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DTSTART;TZID=America/Toronto:20260619T100000
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DTSTAMP:20260522T134218Z
CREATED:20260522T134218Z
LAST-MODIFIED:20260522T134218Z
UID:10000350-1781863200-1781866800@www.maximizer.com
SUMMARY:Maximizer 302 – Working in Outlook and Maximizer for Canaccord
DESCRIPTION:Maximizer 302 focuses on integrating Maximizer CRM with Microsoft Outlook to help Canaccord advisory teams work seamlessly between email communication and CRM activity management. \nParticipants will learn how to save important communications\, create leads\, manage tasks\, and access Maximizer information directly from Outlook. \nDuration: 50 Minutes \nPrerequisite:\nMaximizer 101 – Foundations of Maximizer CRM for Canaccord\nMaximizer 201 – Relationship Management Essentials for Canaccord \nAgenda: \nMaximizer & Outlook Integration \n\nLogging in to Maximizer from Outlook\nUnderstanding the Outlook integration interface\n\nManaging Emails & Activities \n\nSaving emails to Maximizer\nCreating Leads from email communications\nAdding notes and call logs\nCreating and assigning tasks\nScheduling appointments\n\nManaging Records in Outlook \n\nViewing record summaries and timelines\nReviewing record details\nEditing records directly from Outlook\n\n 
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NmNhZjk3MDItMDcyMi00MTcyLWE2MjItNTgzZjgzZDg5NDNh%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Canaccord
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2023/10/outlook-blog-hero-image_6fca17f2270ca640c6faa5a4d4f3821a_2000.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NmNhZjk3MDItMDcyMi00MTcyLWE2MjItNTgzZjgzZDg5NDNh%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260619T090000
DTEND;TZID=America/Toronto:20260619T094500
DTSTAMP:20260609T162124Z
CREATED:20260609T162124Z
LAST-MODIFIED:20260609T162124Z
UID:10000456-1781859600-1781862300@www.maximizer.com
SUMMARY:Maximizer Kickoff Call for Canaccord
DESCRIPTION:Welcome to the Maximizer CRM Kickoff Call for Canaccord Genuity advisory teams. This essential onboarding session is designed to ensure your team is fully prepared to begin using Maximizer CRM successfully and confidently. \nThe goal for this call is to confirm that all required technical configurations and data migrations have been completed successfully. This includes validating user access\, configuring Outlook integration\, confirming Salesforce and back-office data migration\, and reviewing overall system readiness prior to training. \nIMPORTANT: While only one representative from the advisory team is required to attend the kickoff session\, all team members are welcome to join. \nThis session also serves as an introduction to the Maximizer Training Academy\, where participants will receive guidance on recommended courses\, onboarding pathways\, and best practices to help their team fully embrace Maximizer CRM. \nThroughout the session\, participants will work alongside a Maximizer specialist who will validate system setup\, answer questions\, and provide recommendations tailored to the advisory team’s workflow and transition requirements. \nDuration: 45 Minutes
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NGNiODMyMjQtOWU2ZS00ZWI3LTlkZmMtMDhjZjUxNzY0NGVl%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Kickoff Call
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/09/2025.07.29_BlogImage-copy.jpg
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NGNiODMyMjQtOWU2ZS00ZWI3LTlkZmMtMDhjZjUxNzY0NGVl%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260618T160000
DTEND;TZID=America/Toronto:20260618T170000
DTSTAMP:20260522T133905Z
CREATED:20260522T133905Z
LAST-MODIFIED:20260522T133905Z
UID:10000347-1781798400-1781802000@www.maximizer.com
SUMMARY:Maximizer 301 – IQ Boost for Canaccord
DESCRIPTION:Maximizer 301 – IQ Boost introduces users to Maximizer’s intelligent productivity tools designed to help Canaccord advisory teams prepare for meetings faster\, uncover important client insights\, and improve overall efficiency. \nParticipants will learn how to leverage AI-powered summaries and contextual information to streamline client preparation and improve advisor productivity. \nDuration: 50 Minutes \nPrerequisites:\nMaximizer 101 – Foundations of Maximizer CRM for Canaccord\nMaximizer 201 – Relationship Management Essentials for Canaccord \nAgenda: \nHousehold Summaries \n\nGenerating Household Summaries\nUnderstanding key insights and information\nReviewing recent activity and engagement\n\nPreparing for Client Meetings \n\nUsing summaries to prepare for meetings\nReviewing important client details and activities\nIdentifying opportunities and follow-ups\n\nTimeline Intelligence \n\nGenerating Timeline Summaries\nReviewing interaction history efficiently\nAsking questions using summary tools\n\n 
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NDhiYTU0NzUtYzZiMi00MDY5LTk5YjAtMTBiMzQ4NGNhMmRl%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Canaccord
ATTACH;FMTTYPE=image/png:https://www.maximizer.com/wp-content/uploads/2025/09/Maximizer-IQBoost-feature-suggested-actions-scaled.png
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NDhiYTU0NzUtYzZiMi00MDY5LTk5YjAtMTBiMzQ4NGNhMmRl%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260618T160000
DTEND;TZID=America/Toronto:20260618T164500
DTSTAMP:20260609T162016Z
CREATED:20260609T162016Z
LAST-MODIFIED:20260609T162016Z
UID:10000455-1781798400-1781801100@www.maximizer.com
SUMMARY:Maximizer Kickoff Call for Canaccord
DESCRIPTION:Welcome to the Maximizer CRM Kickoff Call for Canaccord Genuity advisory teams. This essential onboarding session is designed to ensure your team is fully prepared to begin using Maximizer CRM successfully and confidently. \nThe goal for this call is to confirm that all required technical configurations and data migrations have been completed successfully. This includes validating user access\, configuring Outlook integration\, confirming Salesforce and back-office data migration\, and reviewing overall system readiness prior to training. \nIMPORTANT: While only one representative from the advisory team is required to attend the kickoff session\, all team members are welcome to join. \nThis session also serves as an introduction to the Maximizer Training Academy\, where participants will receive guidance on recommended courses\, onboarding pathways\, and best practices to help their team fully embrace Maximizer CRM. \nThroughout the session\, participants will work alongside a Maximizer specialist who will validate system setup\, answer questions\, and provide recommendations tailored to the advisory team’s workflow and transition requirements. \nDuration: 45 Minutes
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YTZmYTY2YzItYTExMC00NWRhLWEwMGEtYTgyMzI5MzA5MTM1%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Kickoff Call
