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DTSTART;TZID=America/Toronto:20260622T130000
DTEND;TZID=America/Toronto:20260622T140000
DTSTAMP:20260609T173827
CREATED:20260522T134527Z
LAST-MODIFIED:20260522T134527Z
UID:10000353-1782133200-1782136800@www.maximizer.com
SUMMARY:Maximizer 303 – Leads Management in Maximizer for Canaccord
DESCRIPTION:Maximizer 303 introduces the lead management process within Maximizer CRM and teaches Canaccord advisory teams how to effectively track prospective business opportunities from initial inquiry through conversion. \nParticipants will learn how to manage leads consistently\, capture engagement activity\, and convert qualified leads into active opportunities. \nDuration: 50 Minutes \nPrerequisite:\nMaximizer 101 – Foundations of Maximizer CRM for Canaccord\nMaximizer 201 – Relationship Management Essentials for Canaccord \nAgenda: \nCreating & Managing Leads \n\nCreating a new Lead\nEditing and updating Lead information\nUnderstanding Lead management workflows\n\nCapturing Lead Activity \n\nLogging interactions and activities\nRecording notes and communications\nTracking follow-up tasks\n\nLead Conversion \n\nMoving Leads through the process\nConverting Leads\nCreating Opportunities from qualified Leads
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZGFkNzBmN2UtZGNhZS00ZGE1LWI1YjQtNDg0NDZmNGU0NmU1%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/2025/10/2025.09.16_maximizer-blog-headers-copy06.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZGFkNzBmN2UtZGNhZS00ZGE1LWI1YjQtNDg0NDZmNGU0NmU1%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:20260623T110000
DTEND;TZID=America/Toronto:20260623T120000
DTSTAMP:20260609T173827
CREATED:20260522T134828Z
LAST-MODIFIED:20260528T161626Z
UID:10000356-1782212400-1782216000@www.maximizer.com
SUMMARY:Maximizer 304 – Managing Pipeline in Maximizer for Canaccord
DESCRIPTION:Maximizer 304 teaches Canaccord advisory teams how to effectively manage sales pipelines and business development opportunities using Maximizer CRM. \nParticipants will learn how to create and manage Opportunities\, track deal progression\, visualize pipeline activity\, and maintain accurate opportunity data throughout the sales process. \nDuration: 50 Minutes \nPrerequisite:\nMaximizer 101 – Foundations of Maximizer CRM for Canaccord\nMaximizer 201 – Relationship Management Essentials for Canaccord \nAgenda: \nUnderstanding Opportunities \n\nWhat Opportunities are and why teams use them\nUnderstanding pipeline management concepts\nChoosing the appropriate process\n\nManaging Opportunity Records \n\nCreating Opportunities\nEditing Opportunity details\nUsing Key Fields effectively\nMoving Opportunities between stages\n\nPipeline Visibility & Activity Tracking \n\nSwitching between List View and Kanban Board\nManaging pipeline visibility\nLogging interactions against Opportunities\nTracking activity and follow-ups\n\n 
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MWYzYjliOTMtMjlkNC00MzQzLThiYmYtZWYyNjc5MzU3ZmEy%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/2025/10/maximizer-blog-headers-Fin-Serv-Loyalty.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MWYzYjliOTMtMjlkNC00MzQzLThiYmYtZWYyNjc5MzU3ZmEy%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:20260623T130000
DTEND;TZID=America/Toronto:20260623T133000
DTSTAMP:20260609T173827
CREATED:20260417T160343Z
LAST-MODIFIED:20260417T160343Z
UID:10000282-1782219600-1782221400@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_ZDg0NTMyYzItNGU0My00NWVlLTk3MjgtNDRjNGUwMDVjZWI4%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_ZDg0NTMyYzItNGU0My00NWVlLTk3MjgtNDRjNGUwMDVjZWI4%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:20260623T130000
DTEND;TZID=America/Toronto:20260623T163000
DTSTAMP:20260609T173827
CREATED:20260417T181156Z
LAST-MODIFIED:20260417T181414Z
