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

Sault Ste. Marie Chapter

 Upcoming Event Registration

Update 2018

Update 2018 will take advisor’s thinking to the next level, focusing on;

  • Technical/Tax Update – industry round-up
  • Living Benefits – making the case
  • The Burden of Illness – key strategies for business owners & executives
  • Lessons from Behavioural Finance – impacting financial decision making

Hear from industry experts:

  • Marilyn deRooy-Pearson, CPA, CA, CLU®, CFP®, TEP
  • Glenn T. Welch, CLU®, CHS®, CH.F.C.®, CFP®
  • Andrew MacKinnon, CLU®, CFP®
  • Chuck Grace, CMA, CPA, CMC
  • Moderated by Terry Zavitz, CLU®, CHS®, CFP®, EPC®, GBA, TEP

Earn up to 12 Institute Accredited CE credits. 6 CE credits earned when you attend Update 2018 seminar at your local Chapter. 6 CE credits earned for the self-study portion.

* Please note Update 2018 is not a live event.

Thursday, June 21, 2018

Cody Middaugh
 Officers and Directors
First Vice President
Second Vice President
Malcolm Smith CFP,CLU,CH.F.C., CHS
Michael Strum
Membership Chair
Dean Beilhartz
Program Chair
Eric Barton CFP, EPC
Cody Middaugh
Professional Development Chair
Len Drouillard CLU
Public Awareness Chair
Len Drouillard CLU
Communication Chair
Carly Breckenridge
Best Practices Chair
Professional Conduct Chair
Advocacy Chair
Eric Barton CFP, EPC
Cody Middaugh
Institute Representative
Jonathen Mosher CFP,CLU,CH.F.C.,CHS
Sponsorship Chair
Eric Barton CFP, EPC
GAMA Representative
David Gearing
Totem Pole Chair
Past President
Eric Barton CFP, EPC
Anthony Deluco CHS
 Contact Information
Cody Middaugh
477 Queen St E #303 Sault Ste. Marie, ON P6A 1Z5
(705) 256-5618 ext 236