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

Kingston Chapter

 Upcoming Event Registration

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, June 27, 2019




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
 Contact Information
Gregory Gies, CFP,CLU,CH.F.C,CHS
(613) 634-1664 X 225

Kingston@AdvocisChapter.ca