UID:10000292-1782219600-1782232200@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_MmFmNmJkZWUtYTZkMy00YmQ1LWFjMWYtYTZiZGU1NTMyZGU5%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
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MmFmNmJkZWUtYTZkMy00YmQ1LWFjMWYtYTZiZGU1NTMyZGU5%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:20260625T130000
DTEND;TZID=America/Toronto:20260625T133000
DTSTAMP:20260609T173827
CREATED:20260417T160619Z
LAST-MODIFIED:20260417T160619Z
UID:10000283-1782392400-1782394200@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_YTkzNjM0YWEtOTE3OS00ZjFkLTlkZGUtNzNmOWY0YjM1MDE3%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_YTkzNjM0YWEtOTE3OS00ZjFkLTlkZGUtNzNmOWY0YjM1MDE3%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:20260625T130000
DTEND;TZID=America/Toronto:20260625T143000
DTSTAMP:20260609T173827
CREATED:20260417T194936Z
LAST-MODIFIED:20260519T173610Z
UID:10000303-1782392400-1782397800@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_MjA5ODZkNTAtMDQ4My00Mzg1LTlhMzUtODJhYjI0ZDA1ZjIy%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
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MjA5ODZkNTAtMDQ4My00Mzg1LTlhMzUtODJhYjI0ZDA1ZjIy%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:20260625T130000
DTEND;TZID=America/Toronto:20260625T163000
DTSTAMP:20260609T173827
CREATED:20260417T211003Z
LAST-MODIFIED:20260519T235414Z
UID:10000312-1782392400-1782405000@www.maximizer.com
SUMMARY:Introduction à Maximizer FSE pour les conseillers en gestion de patrimoine
DESCRIPTION:Bienvenue dans Édition Services Financiers Maximizer (ESF)\, la solution CRM de référence pour les gestionnaires de patrimoine canadiens. Maximizer a conçu ce cours pratique et complet\, Introduction à Maximizer ESF pour les conseillers en patrimoine\, afin d’enseigner aux participants les bases de Maximizer ESF.  \nCe cours est recommandé aux nouveaux utilisateurs de Maximizer ESF\, aux utilisateurs existants de Maximizer qui passent de nos  Édition de base ou Responsable des ventes et même aux utilisateurs actuels de Maximizer ESF qui pourraient avoir besoin d’une remise à niveau ou d’apprendre quelque chose de nouveau.   \nVous serez guidé(e) à travers 9 exercices pratiques par un formateur expérimenté\, fort de nombreuses années d’expérience concrète en CRM. Ce formateur abordera tous les concepts fondamentaux du rôle de conseiller financier dans Maximizer\, et partagera également des exemples concrets et des bonnes pratiques.   \nEn participant à cette formation\, vous utiliserez votre plateforme Maximizer nouvellement configurée pour les exercices pratiques. Chaque participant aura accès à un guide d’utilisation détaillé pour réaliser différentes opérations dans Maximizer. À la fin de la formation\, vous serez invité à passer une évaluation des connaissances afin d’obtenir votre badge de certification Maximizer niveau 1\, que vous pourrez afficher fièrement sur LinkedIn ou d’autres réseaux sociaux. \nOrdre du jour: \nLeçon 1 – Terminologie\, navigation et configuration utilisateur  \nPersonnaliser l’affichage et les préférences de Maximizer\nCréer de nouveaux enregistrements de ménage\, de contact et d’entreprise \nUtiliser la fonction Recherche pour trouver ce que vous cherchez \nCréer et gérer des listes de favoris \nLeçon 2 – Tenir à jour et en conformité les dossiers clients  \nCréer un enregistrement de compte \nSuivre les activités de vos clients\nTravailler simultanément dans Outlook et Maximizer  \nLeçon 3 – Gérer efficacement votre entreprise  \nModifier la configuration de votre vue par colonne\nCréer une vue de colonne personnalisée  \nDurée : 210 minutes \nEnvironnement recommandé: Deux écrans – un pour la pratique et un pour le guide de l’utilisateur \nCode de classe: FSE-101 \nType de classe: Formation des utilisateurs finaux
