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

Toronto Chapter

 Upcoming Event Registration

The Value of Human Advice

 

Ron Fox, CFP®, CIM®
CEO
Glidepath Portfolio Services Inc.

Advising on Investing Behaviour without Advising on Investments … and the Neuroscience of Human Advice


Why investing behaviour advice is just as, or arguably more important than specific investment advice.

 

In this presentation Ron will explain the neuroscience that drives human investing behaviour in good markets and bad.  Furthermore, he will explain how awareness of clients’ cognitive instincts helps all advisors (whether they advise on specific securities or not) to provide better … and more valuable service.

 



Sam Febbraro
Executive Vice President, Advisor Services
Investment Planning Counsel Inc.

The Human Dimension of Advice is Not Dead! 

Why You Matter More than Ever

 

Even as the demand for robo-investing continues to grow, the demand for advice by and for humans remains very much sought after. In this presentation, Sam, sheds light on why this is true – regardless of the generational divide – using hard data from a recent survey by IPC. Yet, there are forces of change demanding that financial advisors radically change how they deliver on the value of advice.  Sam will unpack what these changes are and, critically, he will provoke the audience to rethink how they approach their business to engage clients using a proven client experience modal, and ultimately grow their business.


Agenda
7:30 am - Registration and Breakfast
8:00 am - Welcoming remarks
8:15 am - Speaker
9:15 am - Coffee break
9:30 am - Speaker
10:30 am - Closing remarks


UPCOMING EVENTS:

December 5 - Holiday Recognition Breakfast with Tom McCullogh
January 23 - Advanced Learning Breakfast - Jamie Golombek
February 5 - U5A5 - Program Series 
March 4 - Woman's Day Event
Thursday, November 21, 2019




Holiday Recognition Breakfast with Tom McCullogh




Join us and kick off the holiday season while also celebrating fellow Toronto Chapter Members as part of our Holiday Recognition Breakfast. If you missed last year, you don't want to miss this year's event! 

Tom McCullogh will do a deep dive into his new book Wealth of Wisdom: The Top 50 Questions Wealthy Families Ask. Tom McCullough is Chairman and CEO of Northwood Family Office. He has spent over 35 years in the wealth management/family office field.

We encourage you to bring along your friends and colleagues, to not only gain valuable insight, but to also celebrate the holiday season with your Advocis family. See you there!

 

 

 

 

 

UPCOMING EVENTS:

January 23 - Advanced Learning Breakfast - Jamie Golombek

February 5 - U5A5 - Program Series 

March 5 - Woman's Day Event

Thursday, December 5, 2019





 President
Cathy Harman CFP, CLU, CHS, TEP
 Officers and Directors
First Vice President
Second Vice President
Treasurer
Tony Kim CFA
Secretary
Membership Chair
Cindy Marques
Program Chair
Jaclyn Nemethy CLU, CHS
Ya-Ri (Arthur) Wang CFP, CLU, CHS
Professional Development Chair
Kathryn Bennett LL.B,TEP
Public Awareness Chair
Jennifer Luu
Communication Chair
Adrian Altamirano CFP, CIM, FCSI
Best Practices Chair
Kathryn Bennett LL.B,TEP
Professional Conduct Chair
Advocacy Chair
Ronald Fox CFP, CIM
Financial Literacy Chair
Jennifer Luu
Institute Representative
Michael Camacho CFP,CLU,CH.F.C.,CHS, MBA (FS),FLMI
Sponsorship Chair
Michael Camacho CFP,CLU,CH.F.C.,CHS, MBA (FS),FLMI
GAMA Representative
Graham Bergsma
Totem Pole Chair
Past President
Robert Fleischacker CLU
Directors
Administrator
Warren Brown
Jannet Gibson
 Contact Information
Jannet Gibson
 

Toronto@AdvocisChapter.ca
www.advocis-toronto.com