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

London Chapter

 Upcoming Event Registration

2019 VIP Breakfast Series Passes

 Attend all 5 Breakfast Series Meetings for $70.00.
Monday, November 12, 2018




September Breakfast Meeting

 Making choices....
Thursday, September 19, 2019




Update 2019: 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.
 

Advocis Update 2019 is the association’s premier professional development event designed for financial professionals. This year, the program focuses on the following four key areas:

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

Advocis London Chapter is holding Update 2019 on October 3, 2019

Earn Institute-accredited CE credits for the full-day facilitated seminar and additional CE credits for successful completion of the online modules. 

Thursday, October 3, 2019




November Breakfast Meeting

 Jon Hreljac, CPA, CMA
AVP Regional Tax & Estate Planning, Wealth 
Thursday, November 21, 2019





 President
Colin Whitehead CHS
 Officers and Directors
First Vice President
Second Vice President
Treasurer
Earleen Moulton CIM, AIRC, FCSI
Secretary
Membership Chair
Colin Whitehead CHS
Program Chair
David Davies
Professional Development Chair
Maxine Saunders CHS
Public Awareness Chair
Communication Chair
David Fleming
Best Practices Chair
Professional Conduct Chair
Earleen Moulton CIM, AIRC, FCSI
Advocacy Chair
Chris James
Financial Literacy Chair
Institute Representative
Cindy Houghton HIA, CHS, GBA, CPM
Sponsorship Chair
GAMA Representative
Stephen Malo
Totem Pole Chair
Past President
Directors
Administrator
Rita Lepore
 Contact Information
Brad Unraw
(519) 435-4160

London@AdvocisChapter.ca
www.advocislondon.ca