06/24/2026
Great session yesterday with Canada Life for an exclusive online training focused on estate transfer strategies and the latest updates on segregated funds.
Thank you to Cherie Wu for sharing insights on tax-advantaged strategies to enhance investments and access cash, and to Taj Pannun for providing valuable updates on segregated funds while also walking advisors through the many Canada Life resources available to help build their business and better serve clients through holistic planning.
We had 60 advisors join us online, with strong engagement, thoughtful questions, and great discussion throughout both presentations.
Thank you as well to Jason Ho for organizing and hosting another successful training session for our advisors.
These sessions provide practical knowledge and real-world strategies that advisors can take directly into client conversations and planning discussions.
Proud of the team for continuing to show up, learn, and invest in their professional development.