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZGM0NTVkMDctZDlmYS00MTg1LTljNDMtMDQwZjkyYjRkZDdk%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,French
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_ZGM0NTVkMDctZDlmYS00MTg1LTljNDMtMDQwZjkyYjRkZDdk%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:20260626T130000
DTEND;TZID=America/Toronto:20260626T143000
DTSTAMP:20260609T173827
CREATED:20260417T222928Z
LAST-MODIFIED:20260519T235418Z
UID:10000318-1782478800-1782484200@www.maximizer.com
SUMMARY:Optimisez votre productivité avec IQ Boost™ pour les conseillers en gestion de patrimoine
DESCRIPTION:Le 20 mars de 13h à 14h30  \nBienvenue dans Maximizer Édition services financiers (ESF)\, la solution CRM de référence pour les gestionnaires de patrimoine canadiens. Maximizer a conçu cette introduction complète de 90 minutes à IQ Boost™ pour les conseillers en patrimoine afin d’apprendre aux participants à utiliser IQ Boost™ pour identifier plus rapidement les opportunités de croissance et offrir une expérience client exceptionnelle sans perdre des heures à éplucher les dossiers CRM.  \nCe cours est recommandé aux conseillers en gestion de patrimoine qui utilisent Maximizer depuis un certain temps et qui recherchent les dernières façons d’exploiter l’IA pour se faciliter la vie au travail.  \nPour les nouveaux utilisateurs de Maximizer ESF\, il est conseillé de suivre d’abord notre cours d’introduction à Maximizer ESF pour les conseillers en gestion de patrimoine\, afin de tirer le meilleur parti du cours IQ Boost™.  \nDans ce cours\, vous serez guidé à travers 4 activités par un formateur expérimenté\, fort de nombreuses années d’expérience concrète en CRM. Le formateur abordera quatre des principaux moyens par lesquels IQ Boost™ peut vous faire gagner un temps précieux et créer de nouvelles opportunités.  \nOrdre du jour:  \n\nQu’est-ce qu’IQ Boost et comment optimiser son efficacité ? – Description d’IQ Boost \n\n\nFonctionnalités du Centre de conformité et de sécurité d’IQ Boost : Anonymisation\, IA utilisée\, Source des données\, Périmètre des données\, Types de données \n\n\nActivité n° 1: Suivre les activités de vos clients \n\n\nActivité n° 2: Générer un résumé chronologique \n\n\nActivité n° 3: Générer un résumé du ménage \n\n\nActivité n° 4: Se préparer à une réunion \n\n\nActivité n° 5 : Trouver un client à l’aide de l’application mobile – Exercice sur l’application mobile \n\nPrérequis suggéré: Introduction à Maximizer ESF pour les conseillers en gestion de patrimoine  \nCode du cours: FSE-203  \nDurée: 90 minutes  \nType de cours: Formation des utilisateurs finaux 
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_Y2VlODk4YzUtZDhmOC00N2I3LTk5MDctZGQ3YjU5ZGU5NzJi%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,French
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_Y2VlODk4YzUtZDhmOC00N2I3LTk5MDctZGQ3YjU5ZGU5NzJi%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:20260630T130000
DTEND;TZID=America/Toronto:20260630T133000
DTSTAMP:20260609T173827
CREATED:20260417T160833Z
LAST-MODIFIED:20260519T174558Z
UID:10000284-1782824400-1782826200@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_ZmNjMzJlNmMtODI4MS00ZGQ2LWJiNjctYjg3NTg1OGY0YTIw%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_ZmNjMzJlNmMtODI4MS00ZGQ2LWJiNjctYjg3NTg1OGY0YTIw%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:20260630T130000
DTEND;TZID=America/Toronto:20260630T163000
DTSTAMP:20260609T173827
CREATED:20260417T181739Z
LAST-MODIFIED:20260519T174604Z
UID:10000293-1782824400-1782837000@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_NzhiZWIzYWYtMDIyNy00MjZmLTg4ZmItNDkzZGM5MTI0ODU5%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
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NzhiZWIzYWYtMDIyNy00MjZmLTg4ZmItNDkzZGM5MTI0ODU5%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:20260702T130000
DTEND;TZID=America/Toronto:20260702T133000
