Presentations
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I make non-boring presentations to diverse audiences such as

  • accountants
  • charities and their donors
  • entrepreneurs
  • investment advisors
  • insurance advisors
  • lawyers
  • the public

If you've got a group and a topic of interest, let's talk. Even if I can't help you directly, maybe someone in my network can.

Topics

Here are the most popular and beneficial topics

Most were developed for advisors but can be modified for other audiences.

The presentations are actually interesting. Really. You'll find testimonials when you select a topic.

Each presentation is tailored to the specific audience. Sessions range from 15 minutes to 85 minutes. Most sessions run 45 minutes.

If a different topic interests you, let's discuss what you're

Audiences

Promod has presented to groups of different sizes across Canada and as far away as Switzerland. Here are some:

  • Educational Groups
    • CA Association of Etobicoke
    • Canadian Institute of Actuaries
    • CPB Elite School
    • CGA Association of Brampton
    • Independent Federation of Brokers (IFB)
    • MDRT Study Group of Oakville
    • Pro-Seminars
  • National Organizations
    • Assante
    • BMO Harris Private Banking
    • BMO Nesbitt Burns
    • Canaccord Capital
    • CIBC Wood Gundy
    • FundEX
    • IA Securities
    • Manulife Securities
    • MD Life Insurance Services
    • Money Concepts Group
    • RBC Dominion Securities
    • TD Waterhouse
  • Regional Organizations
    • AT Financial Group
    • Canada Loyal Financial
    • Creative Planning Financial Group
    • Financial Horizons
    • FirstChoice Financial
    • IDC Financial
    • Independent Financial Concepts Group (IFCG)
    • Liland Insurance
    • Simon L. Jackson Insurance Broker Ltd (now called PPI Solutions)
    • Versatile Financial Group

Formats

Sessions include

  • mainstage keynotes
  • "lunch & learn"
  • private groups

PS Network

Market Better
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Spark Insight
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Grasp Risk
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website.png Website
Tame Risk
website.png Taxevity
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