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

Ottawa Chapter

 Upcoming Event Registration

Practice Management and Compliance

An Advocacy Update will be included in this PD day.

2017 Platinum Sponsor

Thursday, November 16, 2017

Mervin Clost CFP,CHS,CEA
 Officers and Directors
First Vice President
Janice McFarlane CFP, CLU
Second Vice President
Jacques Duplain
Jodi Bodkin CHS
Membership Chair
Carol-Lee Whipple
Denyse Braid
Denyse Braid
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
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