Corporate training

Since 2005, To Fee or Not to Fee seminars have been presented to hundreds of financial advisors across Canada. Our financial education experience includes participating in the design and presentation of national roadshows and customized training for both MFDA and IIROC firms. We have worked with both large and small firms that include the following organizations:

• The Canadian Association of Financial Planners and its successor organization Advocis;

• The Gogan Group;

• Manulife Securities;

• The Canadian Academy of Senior Advisors;

• Kingsgate Securities;

• Portfolio Strategies;

• The Institute of Advanced Financial Planners (IAFP);

• BMO Guardian Group of Funds;

• The Canadian Institute of Financial Planners (CIFPs);

• Integral Wealth Securities Ltd;

• The Financial Planning Standards Council (FPSC);

• The Conference for Advanced Life Underwriting (CALU);

• Independent Accountants' Investment Counsel

 

Seminars and Workshops

We have some great keynote speeches and half to multiple-day seminars. To Fee or Not to Fee seminars provide financial planner/advisors with quick, yet thorough, understandings of the fee model dynamics and leading industry research in this growing market segment. To Fee or Not to Fee seminars are a great way to kick-off industry conferences, fee-based platform training, and management committee meetings. These seminars also provide an overview of the content covered in our multiple-day workshop.

Our workshop completely covers the whys and hows of a fee practice and why it might make sense for advisors and their clients. The workshop progression from simple to sophisticated is comprehensive and includes many useful tips, exercises, templates, and techniques. This workshop can be fully customized in content and length.

Training Material

To Fee or Not to Fee has a variety of print, PowerPoint, and research materials to meet your training needs on the delivery of fee financial services.

Consulting

Whether you are launching a new fee-based platform or are a broker-dealer looking for practice management advice on the transition to the fee model, To Fee or Not to Fee has a wealth of knowledge, research, and experience to help.

If you have any questions regarding our seminars, consulting service, or printed material, please contact us by phone or email and we'll get back to you as soon as possible. We look forward to hearing from you.

Contact: Marc Lamontagne
Phone (613) 240-8308
Email: marc@tofeeornottofee.com

 

Upcoming Panels & Presentations

Date	Host	Topic
May 3, 2011	Conference for Advanced Life Underwriting	2010 Advisor Survey Report - Fee and Commission Model
Oct. 2, 2011	Independent Accountants' Investment Counsel	2010 Advisor Survey Report - Fee and Commission Model

Comments

"Your contribution to the Program was very significant, indeed. At the Canadian Academy of Senior Advisors, we are very aware that our Course is only as good as the Faculty members who present it. Your efforts in helping us maintain the highest standards of teaching are deeply appreciated."

-John Crawford, Ph.D., CSA, Principal & Vice-President, Education, Canadian Academy of Senior Advisors