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

Nova Scotia Chapter

 Upcoming Event Registration

June - Under 5 - After 5 - series 2 of 12

Under 5, After 5 We have successfully launched our new program series targeted toward advisors who are 5 years and under in the business. The program is designed to break down areas of the business that are important to new advisors and help them build their toolkit that will help them succeed. The program is moderated and mentored by seasoned industry professionals who help provide a prospective on the material that helps make it more tangible and impactful. Our first session was held at The a Timberlounge Axe throwing and was a lot of fun. We’d like to thank Peter Morrison of PPI for kicking off our series as the first moderator. PPI is the title sponsor for the series so hopefully we can get Peter back again. Missed the first session? Not a problem, you can join us for the next session being held at Brightwood Golf course in Dartmouth on June 21st from 10-4pm. Contact Joe Romkey, Membership Chair, for more information. This 2 year period will include 4 annual events, covering 12 Modules of PD combined with a social activity. The goal of the program is to gain some comradery within the industry and fine tune your skills as an Advisor. Participants are expected to take part in all 12 modules and an annual registration fee will apply.
Friday, June 21, 2019




 President
Trevor Daigle
 Officers and Directors
First Vice President
Second Vice President
Treasurer
Alexander Spicer
Secretary
Membership Chair
Joseph Romkey
Program Chair
Beverly Barker F.C.I.P.
Avai Kochanoff
Professional Development Chair
Cathy Hiltz
Public Awareness Chair
Donald Murray CFP
Communication Chair
Julie Burris-Freeman CFP,CLU, CHS
Best Practices Chair
Professional Conduct Chair
Advocacy Chair
Arun Mehra CFP,CLU
Financial Literacy Chair
Jennifer Murphy CFP, CLU
Institute Representative
Arun Mehra CFP,CLU
Sponsorship Chair
Matthew Garland CHS
GAMA Representative
Branden Mosher
Totem Pole Chair
Beverly Barker F.C.I.P.
Past President
Directors
Administrator
 Contact Information
Trevor Daigle
 

AdvocisNS@AdvocisChapter.ca