Discovery Series: Unplugged

Join Reh Bhanji and David Lee as they sit down with Mathew Smith, Regional Vice President of Sales at Desjardins. With a strong background in Actuarial Science, Mathew shares his expertise on managing risk, both in his personal and professional life. Gain valuable insights and practical strategies for navigating risks and making informed decisions. Tune in to this engaging conversation and unlock the secrets to effective risk management. 

Watch the Discovery Series “Ignite 5 Pay Par” and earn CE credits here: https://lnkd.in/gZVdAyaB

In this episode, hosts Reh Bhanji and David Lee engage in a dynamic conversation with special guest Cindy Marques, CFP, Advocis Toronto Chapter President. Join us as we delve into the intricate world of millennial finances. exploring the challenges, aspirations, and unique perspectives of this generation. Gain valuable insights and expert advice on how financial advisors can effectively connect with millennials, understand their evolving needs, and provide tailored guidance to navigate their financial journeys.

Watch "The Advisor's Voice" on-demand and earn CE Credits: https://bit.ly/3Wh2ydJ

Join hosts Reh Bhanji and David Lee in this inspiring episode of the "Discovery Series: Unplugged" as they interview Paula Andreychuk, a financial advisor and volunteer firefighter, about her journey of winning and losing. Paula shares her experiences working in professional sports and how those experiences have translated into her role as a financial advisor. She also discusses the value of teamwork, collaborating with specialists, and how her personal losses have influenced the way she helps her clients. Don't miss this episode full of insights and inspiration for financial advisors at any stage of their career.

Watch "Fired Up for Life" on-demand and earn CE credits: https://bit.ly/3yQxlUO

Join Sarah Balram, a Chartered Financial Divorce Specialist and Certified Divorce Financial Analyst, as she dives into the world of divorce planning in the first episode of the Discovery Series: Unplugged. Get ready for some fun stories and personal insights on how Sarah uses her experiences to provide the best solutions for her clients. From navigating separation to planning for the future, Sarah answers all your burning questions about dealing with divorce clients.

Register here to watch "Flip My Life" and earn CE credits: https://bit.ly/3UsDxMY