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/09/2025.07.29_BlogImage-copy.jpg
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YTZmYTY2YzItYTExMC00NWRhLWEwMGEtYTgyMzI5MzA5MTM1%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260618T150000
DTEND;TZID=America/Toronto:20260618T154500
DTSTAMP:20260609T161935Z
CREATED:20260609T161935Z
LAST-MODIFIED:20260609T161935Z
UID:10000454-1781794800-1781797500@www.maximizer.com
SUMMARY:Maximizer Kickoff Call for Canaccord
DESCRIPTION:Welcome to the Maximizer CRM Kickoff Call for Canaccord Genuity advisory teams. This essential onboarding session is designed to ensure your team is fully prepared to begin using Maximizer CRM successfully and confidently. \nThe goal for this call is to confirm that all required technical configurations and data migrations have been completed successfully. This includes validating user access\, configuring Outlook integration\, confirming Salesforce and back-office data migration\, and reviewing overall system readiness prior to training. \nIMPORTANT: While only one representative from the advisory team is required to attend the kickoff session\, all team members are welcome to join. \nThis session also serves as an introduction to the Maximizer Training Academy\, where participants will receive guidance on recommended courses\, onboarding pathways\, and best practices to help their team fully embrace Maximizer CRM. \nThroughout the session\, participants will work alongside a Maximizer specialist who will validate system setup\, answer questions\, and provide recommendations tailored to the advisory team’s workflow and transition requirements. \nDuration: 45 Minutes
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YmYyNWE1MGYtODg4YS00NzA0LThkNjktM2U0MDRjOTkxYjdm%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Kickoff Call
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/09/2025.07.29_BlogImage-copy.jpg
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YmYyNWE1MGYtODg4YS00NzA0LThkNjktM2U0MDRjOTkxYjdm%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260618T140000
DTEND;TZID=America/Toronto:20260618T144500
DTSTAMP:20260609T161913Z
CREATED:20260609T161913Z
LAST-MODIFIED:20260609T161913Z
UID:10000453-1781791200-1781793900@www.maximizer.com
SUMMARY:Maximizer Kickoff Call for Canaccord
DESCRIPTION:Welcome to the Maximizer CRM Kickoff Call for Canaccord Genuity advisory teams. This essential onboarding session is designed to ensure your team is fully prepared to begin using Maximizer CRM successfully and confidently. \nThe goal for this call is to confirm that all required technical configurations and data migrations have been completed successfully. This includes validating user access\, configuring Outlook integration\, confirming Salesforce and back-office data migration\, and reviewing overall system readiness prior to training. \nIMPORTANT: While only one representative from the advisory team is required to attend the kickoff session\, all team members are welcome to join. \nThis session also serves as an introduction to the Maximizer Training Academy\, where participants will receive guidance on recommended courses\, onboarding pathways\, and best practices to help their team fully embrace Maximizer CRM. \nThroughout the session\, participants will work alongside a Maximizer specialist who will validate system setup\, answer questions\, and provide recommendations tailored to the advisory team’s workflow and transition requirements. \nDuration: 45 Minutes
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MWI5MjAwNTgtNzczZC00MTVhLWIwYzYtOGYyYjRiNjVjM2Qx%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Kickoff Call
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/09/2025.07.29_BlogImage-copy.jpg
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MWI5MjAwNTgtNzczZC00MTVhLWIwYzYtOGYyYjRiNjVjM2Qx%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260618T130000
DTEND;TZID=America/Toronto:20260618T143000
DTSTAMP:20260615T204557Z
CREATED:20260417T194747Z
LAST-MODIFIED:20260615T204557Z
UID:10000302-1781787600-1781793000@www.maximizer.com
SUMMARY:Maximize Your Productivity with IQ Boost™ for Wealth Advisors
DESCRIPTION:Welcome to Maximizer Financial Services Edition (FSE)\, the leading CRM solution for Canadian Wealth Managers. Maximizer developed this 90-minute comprehensive\, Introduction to IQ Boost™ for Wealth Advisors\, to teach students how to use IQ Boost™ to spot growth opportunities faster and deliver outstanding client experiences without wasting hours digging through CRM records.  \nThis class is recommended for wealth advisors who have been using Maximizer for a while and are looking for the latest ways to leverage AI to make their work life easier.    \nFor brand new users of Maximizer FSE\, you may want to consider taking our Introduction to Maximizer FSE for Wealth Advisors class first\, to get maximum value out of the IQ Boost™class.   \nIn this class\, you will be guided through 5 activities with a senior instructor with many years of real-world CRM experience leading the way. The instructor will cover four of the key ways in which IQ Boost™ can save you valuable time and create new opportunities.   \nAgenda:   \n\nWhat is IQ Boost and how to maximize it’s effectiveness? – Description of IQ Boost \nIQ Boost Compliance & Security Center features: Anonymizer\, AI in use\, Data Source\, Data Scope\, Data Types \nActivity #1: Track your client activities\nActivity #2: Generate a Timeline Summary\nActivity #3: Generate a Household Summary\nActivity #4: Prepare for a Meeting\nActivity #5: Find a client using the Maximizer Mobile App\n\nSuggested Prerequisite: Introduction to Maximizer FSE for Wealth Advisors \nClass Code: FSE-203 \nDuration: 90 mins \nClass Type: End-User Training Class 
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YzU1MmQ2ODMtYmU1NC00NDI1LTgxZjktZDE2MmRiZDhlMjg1%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:End-Users,Financial Services Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/10/maximizer-blog-IQ_Boost.jpg
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YzU1MmQ2ODMtYmU1NC00NDI1LTgxZjktZDE2MmRiZDhlMjg1%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260618T130000
DTEND;TZID=America/Toronto:20260618T134500
DTSTAMP:20260609T161847Z
CREATED:20260609T161847Z
LAST-MODIFIED:20260609T161847Z
UID:10000452-1781787600-1781790300@www.maximizer.com
SUMMARY:Maximizer Kickoff Call for Canaccord
