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

Thompson Okanagan Chapter

 Upcoming Event Registration

Professional Development Day


Professional Development Day

The registration fee includes breakfast and lunch. Breakfast will be served from 7:30 am - 8:30 am. The first speaker begins at 8:45 am. Please note our location at the Four Points by Sheraton across from the Kelowna Airport.

Thursday, October 24, 2019

Christmas Social


Thompson Okanagan Christmas Social

Join us for our annual Christmas Party on Wednesday, December 11th, from

2pm – 5pm at the Kelowna Golf and Country Club.

Spouses and colleges are welcomed, the more the merrier!

We will also be accepting food bank donations

Please register online using the link below,

Wednesday, December 11, 2019

Mike Mervyn CFP, CLU, RHU, REBC
 Officers and Directors
First Vice President
Thomas Gaymer
Second Vice President
Ed Grainger CFP
Theresa Aucoin CHS
Membership Chair
Kevin Zakus
Brett Henderson CLU
Program Chair
Robert White CLU
Andrew Meyers
Professional Development Chair
Theresa Aucoin CHS
Public Awareness Chair
Communication Chair
Best Practices Chair
Professional Conduct Chair
Ed Grainger CFP
Advocacy Chair
Robert Bauml CFP
Kayla Caruana CFP
Financial Literacy Chair
Institute Representative
Theresa Aucoin CHS
Sponsorship Chair
Mike Mervyn CFP, CLU, RHU, REBC
Sandra McAllister
GAMA Representative
Thomas Gaymer
Totem Pole Chair
Trevor McTavish
Past President
Cheryl Hatfield
 Contact Information
Cheryl Hatfield
(250) 718-2730