A Trusted Partnership

How we’re moving forward to meet your business needs

Nick Pszeniczny
Supporting your success

Being an independent advisor is more challenging than ever. You have told us that you need a partner—but not just anyone. You need a partner who understands your immediate needs and your long-term goals. And one who gets your local perspective and can deliver personalized service to support your success.

We are poised to be your trusted partner.

Nick Pszeniczny
President & Chief Executive Officer

New roles to support your business

Investing in new roles to empower your success Who couldn’t use another member on their team?
Sylvie Amar
Vice-President, Product Strategy & Advanced Markets, Sylvie Amar, works to develop, enhance and deliver integrated estate and wealth management strategies in the high-net-worth segment.
Mélanie Turcotte
Sales Director and Regional Wealth Specialist for the Quebec Region, Mélanie Turcotte, can help you develop personalized investment plans for the affluent and high-net-worth clients of aligned advisors.
Stacy-Brooks-Square
National Practice Management Consultant, Stacy Brooks, can help you enhance your value in the marketplace by identifying tangible business goals and practical strategies. Stacy’s expertise in business consulting and coaching makes her one of your trusted partners.
Bode
Regional Wealth Specialist for the Western Region, Bode Jobi, can develop personalized investment plans for the affluent and high-net-worth clients of aligned advisors.
AndrewCarter
Regional Wealth Specialist for the Ontario & Atlantic Region, Andrew Carter, can develop personalized investment plans for the affluent and high-net-worth clients of aligned advisors.

Sharing Ideas

On the Sharing Ideas page on TrustedAdvice.ca, you’ll find engaging videos from thought leaders, like:
Chris Geldert
Chris Geldert Advanced Market SpecialistFinancial Horizons Group
Stacy Brooks
Stacy Brooks National Practice Management ConsultantFinancial Horizons Group
John Biner
John Biner Director, Training & DevelopmentFinancial Horizons Group

Professional development

Our Centre for Excellence

To support your ongoing professional development, our Centre for Excellence is bringing you the programs and content you need to drive forward. Behind the scenes, we’re also working on:

  • A program to help with the training of new advisors.
  • A collaboration with Life Design Analysis (LDA) and carrier partners in order to help you illustrate term conversion opportunities and provide valuable advice to your clients.
Want to hear more about professional development programs? Contact your local team today.

Compliance

Nina-Kavalinas
Nina Kavalinas VP, National Compliance
Your compliance questions, answered

Have you checked out the Compliance menu on the Advisor Portal lately? It has been completely revamped with new content and a new structure to make it easier for you to find what you’re looking for.

On the Advisor Portal you’ll also find a series of educational sessions to help you keep aligned and prepared with current regulatory expectations. These remote sessions represent a significant enhancement on top of the expert and personable support made available to you through our Compliance team.

Topics include:
  • Being audit ready
  • File management
  • Conflicts of interest
  • Needs analysis
  • Rebating, referral fees, and commission splitting
  • Anti-money laundering
  • Privacy
  • Client complaints

Contact your local team for the details.

Meghan Pearse
Meghan Pearse Regional Compliance Specialist, Ontario & Atlantic Region

“I love working side-by-side with our advisors to ensure compliance within their business, helping to support them in their success within the industry.”

Devin Murphy
Devin Murphy Regional Compliance Manager, Western Region

“Supporting our advisors through compliance matters in today’s world provides me with a tremendous amount of satisfaction. Whatever the task at hand requires—consider it done.”

Victor Calixte
Victor Calixte Regional Compliance Manager, Quebec Region

“I support and coach advisors in order to help them both understand and embrace compliance.”

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Technology: moving forward

When we spoke with advisors about how we can deliver more value, one word came through loud and clear: technology. It is our responsibility to help you amplify the power of your advice through technology and access to information.

Initiatives in progress include:

  • Introduction of our Digital Advisory Council—we’re engaging directly with advisors to understand and respond to your needs.
  • Development of our long-term digital strategy to help you succeed today and in the future.
  • Maintaining TrustedAdvice.ca as a reliable online resource for timely industry information.

If you have any input, please let your local team know.

Excel Private Wealth

Excel Private Wealth is in the process of becoming a dynamic, full service, national mutual fund dealership.
It has never been a better time to partner with us.