DESCRIPTION:Welcome to the Maximizer CRM Kickoff Call for Canaccord Genuity advisory teams. This essential onboarding session is designed to ensure your team is fully prepared to begin using Maximizer CRM successfully and confidently. \nThe goal for this call is to confirm that all required technical configurations and data migrations have been completed successfully. This includes validating user access\, configuring Outlook integration\, confirming Salesforce and back-office data migration\, and reviewing overall system readiness prior to training. \nIMPORTANT: While only one representative from the advisory team is required to attend the kickoff session\, all team members are welcome to join. \nThis session also serves as an introduction to the Maximizer Training Academy\, where participants will receive guidance on recommended courses\, onboarding pathways\, and best practices to help their team fully embrace Maximizer CRM. \nThroughout the session\, participants will work alongside a Maximizer specialist who will validate system setup\, answer questions\, and provide recommendations tailored to the advisory team’s workflow and transition requirements. \nDuration: 45 Minutes
URL:https://www.maximizer.com/class/maximizer-kickoff-call-for-canaccord-82/
CATEGORIES:Kickoff Call
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/09/2025.07.29_BlogImage-copy.jpg
LOCATION:https://www.maximizer.com/class/maximizer-kickoff-call-for-canaccord-82/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260618T130000
DTEND;TZID=America/Toronto:20260618T133000
DTSTAMP:20260519T175005Z
CREATED:20260417T160012Z
LAST-MODIFIED:20260519T175005Z
UID:10000281-1781787600-1781789400@www.maximizer.com
SUMMARY:Ask the Admin: 1-on-1 Dedicated Support
DESCRIPTION:A complimentary 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions. \nTime: 30 minutes \nCost: Free \nClass Code: MAX-000 \n  \n  \n 
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NmEwOGJmZTAtMjU0Yi00N2IzLTllNmUtZmMwNWY2YmZkNWM5%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Administrators,End-Users,Financial Services Edition,Sales Leader Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/08/2027.07_Maximizer_training-academy-header-image_4-min-scaled.jpg
ORGANIZER;CN="Denis Yuriev":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NmEwOGJmZTAtMjU0Yi00N2IzLTllNmUtZmMwNWY2YmZkNWM5%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260618T110000
DTEND;TZID=America/Toronto:20260618T114500
DTSTAMP:20260609T161821Z
CREATED:20260609T161821Z
LAST-MODIFIED:20260609T161821Z
UID:10000451-1781780400-1781783100@www.maximizer.com
SUMMARY:Maximizer Kickoff Call for Canaccord
DESCRIPTION:Welcome to the Maximizer CRM Kickoff Call for Canaccord Genuity advisory teams. This essential onboarding session is designed to ensure your team is fully prepared to begin using Maximizer CRM successfully and confidently. \nThe goal for this call is to confirm that all required technical configurations and data migrations have been completed successfully. This includes validating user access\, configuring Outlook integration\, confirming Salesforce and back-office data migration\, and reviewing overall system readiness prior to training. \nIMPORTANT: While only one representative from the advisory team is required to attend the kickoff session\, all team members are welcome to join. \nThis session also serves as an introduction to the Maximizer Training Academy\, where participants will receive guidance on recommended courses\, onboarding pathways\, and best practices to help their team fully embrace Maximizer CRM. \nThroughout the session\, participants will work alongside a Maximizer specialist who will validate system setup\, answer questions\, and provide recommendations tailored to the advisory team’s workflow and transition requirements. \nDuration: 45 Minutes
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YWNmNDY3MDMtNGVlNC00MjczLTliMDYtZWQ1ZTRkMjQ2NDQw%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Kickoff Call
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/09/2025.07.29_BlogImage-copy.jpg
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YWNmNDY3MDMtNGVlNC00MjczLTliMDYtZWQ1ZTRkMjQ2NDQw%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260618T100000
DTEND;TZID=America/Toronto:20260618T113000
DTSTAMP:20260617T153323Z
CREATED:20260522T135151Z
LAST-MODIFIED:20260617T153323Z
UID:10000357-1781776800-1781782200@www.maximizer.com
SUMMARY:Maximizer 101 – Foundations of Maximizer CRM for Canaccord
DESCRIPTION:Welcome to Maximizer 101\, the foundational training course designed specifically for Canaccord Genuity advisory teams using Maximizer CRM. This hands-on session introduces users to the core structure\, navigation\, and daily workflows within Maximizer\, ensuring advisors and support teams can confidently manage client information and interactions. \nThis course is ideal for new users of Maximizer CRM\, advisory assistants\, operations staff\, and team members transitioning from legacy systems or manual processes. Participants will learn how to navigate the platform efficiently\, manage client records\, capture important interactions\, and customize their workspace for maximum productivity. \nThroughout the session\, participants will work directly within the Maximizer environment while guided by an experienced instructor who will demonstrate real-world CRM workflows and best practices tailored to financial advisory teams. \nDuration: 90 Minutes \nAgenda: \nNavigation & Interface Setup \n\nLogging in to Maximizer\nUnderstanding the Maximizer data structure – Households\, Contacts & Companies\nCustomizing the interface\n\nManaging Client Records \n\nCreating new Household\, Contact\, and Company records\nSwitching between Household and Contact views\nUnderstanding the Details tab and Key Fields Lists\nEditing records and capturing client data\n\nCapturing Client Activity \n\nLogging and tracking interactions\nRecording calls and notes\nAdding files and documentation\nScheduling tasks and follow-ups\n\nWorking with the Timeline \n\nFiltering Timeline activity\nSearching by user or interaction type\nSwitching Timeline views\nReviewing historical client activity
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZWQ5MGM2MzUtNDRmMy00YTZjLWJkYTctYjJlNzFhNDBjODhh%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Canaccord
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/12/19.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZWQ5MGM2MzUtNDRmMy00YTZjLWJkYTctYjJlNzFhNDBjODhh%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260618T090000
DTEND;TZID=America/Toronto:20260618T094500
DTSTAMP:20260609T161756Z
CREATED:20260609T161756Z
LAST-MODIFIED:20260609T161756Z
UID:10000450-1781773200-1781775900@www.maximizer.com
SUMMARY:Maximizer Kickoff Call for Canaccord
DESCRIPTION:Welcome to the Maximizer CRM Kickoff Call for Canaccord Genuity advisory teams. This essential onboarding session is designed to ensure your team is fully prepared to begin using Maximizer CRM successfully and confidently. \nThe goal for this call is to confirm that all required technical configurations and data migrations have been completed successfully. This includes validating user access\, configuring Outlook integration\, confirming Salesforce and back-office data migration\, and reviewing overall system readiness prior to training. \nIMPORTANT: While only one representative from the advisory team is required to attend the kickoff session\, all team members are welcome to join. \nThis session also serves as an introduction to the Maximizer Training Academy\, where participants will receive guidance on recommended courses\, onboarding pathways\, and best practices to help their team fully embrace Maximizer CRM. \nThroughout the session\, participants will work alongside a Maximizer specialist who will validate system setup\, answer questions\, and provide recommendations tailored to the advisory team’s workflow and transition requirements. \nDuration: 45 Minutes
