Coffee Talks

Coffee Talks

Advocis Coffee Talks

About Coffee Talks

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.

October 21, 2021

Leveraging Life Insurance for the Family Bank Principle In this edition of Coffee Talks, Sylvie Amar, Vice-President Product Strategy & Advanced Markets at Financial Horizons Group walks participants through a detailed case study that exemplifies the role that life insurance plays in protecting and fostering intergenerational wealth.

September 30, 2021

Asking the Right Questions in Field Underwriting In this edition of Coffee Talks, Dr. Bruce Empringham, Vice President and Medical Director at Canada Life provides statistical insight into claim coverage, discusses some of the latest hot topics in insurance, and introduces you to the conversations you need to have with clients about how they are treating and dealing with some of the most common medical conditions you may encounter as an advisor.

September 14, 2021

Asking the Right Questions in Field Underwriting In this edition of Coffee Talks, Jeff Stanzel, Director, Business Development – Ontario of PPI and Steve Kambasis, VP & Chief Underwriter, Canadian Business of Exam One present a templated process that can help advisors navigate the overwhelming and sometimes frustrating process of field underwriting.

September 2, 2021

Quantamental Investing – Leveraging the Best of Both Worlds In this edition of Coffee Talks, award-winning Portfolio Manager Jennifer Radman of Caldwell Investment Management walks advisors through a Quantamental approach to investing – a unique process which leverages the best of fundamental common sense and quantitative discipline that will lead advisors to the best investments for clients.

August 17, 2021

To Post or Not To Post: Ethics and Social Media In this edition of Coffee Talks, Rod Burylo, CIM, FCSI discusses the pitfalls of social media behaviour, including intellectual dishonesty within the financial services industry. Rod identifies ways of improving behaviour such as legal and ethical guidance, developing a communications strategy, and following an activity checklist.

July 27, 2021

Elevating Your Practice With CALU In this edition of Coffee Talks, Guy Legault, President and CEO of CALU leads a conversation with Barry Pascal, Chair, Board of Directors, CALU to illustrate the current activities of CALU, including their ‘Think Growth Initiative’, key strategic partnerships, and the key federal advocacy issues for advisors that they are primarily focused on.

July 27, 2021

Intergenerational Wealth Transfer – Opportunities and Threats In this edition of Coffee Talks, Peter A. Wouters, Director, Tax Retirement & Estate Planning Services at Empire Life offers insights into the most important factors and developments that impact where intergenerational wealth goes, who the decision makers are, and how advisors can retain and grow their business as these events unfold.

June 30, 2021

Rethinking Millennials & Wealth In this edition of Coffee Talks, Zainab Williams, Founder and Principal Financial Planner at Elleverity offers insights into how to reach out to Millennials with affordable financial solutions which reflect the challenges they face, providing advisors with concrete solutions to start serving this key demographic in a transparent and meaningful way.

June 22, 2021

Behavioral Strategies for Winning Client Engagements in Chaotic Times In this edition of Coffee Talks, Todd Fithian, Managing Partner of Legacy shares proven strategies for connecting with clients and future clients during these challenging times, with approaches will not only move them closer to you but have them raving to their friends about you.

June 22, 2021

Budget 2021 Tax Update In this edition of Coffee Talks, Jamie Golombek, Managing Director, Tax and Estate Planning at CIBC provides an overview of the most important changes to personal and business taxes that financial advisors will need to understand for the benefit of their clients, as well as information on key developments in CRA administration related to them.

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October 21, 2021

Leveraging Life Insurance for the Family Bank Principle In this edition of Coffee Talks, Sylvie Amar, Vice-President Product Strategy & Advanced Markets at Financial Horizons Group walks participants through a detailed case study that exemplifies the role that life insurance plays in protecting and fostering intergenerational wealth.

September 30, 2021

Asking the Right Questions in Field Underwriting In this edition of Coffee Talks, Dr. Bruce Empringham, Vice President and Medical Director at Canada Life provides statistical insight into claim coverage, discusses some of the latest hot topics in insurance, and introduces you to the conversations you need to have with clients about how they are treating and dealing with some of the most common medical conditions you may encounter as an advisor.

September 14, 2021

Asking the Right Questions in Field Underwriting In this edition of Coffee Talks, Jeff Stanzel, Director, Business Development – Ontario of PPI and Steve Kambasis, VP & Chief Underwriter, Canadian Business of Exam One present a templated process that can help advisors navigate the overwhelming and sometimes frustrating process of field underwriting.

September 2, 2021

Quantamental Investing – Leveraging the Best of Both Worlds In this edition of Coffee Talks, award-winning Portfolio Manager Jennifer Radman of Caldwell Investment Management walks advisors through a Quantamental approach to investing – a unique process which leverages the best of fundamental common sense and quantitative discipline that will lead advisors to the best investments for clients.

August 17, 2021

To Post or Not To Post: Ethics and Social Media In this edition of Coffee Talks, Rod Burylo, CIM, FCSI discusses the pitfalls of social media behaviour, including intellectual dishonesty within the financial services industry. Rod identifies ways of improving behaviour such as legal and ethical guidance, developing a communications strategy, and following an activity checklist.

July 27, 2021

Elevating Your Practice With CALU In this edition of Coffee Talks, Guy Legault, President and CEO of CALU leads a conversation with Barry Pascal, Chair, Board of Directors, CALU to illustrate the current activities of CALU, including their ‘Think Growth Initiative’, key strategic partnerships, and the key federal advocacy issues for advisors that they are primarily focused on.

July 27, 2021

Intergenerational Wealth Transfer – Opportunities and Threats In this edition of Coffee Talks, Peter A. Wouters, Director, Tax Retirement & Estate Planning Services at Empire Life offers insights into the most important factors and developments that impact where intergenerational wealth goes, who the decision makers are, and how advisors can retain and grow their business as these events unfold.

June 30, 2021

Rethinking Millennials & Wealth In this edition of Coffee Talks, Zainab Williams, Founder and Principal Financial Planner at Elleverity offers insights into how to reach out to Millennials with affordable financial solutions which reflect the challenges they face, providing advisors with concrete solutions to start serving this key demographic in a transparent and meaningful way.

June 22, 2021

Behavioral Strategies for Winning Client Engagements in Chaotic Times In this edition of Coffee Talks, Todd Fithian, Managing Partner of Legacy shares proven strategies for connecting with clients and future clients during these challenging times, with approaches will not only move them closer to you but have them raving to their friends about you.

June 22, 2021

Budget 2021 Tax Update In this edition of Coffee Talks, Jamie Golombek, Managing Director, Tax and Estate Planning at CIBC provides an overview of the most important changes to personal and business taxes that financial advisors will need to understand for the benefit of their clients, as well as information on key developments in CRA administration related to them.

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