Loading Events

« All Events

  • This event has passed.

Richmond Hill – RRSP KICK OFF 2019

February 13 @ 9:30 am - 12:00 pm

You don’t want to miss this!
Sales Strategies from 4 Different Companies :

coffee at 9:30 | meeting starts at 10:00
15 Wertheim Court, Suite 510

Abby Wahab, Empire Life

Paul Foster, Canada Life

Jim DeLouchry, Manulife Bank

Mark Evans, BMO

               

Professional Development Requirements
  • The Regulation of the Chambre de la sécurité financière respecting compulsory professional development applies to every professional holding an authorization issued by the Autorité des marchés financiers - details HERE
  • The CSF has designed a range of ProEthics online training bundles tailored to your needs and the field of practice in which you operate - details HERE
**MANDATORY COMPLIANCE**Every two reference periods (every four years), three of the PDUs a representative must accumulate in the subjects of compliance with standards, ethics and business conduct must be obtained during a training activity developed by the CSF and offered by it or in partnership with it.
Important – Meetings
  • According to the rules of the CSF – An Advisor arriving more than 5 minutes past the scheduled start time, may not receive a pdu for that hour. Kindly respect the start time
  • Only registered participants will be notified of any change (location/time change, cancelled meeting ect.) To avoid any unnecessary inconvenience, please be sure to reserve your spot for all meetings you would like to attend.
  • Keep track of all meeting you attend with the COPOLOFF TRACKING FORM
  • Details

    Date:
    February 13
    Time:
    9:30 am - 12:00 pm
    Event Category:

    Organizer

    Copoloff
    Phone:
    5147319605
    Email:
    szerdok@copoloff.com