Coffee Talks

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.

Process: Your Key to a Successful Succession In this edition of Coffee Talks, Tony Bosch, CFP, CLU, CH.F.C, CHS, MFA, Executive Vice President, Broker Development at HUB Financial introduces a proven and methodical process which can help advisors understand what they truly want and need from their succession/transition plans so that they can achieve results.

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.

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.

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.

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.

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.

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.

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.

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.