Gift of Life Insurance Workshop

 Registration is closed for this event
Join this presentation for an informative discussion on Gifts of Life Insurance and the different ways a gift can be made to a charity. This presentation is eligible for 1 CFRE Credit. Breakfast Buffet will be provided.

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Blair Smith, B Comm (Hons), CFP, CLU, CH.F.C., TEP

Blair brings over 30 years of experience in the financial services industry. Over that time, he has earned the Certified Financial Planner, Chartered Financial Consultant, Chartered Life Underwriter, and the Trust and Estate Practitioner designations. He is an active member of many industry organizations and continues to take on leadership roles because he is committed to professionalism, protecting consumer interests, and continuous learning to help clients with their financial plans.

Before joining ONYX Financial Group Blair was with Great-West Life, a global financial services leader based in Winnipeg. In that role he supported, recruited, and coached independent financial advisors. Prior to that, Blair was with ScotiaMcLeod Financial Services where he was responsible for partnering with brokers to assist their clients with estate planning and risk management solutions.

Blair joined ONYX Financial Group in 2018 and is responsible for comprehensive financial planning for clients and growing the company’s Wealth Management division. He uses his expertise, passion for helping people, and caring attitude to help clients achieve their financial goals

 

May 16th, 2023 8:30 AM
Winnipeg Winter Club
200 River Ave
Winnipeg, MB R3L 0B2
Canada
Phone: 204-813-5450
Email: Email:
Member $ 35.00 + $ 0.00 Tax
Non-Member $ 45.00 + $ 0.00 Tax

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