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

Thompson Okanagan Chapter

 Upcoming Event Registration

Save the Date- Professional Development Day

Save the Date!!

Our Professional Development Day is coming up quick, so make sure you get the date in your calendar! It's going to be an event you don't want to miss!

Date: October 24, 2019

NEW Location: Fairfield Inn and Suites

Time: 7:30am-4:00pm

Breakfast and lunch included!

Breakfast to be served at 7:30am




**Jocelyn Duncan

Vice President Regional Sales, Vancouver Island & BC Interior

SPEAKING ON: Ethics of Aging- Your Duty in Supporting Your Elderly Client


Jocelyn is an award-winning investment sales professional and has more than 25 years of industry experience.  Prior to joining Franklin Templeton Investments, Jocelyn provided investment counselling and designed portfolios for high net worth families, foundations and not-for-profit organizations for Connor Clark & Lunn Private Capital Ltd.  Other previous roles include District Vice President at RBC Global Asset Management and Vice President at Manulife Investments.


**Rishu Bains

Regional Sales Director

SPEAKING ON: Simplifying the Living Benefits- Conversation with Business Owners

The scary conversation of Living Benefits simplified by using simple sales solutions for business owners.  Recognizing the need, learning the sales approach and formulating the correct plan.  Using the strength and strategic strategies of IA’s Living Benefits platform to grow your existing block of business.


** Sogol Clark

SPEAKING ON: Changing the Dialogue- Engaging the Female Market

Client retention is critical to the success of your business, yet there is a segment that you may not have on your radar – women. Many advisors overlook the unique needs of female clients, and 73% of women say they are unhappy with the financial services industry.

In this presentation you'll be introduced to an approach you can use to engage women, understand their unique financial concerns, and tailor your communications to build long-term relationships.


**Grant Hicks

CIM, President

SPEAKING ON: The Future Ready Financial Advisor- The critical practice management processes to build a top performing financial advice business in the future, and how to acquire more ideal clients.


Results for attendees will be:

- Acquiring more ideal clients in 2019  
- Become a “Future Ready Financial Advisor” in a world of regulatory and technology changes - Key practice management processes top firms implement successfully and how to measure them.
Upon enrollment, attendees will receive a FREE ebook copy of Grant Hicks latest book “Guerrilla Marketing For Financial Advisors” Innovating financial professionals through practice management, 2nd Edition. This is 5 years of research on the best practice management strategies. Find out why the “Guerrilla Marketing series has sold over 21 million copies worldwide.

More Speakers TBA

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