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NTFmODYzMjEtNzUyMi00ZjVlLWFlMTEtYjM3M2FkMTYyY2Ex%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Kickoff Call
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/09/2025.07.29_BlogImage-copy.jpg
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NTFmODYzMjEtNzUyMi00ZjVlLWFlMTEtYjM3M2FkMTYyY2Ex%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260617T170000
DTEND;TZID=America/Toronto:20260617T180000
DTSTAMP:20260526T120255Z
CREATED:20260522T135602Z
LAST-MODIFIED:20260526T120255Z
UID:10000360-1781715600-1781719200@www.maximizer.com
SUMMARY:Maximizer 201 – Relationship Management Essentials for Canaccord
DESCRIPTION:Maximizer 201 expands upon the foundational concepts introduced in Maximizer 101 and focuses on helping Canaccord advisory teams work more efficiently within Maximizer CRM. This session introduces advanced search techniques\, relationship mapping\, and methods for organizing and retrieving information quickly. \nParticipants will learn how to create reusable searches\, improve data visibility\, and better understand relationships between contacts\, households\, and related entities. \nThis course is recommended for users who are comfortable with the basics of Maximizer and are ready to improve efficiency and data management practices. \nDuration: 50 Minutes \nPrerequisite: Maximizer 101 – Foundations of Maximizer CRM for Canaccord \nAgenda: \nSearching & Retrieving Information \n\nUsing Quick Search to locate records\nUnderstanding search best practices\nFinding client information quickly and efficiently\n\nAdvanced Search Techniques \n\nCreating Advanced Searches\nSaving and cataloging searches\nCreating Quick Access icons for saved searches\nRetrieving and managing search results\n\nRelationship Management \n\nUnderstanding Family Tree functionality\nCreating Family Tree relationships\nAdding and managing Related Entries\nDisplaying Related Entries within Family Tree views\n\n 
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YWI2N2EyN2UtMWE2MC00ZWExLWIxNTgtMTIxYzA5ZDA5Yzhh%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Canaccord
ATTACH;FMTTYPE=image/png:https://www.maximizer.com/wp-content/uploads/2026/03/4-financial.png
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YWI2N2EyN2UtMWE2MC00ZWExLWIxNTgtMTIxYzA5ZDA5Yzhh%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260617T160000
DTEND;TZID=America/Toronto:20260617T164500
DTSTAMP:20260609T161621Z
CREATED:20260609T161621Z
LAST-MODIFIED:20260609T161621Z
UID:10000449-1781712000-1781714700@www.maximizer.com
SUMMARY:Maximizer Kickoff Call for Canaccord
DESCRIPTION:Welcome to the Maximizer CRM Kickoff Call for Canaccord Genuity advisory teams. This essential onboarding session is designed to ensure your team is fully prepared to begin using Maximizer CRM successfully and confidently. \nThe goal for this call is to confirm that all required technical configurations and data migrations have been completed successfully. This includes validating user access\, configuring Outlook integration\, confirming Salesforce and back-office data migration\, and reviewing overall system readiness prior to training. \nIMPORTANT: While only one representative from the advisory team is required to attend the kickoff session\, all team members are welcome to join. \nThis session also serves as an introduction to the Maximizer Training Academy\, where participants will receive guidance on recommended courses\, onboarding pathways\, and best practices to help their team fully embrace Maximizer CRM. \nThroughout the session\, participants will work alongside a Maximizer specialist who will validate system setup\, answer questions\, and provide recommendations tailored to the advisory team’s workflow and transition requirements. \nDuration: 45 Minutes
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NjdkZDA2NGQtMTc1MC00MmQ3LWIyNzgtYWEyZTNiZGExOWI5%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Kickoff Call
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/09/2025.07.29_BlogImage-copy.jpg
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NjdkZDA2NGQtMTc1MC00MmQ3LWIyNzgtYWEyZTNiZGExOWI5%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260617T150000
DTEND;TZID=America/Toronto:20260617T154500
DTSTAMP:20260609T161537Z
CREATED:20260609T161537Z
LAST-MODIFIED:20260609T161537Z
UID:10000448-1781708400-1781711100@www.maximizer.com
SUMMARY:Maximizer Kickoff Call for Canaccord
DESCRIPTION:Welcome to the Maximizer CRM Kickoff Call for Canaccord Genuity advisory teams. This essential onboarding session is designed to ensure your team is fully prepared to begin using Maximizer CRM successfully and confidently. \nThe goal for this call is to confirm that all required technical configurations and data migrations have been completed successfully. This includes validating user access\, configuring Outlook integration\, confirming Salesforce and back-office data migration\, and reviewing overall system readiness prior to training. \nIMPORTANT: While only one representative from the advisory team is required to attend the kickoff session\, all team members are welcome to join. \nThis session also serves as an introduction to the Maximizer Training Academy\, where participants will receive guidance on recommended courses\, onboarding pathways\, and best practices to help their team fully embrace Maximizer CRM. \nThroughout the session\, participants will work alongside a Maximizer specialist who will validate system setup\, answer questions\, and provide recommendations tailored to the advisory team’s workflow and transition requirements. \nDuration: 45 Minutes
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YWIzOGUxMDItMDMxYy00YWNhLTk1NDQtYzkyNjNkYTdlMzkz%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Kickoff Call
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/09/2025.07.29_BlogImage-copy.jpg
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YWIzOGUxMDItMDMxYy00YWNhLTk1NDQtYzkyNjNkYTdlMzkz%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260617T140000
DTEND;TZID=America/Toronto:20260617T144500
DTSTAMP:20260609T161512Z
CREATED:20260609T161512Z
LAST-MODIFIED:20260609T161512Z
UID:10000447-1781704800-1781707500@www.maximizer.com
SUMMARY:Maximizer Kickoff Call for Canaccord
