Maximizer CRM

Ask the Admin: 1-on-1 Dedicated Support
2026-09-17 13:00 - 13:30 (America/Toronto) | https://teams.microsoft.com/l/meetup-join/19%3ameeting_YzM4YjIzODEtMzAyNC00MDdlLTlkNTYtMTA1Mzg0MDFiMTU5%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
A complimentary 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions.
Time: 30 minutes
Cost: Free
Class Code: MAX-000

Maximize Your Productivity with IQ Boost™ for Wealth Advisors
2026-09-18 13:00 - 14:30 | https://teams.microsoft.com/l/meetup-join/19%3ameeting_N2RmOGIwNjMtNmRjOS00NzUyLWI2Y2MtMzFjNGRjOWIyMjlk%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
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.
This 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.
For 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.
In 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.
Agenda:

What is IQ Boost and how to maximize it’s effectiveness? – Description of IQ Boost
IQ Boost Compliance & Security Center features: Anonymizer, AI in use, Data Source, Data Scope, Data Types
Activity #1: Track your client activities
Activity #2: Generate a Timeline Summary
Activity #3: Generate a Household Summary
Activity #4: Prepare for a Meeting
Activity #5: Find a client using the Maximizer Mobile App

Suggested Prerequisite: Introduction to Maximizer FSE for Wealth Advisors
Class Code: FSE-203
Duration: 90 mins
Class Type: End-User Training Class

Maximizer 101/201 - Foundations & Relationship Management for Canaccord
2026-09-18 13:00 - 15:30 | https://teams.microsoft.com/l/meetup-join/19%3ameeting_ODFmNGE4MGEtNDhlOC00NDI4LTkzNzctNDBhMGNhYTVmZjBj%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
Welcome to Maximizer 101/201, a comprehensive training course designed specifically for Canaccord Genuity advisory teams using Maximizer CRM. This hands-on session combines foundational CRM concepts with practical relationship management workflows, helping advisors and support teams confidently manage client information, interactions, searches, and related records within Maximizer.
Participants will learn how to navigate the platform efficiently, maintain and organize client records, capture important interactions, retrieve information quickly using advanced search tools, and better understand relationships between households, contacts, and related entities. The course also introduces workspace customization and productivity techniques designed to improve day-to-day CRM efficiency.
Throughout the session, participants will work directly within the Maximizer environment while guided by an experienced instructor demonstrating real-world workflows and best practices tailored to financial advisory teams.
Duration: 2 Hours 20 Minutes
Agenda
Navigation & Interface Setup

Logging in to Maximizer
Understanding Households, Contacts & Companies
Customizing the Maximizer interface

Managing Client Records

Creating and editing records
Understanding key fields and details tabs
Capturing and maintaining client information

Capturing Client Activity

Recording calls, notes, and interactions
Adding files and documentation
Scheduling tasks and follow-ups

Working with the Timeline

Filtering and reviewing activity
Searching by interaction type or user
Reviewing historical client activity

Searching & Retrieving Information

Using Quick Search effectively
Creating and saving Advanced Searches
Managing search results and Quick Access icons

Relationship Management

Understanding Family Tree functionality
Creating Related Entries and relationships

Maximizer 101 – Foundations of Maximizer CRM for Canaccord
2026-09-21 11:30 - 14:30 | https://teams.microsoft.com/l/meetup-join/19%3ameeting_MGE2N2ZjNWItODBlYS00OTg3LTk4MTEtNmZlM2Y2YTMxZjE1%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
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.
This 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.
Throughout 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.
Duration: 90 Minutes
Agenda:
Navigation & Interface Setup

Logging in to Maximizer
Understanding the Maximizer data structure – Households, Contacts & Companies
Customizing the interface

Managing Client Records

Creating new Household, Contact, and Company records
Switching between Household and Contact views
Understanding the Details tab and Key Fields Lists
Editing records and capturing client data

Capturing Client Activity

Logging and tracking interactions
Recording calls and notes
Adding files and documentation
Scheduling tasks and follow-ups

Working with the Timeline

Filtering Timeline activity
Searching by user or interaction type
Switching Timeline views
Reviewing historical client activity

