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

Simcoe Muskoka Chapter

 Upcoming Event Registration

Passport 2020 - L.E.A.P.

Purchase your Passport for 2020  
Learn  Educate  Apply  Perform 
When you purchase your Passport you save $80 on the events included. 
Wednesday, January 1, 2020




Sales Congress

First of our L.E.A.P. series in 2020 
Learn   Educate    Apply   Perform even better!

Join us for a great day of learning and sharing!

A few snippets about our speakers:

   Zak Goldman:  Member of CALU; focus on family business clients
   Bruce Etherington:    Life & Qualifying Member, MDRT, well-liked speaker at many industry events
   Mike Danks:    "Selling Group Insurance to Small Business Ain't Brain Surgery" - see his YouTube video
   Julian Wise:   Featured in a recent FORUM Magazine article because of his unique personal succession planning, MDRT
, Charter Member of CALU - easy, approachable style  

We are so fortunate to attract such talent who are willing to share.  Our own industry icons.

Thanks to:
- Equitable Life, our Event Sponsor
- SSQ, our break/refreshments sponsor
- Financial Horizons, our food sponsor

Thursday, March 5, 2020





 President
Gary Laakso CFP,CLU,CH.F.C., CHS
 Officers and Directors
First Vice President
Arun Channan
Second Vice President
Treasurer
Karen Pacey
Secretary
Lorrie Poirier
Membership Chair
Owen Craig CLU, CFP
Program Chair
Gary Laakso CFP,CLU,CH.F.C., CHS
Professional Development Chair
Sandra Phekoo
Public Awareness Chair
Jeffrey Schreiter CFP,CLU,CH.F.C.
Communication Chair
Caron Czorny CFP, CLU, CH.F.C., CHS, CEA
Best Practices Chair
Professional Conduct Chair
Advocacy Chair
Arun Channan
Financial Literacy Chair
Institute Representative
R. John Wesley CFP,CLU,CH.F.C.
Sponsorship Chair
Frank Mangan CFP
GAMA Representative
Totem Pole Chair
Past President
Karen Roy CFP, FLMI, EPC
Directors
Frank Mangan CFP
Administrator
Caron Czorny CFP, CLU, CH.F.C., CHS, CEA
 Contact Information
Caron Czorny
416-931-5352

SimcoeMuskoka@AdvocisChapter.ca