DTSTAMP:20260609T173827
CREATED:20260417T161039Z
LAST-MODIFIED:20260519T174537Z
UID:10000285-1782997200-1782999000@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  \n 
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MjdkZTU1ZmItMDEzYi00ZTMzLWExMGEtN2UyNDUwYjgwNTBl%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_MjdkZTU1ZmItMDEzYi00ZTMzLWExMGEtN2UyNDUwYjgwNTBl%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:20260702T130000
DTEND;TZID=America/Toronto:20260702T143000
DTSTAMP:20260609T173827
CREATED:20260417T195119Z
LAST-MODIFIED:20260519T174519Z
UID:10000304-1782997200-1783002600@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_MzkzMDUwOWItYmU2Ni00ZDNkLThhZTUtMWQwZjdiNTVkMjQx%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
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MzkzMDUwOWItYmU2Ni00ZDNkLThhZTUtMWQwZjdiNTVkMjQx%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:20260702T130000
DTEND;TZID=America/Toronto:20260702T163000
DTSTAMP:20260609T173827
CREATED:20260417T212605Z
LAST-MODIFIED:20260519T235422Z
UID:10000313-1782997200-1783009800@www.maximizer.com
SUMMARY:Introduction à Maximizer FSE pour les conseillers en gestion de patrimoine
DESCRIPTION:Bienvenue dans Édition Services Financiers Maximizer (ESF)\, la solution CRM de référence pour les gestionnaires de patrimoine canadiens. Maximizer a conçu ce cours pratique et complet\, Introduction à Maximizer ESF pour les conseillers en patrimoine\, afin d’enseigner aux participants les bases de Maximizer ESF.  \nCe cours est recommandé aux nouveaux utilisateurs de Maximizer ESF\, aux utilisateurs existants de Maximizer qui passent de nos  Édition de base ou Responsable des ventes et même aux utilisateurs actuels de Maximizer ESF qui pourraient avoir besoin d’une remise à niveau ou d’apprendre quelque chose de nouveau.   \nVous serez guidé(e) à travers 9 exercices pratiques par un formateur expérimenté\, fort de nombreuses années d’expérience concrète en CRM. Ce formateur abordera tous les concepts fondamentaux du rôle de conseiller financier dans Maximizer\, et partagera également des exemples concrets et des bonnes pratiques.   \nEn participant à cette formation\, vous utiliserez votre plateforme Maximizer nouvellement configurée pour les exercices pratiques. Chaque participant aura accès à un guide d’utilisation détaillé pour réaliser différentes opérations dans Maximizer. À la fin de la formation\, vous serez invité à passer une évaluation des connaissances afin d’obtenir votre badge de certification Maximizer niveau 1\, que vous pourrez afficher fièrement sur LinkedIn ou d’autres réseaux sociaux. \nOrdre du jour: \nLeçon 1 – Terminologie\, navigation et configuration utilisateur  \nPersonnaliser l’affichage et les préférences de Maximizer\nCréer de nouveaux enregistrements de ménage\, de contact et d’entreprise \nUtiliser la fonction Recherche pour trouver ce que vous cherchez \nCréer et gérer des listes de favoris \nLeçon 2 – Tenir à jour et en conformité les dossiers clients  \nCréer un enregistrement de compte \nSuivre les activités de vos clients\nTravailler simultanément dans Outlook et Maximizer  \nLeçon 3 – Gérer efficacement votre entreprise  \nModifier la configuration de votre vue par colonne\nCréer une vue de colonne personnalisée  \nDurée : 210 minutes \nEnvironnement recommandé: Deux écrans – un pour la pratique et un pour le guide de l’utilisateur \nCode de classe: FSE-101 \nType de classe: Formation des utilisateurs finaux
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZGE2ODIyNjEtZTNjZC00YTYzLThkMDMtOTk3YzhhNzRkYjkz%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,French
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_ZGE2ODIyNjEtZTNjZC00YTYzLThkMDMtOTk3YzhhNzRkYjkz%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:20260702T140000
DTEND;TZID=America/Toronto:20260702T153000
DTSTAMP:20260609T173827