Excel Private Wealth

Contact us today to learn more.

Excel Private Wealth is a subsidiary of Financial Horizons Group.

Louise Marie Rousseau
Louise Marie Rousseau Vice-President, National Sales, Excel Private Wealth, Montreal, QC
Louise-Marie.Rousseau@excelgestionprivee.com
514.356.2410 x4108
"I'm proud to work with advisors everyday. Our team strives to give the best support and provide access to leading tools and specialized programs, all to help them take care of their clients’ needs and achieve their business goals. Our expertise and energy are fully invested in their success."
Joane Bourdeau
Joane Bourdeau Vice-President, Operations – Financial Horizons Group, Quebec Region, and Excel Private Wealth, Montreal, QC
Joane.Bourdeau@excelgestionprivee.com
514.356.2410 x4115
"I’m proud to work with my colleagues towards continued improvement of our operations—developing the skills of my team and offering support to advisors so that they can achieve their goals. This is what it’s all about.”
Benoit-Tremblay
Benoit Tremblay National Sales Director, Excel Private Wealth, Sherbrooke, QC
Benoit.Tremblay@excelgestionprivee.com
TSF/TF : 866.446.4330 x 5411
"I'm a people person, so working with advisors and the whole team here is terrific. It's a very exciting time - I'm actively building new tools and training sessions for Excel Private Wealth that will really make a difference for our advisers.

Coast to Coast, we’re here to help

Anthony-Kimbley
Anthony Kimbley Vice President, Sales, West Region

"With clients facing so many challenges in today’s financial climate, it’s fundamental that our advisors have the support they need and a trusted resource. We take pride in stewarding advisors and their practices to ensure their clients are in good hands."

Paul Scott
Paul Scott Vice President, Sales, Ontario & Atlantic Region

"As a key partner for our advisors and their practices, our primary focus is understanding the challenges they face on a daily basis. We want to help by providing timely and effective resources to assist them in supporting their clients’ financial needs—helping them reach their business goals."

Arlene Farmer
Arlene Farmer Investment Specialist, Ottawa

“No two days are the same. I love having the opportunity to adapt to evolving needs and new situations for our advisors.”

Matt Dean
Matt Dean Sales Director, Saskatchewan

“My job is to be a reliable resource to advisors in every aspect of their business. The goal is to make an advisor’s life as simple as possible as their job is incredibly difficult.”

Benjamin Odamtten
Benjamin Odamtten New Business Coordinator, Toronto

“Each member of our team brings something unique to the table to support our advisors. I’m excited to be a part of the team.”

Diane Vandenborre
Diane Vandenborre Senior Advisor Service Representative, New Brunswick

“It is critical for me to reach out to all my advisors to provide continued business support and to let them know I care. Remaining personal while highlighting options and tools like our TrustedAdvice.ca have been how I have added value.”

Lindsay Elder
Lindsay Elder Sales Director, Alberta

“It’s all about partnership. I work to build strong partnerships between advisors, our team, and our carrier partners.”

Christina Tse
Christina Tse Sales Leadership, Markham

“We grow together with advisors. Though coaching advisors is a key part of my role, I learn a lot from them too!”

Lisa Reynolds
Lisa Reynolds Sales Director, British Columbia

“I work closely with our advisors to help them achieve their goals and to drive their businesses forward.”

John Biner
John Biner Director, Training & Development

“I pride myself in bringing ideas to life for the benefit of our advisors. At the end of the day, advisor success and our success are linked. I am motivated to explore training opportunities and tools that will help advisors succeed today and well into the future.”

presidents-circle

Rewarding Excellence

Across the country, advisors like you have worked tirelessly to support clients during the COVID-19 pandemic. President’s Circle is a premier opportunity to:

  • Hear from a lineup of dynamic speakers.
  • Connect with advisors from across the country.
  • Celebrate your success with your peers.

The next President’s Circle conference will take place in April 2022 at the Four Seasons Resort, Orlando.

We’ve added more time to qualify. To find out where you stand, or to find out about the rewards you could earn, contact your local branch office.

Group Benefits business counts towards President’s Circle qualification.

