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

Ottawa Chapter

 Upcoming Event Registration

Today’s Vision, Tomorrow’s Reality

Please join us for the next Advocis Ottawa's Professional Development Day on Thursday, October 24th 2019.

To help you kick off Financial Literacy month, we are pleased to have Jérémie Ryan, Director, Financial Literacy and Stakeholder Engagement – Financial Consumer Agency of Canada kicking off the day.

Next up, the Canada Life Advanced Planning team. Do you have corporate clients who are established with excess cash? Do you have owners exiting the business in the next 5-7 years? If so, this highly interactive workshop is for you! Show affluent business owners how financial tools can help them reach corporate planning objectives by crystallizing their taxation risks and opportunities. Glean everything you can from this team who will expertly whiteboard you through risks and opportunities to help you identify clients who may benefit from this unique and collaborative approach to estate planning.
 
To round out our day of excellent speakers Michelle Roussin, AALU, ALMI, CHS, President – Underwriting, Done Right, will make you re-think your own underwriting competitive edge and how you choose to compete on this part of the application process.

Be sure to register for this event, you will not want to miss it!


DRAFT AGENDA

9:00 AM - 9:30 AM         Registration, coffee & pastries   

9:30 AM - 9:40 AM         Opening remarks

9:40 AM – 10:40 AM      Financial Literacy for All Canadians – Jérémie Ryan, Director, Financial Literacy and Stakeholder Engagement – Financial Consumer Agency of Canada (FCAC)

10:40 AM - 11:10 AM     Junior Achievement - panel

11:10 AM - 11:30 AM     Break / Sponsor booths open

11:30 AM - 12:30 PM     A Collaborative Approach to Estate Planning –

                                    Cecilia de Bold, Advanced Planning Strategist, Canada Life

                                    John Gilmour, Advanced Case Consultant, Canada Life

                                    Fred Kyriazis, Wealth and Tax Planning Consultant, Canada Life 

The client accountant is a trusted advisor, as are you, the financial advisor. Fred, John and Cecilia use a whiteboard to help the client review their current state. Working together with their trusted advisors, they identify gaps and opportunities, maximizing tax efficiencies to achieve the stated goals.

12:30 PM – 1:20 PM      Lunch & Networking 

1:20 PM – 1:30 PM        Sponsorship minute

1:30 PM – 2:30 PM        It’s One Thing to Write the Application; It’s Another to Get it Issued – Michelle Roussin, AALU, ALMI, CHS, President Underwriting, Done Right 

Michelle's presentation will make you re-think your own underwriting competitive edge and how you choose to compete on this part of the application process. 

2:30 PM                        Closing remarks

 

2019 Platinum Sponsor

 
Thursday, October 24, 2019




2020 Vision

Details to follow


DRAFT AGENDA

9:00 AM - 9:30 AM         Registration    

9:30 AM Program starts

lunch & presentations

2:00 PM Adjournment


2019 Platinum Sponsor

Thursday, November 28, 2019





 President
Janice McFarlane CFP, CLU, CHS
 Officers and Directors
First Vice President
Jacques Duplain CHS
Second Vice President
Treasurer
Jacques Duplain CHS
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
Financial Literacy Chair
John Saikaley CHS
Institute Representative
Erin Meisner CHS
Sponsorship Chair
John Saikaley CHS
GAMA Representative
Michael Lutes CFP, CLU
Totem Pole Chair
Past President
Mervin Clost CFP,CHS,CEA
Directors
Kristan Birchard CLU, CH.F.C.,TEP
Ali Pahlavani CFP, CLU, CHS, MBA
Brandon Brisbois
Ian Wilson CFP
Administrator
Ann Gregory
 Contact Information
Ann Gregory
(613) 594-8700

Ottawa@AdvocisChapter.ca
www.advocisottawa.ca