CREATED:20260609T165756Z
LAST-MODIFIED:20260609T165756Z
UID:10000462-1783000800-1783006200@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_ZmJlZTg5MWQtMTI0Ni00YzE3LTg3MzktNzVhNjQ3MzkzNTE5%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_ZmJlZTg5MWQtMTI0Ni00YzE3LTg3MzktNzVhNjQ3MzkzNTE5%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:20260702T160000
DTEND;TZID=America/Toronto:20260702T170000
DTSTAMP:20260609T173827
CREATED:20260609T175422Z
LAST-MODIFIED:20260609T175422Z
UID:10000476-1783008000-1783011600@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_OTI1NTMxYzEtNzAzNy00NzJhLWJmNGUtNmMzZjc2ZTczNGI4%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_OTI1NTMxYzEtNzAzNy00NzJhLWJmNGUtNmMzZjc2ZTczNGI4%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:20260703T130000
DTEND;TZID=America/Toronto:20260703T143000
DTSTAMP:20260609T173827
CREATED:20260417T223228Z
LAST-MODIFIED:20260519T232434Z
UID:10000320-1783083600-1783089000@www.maximizer.com
SUMMARY:Optimisez votre productivité avec IQ Boost™ pour les conseillers en gestion de patrimoine
DESCRIPTION:Le 20 mars de 13h à 14h30  \nBienvenue dans Maximizer Édition services financiers (ESF)\, la solution CRM de référence pour les gestionnaires de patrimoine canadiens. Maximizer a conçu cette introduction complète de 90 minutes à IQ Boost™ pour les conseillers en patrimoine afin d’apprendre aux participants à utiliser IQ Boost™ pour identifier plus rapidement les opportunités de croissance et offrir une expérience client exceptionnelle sans perdre des heures à éplucher les dossiers CRM.  \nCe cours est recommandé aux conseillers en gestion de patrimoine qui utilisent Maximizer depuis un certain temps et qui recherchent les dernières façons d’exploiter l’IA pour se faciliter la vie au travail.  \nPour les nouveaux utilisateurs de Maximizer ESF\, il est conseillé de suivre d’abord notre cours d’introduction à Maximizer ESF pour les conseillers en gestion de patrimoine\, afin de tirer le meilleur parti du cours IQ Boost™.  \nDans ce cours\, vous serez guidé à travers 4 activités par un formateur expérimenté\, fort de nombreuses années d’expérience concrète en CRM. Le formateur abordera quatre des principaux moyens par lesquels IQ Boost™ peut vous faire gagner un temps précieux et créer de nouvelles opportunités.  \nOrdre du jour:  \n\nQu’est-ce qu’IQ Boost et comment optimiser son efficacité ? – Description d’IQ Boost \n\n\nFonctionnalités du Centre de conformité et de sécurité d’IQ Boost : Anonymisation\, IA utilisée\, Source des données\, Périmètre des données\, Types de données \n\n\nActivité n° 1: Suivre les activités de vos clients \n\n\nActivité n° 2: Générer un résumé chronologique \n\n\nActivité n° 3: Générer un résumé du ménage \n\n\nActivité n° 4: Se préparer à une réunion \n\n\nActivité n° 5 : Trouver un client à l’aide de l’application mobile – Exercice sur l’application mobile \n\nPrérequis suggéré: Introduction à Maximizer ESF pour les conseillers en gestion de patrimoine  \nCode du cours: FSE-203  \nDurée: 90 minutes  \nType de cours: Formation des utilisateurs finaux 
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NGQwOTA1OGMtNmFlOC00MTE4LWI5MzItOTczMzEyODMxODM4%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,French
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_NGQwOTA1OGMtNmFlOC00MTE4LWI5MzItOTczMzEyODMxODM4%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:20260703T150000
DTEND;TZID=America/Toronto:20260703T173000
DTSTAMP:20260609T173827
CREATED:20260609T175033Z
LAST-MODIFIED:20260609T175033Z
UID:10000475-1783090800-1783099800@www.maximizer.com
SUMMARY:Maximizer 101/201 - Foundations & Relationship Management for Canaccord
