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The Advisor Breakfast Club is for Advisors, TPA’s, and Insurers to meet once a month and have open and transparent dialogue covering current and relevant employee benefit questions, experiences, issues, industry trends etc. Whether you are a seasoned vet, or a newbie to the industry this is worth two hours a month to better your knowledge. Together we can elevate each other, our profession and better support our clients.Ìý

We meet the third Thursday of each month from 8:30 to 10am EST via Zoom. The Link is provided the day prior to the meeting.Ìý

How it works:Ìý

• Register for the event.Ìý
• While registering you will be asked to provide a question
• There are no dumb questions, it’s a safe place to learn.Ìý
• For TPA & Insurers, this isÌýnotÌýa forum for you to sell your products or services. (Special events or in-person meetings will provide opportunity for sponsorship / guest speakers)Ìý
• Products and services can be discussed in general terms. Supporting advisors or providing insight are your key motives for participating.Ìý
• Have an open mind to new ideas, concepts, and perspectives.Ìý

The Ajax breakfast meeting is on the 3rd Wednesday of each month at 8:00 am.Ìý

The Cambridge/Ayr breakfast meeting is on the 2nd Wednesday of each month from 8:30 to 10am.Ìý

Attendance Maximum: 24 people.Ìý

Location:Ìý Golden Harvest Diner - 2492 Cedar Creek Rd, Ayr, ON N0B 1E0, Canada

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Virtual Eastern Ontario Advisor breakfast meeting!

Taking place on a bi-monthly basis, these meetings are held virtually via Zoom. For anyone that would like to be added to the email list to stay in the loop of upcoming meetings and receive registration details, please reach out to either Jennifer Brimble or Jordan Bulhoes and they will add your name to the list.

The Zoom link is sent to registrants the day prior to the meeting. Look forward to seeing you there!

Contact details below:

Jennifer Brimble:Ìýjenniferb@beneplan.ca
Jordan Bulhoes:Ìýjbulhoes@thebenefitstrust.com

The national breakfast meetings are held quarterly. Two meetings will be agenda topic driven and two will be webinar/educationalÌýformat. Please reach out to the coordinator for specific details.Ìý

Virtual meetings through Zoom.Ìý

Please reach out to the coordinator for specific details.

Virtual meetings through Zoom will be utilized until the COVID19 Crisis passes.Ìý

If you are interested in attending these breakfasts and being a part of the conversation, please contact:
Shannon Hamilton at shannon.hamilton@bbd.ca, or Jen Plaza at jen@plazaconsultingservices.com