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2013 Year-End Review | Sales Insights and Top Advisors of Eastern Region

The year 2013 proved to be a dynamic period for sales in the Eastern Region under the leadership of Eric Lauzon. Notable highlights include a total annual net sale of $305 million, with significant contributions from private clients, mutual funds, and CI Investments. Top-performing advisors such as Eric Lapointe and Sam El-Chaer led the region with impressive sales figures. The year also faced challenges as small firms fought for survival, indicating a tough outlook for the coming years. This reflection provides insights into performance trends and strategies moving forward.

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2013 Year-End Review | Sales Insights and Top Advisors of Eastern Region

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  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…))

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