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EPISODE 2

Intermediate to advanced advisors

1 CE Credit

Duration: 1 hour

Get ready to see theory transformed into action!

On June 4, don’t miss the crucial next phase of successful estate planning, as our experts reveal their top strategies to optimize your clients’ accumulation and withdrawal situation.

By exploring various investment types and their tax implications, along with real-world examples, you’ll learn ways to tailor your approach to each client’s unique needs.

Don’t let the “trillion-dollar opportunity” pass you by—register now to take your practice to the next level, stay ahead of the curve, and set yourself apart as a trusted advisor in intergenerational wealth transfer.

	June 4, 2025
	1:00 pm (EDT)
	Virtual

Watch replay

SPEAKERS

Ken Godfray

Vice-President, Sales, Independent Distribution Networks, Individual Insurance

Ken is responsible for the strategic direction, vision and growth of individual insurance sales. Based in Vancouver, Ken leads a dynamic sales team focused on generating sales through our distribution partners in the independent brokerage network.

Philippe Millette

Assistant Vice-President, Sales, Individual Savings & Retirement, iA Financial Group

Philippe has specialized in the field of financial services for nearly 25 years. His diverse experiences, talents for simplifying the complex and his passion for researching customized solutions have enabled him to become a successful wholesaler. Today, his motivation is to share his wide-ranging expertise by combining his grasp of economic issues with his unique understanding of the needs of financial advisors and their clients, as well as his interest in advanced insurance concepts and portfolio management.

Adela Thomas

Sales director, Life Insurance

Adela has been part of the Life Insurance industry for 19 years, starting her career in the MGA network and joining iA Financial Group in 2010 as a Marketing Associate. Her success is a result of her experience in both the MGA network and at iA, her extensive knowledge of the iA products as well as her passion and dedication for helping advisors find the right solutions for their clients.

Adela attained her CHS and CLU designations to strengthen her knowledgebase, while assisting advisors add value to their business’ and achieve their goals. In 2021 Adela was appointed Director of Sales for the Living Benefits Division and is recognized for her teamwork, leadership and commitment to building and maintaining relationships with clients and colleagues alike.

Joseph Cseh

Sales director, Investments

Joseph is the Sales Director for investments serving Manitoba and Saskatchewan. His education background includes an Executive MBA, a Bachelor of Arts in Economics, and the Chartered Investment Manager designation.

Joseph has been working with iA Financial Group since 2017. His role includes communicating with advisors and MGAs on the current strategies used by iA’s portfolio managers’, producing investment proposals, and acting as a liaison between advisors and iA’s Advanced Tax and Financial Solutions Team

Andy Yip

Tax Expert and Legal Advisor

Andy Yip is a lawyer and a member of the Ontario Bar, holding a Juris Doctor degree from Osgoode Hall Law School. With over four years of experience as a tax lawyer, he has gained experience in working with high-net-worth clients. He has also provided counsel to business owners, particularly in the areas of corporate reorganization and tax planning. He also has experience in tax litigation and dispute, as well as mergers and acquisitions transactions.

Andy joined iA in 2024 as a tax expert and legal advisor. He specifically supports high-net-worth clients and businesses requiring more complex insurance strategies. Additionally, he participates in drafting and developing technical documents related to taxation and legal concepts.

LEARN MORE ABOUT THE EVENT

New!

Three languages offered

This episode will be streamed in French, English and Mandarin to provide you with the best possible advisor experience. Register for the event in the language of your choice!