Discovery Series with Desjardins | Webi
The Discovery Series with Desjardins is an on-demand webinar series that connects you with your fellow insurance and financial professionals for:
Tailored advice to help you grow your business
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Winning sales strategies and solutions tailored to your clients’ unique needs
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All the latest market trends, industry best practices, and more
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Plus you can earn CE credits on select webinars.
Exit ready: Helping business owners build, value and sell with confidence
Many business owners spend years building value in their company—but lack a clear plan to turn that value into personal financial freedom.
In this Discovery Series webinar, PWendy Brookhouse, EMBA, CHS, CFP™, CSC—Financial Advisor, Money Coach, and Founder of Black Star Wealth™—shares a practical framework you can use to guide clients through the full journey of business ownership, from growth and value creation to a confident and well-planned exit.
Earn 1 CE credit
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From entry to impact: Early-stage insurance strategies for business owners
Brothers Zain and Faizal Shivji share how a personal mental-health crisis reshaped their approach to proactive planning, living benefits, and early-stage business protection.
Using real client cases, they demonstrate how SOLO Loan insurance disability and participating whole life insurance can be positioned early to protect human capital, support business continuity, and help build wealth over the long term.
Earn 1.5 CE credit
Unshakeable leadership: Planning with purpose for neurodiverse families
Pam Pabla, a Desjardins Insurance advisor and a mother of a neurodivergent child, shares her real-life experience to help you discover how you can offer more personalized and comprehensive strategies to meet the needs of neurodiverse families.
Explore tailored life and critical illness insurance solutions, concrete examples of personal and corporate planning, and tools to help you collaborate with other professionals. You’ll come away with practical ways to support your clients and create lasting plans based on committed leadership.
Earn 1 CE credit
The financial diagnosis: Why critical illness belongs in every advisor's plan
À noter: ce webinaire est présenté en anglais, mais des sous-titres français sont disponibles
In this strategy-driven session, Dave Pike, Vice President, Eastern Canada at IDC Worldsource Insurance Network Inc., demonstrates how Critical Illness Insurance can solve one of the most overlooked risks in financial planning: the impact of a major health event on income, savings, and business continuity.
You’ll learn how to position Critical illness as a powerful liquidity solution, identify where group plans fall short, and use tools like the CI Impact Calculator to turn abstract risk into a client-focused sales conversation. This webcast is designed to equip advisors with actionable strategies that increase engagement, close protection gaps, and drive meaningful value for both clients and your practice.
Earn 1 CE credit
The Missing Link - Buy-Sell Agreements for Business Owners
In this strategy-driven session, Brandon Durant, CFP®, TEP, Life and Health Insurance Advisor at Desjardins Financial Security Independent Network, shares how his personal experience with a failed family business inspired a mission to protect others from similar pitfalls—starting with a proper buy-sell agreement.
You’ll learn how to uncover hidden risks in business partnerships, position insurance as the funding solution for shareholder exits, and apply Brandon’s Discovery Compass to turn complex planning into values-driven conversations that resonate.
Whether you’re working with legacy-driven family enterprises or fast-growing start-ups, this session will give you tools to guide clients through shareholder planning with confidence.
Earn 1 CE credit
From story to strategy: Turning personal narratives into client wins
In this engaging session, advisor and entrepreneur Simmi Paul shares how personal experiences can become powerful tools for building trust and driving sales. From starting her career as a young mom and immigrant to helping clients protect what matters most, Simmi reveals how storytelling helps turn conversations into long-term planning strategies.
You’ll learn how to connect real-life needs to solutions like Participating Whole Life Insurance and Insured Retirement Plans (IRPs)—with a focus on term conversions, tax efficiency, and legacy planning.
Closed captioning: To ensure accessibility, closed captioning is available in English and French.
Earn 1 CE credit
The family farm financial framework
Farm families have complex financial needs — and life insurance plays a critical role in protecting both their operations and their legacies. In this CE-accredited Discovery Series webcast, Karla Morris, Insurance Advisor at Aviso Insurance Inc. and Wealth Advisor at Aviso Wealth, shares how tailored strategies like 5 Pay Participating Life Insurance can help address succession planning, liquidity needs, and wealth transfer goals for farm owners. Gain practical insights to better serve agricultural clients and unlock new business opportunities in this vital market.
Closed captioning: To ensure accessibility, closed captioning is available in English and French.
Earn 1 CE credit
Limitless potential: Actuarial strategies for Par life growth
Join Nitin Bansal for an eye-opening session that goes beyond numbers and charts to reveal the true potential of Participating Whole Life Insurance. In Limitless Potential: Actuarial Strategies for Par Life Growth, Nitin simplifies complex actuarial concepts and provides you with practical tools to help clients maximize the growth and efficiency of their par life policies.
