BridgeForce Investia (March 8)
Date: March 8, 2022
Time: 9:30 AM EST
Guest Speaker(s):
Martin Anderson | BridgeForce Financial
CE Credit(s): 0 *
BridgeForce Guest Host(s):
Dennis Brumley & Mark Denney
Zoom Meeting ID: 884 5800 4153
Passcode: 396242
* Please ensure that your Zoom profile contains your email address in order to receive CE Credits.
No exceptions.
Agenda:
9:30 – 10:00 am
- BridgeForce Advisor Forum
Your chance to come together with fellow BridgeForce advisors to discuss a variety of current, industry topics.
10:00 – 11:00 am
- Martin Anderson | BridgeForce Financial
- BridgeForce Carrier Investment Hot Spots with Martin Anderson of BridgeForce
- We will review some of the more compelling arguments for using Seg Funds.
- Carrier Touch Points on three “Silver Bullets” that providers feel distinguish them.
- BridgeForce Carrier Investment Hot Spots with Martin Anderson of BridgeForce
LCol (Retd) Martin Anderson, CD, BA, CIM, FMA
Martin has been a financial advisor since 1991. He focuses on helping clients resist the big investment mistakes by implementing a behavioral finance approach to managing money.
Since 2014, he has been the Branch Manager of the Investia Branch of the WCS London North Branch. He manages 23 advisors and has helped many with developing and implementing client portfolios in order to help clients build and spend their wealth.
For 23 years Martin was also an officer in the Canadian Armed Forces Reserve with two tours to Afghanistan. He was the Commanding Officer of the 4th Battalion of The Royal Canadian Regiment in London from 2015 to 2018, when he retired from active service. Martin lives in London with his wife Allison and enjoys running, cycling, camping, hiking and the outdoors in general.
Upcoming “Wake UP with BridgeForce” Guests
- March 15: Annie Chu, Aula Izzat, Zainab Sheikh | Specialty Life
- March 22: Paul Morra & Ian Kerr | BMO Insurance
- March 24: BridgeForce Compliance Meeting
- March 29: Gabriel MacCausland-Sirois | BridgeForce Financial – Compliance Workshop
- April 5: Gareth Daniel | Assumption Life
- April 12: Chantal Marquis | UV Assurance
- April 19: Mark Shephard & Maureen Steenbergen | Canada Life
- April 26 & 27: 2022 BridgeForce PD Days
- May 3: Frank Sobrinho & Sharon Lapaine | ivari
- May 10: Jamie Kendrick, Anna Tsepelis & Santo Filice | RBC Insurance