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DTSTART;TZID=America/Toronto:20260605T130000
DTEND;TZID=America/Toronto:20260605T153000
DTSTAMP:20260605T224013
CREATED:20260522T141138Z
LAST-MODIFIED:20260604T212839Z
UID:10000362-1780664400-1780673400@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_ZWU0YjZkMTItNTkyYi00Y2FkLWE3ZjUtYWNiNmMyMDA5ZTAw%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_ZWU0YjZkMTItNTkyYi00Y2FkLWE3ZjUtYWNiNmMyMDA5ZTAw%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:20260605T110000
DTEND;TZID=America/Toronto:20260605T120000
DTSTAMP:20260605T224013
CREATED:20260522T134640Z
LAST-MODIFIED:20260528T161842Z
UID:10000354-1780657200-1780660800@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_MzdkZDUyNzYtZTdkNS00MDYwLWJmYjctZjNhNGNmNjcyZmE0%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_MzdkZDUyNzYtZTdkNS00MDYwLWJmYjctZjNhNGNmNjcyZmE0%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:20260604T130000
DTEND;TZID=America/Toronto:20260604T143000
DTSTAMP:20260605T224013
CREATED:20260417T185859Z
LAST-MODIFIED:20260519T174703Z
UID:10000300-1780578000-1780583400@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_N2M5MTM0ZTktZDAwNy00ODVhLWI3ODQtODljZjI3OTAyOWNj%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_N2M5MTM0ZTktZDAwNy00ODVhLWI3ODQtODljZjI3OTAyOWNj%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:20260604T130000
DTEND;TZID=America/Toronto:20260604T140000
DTSTAMP:20260605T224013
CREATED:20260522T134333Z
LAST-MODIFIED:20260522T134333Z
UID:10000351-1780578000-1780581600@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_MDAwN2QyZTAtNGViMC00NTJiLWE2N2YtZTY2MTQyNjBiNDQ5%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_MDAwN2QyZTAtNGViMC00NTJiLWE2N2YtZTY2MTQyNjBiNDQ5%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:20260604T103000
DTEND;TZID=America/Toronto:20260604T120000
DTSTAMP:20260605T224013
CREATED:20260522T131620Z
LAST-MODIFIED:20260528T161250Z
UID:10000337-1780569000-1780574400@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_ODE1MzJlMmMtYjc3Yi00YjgzLThhNzItZDI2OWE1ZjM4MGE0%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_ODE1MzJlMmMtYjc3Yi00YjgzLThhNzItZDI2OWE1ZjM4MGE0%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:20260603T170000
DTEND;TZID=America/Toronto:20260603T180000
DTSTAMP:20260605T224013
CREATED:20260522T132310Z
LAST-MODIFIED:20260526T120630Z
UID:10000341-1780506000-1780509600@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_ZTEzZmZlMDctY2UwNS00YjRlLWI4YzgtMDQ2ZGUzMzE3MTU1%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_ZTEzZmZlMDctY2UwNS00YjRlLWI4YzgtMDQ2ZGUzMzE3MTU1%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:20260603T100000
DTEND;TZID=America/Toronto:20260603T110000
DTSTAMP:20260605T224013
CREATED:20260522T134039Z
LAST-MODIFIED:20260522T134039Z
UID:10000348-1780480800-1780484400@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_MjdkY2VhZTYtMDNmNi00MThkLTg5MzYtZjg2Y2ZmNzUxZTVm%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_MjdkY2VhZTYtMDNmNi00MThkLTg5MzYtZjg2Y2ZmNzUxZTVm%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:20260602T160000
DTEND;TZID=America/Toronto:20260602T170000
DTSTAMP:20260605T224013
CREATED:20260522T133527Z
LAST-MODIFIED:20260526T220814Z
UID:10000344-1780416000-1780419600@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_YzU3YmY5M2UtMjU2YS00ZjdmLWI0OTctN2RkNDA3ZTZmMWQ1%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_YzU3YmY5M2UtMjU2YS00ZjdmLWI0OTctN2RkNDA3ZTZmMWQ1%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:20260602T140000
DTEND;TZID=America/Toronto:20260602T153000
DTSTAMP:20260605T224013
CREATED:20260522T131458Z
LAST-MODIFIED:20260528T161443Z
