Spotlight sessions highlight some extraordinary teams, topics and priorities. Each session will begin with a presentation, followed by open audience Q&A to dive deeper into strategies and successes from some of our best and brightest. This is your chance to ask the questions you’ve always wanted to know.
Spotlight sessions will feature extraordinary team members from our Profile Success Series, along with top executives discussing industry best practices and accomplishments.
All Spotlight Sessions will be available on-demand for 60 days post-event.
How do you acquire clients in an oversaturated, highly commoditized industry AND virtual only world? The answer is simple: commit to knowing your client better than anyone else. In this presentation Penny will highlight several best practices:
Penny Phillips President & Co-Founder, Journey Strategic Wealth
Host: Bill Jack
Senior Vice-President, Ontario East
IG Wealth Management
The UK’s most qualified and successful adviser, Sandro Forte, continues to grow his production year on year. In this session you will learn Sandro’s three top tips for increasing your average cases size and taking your production to a new level.
Sandro Forte FPSA, CSP, Speaker & Professional Development Coach
Host: Tom Van Tighem
Senior Vice-President
Private Wealth Management
IG Private Wealth Management
Please join us for a discussion on how a high performing PWM practice has used Living Plan Portal to effectively solve clients financial problems, earn their advisory fee and stay ahead of the competition.
Andrew Fox
CFP, Executive Financial Consultant
IG Private Wealth Management
Host: Mike Jack
Vice President
Distribution Technologies
IG Wealth Management
In this session, IGM Financial’s Chief Operating Officer Mike Dibden and his team will discuss their commitment to client service as we progress along the digital transformation roadmap.
Mike Dibden
Chief Operating Officer
IGM Financial
Nancy McCuaig
Senior Vice-President
Chief Technology & Data Office
IGM Financial
David McCallum
Executive Vice-President
Client Service Operations
IGM Financial
Host: Brent Allen
Senior Vice-President
Distribution Operations
IG Wealth Management
Coleen Taylor
Senior Financial Consultant
IG Wealth Management
Host: Alana Riley
Senior Vice-President
Western Canada
IG Wealth Management
This session will provide the latest market developments and how they may impact our clients. Hear from our industry-leading portfolio managers on their views and how they’re adapting their fund management approach during these times.
Lesley Marks Chief Investment Officer, Equities, Mackenzie Investments
Steve Locke Chief Investment Officer, Fixed Income & Multi-Asset Strategies, Mackenzie Investments
Host: Bill Chornous
Senior Vice-President
Investment Strategy
IG Wealth Management
En cette nouvelle ère numérique et virtuelle, on doit réinventer notre processus d’acquisition de nouveaux clients. Cette formation sur le développement des affaires a pour objectif de vous faire découvrir le processus complet d’acquisition d’un client dans les circonstances actuelles, de la prospection à l’intégration du client, en passant par le premier rendez-vous, la préparation de document et la conception du plan financier.
Kevin Desfossés
Pl. Fin., conseiller principal
IG Gestion de patrimoine
Animateur : Carl Thibeault
Vice-président principal
IG Gestion de patrimoine, Québec
This spotlight session will focus on reinforcing the research and metrics that will elevate the Gallup client engagement score with strategies and best practices on how you can integrate this tool to create a competitive advantage.
Andrew Robertson
Managing Consultant,
Retail Banking and Financial Services Practice, Gallup
Rebekah Koutsogiannopoulos
Division Director
IG Private Wealth Management
Brian Blair
Senior Financial Consultant
IG Private Wealth Management
Host: Jason Downey
Senior Vice-President
Atlantic
IG Wealth Management
Au cours de cette séance avec modérateur, de nouveaux conseillers expliqueront les raisons pour lesquelles ils ont choisi IG et leurs méthodes pour aller chercher de nouveaux clients.
Bruno Legault
Conseiller financier
IG Gestion de patrimoine
Jordan Lanoue
Représentant en épargne collective, conseiller en sécurité financière
IG Gestion de patrimoine
Julie Tremblay
Planificatrice financière
IG Gestion de patrimoine
Pierre Breton
Planificateur financier
IG Gestion de patrimoine
Animateur : Claude Paquin
Président
Services financiers Groupe Investors, Québec
In this session you will learn the essentials for successfully marketing your practice now.. We will cover this from two perspectives:
Moya Brown
Senior Vice-President
Brand Strategy & Experience
IG Wealth Management
Host: Peter Bent
Assistant Vice-President
Field Marketing
IG Wealth Managment
Questions? Please email the Apex Summit Mailbox.
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