What’s more, our Group Benefits Support Team provides holistic support to save you time and energy.

Contact the team at: group@financialhorizons.com

Advisors at the center of all we do

Branch roles: How we support you

Regional Leadership: Regional President & VP, Sales
Responsible for the regional vision and direction, sales leadership development and advisor growth.

Sales Support: Sales Director, Sales Manager, Advisor Service Representative
Responsible for partnering with advisors to help them grow their business and service their clients.

Regional Wealth Specialist
Partner with advisors to provide advanced investment solutions for their clients.

Regional Advanced Insurance Specialist
Provide advisors with advice, custom insurance recommendations, planning and support for large and complex tax and estate business.

Regional Compliance Manager
Responsible for providing compliance consult and assistance for advisor regulatory needs.

Contracting Specialist
Contracting inquiries and processing, Apexa end-to-end support, liaise with advisor and carrier to completion.

Regional Operations & Administration Manager
Responsible for branch operations leadership, ensuring aligned processes to enhance advisor experience.

Branch Office Coordinator
General inquiries, reception, mail, application forms and WealthServ password resets.

Investment Specialist
Investment new business related inquiries and processing, including inforce and transfer follow-up.

New Business Specialist - Case Manager*
New business insurance inquiries and processing, liaise with advisor and carrier throughout underwriting process.

Inforce Specialist - Insurance**
Insurance inforce policy service inquiries and processing, liaise with advisor and carrier to completion.



*new policy generated and/or compensation

**no new policy and/or compensation generated

Carrier showcase

New products and concepts to meet today’s client needs
canada-life-en

Wage loss replacement plan resources help business owners understand how this plan can benefit their business.

Social media posts Wage loss replacement plan tool, new tax article and client brochure.

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Better Conversions with Partial Conversions with Carry Over

Your clients can get permanent protection and keep overall coverage at an affordable rate. They’ll have the flexibility to convert a portion of a term coverage amount to a permanent plan and carry over the remaining amount as a new Term Insurance Rider (TIR) without providing evidence of insurability. By doing this, the Term period is reset helping to avoid expensive renewal rates. And don’t’ forget, your clients can change their coverage to a longerTerm period at the time of conversion if done in the first five years, without medical evidence!

Newsroom (manulife.com) - Advisor Portal login required

sun-life

Sun Par Accumulator now offers improved growth at a lower cost. Above par.

Sun Life is making great enhancements to Sun Par Accumulator II. They’ve lowered base premiums. They’ve also increased early cash values and Plus premium room. These benefits can make it a go-to solution for Clients looking to maximum fund or leverage their participating policy.

Learn more at sunlife.ca/abovepar

empire-life-en

Earn up to 15% more FYC with Fast & Full

The award-winning Fast & Full Life App includes fully-integrated screen sharing software, eHQ and ePolicy delivery options. For a limited time earn up to 15% more FYC vs. paper.

industrial alliance

Streamlining insurance with EVO!

Treat yourself and your clients with an intuitive, adapted sales experience thanks to EVO. Your innovative technological insurance platform that offers many advantages:
1. Instant acceptance up to $2M for all life insurance products*
2. No systematic medical requirements*
3. Contracts issued in under 24H
4. One of the best remote sales platforms in Canada
*Some conditions apply

Discover more about EVO!

equitable-en

EZcomplete® – Equitable Life’s online application

Using our EZcomplete® online application allows you to keep your distance while keeping your business moving forward. Log in to EquiNet® and click on the EZcomplete Online Application link in the selection panel at the top of the page.

Forward together

We are determined to be the partner your business needs. To do this, we’re listening to you, enhancing our offering, and making sure we have the right people in place to move forward together.

Reach out today, we’re here to help.

Contact a local team member today.

David Stewart
David Stewart Executive Vice President & Chief Operating Officer
Chris Valardo
Chris Valardo Executive Distribution Officer
Denis Blackburn
Denis Blackburn President, Quebec Region
David Ho
David Ho President, Torce & Vance Financial Groups
Guy Papillon
Guy Papillon President, Odyssey Financial Group, and Senior Vice-President, Group and Affinity Markets
Paul Isaacson
Paul Isaacson Special Advisor, Western Region

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