DESCRIPTION:Welcome to the Maximizer CRM Kickoff Call for Canaccord Genuity advisory teams. This essential onboarding session is designed to ensure your team is fully prepared to begin using Maximizer CRM successfully and confidently. \nThe goal for this call is to confirm that all required technical configurations and data migrations have been completed successfully. This includes validating user access\, configuring Outlook integration\, confirming Salesforce and back-office data migration\, and reviewing overall system readiness prior to training. \nIMPORTANT: While only one representative from the advisory team is required to attend the kickoff session\, all team members are welcome to join. \nThis session also serves as an introduction to the Maximizer Training Academy\, where participants will receive guidance on recommended courses\, onboarding pathways\, and best practices to help their team fully embrace Maximizer CRM. \nThroughout the session\, participants will work alongside a Maximizer specialist who will validate system setup\, answer questions\, and provide recommendations tailored to the advisory team’s workflow and transition requirements. \nDuration: 45 Minutes
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YzEzOTA0Y2MtZjJkNC00NGUxLTkzOTEtNzExZGIyMTBiOWJk%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Kickoff Call
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/09/2025.07.29_BlogImage-copy.jpg
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YzEzOTA0Y2MtZjJkNC00NGUxLTkzOTEtNzExZGIyMTBiOWJk%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260617T130000
DTEND;TZID=America/Toronto:20260617T134500
DTSTAMP:20260609T161058Z
CREATED:20260609T161058Z
LAST-MODIFIED:20260609T161058Z
UID:10000446-1781701200-1781703900@www.maximizer.com
SUMMARY:Maximizer Kickoff Call for Canaccord
DESCRIPTION:Welcome to the Maximizer CRM Kickoff Call for Canaccord Genuity advisory teams. This essential onboarding session is designed to ensure your team is fully prepared to begin using Maximizer CRM successfully and confidently. \nThe goal for this call is to confirm that all required technical configurations and data migrations have been completed successfully. This includes validating user access\, configuring Outlook integration\, confirming Salesforce and back-office data migration\, and reviewing overall system readiness prior to training. \nIMPORTANT: While only one representative from the advisory team is required to attend the kickoff session\, all team members are welcome to join. \nThis session also serves as an introduction to the Maximizer Training Academy\, where participants will receive guidance on recommended courses\, onboarding pathways\, and best practices to help their team fully embrace Maximizer CRM. \nThroughout the session\, participants will work alongside a Maximizer specialist who will validate system setup\, answer questions\, and provide recommendations tailored to the advisory team’s workflow and transition requirements. \nDuration: 45 Minutes
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NzI1MTFiYjAtYWZlZi00MDBjLTkxZmMtOGIzMThjNTJiNjYz%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Kickoff Call
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/09/2025.07.29_BlogImage-copy.jpg
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NzI1MTFiYjAtYWZlZi00MDBjLTkxZmMtOGIzMThjNTJiNjYz%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260617T110000
DTEND;TZID=America/Toronto:20260617T114500
DTSTAMP:20260615T155443Z
CREATED:20260615T155443Z
LAST-MODIFIED:20260615T155443Z
UID:10000491-1781694000-1781696700@www.maximizer.com
SUMMARY:Maximizer Kickoff Call for Canaccord
DESCRIPTION:Welcome to the Maximizer CRM Kickoff Call for Canaccord Genuity advisory teams. This essential onboarding session is designed to ensure your team is fully prepared to begin using Maximizer CRM successfully and confidently. \nThe goal for this call is to confirm that all required technical configurations and data migrations have been completed successfully. This includes validating user access\, configuring Outlook integration\, confirming Salesforce and back-office data migration\, and reviewing overall system readiness prior to training. \nIMPORTANT: While only one representative from the advisory team is required to attend the kickoff session\, all team members are welcome to join. \nThis session also serves as an introduction to the Maximizer Training Academy\, where participants will receive guidance on recommended courses\, onboarding pathways\, and best practices to help their team fully embrace Maximizer CRM. \nThroughout the session\, participants will work alongside a Maximizer specialist who will validate system setup\, answer questions\, and provide recommendations tailored to the advisory team’s workflow and transition requirements. \nDuration: 45 Minutes
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_Yzg4MWQ5NWEtODk2Yy00NTlhLTg5OWUtZTJjODU1NWEwZTM4%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Kickoff Call
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/09/2025.07.29_BlogImage-copy.jpg
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_Yzg4MWQ5NWEtODk2Yy00NTlhLTg5OWUtZTJjODU1NWEwZTM4%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260617T110000
DTEND;TZID=America/Toronto:20260617T114500
DTSTAMP:20260609T160939Z
CREATED:20260609T160939Z
LAST-MODIFIED:20260609T160939Z
UID:10000445-1781694000-1781696700@www.maximizer.com
SUMMARY:Maximizer Kickoff Call for Canaccord
DESCRIPTION:Welcome to the Maximizer CRM Kickoff Call for Canaccord Genuity advisory teams. This essential onboarding session is designed to ensure your team is fully prepared to begin using Maximizer CRM successfully and confidently. \nThe goal for this call is to confirm that all required technical configurations and data migrations have been completed successfully. This includes validating user access\, configuring Outlook integration\, confirming Salesforce and back-office data migration\, and reviewing overall system readiness prior to training. \nIMPORTANT: While only one representative from the advisory team is required to attend the kickoff session\, all team members are welcome to join. \nThis session also serves as an introduction to the Maximizer Training Academy\, where participants will receive guidance on recommended courses\, onboarding pathways\, and best practices to help their team fully embrace Maximizer CRM. \nThroughout the session\, participants will work alongside a Maximizer specialist who will validate system setup\, answer questions\, and provide recommendations tailored to the advisory team’s workflow and transition requirements. \nDuration: 45 Minutes
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NTA1NzkyMGEtZWMyYS00M2U2LTg4YWYtZjNhNGMwMjMwODFi%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Kickoff Call
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/09/2025.07.29_BlogImage-copy.jpg
