Alan Hoffman

Alan Hoffman Email and Phone Number

I help Canadian Financial Advisors / Financial Planners pass their CE Audits with CE Credits that are accredited and accepted across Canada. @ CE-credits.ca Inc
Guelph, ON, CA
Alan Hoffman's Location
Guelph, Ontario, Canada, Canada
Alan Hoffman's Contact Details

Alan Hoffman work email

Alan Hoffman personal email

About Alan Hoffman

As a Continuing Education Provider to Financial Planners across Canada, many believe that our role is to simply provide Live Events WebCasts, and On-Demand content that allow Financial Planners to Earn the CE Credits they need to renew their licenses and designations. At CE-Credits.ca, we have taken our role one giant step further. Through our Agendas, we are providing real Education to the Financial Planning community! Education that every Financial Planner can use to grow their business! Be it by exposing Financial Planners to Products, Sales Ideas, Relevant Client Issues, or Business Growth Ideas, our events are packed with new information.Our Live Events are packed with experienced Financial Planners with an average of 21 years in the business, and with the high level of Interaction built into our events, Financial Planners learn as much from those in the room, as they do from our Presenters.Continuing Education in Financial Planning Industry can be more than just an opportunity to catch up on your emails. At CE-Credits.ca, our events are Educational, Inspirational, and Verifiable. Register through our website and discover what Continuing Education should be.

Alan Hoffman's Current Company Details
CE-credits.ca Inc

Ce-Credits.Ca Inc

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I help Canadian Financial Advisors / Financial Planners pass their CE Audits with CE Credits that are accredited and accepted across Canada.
Guelph, ON, CA
Website:
ce-credits.ca
Employees:
2
Alan Hoffman Work Experience Details
  • Ce-Credits.Ca Inc
    Ce-Credits.Ca Inc
    Guelph, On, Ca
  • Ce-Credits.Ca Inc
    President
    Ce-Credits.Ca Inc Jun 2012 - Present
    Our company is the solution to the increasingly stringent Continuing Education requirements of FPSC, CAAMP, and FSCO.We respect the time and money of Financial Planning Professionals and Mortgage Professionals alike, as we provide a convenient 2-day symposiums to provide their annual Continuing Education requirements with minimal interference to their working schedule.As VP Marketing, I am responsible for overseeing the total marketing efforts of the company, including our eBlast campaign.Responsible for the event coordination, including venue management, coordination of the guest speakers, and Emcee for the events.Management responsibility of IT and Accounting, includes the reporting and maintenance of our website activities, and reporting of our billing department.The world of business has changed in recent years. It is no longer about the product that you can offer... It is now all about the advice and service that you can provide to your clients. Our Continuing Education Events are designed with this principal in mind.
  • Tdmp.Com (Tax Deductible Mortgage Plan)
    Business Development Manager, Ontario
    Tdmp.Com (Tax Deductible Mortgage Plan) Nov 2010 - Mar 2012
    Strategic Consulting, including business plan & sales strategy development.Responsible for developing and executing marketing initiatives to recruit new Mortgage Brokers to represent the Tax Deductible Mortgage Plan to their clients.Responsible for client presentations online and presenting at public seminars.
  • Wealth Booster Inc
    Principal / Financial Planner
    Wealth Booster Inc Jan 2009 - Mar 2010
    Wealth Booster Inc was established as one of the more successful AGAs within the Financial Horizons network.Developed a new sales concept that increased premiums by 3-5 times the normal premium for the mid net worth market. Developed a sales concept to increase sales of GMWB investment products to the almost 40% of total investment sales, our highest proportion of GMWB sales ever. Responsible for hiring and training, developing, and succession planning of advisors
  • Boosterlink Financial Inc
    Principal / Financial Planner
    Boosterlink Financial Inc Jan 2001 - Jan 2008
    Starting as an individual insurance advisor in 2001, BoosterLink Financial developed into an AGA under the Financial Horizons umbrella with a team of 24 Financial Advisors. Built revenue for the organization from a startup in 2006 to $1.3M in 2 years, and an advisor sales team of 24Responsible for the development of new sales concepts for the advisorsEarned 2007 Elite 30 conference from Financial Horizons, and the 2009 Elite Conference from Industrial Alliance
  • Freedom 55 Financial
    Financial Advisor
    Freedom 55 Financial Jan 1996 - Jan 2001
    Provided financial services products, advice, and consultation to a book of business of more than 650 clients Primary responsibility was to sell financial planning solutions to the client base, while providing exceptional customer service. Placed in the top 10 of numerous sales campaigns.

Alan Hoffman Skills

Business Development Investments Financial Planning Insurance Strategic Financial Planning Retirement Planning Wealth Management Finance Marketing Financial Services Financial Advisory Sales Business Strategy Business Planning Mortgage Lending Training Start Ups Recruiting Financial Education Standards Compliance

Alan Hoffman Education Details

  • Schulich School Of Business - York University
    Schulich School Of Business - York University
    Marketing

Frequently Asked Questions about Alan Hoffman

What company does Alan Hoffman work for?

Alan Hoffman works for Ce-Credits.ca Inc

What is Alan Hoffman's role at the current company?

Alan Hoffman's current role is I help Canadian Financial Advisors / Financial Planners pass their CE Audits with CE Credits that are accredited and accepted across Canada..

What is Alan Hoffman's email address?

Alan Hoffman's email address is ch****@****ail.com

What schools did Alan Hoffman attend?

Alan Hoffman attended Schulich School Of Business - York University.

What skills is Alan Hoffman known for?

Alan Hoffman has skills like Business Development, Investments, Financial Planning, Insurance, Strategic Financial Planning, Retirement Planning, Wealth Management, Finance, Marketing, Financial Services, Financial Advisory, Sales.

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