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

Thompson Okanagan Chapter

 Upcoming Event Registration
Thursday, September 17, 2020




Fall Professional Development Day

 

Fall Professional Development Day

Our Fall Professional Development Day is on November 5, 2020 at the Four Points By Sheraton.

Date: November 5, 2020

NEW Location: Four Points by Sheraton

Time: 10:00am-2:30pm


Thursday, November 5, 2020





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

ThompsonOkanagan@AdvocisChapter.ca