1 / 7

Eric Lauzon

Eric Lauzon. Eastern Region RVP. 2013 A Great year!. What is Selling?. Qc East On Atl Evolution $141M $53M Private Client $18M $29M Optima $-10M $-6M UFC total $149M $75M Other Mutual Fund & ICPM $27M -$52M CI Investments $129M $24M

karis
Download Presentation

Eric Lauzon

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Eric Lauzon Eastern Region RVP

  2. 2013 A Great year!

  3. What is Selling? Qc East On Atl • Evolution $141M $53M • Private Client $18M $29M • Optima $-10M $-6M • UFC total $149M $75M • Other Mutual Fund & ICPM $27M -$52M • CI Investments $129M $24M • Total $305M $47M

  4. Net Sales Top Advisors 2013 (East) • Eric Lapointe (Yvon) $20M • Sam El-Chaer 15M • Peter Pomponio 11M • Eric Monfils 9M • Dave Dion 8M • Rick Langille 7M • Pierre-Luc Gagnon 7M • Georges Helou 7M • Martin Frenette 6M • JP Noel 6M • Earl Kaplin 5M • Garfield Moffatt 5M • Andre Mickovitch 5M • James Schofield 5M

  5. Time to Pounce • “Small firms fight for survival:IIAC” Advisor.ca March 2013 • “Tough year ahead for firms, says IIAC” Advisor.ca January 2014

  6. Assante Advantage • Technology • One platform • Navigator • Account opening software • Training • Administrator’s conference • AAPD • NWMC • AT360 • Rewards • Assante Cup • Advantage Points • Chairman’s Council • Share Purchase

  7. Regional Marketing Partnerships • Quebec 2010 • Atlantic 2014 • Ottawa Gatineau 2014 • Investment by HO : $160K (Atlantic and Ottawa) • TV, Billboards, Web • National Campaign (NHL, Juniors (IceCaps…))

More Related