Enhancing the professionalism of financial advisors in the best interests of the consumer

Kingston Chapter

 Upcoming Event Registration

Getting Established

The getting established program is a formal Mastermind group of advisors new to the business and who are serious about succeeding in their career. The intentions of the mastermind group is to provide an opportunity for advisors to get together and discuss the business in general and ask questions from peers about how they run their businesses. It will also provide an opportunity to network with peers from other firms.

Jason Howes, CFP - Speaker for March 28 GE event

Please register using the link to the online registration, or you can contact me directly to get signed up - leevallier@hotmail.com

Lunch will be provided!
Thursday, March 28, 2019




Institute Luncheon - Open Forum for Advanced Advisors

Frédérik Kyriazis, Wealth and Tax Planning Consultant with Great West Life

Frédérik is a Chartered Accountant with over 12 years of accounting practice experience in the National Capital Region. He has completed specialized tax training courses offered by the Canadian Institute of Chartered Accountants and specializes in Canadian taxation.
During this time, Frédérik carried out tax planning mandates with private business owners, professionals and farmers in order to develop tax strategies that allow them to accumulate wealth and minimize the tax burden.

This will be a whiteboard session involving the changes to corporate taxation and the new opportunities those changes have created

3 CE Credits

*Hot lunch included*
Wednesday, April 3, 2019




An Evening to Celebrate our Spouses

To the men and women who support our business
The ups and downs of which you witness

Come have a drink on Advocis' tab
Eat food, be merry, share stories and gab



Gifts and door prizes!

Expenses for this event are being subsidized by your Kingston Advocis chapter

$20 per person, includes 3 course meal and a drink ticket

Friday, April 12, 2019




Getting Established

The getting established program is a formal Mastermind group of advisors new to the business and who are serious about succeeding in their career. The intentions of the mastermind group is to provide an opportunity for advisors to get together and discuss the business in general and ask questions from peers about how they run their businesses. It will also provide an opportunity to network with peers from other firms.

Lunch will be provided!
Thursday, April 25, 2019




Thursday, May 2, 2019




Getting Established

The getting established program is a formal Mastermind group of advisors new to the business and who are serious about succeeding in their career. The intentions of the mastermind group is to provide an opportunity for advisors to get together and discuss the business in general and ask questions from peers about how they run their businesses. It will also provide an opportunity to network with peers from other firms.

Lunch will be provided!
Thursday, May 30, 2019




Wednesday, June 5, 2019




Thursday, June 6, 2019




Getting Established

The getting established program is a formal Mastermind group of advisors new to the business and who are serious about succeeding in their career. The intentions of the mastermind group is to provide an opportunity for advisors to get together and discuss the business in general and ask questions from peers about how they run their businesses. It will also provide an opportunity to network with peers from other firms.

Lunch will be provided!
Thursday, June 27, 2019




Thursday, September 12, 2019




Thursday, September 19, 2019




Getting Established

The getting established program is a formal Mastermind group of advisors new to the business and who are serious about succeeding in their career. The intentions of the mastermind group is to provide an opportunity for advisors to get together and discuss the business in general and ask questions from peers about how they run their businesses. It will also provide an opportunity to network with peers from other firms.

Lunch will be provided!
Thursday, September 26, 2019




Wednesday, October 2, 2019




Friday, October 18, 2019




Getting Established

The getting established program is a formal Mastermind group of advisors new to the business and who are serious about succeeding in their career. The intentions of the mastermind group is to provide an opportunity for advisors to get together and discuss the business in general and ask questions from peers about how they run their businesses. It will also provide an opportunity to network with peers from other firms.

Lunch will be provided!
Thursday, October 31, 2019




Getting Established

The getting established program is a formal Mastermind group of advisors new to the business and who are serious about succeeding in their career. The intentions of the mastermind group is to provide an opportunity for advisors to get together and discuss the business in general and ask questions from peers about how they run their businesses. It will also provide an opportunity to network with peers from other firms.

Lunch will be provided!
Thursday, November 21, 2019




Thursday, November 28, 2019




Friday, November 29, 2019





 President
Gregory Gies CFP,CLU,CH.F.C.,CHS
 Officers and Directors
First Vice President
Jason Howes CFP
Second Vice President
Sean Cassidy CFP
Treasurer
Lynn Germain-Neocleous
Secretary
Lynn Germain-Neocleous
Membership Chair
Mark Murano CLU, CFP
Program Chair
Lee Vallier
Professional Development Chair
Jason Howes CFP
Public Awareness Chair
Sean Cassidy CFP
Communication Chair
Sean Cassidy CFP
Best Practices Chair
Lee Vallier
Professional Conduct Chair
Jason Howes CFP
Advocacy Chair
Craig Bouchard CFP, CLU, CHS
Financial Literacy Chair
Sean Cassidy CFP
Institute Representative
Gregory Gies CFP,CLU,CH.F.C.,CHS
Sponsorship Chair
Lynn Germain-Neocleous
GAMA Representative
Jamie Benn CFP, CLU, CHS
Totem Pole Chair
Edward Bettencourt EPC
Past President
William Britton CFP
Directors
Edward Bettencourt EPC
Maureen McBratney
Administrator
Genie Magliaro
 Contact Information
Gregory Gies, CFP,CLU,CH.F.C,CHS
(613) 634-1664 X 225

Kingston@AdvocisChapter.ca