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

Thompson Okanagan Chapter

 Upcoming Event Registration

Professional Development Day

 

Save the Date!!

Our Professional Development Day is on April 23, 2020 at the Four Points By Sheraton. Make sure to book this date in your calendar, it's going to be one you don't want to miss.

Date: April 23, 2020

NEW Location: Four Points by Sheraton

Time: 7:30am-4:00pm

Breakfast and lunch included!

                   Breakfast to be served at 7:30am
Thursday, April 23, 2020




Professional Development Day - Fort St. John

 Advocis Thompson Okanagan

Invites you to attend

Fort St. John Professional Development Day

on May 12, 2020

Northern Grand Hotel, 8:30am - 4:00 pm


Tuesday, May 12, 2020




Marketing Assistant Seminar

Advocis Thompson Okanagan
invites you to attend our Marketing Assistant Seminar
on May 14, 2020 at the Kelowna Golf and Country Club.


This seminar is being offered to all Financial Advisor Assistants. All member and non-member assistants are invited to our educational seminar designed for assistants. We are aiming for an informal interactive learning environment with plenty of time for round-table discussions, questions and support.



We welcome you to stay and socialize after the event, appetizers and Wine are included!
 

Please register using the link below.
Thursday, May 14, 2020




Lawn Bowling Social

 Join us for Lawn Bowling with
the National School
on July 13, 2020 at the
Kelowna Lawn Bowling Club from 6:00-8:00pm.

Attendance is free!
Drinks and food will be available by cash.

Come out and enjoy of fun evening of bowling and socializing! Event details are below.

Please register by contacting Jaide at thompsonokanagan@advocischapter.ca
Monday, July 13, 2020




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
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