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

Calgary Chapter

 Upcoming Event Registration

2020 Year at a Glance

2020 YEAR AT A GLANCE


*ALL EVENTS ARE SUBJECT TO CHANGE (DATES, TIMES, VENUES) AND CANCELLATION  (BASED ON REGISTRATIONS). EVERY EFFORT WILL BE MADE TO PROVIDE ACCEPTABLE NOTICE OF AN EVENT CHANGE OR CANCELLATION. ALL CHANGES AND CANCELLATIONS WILL BE POSTED HERE SO PLEASE CHECK BACK FREQUENTLY.  


January 29th

Under 5 After 5 – Business Planning

12:00pm – 2:00pm

The Establishment Brewing Company

 

April 1st

Under 5 After 5 – Marketing

12:00pm – 2:00pm

The Establishment Brewing Company

 

May 7th

Sales Congress

7:30am - 4:00pm

BW Premier Calgary Plaza Hotel - Plaza 2

 

May 12th

Around the World Wine Series: South America

Time & Venue TBD

 

May 27th

Under 5 After 5 – Prospecting

12:00pm – 2:00pm

The Establishment Brewing Company

 

June 3rd

Update 2020

7:45am - 3:45pm

Hotel Blackfoot - Heritage Room

 

June 21st

Family BBQ

Time & Venue TBD

 

July 29th

Under 5 After 5 – Preparation

12:00pm – 2:00pm

The Establishment Brewing Company

 

August 16th – 20th

Banff School 

Please visit www.banffschool.com for more information

 

September 9th

Compliance Session

7:30am - 12:00pm

BW Premier Calgary Plaza Hotel - Plaza 5

 

September 23rd

Around the World Wine Series: Europe

Time & Venue TBD

 

September 30th

Under 5 After 5 – Client Engagement

12:00pm – 2:00pm

The Establishment Brewing Company

 

October 22nd

Update 2020 (repeat session)

7:45am - 3:45pm

Hotel Blackfoot - Heritage Room

 

November 13th

PD Day & AGM

7:30am - 4:00pm

BW Premier Calgary Plaza Hotel - Plaza 4 & 5

 

November 25th

Under 5 After 5 – Analysis

12:00pm – 2:00pm

The Establishment Brewing Company

 

November 26th

Around the World Wine Series: Africa

Time & Venue TBD

 

December 4th

Christmas Luncheon

11:00am - 3:00pm

BW Premier Calgary Plaza Hotel

Wednesday, January 1, 2020





 President
Elizabeth Dixon
 Officers and Directors
First Vice President
Second Vice President
Treasurer
Edison Wen CLU
Secretary
Membership Chair
Alisa-Marie Shumko-Cervo
Program Chair
Professional Development Chair
Public Awareness Chair
Communication Chair
Dana Lindaas
Best Practices Chair
Professional Conduct Chair
Advocacy Chair
Frankie Veenbaas
Financial Literacy Chair
Institute Representative
Charles Holmstrom CLU,CH.F.C.,CHS,REB
Sponsorship Chair
Andrew Prokopovych CHS
GAMA Representative
Minetta McDonald CFP
Totem Pole Chair
Past President
Directors
Grant Hicks CIM
James Neitsch CFP, CLU
Administrator
 Contact Information
Maryna Bazylyuk
(403) 603-3030

Calgary@AdvocisChapter.ca