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Bruce Plaskett, Vice-President, Dealer Services

Achieving your Goals

Agenda

• Case 1: Create opportunities and increase revenue by segmenting your clients

• Case 2: Use Views and Activity Plans to complete projects

• Q & A

Questions?

Thank you

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Assante Wealth Management’s advisory services are offered through Assante Financial Management Ltd., Assante Capital Management Ltd. and Assante Estate and Insurance Services Inc. Assante Estate and Insurance Services Inc. is owned by Assante Financial Management Ltd. and Assante Wealth Management (Canada) Ltd. ®The Assante symbol and Assante Wealth Management are registered trademarks of CI Investments Inc., used under licence.