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

Peel Halton Chapter

 Upcoming Event Registration
Monday, September 11, 2017

Wednesday, September 20, 2017

Wednesday, October 4, 2017

Update 2017 #2

Update 2017 will focus on four key areas critical for ‘Driving Client Value’ today:

  • The New Tax Rules – what’s in, what’s out, what’s still under revision?
  • Sticking to the Plan – on the road to retirement
  • Making the Money Last – during retirement
  • Estate Transition – are your executor clients prepared?

Update 2017 delivers a series of video interviews with subject experts.

  • James W. Kraft, CPA, CA, MTax, CLU®, CH.F.C., CFP®, TEP, FEA
  • Teresa Black Hughes, CLU®, CFP®, R.F.P., CIM, FCSI
  • Aurora Tancock, CFP®, FLMI, AIAA
  • Scot Dalton, CIP, CEA
  • Moderated by Christopher George, CLU®, CHS®, CFP®, TEP
  • Earn up to 12 Institute Accredited CE credits. 6 CE credits earned when you attend Update 2017 seminar at your local Chapter. 6 CE credits earned for the self-study portion.

    *Please note Update 2017 is not a live event.

Wednesday, October 18, 2017

Monday, November 13, 2017

Wednesday, November 22, 2017

W. James Kennedy CFP,CLU,CH.F.C.
 Officers and Directors
First Vice President
Debra Schreiber CLU
Second Vice President
Robert Mazur
Membership Chair
Abhishek Sharma CLU, CHS
Program Chair
Jeff Stanzel
Professional Development Chair
Seema Sharma CFP, CLU, CHS
Public Awareness Chair
Communication Chair
Stephen Pagliaroli CLU, RHU,CFP
Best Practices Chair
David Cooke
Professional Conduct Chair
Advocacy Chair
Institute Representative
Suzanna Winsborough CFP, CLU
Sponsorship Chair
Deepesh Ahuja CHS
GAMA Representative
Abhishek Sharma CLU, CHS
Totem Pole Chair
Denise Vitellaro Turner CHS
Past President
Brent van Ryzewyk CFP,CLU,CH.F.C.,CHS,CEA
Bernard Applewhaite FLMI
Bryan O'Grady CFP, CLU
Terri Johnston
 Contact Information
Terri Johnston
6-2400 Dundas St West, Suite 364 Mississauga, ON L5K 2R8
(905) 823-5252