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01 Webinars
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What is the Discovery Series? An on-demand webinar series that provides you with:

Tailored advice to help you grow your business

Winning sales strategies and solutions tailored to your clients’ unique needs

All the latest market trends, industry best practices, and more

Tailored advice to help you grow your business

Winning sales strategies and solutions tailored to your clients’ unique needs

All the latest market trends, industry best practices, and more

Browse our available webinars:

Life and Health Insurance

Ignite 5 PAY Par

Sales Strategies

Flip My Life

The Million Dollar Mindset

Embrace Equity

Hope, Heart & Health

Best Practices

The Power is in the Process

Fired Up For Life

Market Trends

The Advisor's Voice

Master Class 2023: Economic Outlook

Participate and earn CE credits!

Ignite 5 PAY Par

1 HOUR

Want to learn about dynamic sales approaches around our new 5 PAY Par product? Join our guest speakers to discover how to position this unique product with your clients.

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Flip My Life

1 HOUR

Sarah's life was literally flipped when she went through separation. Having obtained both Chartered Financial Divorce Specialist (CFDS) and Certified Divorce Financial Analyst (CDFA) designations, join Sarah Balram in an inspiring story from how she went from separation to divorce specialist.

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Fired Up For Life

45 MINUTES

Join Paula Andreychuk, an advisor and the only female volunteer firefighter in Norwich Ontario, in an engaging conversation about community, perception and respect. Paula will also share her best practices when it comes to a winning case!

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Hope, Heart & Health

1 HOUR

Join Kyla, Jodi and Erin in a passionate conversation about their WHY? Hope, heart and health is the very reason why they do what they do everyday. Discover the challenges your clients may face without proper planning and the important role you play as their financial advocate.

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Embrace Equity

45 MINUTES

To help commemorate International Women's Day, join Julie Sarkis and Jayshri Patel-Amin in an empowering conversation about embracing equity and financial literacy in this capsule focusing on balance, recognition, encouragement and empathy.

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The Power is in the Process

45 MINUTES

Join Munira Dhanani in an incredible conversation about her journey coming into Canada from the tumultuous times in East Africa in the early 70’s and how life insurance saved her family. Also, learn more about the challenges and opportunities she discovered in adopting her late father's book of business.

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The Million Dollar Mindset

45 MINUTES

Join Sim Gakhar - Country Chair and Top of the Table member of Million Dollar Round Table (MDRT) Canada. Explore the secrets behind Sim's success and game changing strategies that can elevate your practice to unlock your Million Dollar Mindset!

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The Advisor's Voice

45 MINUTES

Join Shalicia Harris and Cindy Marques for an in depth conversation about an emerging market known as the Young Futurepreneurs. Tap into your advisor's voice by understanding their financial pain points and innovative approaches to prospect this emerging market.

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Master Class 2023: Economic Outlook

45 MINUTES

Uncertainty, rebalancing, challenging and opportunity are the key words to describe 2023. Join Randall Bartlett, CFA, Senior Director of Canadian Economics and Mathew Smith, FSA, FCIA for an in depth conversation about what you can expect from the Canadian economy in 2023.

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