Introduction to Maximizer FSE for Wealth Advisors
2026-09-22 13:00 - 16:30 | https://teams.microsoft.com/l/meetup-join/19%3ameeting_MjFjNGRkM2QtYjNjZS00YWU0LWIyNjctNDFmOGRiYzk0OGIw%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
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.
This 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.
You 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.
As 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.
Agenda:
Lesson 1 – Terminology, Navigation & User Setup
Customize your Maximizer display and preferences
Create New Household, Contact & Company records
Use Search to find what you’re looking for
Create and Manage Favorite Lists
Lesson 2 – Keeping Client Records up to date and compliant
Create an Account record
Track your Client Activities
Work in Outlook and Maximizer together
Lesson 3 – Managing your business effectively
Change your Column View Setup
Create a Custom Column View
Time: 210 minutes
Preferred Environment: Two monitors – one for practice and one for the User Guide
Class Code: FSE-101
Class Type: End-User Training Class

Ask the Admin: 1-on-1 Dedicated Support
2026-09-23 13:00 - 13:30 | https://teams.microsoft.com/l/meetup-join/19%3ameeting_NDliZTliZTctYWQxNC00OTI5LThiM2YtNThiYTc2ZDk1M2Qz%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

Ask the Admin: 1-on-1 Dedicated Support
2026-09-24 13:00 - 13:30 | https://teams.microsoft.com/l/meetup-join/19%3ameeting_NGZjZTFmZGYtM2Y3ZS00NDVmLThkZDAtYmM3MmU5NDY0M2Y4%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

Maximize Your Productivity with IQ Boost™ for Wealth Advisors
2026-09-25 13:00 - 14:30 | https://teams.microsoft.com/l/meetup-join/19%3ameeting_YTY1OGZiMTMtNjI1Zi00NDFmLWJjNjMtODVkM2Q0MjVlYmRj%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

Maximizer 101/201 - Foundations & Relationship Management for Canaccord
2026-09-25 13:00 - 15:30 | https://teams.microsoft.com/l/meetup-join/19%3ameeting_M2FlZDBmMTgtMzU2NC00ZjFhLTg0ZjctNGU2OGVlYTg3OGJi%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

Maximizer 101 – Foundations of Maximizer CRM for Canaccord
2026-09-28 13:00 - 14:30 | https://teams.microsoft.com/l/meetup-join/19%3ameeting_YjJiOTQ0MzQtNjMwNi00MWEyLWFlZTEtMzU5ZTYxYzhkNDY2%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

Introduction to Maximizer FSE for Wealth Advisors
2026-09-29 13:00 - 16:30 | https://teams.microsoft.com/l/meetup-join/19%3ameeting_M2FiYmFiOTItZTdjMi00MWE1LWEzMWYtNmM0MjBkZGE4Njky%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

Ask the Admin: 1-on-1 Dedicated Support
2026-09-30 13:00 - 13:30 | https://teams.microsoft.com/l/meetup-join/19%3ameeting_Y2Y0Njg3OWYtYTkyOS00OGUzLWJlZjQtODY5OTRmZGY4MjU2%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

Ask the Admin: 1-on-1 Dedicated Support
2026-10-01 13:00 - 13:30 | https://teams.microsoft.com/l/meetup-join/19%3ameeting_N2E5NzJjZDAtNDFhYy00ZGE2LWEwZDItYzkyNzFmMWIwNzBm%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

Maximize Your Productivity with IQ Boost™ for Wealth Advisors
2026-10-02 13:00 - 14:30 | https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZTQ5ZTNiODAtMDViNC00YTQxLTlmMTktMTZiZTUxMmM2ZjMy%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

Maximizer 101/201 - Foundations & Relationship Management for Canaccord
2026-10-02 13:00 - 15:30 | https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZTFlYjg1ZjctZWVlMi00OWQzLWI5ZGItNzY2N2QwNTA0YzRj%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

Maximizer 101 – Foundations of Maximizer CRM for Canaccord
2026-10-05 13:00 - 14:30 | https://teams.microsoft.com/l/meetup-join/19%3ameeting_YjQyNDEwYTEtYzY4My00NzAzLWIxYTMtMDNiYmFjMTkwNDU1%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

