Course details

    1. Presentation

    2. Recording

About this course

  • $44.00
  • 1 CPD hour
  • March 23, 2023

Instructor(s)

Bryan Scott

Bryan D. Scott, B.Comm, CFP, CLU, CHS, CEA, EPC Certified Financial Planner Court of the Table (CoT) of the Million Dollar Round Table (MDRT)

Bryan holds a Bachelor of Commerce degree with a concentration in finance. Since Bryan began his career in the financial services industry in 2012, he has been a member of Advocis, The Financial Advisors Association of Canada. Since 2015, Bryan has also been a qualifying member of the Million Dollar Round Table (MDRT) and as of 2021 has earned the distinction of Court of the Table (CoT) member of MDRT. Bryan strongly believes in education and professional development as he holds several professional designations, most notably the Certified Financial Planner (CFP) designation. Bryan and his team specialize in working in tandem with clients and their accountants in finding solutions that fit their needs and goals.

Stephanie Stewart

Stephanie Stewart, BBA, RHU, CEA, CLU

Stephanie Stewart joined Great West Life in 1998. She has held a variety of positions within the company over years, always supporting Advisors and their businesses.

In 2010 Stephanie joined the GTA Life Insurance support team. She currently serves as an Advanced Case Consultant with Canada Life working with some of the region’s top advisors and their clients.

Stephanie specializes in life insurance integrated solutions in the high net worth market.

Will Pryzdial

Will Pryzdial, MBA, CFP®, PFP®

Regional Sales Manager, Wealth

Product Solutions Centre, Ontario

Will Pryzdial has over 27 years of experience, mostly as an IIROC licenced advisor. For the last 10 years, Will has worked for Canada Life supporting advisors as Regional Manager.

He has extensive experience working with stocks, mutual funds, segregated funds, annuities, guaranteed products and estate planning.

Will has a B.Sc. (Molecular Genetics), MBA and holds both the CFP® and PFP® designations.