| Upcoming Event Registration |
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Under 5 Event - October 17th
Let the Regulators Help Grow Your
Business in 2019 and Beyond. - Presented by
Fraser Campbell, Regional Sales Director, Desjardins Insurance
As we are aware, gone are
the days of the " Napkin Needs Analysis " and offering only one
product as the solution, then moving on to find our next clients.
With the increased
requirements such as client FNA’s, recommendation requirements and Reason Why
Letters, see how Desjardins Insurance product line up lends itself to offering
multiple risk protection products, in one convenient client solution, thus
growing your revenue and satisfying the regulators. Please note this session is NOT part of our annual chapter meeting passport. |
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Thursday, October 17, 2019
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Thursday, November 14, 2019
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Christmas Social
Come to our Christmas Social at Town Brewery in Whitby!
All are welcome for the low price of $30.
Passport members must still register please.
Non-members must call member services to make a donation via credit card at 1-800-563-5822, option 1 then option 2.
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Friday, December 6, 2019
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| Officers and Directors |
| First Vice President |
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| Second Vice President |
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| Treasurer |
| Louisa Majoros CFP,R.F.P. |
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| Secretary |
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| Membership Chair |
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| Program Chair |
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| Professional Development Chair |
| Irene Walsh CFP, CLU |
| Karen Low CLU, CHS |
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| Public Awareness Chair |
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| Communication Chair |
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| Best Practices Chair |
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| Professional Conduct Chair |
| Louisa Majoros CFP,R.F.P. |
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| Advocacy Chair |
| Irene Walsh CFP, CLU |
| Karen Low CLU, CHS |
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| Financial Literacy Chair |
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| Institute Representative |
| Irene Walsh CFP, CLU |
| Karen Low CLU, CHS |
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| Sponsorship Chair |
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| GAMA Representative |
| Chris Hudson CFP, CLU, CHS |
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| Totem Pole Chair |
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| Past President |
| Chris Hudson CFP, CLU, CHS |
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| Directors |
| Sanjay Persaud CFP, CLU, CHS |
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| Administrator |
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