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

Edmonton Chapter

 Upcoming Event Registration

Advocis Edmonton 2019 Calendar of Events

   

ADVOCIS EDMONTON 2019 AT A GLANCE

February 13th Kick Off Breakfast7:30 AM – 10:00 AM Chateau Louis – Complimentary for Members, $20 Non-Members

March 20th Succession Planning - 7:30 AM – 11:30 AM Chateau Louis – $25 plus GST Members, $45 plus GST Non-Members

April 18th All Day Advisors Conference - 7:30 AM – 4:30 PM Chateau Louis – Members Early Bird $150 plus GST After March 25th $175.00 plus GST, Non-Members $250.00 plus GST No early bird pricing for non-members

April 30th – Update 2019 – 7:30 AM – 4:00 PM – The Royal Mayfair Golf and Country Club – Member Fee $150 plus GST, Non-Member Fee $250 plus GST

May 7th - A&S Day – 8:00 AM – 3:00 PM The Business Career College – Member only Event Complimentary 

May 9th Annual Meeting - 7:30 AM – 10:00 AM Chateau Louis – Complimentary for Members, $20 Non-Members

May 28th - A&S Day – 8:00 AM – 3:00 PM The Business Career College – Member only Event Complimentary 

June 19th Charity Golf Tournament – 7:15 AM Registration, 8:00 AM Shotgun Start – Cougar Creek Member and Non-Member Fee $175 Early Bird Registration available $150 Member and Non-Member

July 19th K-Days Breakfast – Rossdale Community League Hall – Information to be released later.

August 18th -22nd 65th Annual Banff School – to register please go to www.banffschool.com 

September 19th Education Breakfast - 7:30 AM – 10:00 AM Chateau Louis – Complimentary for Members, $20 Non-Members

September 25th – Update 2019 – 7:30 AM – 4:00 PM – The Royal Mayfair Golf and Country Club – Member Fee $150 plus GST, Non-Member Fee $250 plus GST

October 17th- Fall Breakfast Meeting - 7:30 AM – 10:00 AM Chateau Louis – Complimentary for Members, $20 Non-Members

November 14th – Group Benefits Breakfast - 7:30 AM – 10:00 AM Chateau Louis – Complimentary for Members, $20 Non-Members

NovemberAPA Risk Management Seminar – Business Career College – 5 CE Credits including an Ethical Credit - $75 plus GST for Members and $125.00 plus GST for Non-Members

December 5th – Christmas Luncheon – Chateau Louis – more information to follow

UNDER 5 YEARS IN THE BUSINESS EVENTS

Dates and locations to be announced throughout 2019

**DATES AND VENUES ARE SUBJECT TO CHANGE      **OTHER PROGRAMS MAY BE ADDED AS THEY BECOME AVAILABLE     

13135 156 Street Edmonton, T5V 1V2   Phone: 780-454-2957   Email: edmonton@advocischapter.ca


Please click here to download the pdf flyer.

 

 

Monday, January 14, 2019




EARLY BIRD EXTENDED 2019 Charity Golf Tournamen

REGISTER NOW WE HAVE EXTENDED OUR EARLY BIRD PRICING 

Join us for a fun day of golf benefiting SPORTCENTRAL

LOCATION:  COUGAR CREEK GOLF RESORT

NEW DAY OF THE WEEK:  WEDNESDAY

Shotgun start @ 9:00 AM.  Includes golf, power cart, steak dinner.

Early Bird Registration Fee $150 - per golfer/ Team of 4 - $600 Member and Non Member 

After June 6th, 2018 Fee $175 - per golfer/Team of 4 - $700 Member and non-member

If you register as an individual and do not have a team to play with, no worries, we'll get you on a team!

Wednesday, September 4, 2019




September Education Breakfast

 

AGENDA

September 19,2019

Advocis Edmonton Education Breakfast

The Chateau Louis 11727 Kingsway NW, Edmonton, AB


7:30 AM SIGN-IN AND BREAKFAST

7:45 AM WELCOME, JASON DESAULNIERS, ADVOCIS EDMONTON PRESIDENT

7:50 AM ADVOCACY UPDATE, KELLY SMITH CO-CHAIR PROVINCIAL ADVOCACY

8:00 AM RECOGNITION  2018 CLU DUNSTALL AWARD WINNER FOR ALBERTA – JASON DESAULNIERS, ADVOCIS EDMONTON PRESIDENT

8:05 AM RECOGNITION CLU/CHS GRADUATES and CLU LONGSTANDING MEMBERS– PATRICK SOULIER ADVOCIS EDMONTON VICE PRESIDENT

8:10 AM OPPORTUNITY SPOTTING IN WILLS and SHAREHOLDERS AGREEMENTS – AMANDA MUNROE SALES MANAGER, NORTHER ALBERTA DIVISION PPI / PAUL FAWCETT, DIRECTOR ADVNACED SALES-NORTHERN ALBERTA DIVISION PPI


9:10 AM
USE OF IPP’S IN THE NEW CORPORATE TAX ENVIRONMENT– STEPHEN CHENG, BSc, MBADIRECTOR WESTCOAST ACTUARIES

 

10:10 AM MEETING ADJOURNMENT, JASON DESAULNIERS

Thursday, September 19, 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.

SEATING IS LIMITED AND REGISTRATION IS REQUIRED
Wednesday, September 25, 2019





 President
Jason Desaulniers CFP, CLU, CHS
 Officers and Directors
First Vice President
Patrick Souliere CFP,CLU,CH.F.C.
Second Vice President
Treasurer
Jason Watt CLU, RHU
Secretary
Laura Dear CFP,CLU, CHS
Membership Chair
Matthew Pym
Program Chair
Ray Zadrey CFP
Professional Development Chair
Public Awareness Chair
Communication Chair
Daniel Cathcart
Best Practices Chair
Jason Watt CLU, RHU
Professional Conduct Chair
Advocacy Chair
Kelly Smith CFP,CLU,CH.F.C.
Financial Literacy Chair
Institute Representative
Patrick Souliere CFP,CLU,CH.F.C.
Sponsorship Chair
Stephen Peckitt
GAMA Representative
Laura Dear CFP,CLU, CHS
Totem Pole Chair
Past President
Daniel Dean CFP, CLU
Directors
Lori-Anne Power
Carolyn Melnychuk CFP
David Unrau CFP, CHS
Administrator
Kathy Shields
 Contact Information
Kathy Shields
(780) 454-2957

Edmonton@AdvocisChapter.ca
www.advocisEdmonton.com