As part of my mission to help others, I make presentations to diverse audiences such as accountants, charities, entrepreneurs, investment advisors, insurance advisors, lawyers, the public (architects, dentists, doctors, engineers, …). If you've got a group and like a topic, let's talk. Even if I can't help you directly, maybe someone in my network can.


Here are the most requested topics. The content is tailored to each audience. The presentations are actually interesting. Really!

Build Trust

Market Better

Grasp Risk

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 your group, let's discuss what you're seeking.


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

  • National Organizations including
    1. Assante
    2. BMO Harris Private Banking
    3. BMO Nesbitt Burns
    4. Canaccord Capital
    5. CIBC Wood Gundy
    6. FundEX
    7. IA Securities
    8. Manulife Securities
    9. MD Life Insurance Services
    10. Money Concepts Group
    11. RBC Dominion Securities
    12. TD Waterhouse
  • Regional Organizations including
    1. AT Financial Group
    2. Canada Loyal Financial
    3. Creative Planning Financial Group
    4. Daystar Financial
    5. Financial Horizons
    6. FirstChoice Financial
    7. IDC Financial
    8. Independent Financial Concepts Group (IFCG)
    9. Liland Insurance
    10. Simon L. Jackson Insurance Broker Ltd (now called PPI Solutions)
    11. Versatile Financial Group

PS Network

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