Discovery Series: Unplugged

Jan 28 2025 77 ep. 47 mins 2
Discovery Series: Unplugged Podcast artwork

Welcome to the Discovery Series: Unplugged podcast! Join Reh Bhanji and David Lee from Desjardins Insurance as they dive deep into the stories of real people, real advisors, and real-life experiences. From navigating the highs and lows of the financial industry, to finding success and fulfilment in unexpected places, this podcast is for advisors who want to be inspired, informed, and engaged. So, whether you’re a seasoned professional or just starting out, tune in and join the community!

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Episode 77: Finding Leadership Through Adversity - Connor Langill’s Journey

Jan 28 2025 26 mins  
In Episode 77 of Discovery Series: Unplugged, recorded live at the Desjardins Agents Planning Meeting in Blue Mountain, we sit down with Connor Langill, Insurance Account Representative at Traci Langill Desjardins Independent Insurance Agency. Connor shares his inspiring journey from the ice rink to the insurance world, reflecting on the challenges he faced after being diagnosed wi

Episode 76: Rooted in Legacy - Karla Morris on Wealth and Succession in Farming Communities

Jan 21 2025 39 mins  
In Episode 76 of the Discovery Series: Unplugged, we sit down with Karla Morris, an Insurance Advisor at Aviso Wealth from Nipawin, Saskatchewan. Married into a farming family, Karla's story is one of resilience, growth, and community. Karla opens up about the unique challenges and opportunities of working with farming families—from the impact of life insurance in preserving

Episode 75: Limitless Resilience - Nitin Bansal’s Journey Beyond Numbers

Jan 14 2025 44 mins  
Welcome to the 75th episode of the Discovery Series: Unplugged, kicking off 2025 with a deeply moving and inspiring story. Join host Reh Bhanji as he sits down with Nitin Bansal, Director of Actuarial Support at IDC Worldsource Insurance Network Inc., to explore a powerful intersection of life, health, and resilience. From a life-altering health scare to redefining his approach to

Episode 74: Life, Love & Legacy - Anastasio Miras on Building a Succession Plan

Dec 10 2024 37 mins  
Recorded live from the DFSIN Ontario Central PD Day, this heartfelt episode of Discovery Series: Unplugged features Anastasio Miras, Life and Health Insurance Advisor at DFSIN. Anastasio shares his deeply personal journey into the insurance industry, inspired by his father, Dimitros "Jim" Miras. From watching his dad study for his CFP to stepping into the family business, Anastasio

Episode 73: We Speak the Same Language - Empowering Small Businesses with Desjardins & OCC

Dec 03 2024 57 mins  
In this special episode of Discovery Series: Unplugged, we’re bringing you a collaboration between Desjardins and the Ontario Chamber of Commerce (OCC) to explore the impactful ways they’re supporting small businesses and fueling economic growth. Join host Reh Bhanji and co-host David Lee as they speak with two exceptional leaders: Marilyn Horrick, Senior Vice President, Mark

Episode 72: From Healthcare to Financial Care - Ashley Champagne on Preparing Clients for Life's Big Changes

Nov 26 2024 36 mins  
In this episode of Discovery Series: Unplugged, we sit down with Ashley Champagne, Insurance Agent and Account Manager at Desjardins Insurance Agency in Waterloo, Ontario. Ashley shares her inspiring journey from a career in healthcare to becoming a trusted advisor, helping clients navigate life’s major milestones. Ashley offers practical advice for advisors, including: How to

Episode 71: The Wealth Algorithm - Eric Chevrette on Resilience, Innovation, and Financial Success for Consultants

Nov 19 2024 60 mins  
In this special episode of Discovery Series: Unplugged, host Reh Bhanji and co-host David Lee sit down with Eric Chevrette, one of Canada’s most successful financial advisors and the President and Founder of IT360 Financial. Known for his innovative methods and upcoming book, The Wealth Algorithm, Eric shares his mission to help independent consultants and entrepreneurs maximize

Episode 70: Finding the Spark - Empowering Small Businesses with Desjardins GoodSpark Grants

Nov 05 2024 37 mins  
In this inspiring episode of Discovery Series: Unplugged, Reh Bhanji welcomes Rebeca Wieler Chen, a Financial Advisor with Desjardins Financial Security Independent Network in London, Ontario. Rebeca shares her passion for empowering small businesses and dives into the impact of the Desjardins GoodSpark Grant, which has provided $3 million in funding to 150 Canadian small businesse

Episode 69: Back to the Future - Timeless Sales Strategies for Modern Advisors

Oct 29 2024 56 mins  
In this live episode from the IDC Vice Presidents Conference in Whistler, host Reh Bhanji sits down with industry legends Greg Osmak (Executive Vice President of Sales & Marketing, IDC Worldsource), Bob McNary (Founder, McNary Financial Services), and Geoff McNary (Certified Financial Planner, McNary Financial Services). Together, they explore how advisors can adopt a "back to

Episode 68: Maximizing Advisor Value - Live from the IDC VP Conference

Oct 22 2024 40 mins  
In this live episode recorded at the IDC Vice Presidents Conference in Muskoka, host Reh Bhanji sits down with Greg Osmak, Executive Vice President of Sales & Marketing at IDC Worldsource Insurance Network, and Jonathan Mullett, Director of Risk Management at Access Private Wealth.Together, they dive into the challenges facing the life insurance industry, including a significant de