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NTA1NzkyMGEtZWMyYS00M2U2LTg4YWYtZjNhNGMwMjMwODFi%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260617T090000
DTEND;TZID=America/Toronto:20260617T094500
DTSTAMP:20260609T160913Z
CREATED:20260609T160913Z
LAST-MODIFIED:20260609T160913Z
UID:10000444-1781686800-1781689500@www.maximizer.com
SUMMARY:Maximizer Kickoff Call for Canaccord
DESCRIPTION:Welcome to the Maximizer CRM Kickoff Call for Canaccord Genuity advisory teams. This essential onboarding session is designed to ensure your team is fully prepared to begin using Maximizer CRM successfully and confidently. \nThe goal for this call is to confirm that all required technical configurations and data migrations have been completed successfully. This includes validating user access\, configuring Outlook integration\, confirming Salesforce and back-office data migration\, and reviewing overall system readiness prior to training. \nIMPORTANT: While only one representative from the advisory team is required to attend the kickoff session\, all team members are welcome to join. \nThis session also serves as an introduction to the Maximizer Training Academy\, where participants will receive guidance on recommended courses\, onboarding pathways\, and best practices to help their team fully embrace Maximizer CRM. \nThroughout the session\, participants will work alongside a Maximizer specialist who will validate system setup\, answer questions\, and provide recommendations tailored to the advisory team’s workflow and transition requirements. \nDuration: 45 Minutes
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_Nzc4ODY5MzUtMWZhMi00OWMzLThhZDAtNWRmZjZiZjgzYzlm%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Kickoff Call
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/09/2025.07.29_BlogImage-copy.jpg
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_Nzc4ODY5MzUtMWZhMi00OWMzLThhZDAtNWRmZjZiZjgzYzlm%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260616T160000
DTEND;TZID=America/Toronto:20260616T164500
DTSTAMP:20260615T120325Z
CREATED:20260609T160404Z
LAST-MODIFIED:20260615T120325Z
UID:10000443-1781625600-1781628300@www.maximizer.com
SUMMARY:Maximizer Kickoff Call for Canaccord
DESCRIPTION:Welcome to the Maximizer CRM Kickoff Call for Canaccord Genuity advisory teams. This essential onboarding session is designed to ensure your team is fully prepared to begin using Maximizer CRM successfully and confidently. \nThe goal for this call is to confirm that all required technical configurations and data migrations have been completed successfully. This includes validating user access\, configuring Outlook integration\, confirming Salesforce and back-office data migration\, and reviewing overall system readiness prior to training. \nIMPORTANT: While only one representative from the advisory team is required to attend the kickoff session\, all team members are welcome to join. \nThis session also serves as an introduction to the Maximizer Training Academy\, where participants will receive guidance on recommended courses\, onboarding pathways\, and best practices to help their team fully embrace Maximizer CRM. \nThroughout the session\, participants will work alongside a Maximizer specialist who will validate system setup\, answer questions\, and provide recommendations tailored to the advisory team’s workflow and transition requirements. \nDuration: 45 Minutes
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MDllNGZiMDItMjZmNC00ZTQ3LTgwMzQtNDRlMzRhNGJlNDdl%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Kickoff Call
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/09/2025.07.29_BlogImage-copy.jpg
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MDllNGZiMDItMjZmNC00ZTQ3LTgwMzQtNDRlMzRhNGJlNDdl%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260616T150000
DTEND;TZID=America/Toronto:20260616T154500
DTSTAMP:20260609T160344Z
CREATED:20260609T160344Z
LAST-MODIFIED:20260609T160344Z
UID:10000442-1781622000-1781624700@www.maximizer.com
SUMMARY:Maximizer Kickoff Call for Canaccord
DESCRIPTION:Welcome to the Maximizer CRM Kickoff Call for Canaccord Genuity advisory teams. This essential onboarding session is designed to ensure your team is fully prepared to begin using Maximizer CRM successfully and confidently. \nThe goal for this call is to confirm that all required technical configurations and data migrations have been completed successfully. This includes validating user access\, configuring Outlook integration\, confirming Salesforce and back-office data migration\, and reviewing overall system readiness prior to training. \nIMPORTANT: While only one representative from the advisory team is required to attend the kickoff session\, all team members are welcome to join. \nThis session also serves as an introduction to the Maximizer Training Academy\, where participants will receive guidance on recommended courses\, onboarding pathways\, and best practices to help their team fully embrace Maximizer CRM. \nThroughout the session\, participants will work alongside a Maximizer specialist who will validate system setup\, answer questions\, and provide recommendations tailored to the advisory team’s workflow and transition requirements. \nDuration: 45 Minutes
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ODA2NWRlMjktMWNlYS00ZDMzLTg1NmYtMTY1M2U5NjE3ZDc5%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Kickoff Call
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/09/2025.07.29_BlogImage-copy.jpg
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ODA2NWRlMjktMWNlYS00ZDMzLTg1NmYtMTY1M2U5NjE3ZDc5%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260616T140000
DTEND;TZID=America/Toronto:20260616T153000
DTSTAMP:20260617T160315Z
CREATED:20260522T135326Z
LAST-MODIFIED:20260617T160315Z
UID:10000358-1781618400-1781623800@www.maximizer.com
SUMMARY:Maximizer 101 – Foundations of Maximizer CRM for Canaccord
DESCRIPTION:Welcome to Maximizer 101\, the foundational training course designed specifically for Canaccord Genuity advisory teams using Maximizer CRM. This hands-on session introduces users to the core structure\, navigation\, and daily workflows within Maximizer\, ensuring advisors and support teams can confidently manage client information and interactions. \nThis course is ideal for new users of Maximizer CRM\, advisory assistants\, operations staff\, and team members transitioning from legacy systems or manual processes. Participants will learn how to navigate the platform efficiently\, manage client records\, capture important interactions\, and customize their workspace for maximum productivity. \nThroughout the session\, participants will work directly within the Maximizer environment while guided by an experienced instructor who will demonstrate real-world CRM workflows and best practices tailored to financial advisory teams. \nDuration: 90 Minutes \nAgenda: \nNavigation & Interface Setup \n\nLogging in to Maximizer\nUnderstanding the Maximizer data structure – Households\, Contacts & Companies\nCustomizing the interface\n\nManaging Client Records \n\nCreating new Household\, Contact\, and Company records\nSwitching between Household and Contact views\nUnderstanding the Details tab and Key Fields Lists\nEditing records and capturing client data\n\nCapturing Client Activity \n\nLogging and tracking interactions\nRecording calls and notes\nAdding files and documentation\nScheduling tasks and follow-ups\n\nWorking with the Timeline \n\nFiltering Timeline activity\nSearching by user or interaction type\nSwitching Timeline views\nReviewing historical client activity
