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

Bay of Quinte Chapter

 Upcoming Event Registration

RISK Planning - Making Choices III - ethics

Planning for the unexpected - LIfe, Living Benefits, Long Term care

MAKING CHOICES III - Ethics and Professional Responsibility in Practice - new presentation for CFP designates under the mandatory  requirements
Thursday, March 19, 2020

Post Federal budget/ Special Guest speaker


1. POST FEDERAL BUDGET UPDATE PRESENTATION - Kris Hiimberg-Larsen, Wilkinson and Co

2. FRANK CREAGHAN - CMG partners, special guest speaker who has been an advisor for several decades hope for the audience to gather transferable ideas to earn more, work less and every year to be better than the last.

Thursday, May 7, 2020

Canada Sales Congress - LIVE STREAMING EVENT

 Full day event - livestreaming to the Canada Sales Congress from local venue - Caper's
Wednesday, May 20, 2020

Under 5 After 5 Social Event

 Membership Chair - hosts complimentary event for Advisors under 5 years in the business meeting after 5pm to connect and share ideas and support.
Thursday, September 3, 2020

Business Succession/Buy-Sell arrangements

 Business Succession planning and Buy sell arrangements 
Thursday, September 17, 2020

UPDATE 2020 - Bay of Quinte Hosts

 Annual UPDATE 2020 - Joint Venture with Kingston Chapter - Bay of Quinte is the host this year

Full day event with 6 CE for attendance and 6 CE to be earned doing online quiz after the event
Friday, October 16, 2020

Estate Planning

 Details to follow
Thursday, November 19, 2020

Annual Membership milestones -Christmas Sharing

 Celebration luncheon to recognize membership milestones and to raise funds for the Christmas Sharing Program
Thursday, December 10, 2020

Paul Reed CLU, CH.F.C.
 Officers and Directors
First Vice President
Second Vice President
John Paul Tedesco
Jane Simpson CLU
Membership Chair
Galen Nuttall
Program Chair
Wendy Kellar CLU, CHS, CEA
Professional Development Chair
Philip Wild CFP, CLU, CHS
Public Awareness Chair
Communication Chair
Andrew Maclean
Best Practices Chair
Philip Wild CFP, CLU, CHS
Professional Conduct Chair
Paul Reed CLU, CH.F.C.
Advocacy Chair
Shannon Neely CLU, CHS
Financial Literacy Chair
Institute Representative
Sponsorship Chair
Judith Timpson
GAMA Representative
Totem Pole Chair
Past President
Jane Simpson CLU
Matthew Howell CHS
Lisa Hall
 Contact Information
Lisa Hall