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Consumer Insights
Canada 2025: Strategic Insights for Financial Professionals
Hosted by: Pattie Lovett-Reid
Contact your BDM for a recording of this webinar
Consumer Insights
Rebuilding Finances After Grey Divorce
Hosted by: Pattie Lovett-Reid
Contact your BDM for a recording of this webinar
Consumer Insights
CHIP Reverse Mortgage Solutions for Health – Aging-in-place support
Hosted by: Vivianne Gauci
Contact your BDM for a recording of this webinar
Retirement Strategies
CHIP, HELOC, and Downsizing: Diving in with Use Cases and Product Details
Hosted by: Pattie Lovett-Reid
Contact your BDM for a recording of this webinar
Retirement Strategies
CHIP vs HELOC vs Downsizing When to Know Which is Right for Your Clients
Hosted by: Pattie Lovett-Reid
Consumer Insights
Modern problem solving for your clients helping Canadians 55+ use home equity for retirement
Hosted by: Pattie Lovett-Reid
Consumer Insights
Understanding the unique needs of women 55+ to help grow your business
Hosted by: Pattie Lovett-Reid, Vivianne Gauci & Lynn Posluns
Consumer Insights
How to grow your business with digital tools – getting the most out of broker launchpad
Hosted by: Erin Wilson
Consumer Insights
Help Your Clients Tap Into A Tax-Free Retirement Income Alternative
Hosted by: Jeff Thorsteinson & Andrew Cairns
Consumer Insights
In Conversation: Women in the mortgage industry
Hosted by: Pattie Lovett-Reid
Consumer Insights
Reverse Mortgages: A Funding Alternative for your 55+ Clients
Hosted by: Jeff Thorsteinson & Andrew Cairns
Consumer Insights
CHIP for Health
Hosted by: Vivianne Gauci
Consumer Insights
Help your clients navigate the current landscape with expert advice from Pattie Lovett-Reid.
Hosted by: Pattie Lovett-Reid & Yvonne Ziomecki-Fisher
Business Strategy
Tax Efficiency in Retirement
Hosted by: Nick Chant
Business Strategy
Tips to Avoid Tax Season Surprises for Your HNW Clients
Hosted by: Andrew Cairns & Omesh Varma
Business Strategy
Opportunities for Established Entrepreneurs 55+
Hosted by: Andrew Cairns & Omesh Varma
Business Strategy
Introducing CHIP Open – A short-term solution built for homeowners 55+
Hosted by: Andrea Munroe
Marketing Strategy
Delivering Effective Presentations
Hosted by: Nick Chant & Clive Coke
Business Strategy
Partnering to Enhance Customer Experience
Hosted by: Nick Chant
Consumer Insights
Giving Permission to Access Home Equity
Hosted by: Clive Coke
Consumer Insights
The Power of Positioning
Hosted by: Vivianne Gauci
Consumer Insights
Objection Handling
Hosted by: Andrea Munroe