DESCRIPTION: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. \nParticipants 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. \nThroughout 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. \nDuration: 2 Hours 20 Minutes \nAgenda \nNavigation & Interface Setup \n\nLogging in to Maximizer\nUnderstanding Households\, Contacts & Companies\nCustomizing the Maximizer interface\n\nManaging Client Records \n\nCreating and editing records\nUnderstanding key fields and details tabs\nCapturing and maintaining client information\n\nCapturing Client Activity \n\nRecording calls\, notes\, and interactions\nAdding files and documentation\nScheduling tasks and follow-ups\n\nWorking with the Timeline \n\nFiltering and reviewing activity\nSearching by interaction type or user\nReviewing historical client activity\n\nSearching & Retrieving Information \n\nUsing Quick Search effectively\nCreating and saving Advanced Searches\nManaging search results and Quick Access icons\n\nRelationship Management \n\nUnderstanding Family Tree functionality\nCreating Related Entries and relationships
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NjNlZmI4NjYtNzE1Zi00MzNiLTljMmEtNGU3YTMzYzgyMjg0%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/2026/01/28.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NjNlZmI4NjYtNzE1Zi00MzNiLTljMmEtNGU3YTMzYzgyMjg0%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:20260706T100000
DTEND;TZID=America/Toronto:20260706T110000
DTSTAMP:20260609T173827
CREATED:20260609T180107Z
LAST-MODIFIED:20260609T180107Z
UID:10000480-1783332000-1783335600@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_YTg4ODk1MDItNWVkYS00YjU0LWI5MWItNDY4NmQ5ZDhiOTBm%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_YTg4ODk1MDItNWVkYS00YjU0LWI5MWItNDY4NmQ5ZDhiOTBm%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:20260706T170000
DTEND;TZID=America/Toronto:20260706T180000
DTSTAMP:20260609T173827
CREATED:20260609T174353Z
LAST-MODIFIED:20260609T174353Z
UID:10000468-1783357200-1783360800@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_MDNkNTFlNWYtM2FiNi00OTY5LWJkMjYtYjc0MDBjNjdlMzFi%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_MDNkNTFlNWYtM2FiNi00OTY5LWJkMjYtYjc0MDBjNjdlMzFi%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:20260707T103000
DTEND;TZID=America/Toronto:20260707T120000
DTSTAMP:20260609T173827
CREATED:20260609T165842Z
LAST-MODIFIED:20260609T165842Z
UID:10000463-1783420200-1783425600@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_YWZiYzJkOTYtMmZlZi00M2YwLWJjNGUtZWE5MWIyOTgyOTFi%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_YWZiYzJkOTYtMmZlZi00M2YwLWJjNGUtZWE5MWIyOTgyOTFi%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:20260707T130000
DTEND;TZID=America/Toronto:20260707T163000
DTSTAMP:20260609T173827
CREATED:20260417T182352Z
LAST-MODIFIED:20260519T202553Z
UID:10000294-1783429200-1783441800@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_OTAxZWU4ZWUtNjNhMi00NjZmLWFlMjYtNjkxZWIxZWU0M2Vk%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
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_OTAxZWU4ZWUtNjNhMi00NjZmLWFlMjYtNjkxZWIxZWU0M2Vk%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:20260707T160000
DTEND;TZID=America/Toronto:20260707T170000
DTSTAMP:20260609T173827
CREATED:20260609T175535Z
LAST-MODIFIED:20260609T175535Z
UID:10000477-1783440000-1783443600@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_ODhhMzNjZGUtOTYxOS00MzM1LTkyZjctM2NjN2ViNjc1Nzlj%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_ODhhMzNjZGUtOTYxOS00MzM1LTkyZjctM2NjN2ViNjc1Nzlj%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:20260708T113000
DTEND;TZID=America/Toronto:20260708T123000
DTSTAMP:20260609T173827
CREATED:20260609T174351Z
LAST-MODIFIED:20260609T174351Z
UID:10000469-1783510200-1783513800@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_YTBkMmIyYmMtNjRmYi00YmIwLWE3OGYtMmY2NTM3MTRlZGI3%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_YTBkMmIyYmMtNjRmYi00YmIwLWE3OGYtMmY2NTM3MTRlZGI3%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:20260709T130000
