Upcoming CRM Webinars & Events

Turbocharge Your Sales Engine

Join our webinar where we’ll give you practical day-to-day tricks you can use to manage and grow your sales pipeline. Learn how to better manage new leads and convert them to customers while improving visibility of the overall pipeline.

Date: Tuesday, 21 May 2019

Time: 11am PST/2pm EST

Location: Online

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Wealth Professional Awards Ceremony

The Wealth Professional Awards has been the benchmark for recognition of excellence as the biggest and most prestigious showcase of excellence in the wealth management industry. Maximizer is a finalist for “The WP Magazine Readers’ Choice Award for Industry Service Provider of the Year”.

Date: Thursday, 30 May 2019

Location: The Liberty Grand, Toronto

CIFPs Annual National Conference

The CIFPs Annual National Conference is the premier financial planning gathering of major Canadian financial services organisations, planners and technical and educational experts. In addition to having a booth in the exhibitor area throughout the conference, Maximizer will be hosting a breakout session on Wednesday, 5 June at 10am in Stanley Park Salon 2.

Date: Sunday, 2 June 2019 to Wednesday, 5 June 2019

Location: The Westin Bayshore, Vancouver

CAILBA 2019 National Conference & AGM

The Canadian Association of Independent Life Brokerage Agencies is a unified voice for the brokerage-based distribution of insurance, investment and financial products. In addition to having a booth in the exhibitor area throughout the conference, Maximizer will be presenting as part of the Technology Panel on Tuesday, 4 June at 2:30pm in the Crystal Ballroom.

Date: Monday, 3 June 2019 to Wednesday, 5 June 2019

Location: The Fairmont Empress, Victoria