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

Peel Halton Chapter

 Upcoming Event Registration

Breakfast Meeting

Jim Virtue, CFP, CLU, CA will discuss the current industry environment, with a focus on the regulatory issues facing financial advisors and the response to those issues by Advocis 

With Jim's current roles both as Chair of Advocis and as President and CEO of PPI Solutions Jim has a unique perspective on these issues and steps we can take as advisors to deal with the future and grow our practices.

Advising Business Families

The technical skills and expertise that have supported your success as an advisor today are not going to help you navigate the interpersonal challenges inherent to business families. When you are an advisor to a family enterprise the dynamics of family relationships come with the territory. Plans will sink or swim, stall or move forward depending on the advisor’s skill and capacity to be authentic, personal and collaborative.

Russel Baskin CEC, FEA, Director of Education and Programing for the Family Enterprise Xchange will introduce key concepts from the Family Enterprise Advisor Program that was designed to augment advisor’s technical skills and help them better understand the complexities and unique challenges of advising their business family clients.  

 Ashleigh Blackmore, Manager of FEX Central Ontario will discuss local events, programs and resources that are available to members and prospective members in her chapter. FEX Central Ontario is a growing chapter made up of family business members and advisors who serve family enterprise clientele.

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
Bernard Applewhaite FLMI
Brent van Ryzewyk CFP,CLU,CH.F.C.,CHS,CEA
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