UID:10000336-1780408800-1780414200@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_ZmQxN2MyMjItMjA0ZS00NzViLTllM2MtNTZjZTlmZjE5MGRh%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_ZmQxN2MyMjItMjA0ZS00NzViLTllM2MtNTZjZTlmZjE5MGRh%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:20260602T130000
DTEND;TZID=America/Toronto:20260602T163000
DTSTAMP:20260605T224014
CREATED:20260417T172407Z
LAST-MODIFIED:20260519T174654Z
UID:10000289-1780405200-1780417800@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_ZDkyM2I5YTktODM2OC00ODA0LWJiODItOGEzMzk0ZjMzM2E5%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_ZDkyM2I5YTktODM2OC00ODA0LWJiODItOGEzMzk0ZjMzM2E5%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:20260529T130000
DTEND;TZID=America/Toronto:20260529T153000
DTSTAMP:20260605T224014
CREATED:20260522T140834Z
LAST-MODIFIED:20260527T165046Z
UID:10000361-1780059600-1780068600@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_NjY1NDE5Y2MtZTlkOC00YmUyLWIzOWEtYmYyZjE4ZThkYTFm%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_NjY1NDE5Y2MtZTlkOC00YmUyLWIzOWEtYmYyZjE4ZThkYTFm%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:20260528T170000
DTEND;TZID=America/Toronto:20260528T180000
DTSTAMP:20260605T224014
CREATED:20260518T004418Z
LAST-MODIFIED:20260526T120859Z
UID:10000334-1779987600-1779991200@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_MDJjZmM1NjktNmEwYS00ZGRlLWI2OGYtZTFiNTRkMzFiNGU3%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_MDJjZmM1NjktNmEwYS00ZGRlLWI2OGYtZTFiNTRkMzFiNGU3%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:20260528T130000
DTEND;TZID=America/Toronto:20260528T143000
DTSTAMP:20260605T224014
CREATED:20260417T185607Z
LAST-MODIFIED:20260519T174341Z
UID:10000299-1779973200-1779978600@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_ZWE5NzliMDYtZDRkNi00Y2I4LTkzZjAtMmNjMWE0OTFiOWI1%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_ZWE5NzliMDYtZDRkNi00Y2I4LTkzZjAtMmNjMWE0OTFiOWI1%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:20260527T130000
DTEND;TZID=America/Toronto:20260527T140000
DTSTAMP:20260605T224014
CREATED:20260518T002104Z
LAST-MODIFIED:20260518T003155Z
UID:10000329-1779886800-1779890400@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_MDcyNmI3NWItN2FjMy00ZTkyLWFmMTYtZjBiODAwNjU1Mjc3%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_MDcyNmI3NWItN2FjMy00ZTkyLWFmMTYtZjBiODAwNjU1Mjc3%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:20260527T100000
DTEND;TZID=America/Toronto:20260527T113000
DTSTAMP:20260605T224014
CREATED:20260518T004029Z
LAST-MODIFIED:20260527T122927Z
UID:10000332-1779876000-1779881400@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_NzlkMGZkYjYtZGYwMi00MTI5LWIwN2ItNGZhMGMxZWMzZGVm%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_NzlkMGZkYjYtZGYwMi00MTI5LWIwN2ItNGZhMGMxZWMzZGVm%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:20260526T130000
DTEND;TZID=America/Toronto:20260526T163000
DTSTAMP:20260605T224014
CREATED:20260417T171825Z
LAST-MODIFIED:20260519T174249Z
UID:10000288-1779800400-1779813000@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_MjliZDczMGUtMjc5OC00NDBjLTg3ZjEtNjhiNzAyNzk2MzM4%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_MjliZDczMGUtMjc5OC00NDBjLTg3ZjEtNjhiNzAyNzk2MzM4%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:20260526T113000
DTEND;TZID=America/Toronto:20260526T123000
DTSTAMP:20260605T224014
CREATED:20260518T004257Z
LAST-MODIFIED:20260518T004257Z
UID:10000333-1779795000-1779798600@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_ZGVmMGIzMTktYjEzYi00NDc2LWE2MzQtNDk5NGE3MWFlNGIx%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_ZGVmMGIzMTktYjEzYi00NDc2LWE2MzQtNDk5NGE3MWFlNGIx%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:20260526T100000
DTEND;TZID=America/Toronto:20260526T110000
DTSTAMP:20260605T224014
CREATED:20260518T000329Z
LAST-MODIFIED:20260518T000329Z