DTEND;TZID=America/Toronto:20260709T140000
DTSTAMP:20260609T173827
CREATED:20260609T180556Z
LAST-MODIFIED:20260609T180556Z
UID:10000484-1783602000-1783605600@www.maximizer.com
SUMMARY:Maximizer 303 – Leads Management in Maximizer for Canaccord
DESCRIPTION:Maximizer 303 introduces the lead management process within Maximizer CRM and teaches Canaccord advisory teams how to effectively track prospective business opportunities from initial inquiry through conversion. \nParticipants will learn how to manage leads consistently\, capture engagement activity\, and convert qualified leads into active opportunities. \nDuration: 50 Minutes \nPrerequisite:\nMaximizer 101 – Foundations of Maximizer CRM for Canaccord\nMaximizer 201 – Relationship Management Essentials for Canaccord \nAgenda: \nCreating & Managing Leads \n\nCreating a new Lead\nEditing and updating Lead information\nUnderstanding Lead management workflows\n\nCapturing Lead Activity \n\nLogging interactions and activities\nRecording notes and communications\nTracking follow-up tasks\n\nLead Conversion \n\nMoving Leads through the process\nConverting Leads\nCreating Opportunities from qualified Leads\n\n 
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NDEyNWJjZmMtNjFhYy00MzBhLWEzMTAtMWFhZGI3MjkyMmE1%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/2025/10/2025.09.16_maximizer-blog-headers-copy06.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NDEyNWJjZmMtNjFhYy00MzBhLWEzMTAtMWFhZGI3MjkyMmE1%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:20260709T140000
DTEND;TZID=America/Toronto:20260709T153000
DTSTAMP:20260609T173827
CREATED:20260609T165916Z
LAST-MODIFIED:20260609T165916Z
UID:10000464-1783605600-1783611000@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_MDRjYjNiYjMtNGNkMi00ODRhLWIyNjQtZDU4YmU0YmRhY2Q1%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_MDRjYjNiYjMtNGNkMi00ODRhLWIyNjQtZDU4YmU0YmRhY2Q1%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:20260710T110000
DTEND;TZID=America/Toronto:20260710T120000
DTSTAMP:20260609T173827
CREATED:20260609T181051Z
LAST-MODIFIED:20260609T181051Z
UID:10000487-1783681200-1783684800@www.maximizer.com
SUMMARY:Maximizer 304 – Managing Pipeline in Maximizer for Canaccord
DESCRIPTION:Maximizer 304 teaches Canaccord advisory teams how to effectively manage sales pipelines and business development opportunities using Maximizer CRM. \nParticipants will learn how to create and manage Opportunities\, track deal progression\, visualize pipeline activity\, and maintain accurate opportunity data throughout the sales process. \nDuration: 50 Minutes \nPrerequisite:\nMaximizer 101 – Foundations of Maximizer CRM for Canaccord\nMaximizer 201 – Relationship Management Essentials for Canaccord \nAgenda: \nUnderstanding Opportunities \n\nWhat Opportunities are and why teams use them\nUnderstanding pipeline management concepts\nChoosing the appropriate process\n\nManaging Opportunity Records \n\nCreating Opportunities\nEditing Opportunity details\nUsing Key Fields effectively\nMoving Opportunities between stages\n\nPipeline Visibility & Activity Tracking \n\nSwitching between List View and Kanban Board\nManaging pipeline visibility\nLogging interactions against Opportunities\nTracking activity and follow-ups\n\n 
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YWE2YzljMWUtMmQ2NC00YWZkLWJhZDEtZTE4NDRmY2U0ZjQ1%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/2025/10/maximizer-blog-headers-Fin-Serv-Loyalty.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YWE2YzljMWUtMmQ2NC00YWZkLWJhZDEtZTE4NDRmY2U0ZjQ1%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:20260710T130000
DTEND;TZID=America/Toronto:20260710T153000
DTSTAMP:20260609T173827
CREATED:20260609T175120Z
LAST-MODIFIED:20260609T175120Z
UID:10000474-1783688400-1783697400@www.maximizer.com
