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

Edmonton Chapter

 Upcoming Event Registration

Advocis Edmonton 2020 Calendar of Events

 

ADVOCIS EDMONTON 2020 EVENTS AT A GLANCE

February 12th Kick Off Breakfast7:30 AM – 10:00 AM Chateau Louis – Complimentary for Members, $20 Non-Members

March 19th Succession Planning - 7:30 AM – 11:30 AM Chateau Louis – $25 plus GST Members, $45 plus GST Non-Members

April 15th 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 27th – Update 2020 – 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 12th - A&S Day – 8:00 AM – 3:00 PM The Business Career College – Member only Event Complimentary

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

May 22nd - A&S Day – 8:00 AM – 3:00 PM The Business Career College – Member only Event Complimentary

To Be confirmedCharity 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

Date to be confirmed Family BBQ in Rundle Park – 11:00 AM – 3:00 PM Free Family BBQ for Members and their Families

August 16th – 20th 66th Annual Banff School – to register please go to www.banffschool.com

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

Sept 29th – 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 22nd - Fall Breakfast Meeting - 7:30 AM – 10:00 AM Chateau Louis – Complimentary for Members, $20 Non-Members

December 9th – Christmas Luncheon – Chateau Louis – more information to follow

UNDER 5 YEARS IN THE BUSINESS EVENTS

                                           Dates and locations to be announced throughout 2020

**DATES AND VENUES ARE SUBJECT TO CHANGE     

**OTHER PROGRAMS MAY BE ADDED AS THEY BECOME AVAILABLE

86 Camelot Ave, Leduc AB T9E 4L6   Phone: 780-454-2957   Email: edmonton@advocischapter.ca


Please click here to download the pdf flyer.

 

 

Tuesday, January 7, 2020





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

Edmonton@AdvocisChapter.ca
www.advocisEdmonton.com