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

Winnipeg Chapter

 Upcoming Event Registration

Spring Conference - Cancelled

If you have registered for this event refunds will be provided.

 
Thursday, April 30, 2020




Update 2020 - Cancelled

If you have registered for this event refunds will be provided.  
Wednesday, May 13, 2020




Thursday, May 28, 2020




Financial Assistant Seminar

Breakfast is included.  Please advise of any special dietary considerations.

Please note that breakfast is at 9:00 am and the presentation begins at 9:30 am.

Details to come.  

 
Thursday, June 11, 2020




Past Presidents Appreciation

Join us for breakfast.

Details to come.  
Wednesday, September 30, 2020




Fall Conference and Annual Meeting

Join us at The Met - 281 Donald Street for our Fall Conference and Annual Meeting

Hot breakfast and lunch is included.  Please advise of any special dietary considerations.

Details to come.  
Thursday, October 15, 2020




Financial Literacy Lunch and Learn

Lunch is included.  Please advise of any special dietary considerations.

Details to come. 
Thursday, November 5, 2020




Update 2020

Breakfast is at 8 am and the presentation begins at 8:30 am sharp!

Hot breakfast and lunch is included.  Please advise of any special dietary considerations.

Please note that you must be in attendance for the entire day to receive ce credits - no partial ce credit is available.  As lunch is a working lunch you will not be able to leave for lunch.  No exceptions.   
Thursday, November 19, 2020





 President
Melissa Harrell CHS
 Officers and Directors
First Vice President
Cory Gergulich
Second Vice President
Treasurer
Laura Patton CLU
Secretary
Membership Chair
Justin Boonen MBA,CFP,CIM,CMA,FCSI
Ross Cook
Program Chair
Paul Guimond CIM
Cory Gergulich
Professional Development Chair
Melissa Harrell CHS
Public Awareness Chair
Communication Chair
Tara Elias
Best Practices Chair
Professional Conduct Chair
Jeff Gerwing CFP
Advocacy Chair
Jeff Gerwing CFP
Financial Literacy Chair
Cynthia Duncan CFP, CLU
Institute Representative
Laura Patton CLU
Sponsorship Chair
Ramandeep Sekhon CHS, QAFP
GAMA Representative
Totem Pole Chair
Past President
James Crouch
Directors
Marty Minshull CFP, CLU
Rhonda Walker CFP
Administrator
Dawn Dumontier
 Contact Information
Dawn Dumontier
(204) 231-3628

Winnipeg@AdvocisChapter.ca