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

Event information for Ottawa


 Event Detail
Organized by: Chapter     
Event Title: Practice Management and Compliance  Event Type: Seminar 
Date/Time
Start: 11/16/2017 End: 11/16/2017 Start Time: 8:00 am End Time: 3:30 pm
Description:
You will not want to miss out on Advocis Ottawa's final Professional Development Day this coming November 16th. Our goal on this day is to provide practice management and compliance tools, better preparing our advisors for the new calendar year.

We are very pleased to have with us Jim Virtue, President and Chief Executive Officer of PPI Solutions Inc. Jim will provide members with an update on what is happening at Advocis and an update on the governmental and regulatory issues that are facing the industry. Jim held various senior positions with Trust and Life Insurance companies before becoming an independent life insurance advisor in 1995. He purchased his first MGA in Calgary in 2000, and for more than a decade grew the Financial Management Group of Companies through mergers and acquisitions until becoming part of PPI in 2010.


With the upcoming, proposed tax changes, we could not ask for a better expert on the topic than our trusted team at Logan Katz. These tax experts will discuss the upcoming proposed changes, and bring advisors up to speed, providing unique commentary.

To round out our excellent day of speakers, we will also learn about today's group landscape from our experts at Manulife, building a better client experience from Shauna Trainor at The Covenant Group, and last but not least a unique presentation on alternative investments from Matt Hendrix of Ninepoint Partners.

Be sure to register for this event, you will not want to miss it.  Stay tuned for more details!

An Advocacy Update will be included in this PD day.


2017 Platinum Sponsor

 
 
Agenda:  
CE Credits: Estimated 5 CE credits & 5 PDUs 
Speaker
Biography:
 
 
Location Infinity Conference Centre
2901 Gibford Dr
Ottawa, ON K1V 2L9
Contact Ann Gregory

ottawa@advocischapter.ca
advocisottawa.ca
Notes:  

Registration Information -
  Early Bird Fee Regular Fee Late Fee
Fee apply date ->   3/12/2017  11/13/2017   
For Member: $ $65.00 $75.00   
For non-member: $ $120.00 $120.00