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

Ottawa Chapter

 Upcoming Event Registration

2018 Budget Update and the World of Benefits

Please click here or copy the link below to purchase a 2018 PD pass or to attend the March 29th PD day only.  


March 29th PD day - 2018 Budget Update and the World of Benefits

Welcome to March, and Advocis Ottawa's second 2018 Professional Development Day; "2018 Budget Update and The World of Benefits".

The 2018 federal budget has been released, and it's time to discuss the implications for business owners and advisors. Graham Wheatley of Logan Katz and Harold Federer of Brazeau Seller will discuss the new budget and address concerns for business owners, advisors and your advisory practice. The panel discussion will be moderated by Advocis' Kris Birchard.

An Advocacy Update will be included in this PD day.

Bob Aggio, Vice-President of PPI Solutions Inc., will follow the panel discussion and provide tools on how to turn living benefit facts and statistics into usable language for your practice. In March, 2012, Bob joined PPI Solutions to lead the Ontario operation. Bob's mandate is to significantly increase the business in Ontario both through attracting new advisors and helping existing advisors increase their business, and is a terrific speaker.

We are pleased to have Paul Karasik provide another motivating presentation on "Maximizing Your Potential". It’s no secret; real success is measured both personally and professionally. Paul will provide you with proven strategies and techniques that will enable you to create more joy, satisfaction, and pleasure in your life while quadrupling your income. Many Advocis members will remember Paul from past seminars as a bright, funny and dynamic speaker.

Following the quintessential Advocis Ottawa lunch buffet, Brent Lemanski from LIMRA and LOMA Canada will present on how to provide advice in a consumer centric, digital world. For over 90 years, the industry has turned to LOMA as its trusted source for quality employee training and development keeping advisors abreast of current industry trends, regulations, emerging technologies and best learning practices in the industry.

To round off our day, we are pleased to have Jeffrey Kearns and Adam Skube from Great West Life join us to discuss industry trends, prospecting for groups, changes in regulation including commission disclosure and value add benefits.

If you have not done so already, be sure to purchase your PD Day Pass, as we still have an EPIC Day of Excellence planned for June, the CE credit-spree that is Advocis' UPDATE in the fall and one more great PD Day lineup in November. See you on the 29th!

All PD days, including Day of Excellence, will be held at the Infinity Centre and are included with your PD pass for only $185 plus HST ($285 plus HST including Update).  Same amazing value and same price as the last few years! 

Upcoming 2018 PD DAYS at Infinity Centre

Thurs, March 29th   Budget Update & The World of Benefits

Tues, June 26th – Day of Excellence ($145 member earlybird price included in PD pass)

Thurs, September 20th – Update 2018 PD day

Thurs, November 22nd    Improving your Practice and Protecting Lives

Even if you missed the first PD day, members can still benefit from financial savings and the ease of being preregistered for each PD day, including DAY OF EXCELLENCE!

Note:  New substitution rule!  You can send another person in your place once during the year.  You must notify the Ottawa administrator via email at least 10 days in advance.   

You may not substitute another person for Day of Excellence or Update.

2018 Platinum Sponsor

Thursday, March 29, 2018

Mervin Clost CFP,CHS,CEA
 Officers and Directors
First Vice President
Janice McFarlane CFP, CLU, CHS
Second Vice President
Jacques Duplain
Jodi Bodkin CHS
Membership Chair
Denyse Braid
Carol-Lee Whipple
Program Chair
Kevin OConnor CFP
Professional Development Chair
Public Awareness Chair
Communication Chair
Best Practices Chair
Brandon Durant CFP, CLU, CHS
Professional Conduct Chair
Jodi Bodkin CHS
Advocacy Chair
David McGruer CFP
Institute Representative
Janice McFarlane CFP, CLU, CHS
Sponsorship Chair
John Saikaley
GAMA Representative
Michael Lutes CFP
Totem Pole Chair
Barbara Gladwish
Past President
Ali Pahlavani CFP, CHS, MBA
Kristan Birchard CLU, CH.F.C.,TEP
Ann Gregory
 Contact Information
Ann Gregory
1 Rideau St, Lower Level Ottawa, ON K1N 8S7
(613) 594-8700