Drawing from his personal journey and professional expertise, Nitin will explore how actuarial science can be applied to create tax-efficient solutions, overcome client objections, and build long-term value for corporate business owners. This session will cover everything from Additional Deposit Options to leveraging Desjardins’ $25 million internal capacity for optimized client outcomes.
Closed captioning: To ensure accessibility, closed captioning is available in English and French.
Earn 1 CE credit
Success in succession | Part 2
By popular demand, Tammy Buss returns for an in-depth follow‑up to last year’s highly praised session. Advisors found Part 1 invaluable in addressing the unique challenges of family business advising, and Part 2 promises even more tools and strategies to support multi-generational success.
This CE‑accredited webcast offers practical insights into aligning family dynamics, integrating business and personal goals, and crafting effective succession plans. Tammy’s expertise shines through as she shares advanced techniques, including the use of Kolbe & PRINT® for improved communication, and real‑world case studies to help you apply these strategies with confidence.
Closed captioning: To ensure accessibility, closed captioning is available in English and French.
Earn 1 CE credit
Unlock the secrets of the wealth algorithm
Join us for a special webcast featuring Eric Chevrette, President and Founder of IT360 Financial, as he introduces his innovative framework, The Wealth Algorithm. This session dives into how advisors can optimize client outcomes by understanding the three key financial phases: accumulation, withdrawal, and estate planning.
What you’ll learn:
- How to guide clients toward tax-efficient wealth transfer and portfolio consolidation
- The role of insured retirement plans (IRPs) and additional deposit options (ADOs) in building sustainable financial strategies
- Insights into the psychology of business owners and their approach to financial planning
Earn 1 CE credit
Mastering the Medical Market – Navigating Health and Wealth
With decades of experience, Anna Khan has honed her expertise in serving the medical market, helping advisors understand the unique financial needs and behaviors of physicians.
In this CE-accredited webcast, she’ll share her tried-and-tested strategies for building trust with medical professionals, from prospecting at medical schools to delivering tax mitigation advice at Lunch and Learns.
You will gain valuable insights into Anna’s Dr Dollars and Dr Cents approach, which simplifies complex financial strategies, and her unique solution, the Corporate Asset Account Transfer (CAAT), designed to help doctors navigate wealth creation and protection.
Earn 1 CE credit
The Family Business Playbook
Winning Strategies for the Mom & Pop Shop
This CE-accredited episode dives into how advisors can leverage personal experiences to craft customized insurance strategies tailored for family-run businesses.
Learn from Jai's insights on balancing life lessons with practical insurance solutions, from Joint Last to Die policies to the Executive Health Plan, using real-world examples like a family trucking business. Discover the impact of care, concern, and consistency in fostering successful client relationships.
Earn 1 CE credit
Wisdom in Wealth
Join us for an engaging episode of the Discovery Series webcast, "Wisdom in Wealth," featuring Taivi Tayler, CFP, CLU, and insurance advisor at Tayler Insurance and Estate Planning. With over 20 years of experience, Taivi is renowned for her expertise in tax-efficient wealth strategies for seniors. This webcast will explore the unique financial and emotional needs of senior clients (70+), effective communication strategies, and practical solutions leveraging annuities for estate planning and healthcare challenges.
Earn 1 CE credit
The Pursuit of Retirement
Join us for an exclusive Discovery Series webinar featuring Shawn Bellefeuille, a seasoned certified financial planner and author with extensive expertise in retirement planning. In this webinar, Shawn will share invaluable insights and strategies for successful retirement planning, offering practical advice drawn from his years of experience.
Earn 1 CE credit
Beyond Average - The Multidisciplinary Team Approach
Embark on a transformative journey with Christopher J. Burton, Founder of Burton Financial Group. In this CE accredited session, we'll delve into how everyday family discussions can evolve into remarkable life and health insurance opportunities with Executive Health Plan & CI for Kids.
Earn 1 CE credit
Success in Succession - The Family Enterprise Blueprint
Join Tammy Buss, a distinguished expert in family business succession, in this insightful webcast. Gain practical insights into family communication, decision-making, and the innovative 5 Pay Participating Whole Life from Desjardins. Elevate your knowledge, earn CE credits, and navigate the complexities of family enterprise with Tammy's strategic blueprint.
Earn 1 CE credit
Mastering your Advisor Niche
Unlock the keys to success in financial advising with Brent Swatuk in our upcoming CE-accredited webcast. Dive deep into topics like building a powerful personal brand, mastering niche marketing (hot or not), discovering your market, and practical strategies for securing your future. Don't miss the case study where Brent guides us through a high-net-worth client scenario, showcasing successful niche markets and integrating participating whole life. Elevate your advisory game—register now for valuable insights and strategies!
Earn 1 CE credit