Introduction to Maximizer FSE for Wealth Advisors
2026-10-06 13:00 - 16:30 | https://teams.microsoft.com/l/meetup-join/19%3ameeting_MGNjNWYzOWYtYTJlNi00Y2I3LWE2ZGUtYzc2NDUwNTA5ODEy%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

Ask the Admin: 1-on-1 Dedicated Support
2026-10-07 13:00 - 13:30 | https://teams.microsoft.com/l/meetup-join/19%3ameeting_NWZmMzc2YWQtZGQ5Ny00NWIwLThmODQtMjFmMzIyZDU0Y2U1%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

Ask the Admin: 1-on-1 Dedicated Support
2026-10-08 13:00 - 13:30 | https://teams.microsoft.com/l/meetup-join/19%3ameeting_MDUyNWZhNDYtNmRjYS00ZjU2LTg4NWItNmNiMTY2YWU3NGZj%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

Maximize Your Productivity with IQ Boost™ for Wealth Advisors
2026-10-09 13:00 - 14:30 | https://teams.microsoft.com/l/meetup-join/19%3ameeting_YTg1YzU2MTEtNDFhZC00MGFiLTg5YmUtM2YwMTgwMjRmYjRm%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

Maximizer 101/201 - Foundations & Relationship Management for Canaccord
2026-10-09 13:00 - 15:30 | https://teams.microsoft.com/l/meetup-join/19%3ameeting_YmNiOThjMmItNTQ0Mi00ZGZmLTg4YTEtYWQ0MGYzY2NmNTI5%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

Maximizer 101 – Foundations of Maximizer CRM for Canaccord
2026-10-12 13:00 - 14:30 | https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZjA4ZGY4MjYtY2Y2NC00N2I3LWFjNDctYmY5ZTEzOGMwMzVj%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

Introduction to Maximizer FSE for Wealth Advisors
2026-10-13 13:00 - 16:30 | https://teams.microsoft.com/l/meetup-join/19%3ameeting_NGU3YzE2ZDAtN2M3My00YWM0LWI1YjYtNDhiM2Q2Zjk3ZWE5%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

Ask the Admin: 1-on-1 Dedicated Support
2026-10-14 13:00 - 13:30 | https://teams.microsoft.com/l/meetup-join/19%3ameeting_NzU5OTg1MGMtMDRhMS00Y2U1LTlhMzgtZTEyZDJiZTgyMzcz%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

Ask the Admin: 1-on-1 Dedicated Support
2026-10-15 13:00 - 13:30 | https://teams.microsoft.com/l/meetup-join/19%3ameeting_NjFlYWQ3Y2YtYTBmZC00OGRlLTllYzUtYzM0YTkzNTI4Nzkz%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

Maximize Your Productivity with IQ Boost™ for Wealth Advisors
2026-10-16 13:00 - 14:30 | https://teams.microsoft.com/l/meetup-join/19%3ameeting_NDBiNTI4YTYtOTc1ZC00MDBjLTk1YTAtYjJhNGFjMTQ0YzY4%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

Maximizer 101/201 - Foundations & Relationship Management for Canaccord
2026-10-16 13:00 - 15:30 | https://teams.microsoft.com/l/meetup-join/19%3ameeting_NzEyY2JiMWQtNTdiMi00ZWQyLTgyY2EtNjI2ZDcwZjVjZjEx%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

Maximizer 101 – Foundations of Maximizer CRM for Canaccord
2026-10-19 13:00 - 14:30 | https://teams.microsoft.com/l/meetup-join/19%3ameeting_Y2I1MmJlNWMtNzY1Yi00YmU2LWFjYmUtOGUwMzY5YmI3MTRj%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

Introduction to Maximizer FSE for Wealth Advisors
2026-10-20 13:00 - 16:30 | https://teams.microsoft.com/l/meetup-join/19%3ameeting_MmRjNGIzOWMtODg1YS00NGU4LTk0NjYtMWFkYTExN2ZkNTli%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

Ask the Admin: 1-on-1 Dedicated Support
2026-10-21 13:00 - 13:30 | https://teams.microsoft.com/l/meetup-join/19%3ameeting_MjhlODRiNGYtZjNkOS00MTUwLThhNDktZTRmOWNkZTNkZDQy%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
