About
The COVID-19 pandemic is causing massive uncertainty in the stock market, and the need for investors to make rational decisions is more important than ever. For advisors, creating new strategies that adapt to investor behavior is vital.

Investors invariably act on their emotions and make suboptimal investment decisions during these trying times. As volatility reigns, understanding the science of human behaviour helps make sense of these apparently irrational investment decisions.

Join this free webinar and hear from the experts at Manulife Investment Management and BEworks on how advisors can tap into behavioral strategies to help clients make sound investment decisions during periods of heightened volatility which could have profound impacts on their financial goals.

This webinar is intended for advisor use only.

Manulife Investment Management’s accreditation for CE credits is currently on-going.
WEBINAR ENDED
Agenda
  • Understand the science behind panic and the perception of risks
  • Learn the impact of behavioral advice on the advisor-client relationship
  • Access tools and resources to help you with your practice
Presenters
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Dr. David R. Lewis
Chief Client Officer @ BEworks
Prior to joining BEworks, David was an assistant professor at the Ted Rogers School of Retail Management at Ryerson University. He has held numerous senior positions in the financial services industry, including head of banking at Barclays Wealth USA, head of banking products at UBS Financial Services USA, board chair at UBS Bank USA, and chief marketing officer and chief information technology officer at ING DIRECT USA. David earned a Ph.D. in Marketing, specializing in consumer behavior, from the Lazaridis School of Business and Economics at Wilfred Laurier University, and an M.B.A. in Strategy and Finance from the Schulich School of Business at York University. David also holds the Chartered Financial Analyst designation.
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Catherine Milum
Head of Wealth Sales, Wealth and Asset Management, Canada @ Manulife Investment Management
Catherine Milum is a customer-obsessed sales powerhouse. From client services to sales and marketing, she has spent her career learning, training and making customers’ decisions easier and their lives better.

As the Head of Wealth Sales, Wealth and Asset Management, Canada, Catherine guides the National Sales team, of more than 100 professionals, by openly imparting her knowledge and experience to help advisors grow their business.

Recognized as one of “Canada’s Most Powerful Women” by the Women’s Executive Network, and a 2019 “Champion of Change” recipient by Women in Capital Markets, Catherine is a trailblazer in the wealth industry. She’s passionate about growing strong relationships and developing the abilities of talented team members – with a specific focus on women in the industry. She’s also an accomplished presenter, with hundreds of seminars on countless topics, under her belt.

For Catherine, information-sharing is about connecting and having fun, and her creative approach has earned her a reputation as one of the top practice management leaders and sales trainers in the industry.
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