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NDNkYjc0N2ItMzg1Yi00MGI3LTg5MzYtYTRkNTFiZmZmNzFk%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Canaccord
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/12/19.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NDNkYjc0N2ItMzg1Yi00MGI3LTg5MzYtYTRkNTFiZmZmNzFk%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260616T140000
DTEND;TZID=America/Toronto:20260616T144500
DTSTAMP:20260609T160236Z
CREATED:20260609T155653Z
LAST-MODIFIED:20260609T160236Z
UID:10000441-1781618400-1781621100@www.maximizer.com
SUMMARY:Maximizer Kickoff Call for Canaccord
DESCRIPTION:Welcome to the Maximizer CRM Kickoff Call for Canaccord Genuity advisory teams. This essential onboarding session is designed to ensure your team is fully prepared to begin using Maximizer CRM successfully and confidently. \nThe goal for this call is to confirm that all required technical configurations and data migrations have been completed successfully. This includes validating user access\, configuring Outlook integration\, confirming Salesforce and back-office data migration\, and reviewing overall system readiness prior to training. \nIMPORTANT: While only one representative from the advisory team is required to attend the kickoff session\, all team members are welcome to join. \nThis session also serves as an introduction to the Maximizer Training Academy\, where participants will receive guidance on recommended courses\, onboarding pathways\, and best practices to help their team fully embrace Maximizer CRM. \nThroughout the session\, participants will work alongside a Maximizer specialist who will validate system setup\, answer questions\, and provide recommendations tailored to the advisory team’s workflow and transition requirements. \nDuration: 45 Minutes
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZTVlMjM2YTAtOTk5ZS00YTUxLTliNmYtZDU0NzA5MTIwZDY5%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Kickoff Call
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/09/2025.07.29_BlogImage-copy.jpg
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZTVlMjM2YTAtOTk5ZS00YTUxLTliNmYtZDU0NzA5MTIwZDY5%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260616T130000
DTEND;TZID=America/Toronto:20260616T163000
DTSTAMP:20260615T202246Z
CREATED:20260417T173713Z
LAST-MODIFIED:20260615T202246Z
UID:10000291-1781614800-1781627400@www.maximizer.com
SUMMARY:Introduction to Maximizer FSE for Wealth Advisors
DESCRIPTION:Welcome to Maximizer Financial Services Edition (FSE)\, the leading CRM solution for Canadian Wealth Managers. Maximizer developed this comprehensive\, hands-on class\, Introduction to Maximizer FSE for Wealth Advisors\, to teach students the foundations of Maximizer FSE.  \nThis class is recommended for brand new users of Maximizer FSE\, existing Maximizer users transitioning from our Base or Sales Leader editions\, and even current Maximizer FSE users who may need a refresher or to learn something new.   \nYou will be guided through 9 hands-on practice activities with a senior instructor with many years of real-world CRM experience leading the way. The instructor will cover all of the basic Financial Advisor concepts within Maximizer\, in addition to sharing real world examples and best practices.   \nAs a participant in this class you will be using your newly configured Maximizer platform for the hands-on practice activities. Each student will get access to a step-by-step instructional guide to perform a number of operations within Maximizer. At the conclusion\, you will be invited to partake in a Knowledge Assessment to attain your Maximizer Level 1 Certification badge\, which you can proudly display on Linkedin or other social channels. \nAgenda: \nLesson 1 – Terminology\, Navigation & User Setup \nCustomize your Maximizer display and preferences\nCreate New Household\, Contact & Company records\nUse Search to find what you’re looking for\nCreate and Manage Favorite Lists \nLesson 2 – Keeping Client Records up to date and compliant \nCreate an Account record\nTrack your Client Activities\nWork in Outlook and Maximizer together \nLesson 3 – Managing your business effectively \nChange your Column View Setup\nCreate a Custom Column View \nTime: 210 minutes \nPreferred Environment: Two monitors – one for practice and one for the User Guide \nClass Code: FSE-101 \nClass Type: End-User Training Class
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YmZmNjFjYTgtYTA0Ny00NWM2LTg4ODMtOTU2ZGY5ZDNlODcz%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:End-Users,Financial Services Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/10/maximizer-blog-IQ_Boost_Time_Advantage.jpg
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YmZmNjFjYTgtYTA0Ny00NWM2LTg4ODMtOTU2ZGY5ZDNlODcz%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260616T130000
DTEND;TZID=America/Toronto:20260616T134500
DTSTAMP:20260611T163049Z
CREATED:20260609T155624Z
LAST-MODIFIED:20260611T163049Z
UID:10000440-1781614800-1781617500@www.maximizer.com
SUMMARY:Maximizer Kickoff Call for Canaccord
DESCRIPTION:Welcome to the Maximizer CRM Kickoff Call for Canaccord Genuity advisory teams. This essential onboarding session is designed to ensure your team is fully prepared to begin using Maximizer CRM successfully and confidently. \nThe goal for this call is to confirm that all required technical configurations and data migrations have been completed successfully. This includes validating user access\, configuring Outlook integration\, confirming Salesforce and back-office data migration\, and reviewing overall system readiness prior to training. \nIMPORTANT: While only one representative from the advisory team is required to attend the kickoff session\, all team members are welcome to join. \nThis session also serves as an introduction to the Maximizer Training Academy\, where participants will receive guidance on recommended courses\, onboarding pathways\, and best practices to help their team fully embrace Maximizer CRM. \nThroughout the session\, participants will work alongside a Maximizer specialist who will validate system setup\, answer questions\, and provide recommendations tailored to the advisory team’s workflow and transition requirements. \nDuration: 45 Minutes
