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

Kingston Chapter

 Upcoming Event Registration

Best Practices - Business Transition


Business Transition with Garth Stephanson

Former CEO of Stegg Limited, in Belleville, for 32 years, a company with 100 team members that peaked at $15M in trade sales.  He knew it was time to move on and will share his emotional turmoil of accepting transition, methodically preparing the anticipated requested data, finding a buyer, establishing valuation, and selecting their advisor exit team.

It’s a colourful and information loaded presentation designed for accountants, lawyers, estate planners, financial professionals, and owners/partners of mid-cap companies thinking of selling within the next 10 years.  His theory is “Sell the peanut wagon while the circus is in town”.

Garth has served as chairman, president, or board member of a number of Quinte area organizations including Rotary, Albert College, QHC, Police Services, Cemetery, Cheshire Home, and his school’s 25 anniversary reunion.  Through the Canadian Association of Family Business, he has been a current and active member of his PAG group for 29 years, meeting with 12 mid-cap owner/managers of Ontario family businesses every eight weeks to discuss life issues in common.




Thursday, September 12, 2019




Thursday, September 19, 2019




Getting Established

The getting established program is a formal Mastermind group of advisors new to the business and who are serious about succeeding in their career. The intentions of the mastermind group is to provide an opportunity for advisors to get together and discuss the business in general and ask questions from peers about how they run their businesses. It will also provide an opportunity to network with peers from other firms.

Lunch will be provided!
Thursday, September 26, 2019




Wednesday, October 2, 2019




Update 2019 - Selby - From Vulnerability to Viability

Update 2019

 

UPCOMING EVENT

 

DISCOVER NEW IDEAS THROUGH VIDEO-TAPED
INTERVIEWS WITH INDUSTRY EXPERTS

Mike Richard Arthur Fish Ellen Bessner Jason Heath, CFP®
Mike Richard Arthur Fish Ellen Bessner Jason Heath
Investment Planning,
in an uncertain world
Today’s Senior Clients,
using foresight to
reduce risk
Facing Senior
Client Issues,

head-on
Decumulation Planning,
without running
out of money

 

Frank Vanden Broek, CFP®

Frank Vanden Broek

Update 2019
Moderator

Please JOIN us:
Engage in group discussion and case study activities designed to complement and deepen your knowledge in each key topic area.

Earn CE Credits for full seminar participation and additional CE Credits upon successful completion of the online portion available to you with your seminar registration.
Friday, October 18, 2019




Getting Established

The getting established program is a formal Mastermind group of advisors new to the business and who are serious about succeeding in their career. The intentions of the mastermind group is to provide an opportunity for advisors to get together and discuss the business in general and ask questions from peers about how they run their businesses. It will also provide an opportunity to network with peers from other firms.

Lunch will be provided!
Thursday, October 31, 2019




Getting Established

The getting established program is a formal Mastermind group of advisors new to the business and who are serious about succeeding in their career. The intentions of the mastermind group is to provide an opportunity for advisors to get together and discuss the business in general and ask questions from peers about how they run their businesses. It will also provide an opportunity to network with peers from other firms.

Lunch will be provided!
Thursday, November 21, 2019




Thursday, November 28, 2019




Friday, November 29, 2019





 President
Gregory Gies CFP,CLU,CH.F.C.,CHS
 Officers and Directors
First Vice President
Jason Howes CFP
Second Vice President
Sean Cassidy CFP
Treasurer
Edward Bettencourt EPC
Secretary
Edward Bettencourt EPC
Membership Chair
Mark Murano CLU, CFP
Program Chair
Lee Vallier
Professional Development Chair
Jason Howes CFP
Public Awareness Chair
Sean Cassidy CFP
Communication Chair
Sean Cassidy CFP
Best Practices Chair
Lee Vallier
Professional Conduct Chair
Jason Howes CFP
Advocacy Chair
Craig Bouchard CFP, CLU, CHS
Financial Literacy Chair
Sean Cassidy CFP
Institute Representative
Gregory Gies CFP,CLU,CH.F.C.,CHS
Sponsorship Chair
Edward Bettencourt EPC
GAMA Representative
Sarah Decker
Totem Pole Chair
Edward Bettencourt EPC
Past President
William Britton CFP
Directors
Maureen McBratney
Administrator
Paige Goldsmith
 Contact Information
Gregory Gies, CFP,CLU,CH.F.C,CHS
(613) 634-1664 X 225

Kingston@AdvocisChapter.ca