis welcomed a stellar panel of financial services leaders to discuss the way forward for our industry, driving innovation & empowering the next generation of financial services professionals.
Guests included: David Stewart, Sr. VP, Independent Distribution, Canada Life, Andrew Fink, President, HUB Financial Inc., Maria Jose Flores, President, Carte Financial, Cathy Hiscott, President and CEO, PPI and Moderated by Melissa Harrell, Advocis CLC Leader, Prairies.
March 7, 2024
In this edition of Coffee Talks, Advocis welcomed Kevin Hayes, Partner, The Vantage Talent Group as he shared insights into effective teaming, where collaboration and strategic leverage enhance relationships to achieve optimal outcomes.
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