UID:10000328-1779789600-1779793200@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_NGYyYjJiYTEtMTM2Ny00NTlkLThmNDMtMTVjYjZkODg5M2E3%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_NGYyYjJiYTEtMTM2Ny00NTlkLThmNDMtMTVjYjZkODg5M2E3%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:20260525T160000
DTEND;TZID=America/Toronto:20260525T170000
DTSTAMP:20260605T224014
CREATED:20260517T235231Z
LAST-MODIFIED:20260517T235522Z
UID:10000327-1779724800-1779728400@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_OTA5NDQ1YWUtMGNlMi00MTU2LWJkZTYtY2Q0NzI5ZDhmODI3%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_OTA5NDQ1YWUtMGNlMi00MTU2LWJkZTYtY2Q0NzI5ZDhmODI3%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:20260525T140000
DTEND;TZID=America/Toronto:20260525T153000
DTSTAMP:20260605T224014
CREATED:20260518T003752Z
LAST-MODIFIED:20260518T003855Z
UID:10000331-1779717600-1779723000@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_YTY2ZTZhZWMtOWIxNC00ZDBkLTgyNjItYzc0ZmY4NjY1YTQw%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_YTY2ZTZhZWMtOWIxNC00ZDBkLTgyNjItYzc0ZmY4NjY1YTQw%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:20260522T100000
DTEND;TZID=America/Toronto:20260522T110000
DTSTAMP:20260605T224014
CREATED:20260517T233257Z
LAST-MODIFIED:20260517T235625Z
UID:10000326-1779444000-1779447600@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_YzNmNWEwODItMzIxYi00M2M3LTkxYzgtODJlN2Q3YTFhMGZj%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_YzNmNWEwODItMzIxYi00M2M3LTkxYzgtODJlN2Q3YTFhMGZj%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:20260520T130000
DTEND;TZID=America/Toronto:20260520T133000
DTSTAMP:20260605T224014
CREATED:20260422T215930Z
LAST-MODIFIED:20260422T215930Z
UID:10000323-1779282000-1779283800@www.maximizer.com
SUMMARY:Get Set Up: Maximizer in Outlook 365 (Quick Start Session)
DESCRIPTION:Before you attend the training workshop on Turn Emails into Action\, you need to make sure your environment is ready. \nThis short\, guided session walks you through installing and configuring Maximizer in Outlook so you can hit the ground running in your full training session. \nWhy Attend This Session\nAvoid delays. Eliminate setup issues. Start your training fully prepared. If you currently operate in Outlook Classic\, then this session is a must! \nIn just 30 minutes\, we’ll ensure: \n\nYour Maximizer Outlook App is installed correctly\nYou can log in without issues\nYour workspace is configured for immediate use\n\nNo troubleshooting during class. No wasted time. \n\nWhat You’ll Get Set Up\n\nBy the end of this session\, you will: \n\nInstall the Maximizer CRM Outlook App from the Microsoft App Store\nLog in securely using your organization’s authentication\nPin the Maximizer panel in Outlook for easy access\nUnderstand how Maximizer integrates directly into your inbox\n\nThis ensures a smooth\, secure\, and compliant setup aligned with your organization’s environment. \nHow the Session Works\n\nLive\, instructor-led walkthrough\nStep-by-step setup guidance\nReal-time support for login and installation\nQuick validation to confirm you’re ready for training\n\n  \nCourse Details\n\nDuration: 30 minutes\nFormat: Live\, instructor-led setup session\nPurpose: Pre-requisite / training readiness\nRequirement: Outlook 365 access\n\n\nGet Ready for Training\nThis is the fastest way to ensure your Maximizer training is productive from minute one. \nJoin this session first—so your actual training is focused on learning\, not setup. \n 
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NDRmYmVmOTQtMDAyOS00ZjcxLTk1MzItMzFjZTg5MzI0NmJi%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/svg+xml:https://www.maximizer.com/wp-content/uploads/2023/08/Microsoft-Outlook-logo-details-page.svg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NDRmYmVmOTQtMDAyOS00ZjcxLTk1MzItMzFjZTg5MzI0NmJi%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:20260520T100000
