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

Calgary Chapter

 Upcoming Event Registration

2019 Year at a Glance

 

Mark your calendar!  Advocis is pleased to offer the following events in 2019!

 

 January 17– Advocis and MDRT Educational Event

Full Day – Deerfoot Inn &Casino

 

March 13 – APA- E&O CE Session

Half Day Morning – Holiday Inn Calgary Macleod Trail South 


April 26– Annual Sales Congress

Full Day – Deerfoot Inn &Casino

 

May 8 – AGM & TBD

Half Day Morning –   Hotel Blackfoot / Members Only  

 

June 5– 2019 Update

Full Day – Hotel Blackfoot  

 

                                       August 18-22 - Banff School                    

Details at www.banffschool.com

 

September 9– Annual Charity Golf Tournament

Silver Springs Golf Club

 

 October 16 – Update 2019 (repeat of June 5)

Full Day – Hotel Blackfoot    

 

November 13CE Session  

Half Day Morning – Hotel Blackfoot

 

December 6 – Annual Christmas Luncheon

11am - 2 pm, Deerfoot Inn &Casino

 

 

**Dates, Times and Venues subject to change

Check for updates at www.advociscalgary.ca**

Thursday, January 17, 2019




Update 2019 - From Vulnerability to Viability

 
SAVE THE DATE

June 5, 2019

Update 2019 - From Vulnerability to Viability 



The economy is uncertain, compliance is taking centre-stage and an aging demographic is creating new demands on financial advisors every day. Update 2019 will explore areas of vulnerability for the advisor’s practice and their ability to serve their clients well.

Discussions will focus on how advisors can use foresight to create awareness and insight to inspire action. Building this level of trust with clients helps to improve their financial viability. Equally important, it allows advisors to strengthen their own viability, as the financial capability linchpin clients need today.

Wednesday, June 5, 2019




Advocis Calgary Annual Charity Golf Tournament

 
ANNUAL CHARITY GOLF TOURNAMENT

September 9, 2019

 Silver Springs Golf Club

In support of  Made by Momma
http://madebymomma.org/

Price $250 



Foursome Registration is 10% off

Price $900 

Non-members will have to call the Advocis Member Services Department at 1-877-773-6765 or send an email to info@advocis.ca to register for Foursome.

Monday, September 9, 2019





 President
Nance Chambers CFP
 Officers and Directors
First Vice President
Minetta McDonald CFP
Elizabeth Dixon
Second Vice President
Treasurer
Jordan Salvador
Secretary
Membership Chair
Akwasi Antwi
Program Chair
Minetta McDonald CFP
Professional Development Chair
Public Awareness Chair
Communication Chair
Cameron Graham CLU, CHS
Best Practices Chair
Professional Conduct Chair
Advocacy Chair
Financial Literacy Chair
Institute Representative
Charles Holmstrom CLU,CH.F.C.,CHS,REB
Sponsorship Chair
Thomas Wimmer CFP, CLU
GAMA Representative
Totem Pole Chair
Past President
Minetta McDonald CFP
Directors
Administrator
Maryna Bazylyuk
 Contact Information
Maryna Bazylyuk
(403) 603-3030

Calgary@AdvocisChapter.ca