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

Bay of Quinte Chapter

 Upcoming Event Registration

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 CFP
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