Business Growth and the Family Inventory In this edition of Coffee Talks, Rehan Bhanji, CFP, CLU, National Practice Leader at Desjardins and Mathew Smith, FCIA, FSA, Regional Vice President of Individual Insurance Sales at Desjardins introduced the conversation, sales opportunities and life events surrounding the use of a comprehensive inventory process to create better outcomes in the development of estate plans.
- Advocacy
- Education
- Chapters
- Membership
- FORUM
- Find an Advisor
- About Us