SUMMARY:Maximizer 101/201 - Foundations & Relationship Management for Canaccord
DESCRIPTION: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. \nParticipants 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. \nThroughout 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. \nDuration: 2 Hours 20 Minutes \nAgenda \nNavigation & Interface Setup \n\nLogging in to Maximizer\nUnderstanding Households\, Contacts & Companies\nCustomizing the Maximizer interface\n\nManaging Client Records \n\nCreating and editing records\nUnderstanding key fields and details tabs\nCapturing and maintaining client information\n\nCapturing Client Activity \n\nRecording calls\, notes\, and interactions\nAdding files and documentation\nScheduling tasks and follow-ups\n\nWorking with the Timeline \n\nFiltering and reviewing activity\nSearching by interaction type or user\nReviewing historical client activity\n\nSearching & Retrieving Information \n\nUsing Quick Search effectively\nCreating and saving Advanced Searches\nManaging search results and Quick Access icons\n\nRelationship Management \n\nUnderstanding Family Tree functionality\nCreating Related Entries and relationships
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_OGVhNjUxNzQtNzAzOC00ZTEyLThkN2QtNDFiYThkMjQwNDFj%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/2026/01/28.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_OGVhNjUxNzQtNzAzOC00ZTEyLThkN2QtNDFiYThkMjQwNDFj%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:20260713T100000
DTEND;TZID=America/Toronto:20260713T113000
DTSTAMP:20260609T173827
CREATED:20260609T170330Z
LAST-MODIFIED:20260609T170330Z
UID:10000465-1783936800-1783942200@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_OGVlYTE2YjUtNThlOC00ZGUwLWI4ZGMtZTljOTQ5M2YyY2Ux%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_OGVlYTE2YjUtNThlOC00ZGUwLWI4ZGMtZTljOTQ5M2YyY2Ux%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:20260713T130000
DTEND;TZID=America/Toronto:20260713T140000
DTSTAMP:20260609T173827
CREATED:20260609T180733Z
LAST-MODIFIED:20260609T180733Z
UID:10000485-1783947600-1783951200@www.maximizer.com
SUMMARY:Maximizer 303 – Leads Management in Maximizer for Canaccord
DESCRIPTION:Maximizer 303 introduces the lead management process within Maximizer CRM and teaches Canaccord advisory teams how to effectively track prospective business opportunities from initial inquiry through conversion. \nParticipants will learn how to manage leads consistently\, capture engagement activity\, and convert qualified leads into active opportunities. \nDuration: 50 Minutes \nPrerequisite:\nMaximizer 101 – Foundations of Maximizer CRM for Canaccord\nMaximizer 201 – Relationship Management Essentials for Canaccord \nAgenda: \nCreating & Managing Leads \n\nCreating a new Lead\nEditing and updating Lead information\nUnderstanding Lead management workflows\n\nCapturing Lead Activity \n\nLogging interactions and activities\nRecording notes and communications\nTracking follow-up tasks\n\nLead Conversion \n\nMoving Leads through the process\nConverting Leads\nCreating Opportunities from qualified Leads
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_OThiMGZiOTctOGE3ZC00ODRjLWFkOWYtNTdhYzU1NTUyMjhi%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/2025/10/2025.09.16_maximizer-blog-headers-copy06.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_OThiMGZiOTctOGE3ZC00ODRjLWFkOWYtNTdhYzU1NTUyMjhi%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:20260714T160000
DTEND;TZID=America/Toronto:20260714T170000
DTSTAMP:20260609T173827
CREATED:20260609T174348Z
LAST-MODIFIED:20260609T174348Z
UID:10000470-1784044800-1784048400@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_NTRlZTY3ZWMtZTBkMi00MmY5LTkyNTgtNzNkNmZhMTVhOWQ0%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_NTRlZTY3ZWMtZTBkMi00MmY5LTkyNTgtNzNkNmZhMTVhOWQ0%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