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NTA0MzE4OGItOTE2ZC00YmVmLThmNzctNmFhZDY5NGNkNjAz%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Kickoff Call
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/09/2025.07.29_BlogImage-copy.jpg
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NTA0MzE4OGItOTE2ZC00YmVmLThmNzctNmFhZDY5NGNkNjAz%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260616T130000
DTEND;TZID=America/Toronto:20260616T133000
DTSTAMP:20260519T174953Z
CREATED:20260417T155832Z
LAST-MODIFIED:20260519T174953Z
UID:10000280-1781614800-1781616600@www.maximizer.com
SUMMARY:Ask the Admin: 1-on-1 Dedicated Support
DESCRIPTION:A complimentary 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions. \nTime: 30 minutes \nCost: Free \nClass Code: MAX-000 \n  \n  \n 
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_OTZjY2I4YmEtOTNiYi00ZjZjLTg5YTMtNDVjZjc2ZTI2NzYy%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Administrators,End-Users,Financial Services Edition,Sales Leader Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/08/2027.07_Maximizer_training-academy-header-image_4-min-scaled.jpg
ORGANIZER;CN="Denis Yuriev":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_OTZjY2I4YmEtOTNiYi00ZjZjLTg5YTMtNDVjZjc2ZTI2NzYy%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260616T110000
DTEND;TZID=America/Toronto:20260616T114500
DTSTAMP:20260609T160218Z
CREATED:20260609T155552Z
LAST-MODIFIED:20260609T160218Z
UID:10000439-1781607600-1781610300@www.maximizer.com
SUMMARY:Maximizer Kickoff Call for Canaccord
DESCRIPTION:Welcome to the Maximizer CRM Kickoff Call for Canaccord Genuity advisory teams. This essential onboarding session is designed to ensure your team is fully prepared to begin using Maximizer CRM successfully and confidently. \nThe goal for this call is to confirm that all required technical configurations and data migrations have been completed successfully. This includes validating user access\, configuring Outlook integration\, confirming Salesforce and back-office data migration\, and reviewing overall system readiness prior to training. \nIMPORTANT: While only one representative from the advisory team is required to attend the kickoff session\, all team members are welcome to join. \nThis session also serves as an introduction to the Maximizer Training Academy\, where participants will receive guidance on recommended courses\, onboarding pathways\, and best practices to help their team fully embrace Maximizer CRM. \nThroughout the session\, participants will work alongside a Maximizer specialist who will validate system setup\, answer questions\, and provide recommendations tailored to the advisory team’s workflow and transition requirements. \nDuration: 45 Minutes
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MDk2OGY0MTItZjczNy00YzI0LThiOWYtZjdiOGJmN2U0MjQ3%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Kickoff Call
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/09/2025.07.29_BlogImage-copy.jpg
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MDk2OGY0MTItZjczNy00YzI0LThiOWYtZjdiOGJmN2U0MjQ3%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260616T090000
DTEND;TZID=America/Toronto:20260616T094500
DTSTAMP:20260609T160216Z
CREATED:20260609T155521Z
LAST-MODIFIED:20260609T160216Z
UID:10000438-1781600400-1781603100@www.maximizer.com
SUMMARY:Maximizer Kickoff Call for Canaccord
DESCRIPTION:Welcome to the Maximizer CRM Kickoff Call for Canaccord Genuity advisory teams. This essential onboarding session is designed to ensure your team is fully prepared to begin using Maximizer CRM successfully and confidently. \nThe goal for this call is to confirm that all required technical configurations and data migrations have been completed successfully. This includes validating user access\, configuring Outlook integration\, confirming Salesforce and back-office data migration\, and reviewing overall system readiness prior to training. \nIMPORTANT: While only one representative from the advisory team is required to attend the kickoff session\, all team members are welcome to join. \nThis session also serves as an introduction to the Maximizer Training Academy\, where participants will receive guidance on recommended courses\, onboarding pathways\, and best practices to help their team fully embrace Maximizer CRM. \nThroughout the session\, participants will work alongside a Maximizer specialist who will validate system setup\, answer questions\, and provide recommendations tailored to the advisory team’s workflow and transition requirements. \nDuration: 45 Minutes
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NDc5MWZhNzAtMDFhMi00NzUzLTllZTUtMDBjYTM0OWEzOTBk%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Kickoff Call
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/09/2025.07.29_BlogImage-copy.jpg
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NDc5MWZhNzAtMDFhMi00NzUzLTllZTUtMDBjYTM0OWEzOTBk%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Vancouver:20260616T080000
DTEND;TZID=America/Vancouver:20260616T090000
DTSTAMP:20260527T172638Z
CREATED:20260527T172426Z
LAST-MODIFIED:20260527T172638Z
UID:10000376-1781596800-1781600400@www.maximizer.com
SUMMARY:Client Data & Activity Management - Keeping records compliant\, an iA Private Wealth class
DESCRIPTION:Welcome to Client Data & Activity Management\, a practical training session focused on helping iA Private Wealth teams maintain clean\, accurate\, and compliant client records in Maximizer CRM. This hands-on course builds the skills needed to consistently document client interactions and manage follow-up activities so every record reflects a complete history of engagement. \nThis session is ideal for advisors\, advisory assistants\, and operations staff who are responsible for capturing meetings\, calls\, notes\, and ongoing tasks in Maximizer. Participants will learn best practices for recording client activity in a way that supports internal standards and compliance requirements while improving day-to-day team coordination. \nTopics covered include: \n\nLogging meetings\, calls\, and notes to create a clear interaction history\nTask and activity tracking to manage follow-ups and deadlines\nCreating Related Entries to connect supporting details and documentation to the right client record\n\nBy the end of the session\, participants will be able to maintain accurate\, complete client records that improve visibility across the team and support compliance-ready documentation.
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YmI3M2RiODctMjRhZi00NmI0LTlhZGItZWEzNDYyZDFmMjg5%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:iA
ATTACH;FMTTYPE=image/png:https://www.maximizer.com/wp-content/uploads/2026/03/4-financial.png
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YmI3M2RiODctMjRhZi00NmI0LTlhZGItZWEzNDYyZDFmMjg5%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
END:VEVENT
END:VCALENDAR