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

Ottawa Chapter

 Upcoming Event Registration

Update 2018

 Be sure to register for this event, you will not want to miss it.  Stay tuned for more details!

An Advocacy Update will be included in this PD day.


2018 Platinum Sponsor

 

Update 2018 will take advisor’s thinking to the next level, focusing on;

  • Technical/Tax Update – industry round-up
  • Living Benefits – making the case
  • The Burden of Illness – key strategies for business owners & executives
  • Lessons from Behavioural Finance – impacting financial decision making

Hear from industry experts:

  • Marilyn deRooy-Pearson, CPA, CA, CLU®, CFP®, TEP
  • Glenn T. Welch, CLU®, CHS®, CH.F.C.®, CFP®
  • Andrew MacKinnon, CLU®, CFP®
  • Chuck Grace, CMA, CPA, CMC
  • Moderated by Terry Zavitz, CLU®, CHS®, CFP®, EPC®, GBA, TEP

Earn up to 12 Institute Accredited CE credits. 6 CE credits earned when you attend Update 2018 seminar at your local Chapter. 6 CE credits earned for the self-study portion.

* Please note Update 2018 is not a live event.

Thursday, September 20, 2018




Improving your Practice and Protecting Lives


Be sure to register for this event, you will not want to miss it.  Stay tuned for more details!

An Advocacy Update will be included in this PD day.


2018 Platinum Sponsor

 
Thursday, November 22, 2018





 President
Janice McFarlane CFP, CLU, CHS
 Officers and Directors
First Vice President
Jacques Duplain
Second Vice President
Treasurer
Jacques Duplain
Kevin OConnor CFP
Secretary
Jodi Bodkin CHS
Membership Chair
Michael Lutes CFP, CLU
Program Chair
Frank Porreca CHS, CFP
Professional Development Chair
Public Awareness Chair
Communication Chair
Best Practices Chair
Professional Conduct Chair
Jodi Bodkin CHS
Advocacy Chair
David McGruer CFP
Institute Representative
Erin Meisner CHS
Sponsorship Chair
John Saikaley
GAMA Representative
Michael Lutes CFP, CLU
Totem Pole Chair
Past President
Mervin Clost CFP,CHS,CEA
Directors
Kristan Birchard CLU, CH.F.C.,TEP
Benjamin Agbogwu CIM
Ali Pahlavani CFP, CHS, MBA
Brandon Brisbois
Ian Wilson CFP
Administrator
Ann Gregory
 Contact Information
Ann Gregory
1 Rideau St, Lower Level Ottawa, ON K1N 8S7
(613) 594-8700

Ottawa@AdvocisChapter.ca
www.advocisottawa.ca