Greg Pollock, M.Ed., LL.M., C.Dir., CFP
President and CEO
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Greg Pollock, M.Ed., LL.M., C.Dir., CFP, President and CEO
Greg Pollock is the President and CEO of Advocis, The Financial Advisors Association of Canada.
At Advocis, Greg is responsible for providing effective strategic leadership and direction. He oversees all aspects of Advocis's day-to-day activities, including advocacy, continuing education, best practices and E&O insurance. In addition, he coordinates the interests of Advocis's 40 chapters and helps grow membership by giving voice to the more than 12,000 members nationwide.
Greg is also the Chief Operating Officer of The Institute, the leading designation body in Canada for financial-services practitioners in the specialty areas of wealth transfer, estate planning and living benefits.
Prior to joining Advocis in 2008, Greg was general secretary of the 43,000-member Ontario English Catholic Teachers' Association (OECTA). The general secretary is the executive director, responsible for all aspects of the organization and management of the provincial association. This position involved collective bargaining, government liaising, strategic planning, dispute resolution and financial management. In 2012, Greg was awarded the Diamond Jubilee Medal for his contribution to the teaching profession in Canada.
Greg was appointed to the federal government's Task Force on Financial Literacy in 2009. He is a sought-after speaker on industry issues, both to national and international audiences. He speaks to professional financial advisors and planners about the trends and developments in the regulation of financial advice and the association that is their voice.
Greg is not only a teacher by profession but also a lifelong learner. He is a CERTIFIED FINANCIAL PLANNER® Professional and a Chartered Director from McMaster University's DeGroote School of Business. He has both a Master of Laws degree from York University's Osgoode Hall Law School and a Master of Educational Administration from the University of Toronto.
Greg can be contacted via email at firstname.lastname@example.org.
Ed Skwarek, B.A., LL.B., LL.M.
Vice President, Regulatory and Public Affairs
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Ed Skwarek, B.A., LL.B., LL.M., Vice President, Regulatory and Public Affairs
As a member of Advocis’s executive management team, Ed’s chief responsibility is to ensure that Advocis’s voice is heard by all key stakeholders in the financial services sector. As such, Ed’s roles is multifold, and in addition to advocating key Advocis positions to bureaucrats, legislators, and policymakers, he assesses and reviews numerous position papers and industry trends, develops policy and prepares formal submissions in response to consultation documents released by governments and regulators across Canada.
Ed ensures that Advocis’s policy positions, marketing and communications campaigns are created and distributed in a manner accessible to all relevant parties, including provincial and federal officials and politicians, various corporate and industry stakeholders, the Advocis membership, and the media in general.
As Vice President, Regulatory and Public Relations, Ed:
- Leads the Regulatory Affairs Group, and oversees the development of comprehensive policy positions in the interest of advisors and consumers, and directs the implementation of Advocis's responses to regulatory and legislative changes within the broader financial sector. This entails monitoring both legal and regulatory developments in 12 jurisdictions and over 50 regulators and ministries across Canada. In addition he personally advocates for the Association by making representations to insurance and securities regulators, government officials and politicians, and before the courts;
- Directs the development of the annual Advocis Regulatory Affairs Symposium which addresses legal, regulatory and broader policy issues within the financial services sector in Canada and abroad. Ed has re-oriented the Symposium into a profit-generating venture and converted its content into sought-after continuing education credits;
- Leads the Marketing department and its Creative Services team in the development of marketing and advertising campaigns and associated initiatives, programs, and metrics, all of which address the needs of key departments within Advocis, including Education Services, Membership Services, Government Relations, Corporate Relations, the Institute for Advanced Financial Education, GAMA Canada, the Century Initiative, and the Advocis Protective Association;
- Sets and directs the strategy of the Communications department, ensuring Advocis's media presence in print, television and social media effectively communicates its policy positions and public relations messaging to the right stakeholders at the right time and in the right manner. He also oversees – and contributes to – FORUM Magazine, which focuses on matters relevant to those interested in the provision of professional financial advice and planning and related matters relevant to the broader financial sector;
- In collaboration with the Vice President, Government and Corporate Relations, Ed leads various advocacy initiatives and makes representations to corporate stakeholders. He also represents the Association at industry working groups and develops strategic alliances with key industry stakeholders.
Prior to joining Advocis, Ed was counsel and later senior legal counsel with leading Canadian securities regulators. In addition, he has worked with a number of large financial product and service manufactures and developers within Canada.
In addition to his B.A., and LL.B., Ed holds an LL.M. from the London School of Economics and Political Science where he studied the development and structure of complex financial instruments and products in the banking, securities, insurance and pensions sectors, and their broader legal and policy implication. He graduated from the LSE as a specialist in corporate and securities law, with merit.
Vice President, Government and Corporate Relations
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Peter Tzanetakis, Vice President, Government and Corporate Relations
Peter Tzanetakis is Vice President, Government and Corporate Relations. Peter advocates key association positions to legislators and corporate stakeholders as well as other identified groups such as key industry associations, and he promotes the value proposition of Advocis.
Peter's main objective is to ensure the association's views are communicated clearly to major stakeholders including government officials, politicians, corporate stakeholders, and key industry associations. This communication is important as it builds the association as a relevant and influential player within the financial services sector.
In his role as Vice President, Government and Corporate Relations, Peter:
- leads the Government Relations group in the development and implementation of a pan-Canadian grassroots advocacy program;
- leads the Corporate Relations program, ensuring Advocis is positioned as the leading professional association for financial advisors in Canada;
- collaborates with the VP of Regulatory and Public Affairs in leading advocacy initiatives relevant to the work of the association, and makes representations to government officials and politicians regarding association policy positions;
- ensures key stakeholders are seeking the association's input on legislative and policy initiatives by developing lasting relationships with key government officials;
- represents the association at industry working groups; and
- develops strategic alliances with key industry stakeholders
Peter was previously Director, Economics and Statistics, with PricewaterhouseCoopers, and Senior Manager, Economic and Tax Policy, at Ernst & Young. As a consultant, Peter helped clients deal effectively with governments on a wide range of policy and regulatory issues. Other former roles include Senior Economist and Director of Policy at the Canadian Chamber of Commerce, Manager of International Trade Policy for the Federal Government's International Trade Centre, and Economist at Industry Canada's Policy Division.
Peter received his Bachelor of Arts, Honours Economics, from the University of Western Ontario in 1989, and earned his Master of Arts in Economics from Queen's University in 1991.