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

Golden Triangle Chapter

 Upcoming Event Registration

A Matter of Trust & Technology Disruption Opportunity

A Matter of Trust & Technology Disruption Opportunity
Guest Speaker: Rod Burylo

A Matter of Trust
Rod Burylo will introduce advisors to key concepts regarding professional ethics, with a focus on trustworthiness and communications. Advisors will learn about ability trust, integrity trust, and the roles of values.

Technology, Disruption and Opportunity
Rod Burylo will discuss the rise of technology-based and technology-enhanced business models in the financial services sectors, and the current and anticipated near term disruptions to human-based models. Advisors will learn about challenges and the opportunities to compete effectively in the wake of these changes.

Workshop Schedule and Topics

8:30 am: "A Matter of Trust"

10:00 am: Break

10:15 am: "Technology, Disruption and Opportunity"

Tuesday, March 10, 2020




Morning Seminar - Surviving Your Divorce & Pensions

    Morning Seminar - Surviving Your Divorce & Pensions

8:30am - Guest Speaker– Michael Cochrane - 
 
“Surviving Your Divorce” 

**Free Book "Surviving Your Divorce" for first 50 people registered

Family law expert Michael G. Cochrane, LL.B., answers questions such as: What are my rights? What will happen to the children? How much does divorce cost?. Michael will review legal options available to married, common-law, and same-sex couples going through separation or divorce.

  10:15am -  Guest Speaker – Michelle Connelly - "Pensions"

 Michelle Connolly will be discussing pension strategies for commuting, pension/   registered plan transfers, splitting opportunities and factors to consider when   triggering CPP.

 Agenda:


8:00am - Registration & Breakfast

8:30am - Michael Cochrane LL.B, "Surviving Your Divorce"

10:00am - Break

10:15am - Michelle Connelly - "Pensions"


Thursday, May 7, 2020




Update 2020

 Update 2020 - More details to follow
Tuesday, June 2, 2020




Annual Charity Golf Tournament

 Annual Charity Golf Tournament For Cystic Fibrosis

LOCATION: Whistle Bear Golf Club
1316 Dickie Settlement Rd, 
Cambridge, ON N3H 4R8

Date: Tuesday June 23rd 2020

Registration & Breakfast: 6:30 AM 
Shotgun Start: 8:00 AM 
Register at www.tournamentcaddie.com/AdvocisGT2020golf 


Tuesday, June 23, 2020





 President
Kevin Bewick CFP, CLU, CEA
 Officers and Directors
First Vice President
Second Vice President
Treasurer
Lordy Numekevor CLU, RHU
Secretary
Membership Chair
Emily Seunarine
Program Chair
Theresa Dietrich CFP,CLU,CHS,CEA
Professional Development Chair
Theresa Dietrich CFP,CLU,CHS,CEA
Public Awareness Chair
Communication Chair
Best Practices Chair
Professional Conduct Chair
Advocacy Chair
Kevin Bewick CFP, CLU, CEA
Financial Literacy Chair
Institute Representative
Theresa Dietrich CFP,CLU,CHS,CEA
Sponsorship Chair
Lisa Moore
GAMA Representative
Totem Pole Chair
Past President
Directors
David Reeve
Patricia Giesbrecht
Michael Hamilton
Justin Hamilton CFP, CHS
Administrator
Kelly Thomas
 Contact Information
Kelly Thomas
(519) 489-0134

GoldenTriangle@AdvocisChapter.ca