DTEND;TZID=America/Toronto:20260520T113000
DTSTAMP:20260605T224014
CREATED:20260515T155018Z
LAST-MODIFIED:20260517T233453Z
UID:10000324-1779271200-1779276600@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_YTU1ODgxY2QtNmQyZS00OTZmLTgzNjItOGUzYTA4OTlmZDQz%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_YTU1ODgxY2QtNmQyZS00OTZmLTgzNjItOGUzYTA4OTlmZDQz%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:20260519T130000
DTEND;TZID=America/Toronto:20260519T163000
DTSTAMP:20260605T224014
CREATED:20260417T171542Z
LAST-MODIFIED:20260519T174011Z
UID:10000287-1779195600-1779208200@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_MDk3Zjk2MDktM2I1Ny00NzVlLThmNjEtZGExN2U0ZGViMzIy%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_MDk3Zjk2MDktM2I1Ny00NzVlLThmNjEtZGExN2U0ZGViMzIy%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:20260514T130000
DTEND;TZID=America/Toronto:20260514T143000
DTSTAMP:20260605T224014
CREATED:20260417T185121Z
LAST-MODIFIED:20260417T185121Z
UID:10000297-1778763600-1778769000@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_OWI2ZTUxYTctNTJiMi00ZGEzLWI5NzgtNzQxYzVkMjRkMTU2%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_OWI2ZTUxYTctNTJiMi00ZGEzLWI5NzgtNzQxYzVkMjRkMTU2%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:20260512T130000
DTEND;TZID=America/Toronto:20260512T163000
DTSTAMP:20260605T224014
CREATED:20260417T171145Z
LAST-MODIFIED:20260417T171145Z
UID:10000286-1778590800-1778603400@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_Y2RlMjdlOWQtNjBiMi00MjIzLTkwMTEtODkyZDY1ODIzOTg1%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_Y2RlMjdlOWQtNjBiMi00MjIzLTkwMTEtODkyZDY1ODIzOTg1%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:20260507T130000
DTEND;TZID=America/Toronto:20260507T143000
DTSTAMP:20260605T224014
CREATED:20260417T184956Z
LAST-MODIFIED:20260417T184956Z
UID:10000296-1778158800-1778164200@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_ZmNhZGFiZDUtYzAxNi00NjUwLThiYjMtZTY4Y2Y0ZGYzNTdi%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_ZmNhZGFiZDUtYzAxNi00NjUwLThiYjMtZTY4Y2Y0ZGYzNTdi%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:20260505T130000
DTEND;TZID=America/Toronto:20260505T163000
DTSTAMP:20260605T224014
CREATED:20260417T163323Z
LAST-MODIFIED:20260417T164320Z
UID:10000254-1777986000-1777998600@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_ZjliYWFkYjgtZTYyOC00MTU0LWJjMTEtNjBiMTI4ZDQ3M2Vl%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_ZjliYWFkYjgtZTYyOC00MTU0LWJjMTEtNjBiMTI4ZDQ3M2Vl%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:20260430T130000
DTEND;TZID=America/Toronto:20260430T143000
DTSTAMP:20260605T224014
CREATED:20260225T180859Z
LAST-MODIFIED:20260225T212616Z
UID:10000252-1777554000-1777559400@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_OTk1NWY1YTUtMzY4OS00ODAxLTg3NzQtMmNmNjI5OGQ1ODQ5%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_OTk1NWY1YTUtMzY4OS00ODAxLTg3NzQtMmNmNjI5OGQ1ODQ5%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:20260428T130000
DTEND;TZID=America/Toronto:20260428T163000
DTSTAMP:20260605T224014
CREATED:20260308T223907Z
LAST-MODIFIED:20260515T174337Z
UID:10000255-1777381200-1777393800@www.maximizer.com
SUMMARY:Introduction to Maximizer FSE for Canaccord Genuity Wealth Advisors - Private Class
DESCRIPTION:Content is protected.
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_N2E0M2U3YzItNDljMy00Y2Y5LWE4YzUtMDAyMjA0MzlmNzli%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
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_N2E0M2U3YzItNDljMy00Y2Y5LWE4YzUtMDAyMjA0MzlmNzli%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