Carte Financial Group
9th Annual Conference
October 17 - 20, 2022 | Niagara Falls, Ontario
Presentation Decks and Videos
Thank You for attending our 9th Annual Conference!
Although we did not record each presentation, we do have the PowerPoint decks used in each presentation. Simply click on a link to open the file in a new window.
We have an Amazing 2023 planned and look forward to working with you and celebrating with you next year!
- Carte Forward View by Carte Management with Kirk Purai - CEO of CRMI, CWMI and Maria Jose Flores - President of CWMI
- EasySend: Patrick Doyle - How To Keep Up With The Rapid Pace Of Digital Transformation
- Keynote Speaker - WillFul: Erin Bury - How To Use An Entrepreneurial Mindset To Win In Business
- CI Investments: Wilmot George - Retirement Planning - A Look At Retirement Paycheques
- Broadridge & AdvisorStream: Brendan Cubello - How To Drive Growth With A Scroll-Stopping Digital Marketing
- Industrial Alliance: Robert Carter - Thinking Outside the Box: The 21st Century Advisor
- Fidelity: Andrea Rigobon - The Evolving Regulatory Landscape - Deck 2
- SideDrawer: Ali Qureshi - Winning Clients with Better Collaboration
- Brightmark: Matthew Maingot - Using Salesforce To Provide Best-In-Class Advisor And Client Experiences
- How Knowledge Learned Can Assist Advisors In Creating Better Financial Plans By Jorge Ramos, National Director of Advanced Planning, Carte Risk Management
- Desjardins Financial: Micah Neale - First ever Guaranteed 5 Pay PAR
- Desjardins Financial: George C Iovankas - Desjardins PPNs-Combine Performance Potential, Security and Flexibility
- NPC Data Guard: Larry Keating - Rising Above the Cyberthreat Landscape
- NCM Investments: Jason Isaac - Global Dividend Investing 2022 and Beyond
- Manulife Insurance: Laura Yost - What's the Beat On the Street?
- CPP Foresters: Glenn Secord - Why Foresters - Making A Positive Impact
- TD Asset Management: Jose Alancherry - The Fundamentals: Pioneering a New Frontier in Equity Investing
- BMO Asset Management: Edward Ku - Innovative Solutions to Navigate the Market: ETF Based Mutual Funds
- Dynamic Funds: Collister Thomas - Successful Investing Strategies To Use In An Increasingly Volatile Environment
- ivari: Josie Malandrino & Frank Sobrinho - The Ivari difference: Things you may not know!
- Equitable Life: Giuliano & Subhastin - Top Competitve Advantages At Equitable Life - Investments and Insurance
- Beneva: Chris Paterson - Searching for Value In A World Of Inflation And Shrinkflation
- SL Insurance: Varshni Nimal - Utilizing Jenie To Bridge The Gap Between Traditional And Simplified Markets