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

Nova Scotia Chapter

 Upcoming Event Registration

2019 Fall Update - multiple remote sessions to choose from

Follow the link to view the dates available to register to view https://www.advocis.ca/update2019/eventlist.aspx Update 2019 Seminar is open to Advocis members and non-members Sessions are presented by individual Advocis chapters across Canada. Update 2019 is a full-day facilitated seminar with video-taped interviews of industry experts, plus case-based exercises that will be introduced for discussion following each interview. Registration includes access to the online Advanced Learning Modules.
Wednesday, September 25, 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.



Update 2019 Seminar is open to Advocis members and non-members. Sessions are presented by individual Advocis chapters across Canada. Update 2019 is a full-day facilitated seminar with video-taped interviews of industry experts, plus case-based exercises that will be introduced for discussion following each interview. Registration includes access to the online Advanced Learning Modules. 
Friday, October 18, 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
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