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

Winnipeg Chapter

 Upcoming Event Registration

New Advisor Forum

More details to come.  
Breakfast included.
Thursday, September 26, 2019




Fall Conference

More details to come.
Breakfast and Lunch included.
Thursday, October 17, 2019




Lunch and Learn

More details to come.
Lunch included.
Wednesday, October 30, 2019




Update 2019 - From Vulnerability to Viability

Update 2019

 

UPCOMING EVENT

 

DISCOVER NEW IDEAS THROUGH VIDEO-TAPED
INTERVIEWS WITH INDUSTRY EXPERTS

Mike Richard Arthur Fish Ellen Bessner Jason Heath, CFP®
Mike Richard Arthur Fish Ellen Bessner Jason Heath
Investment Planning,
in an uncertain world
Today’s Senior Clients,
using foresight to
reduce risk
Facing Senior
Client Issues,

head-on
Decumulation Planning,
without running
out of money

 

Frank Vanden Broek, CFP®

Frank Vanden Broek

Update 2019
Moderator


Please JOIN us:
Engage in group discussion and case study activities designed to complement and deepen your knowledge in each key topic area.

Earn CE Credits for full seminar participation and additional CE Credits upon successful completion of the online portion available to you with your seminar registration.
Breakfast is at 8 am and the presentation begins at 8:30 am sharp!

Hot breakfast and lunch 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.  No Exceptions!

This is the same course offered May and can only be taken once.  
Thursday, November 14, 2019





 President
James Crouch
 Officers and Directors
First Vice President
Melissa Harrell CHS
Second Vice President
Treasurer
Laura Patton CLU
Secretary
Membership Chair
Justin Boonen MBA,CFP,CIM,CMA,FCSI
Program Chair
Ryan Schade
Paul Guimond CIM
Professional Development Chair
Melissa Harrell CHS
Public Awareness Chair
Paul Guimond CIM
Communication Chair
Paul Guimond CIM
Best Practices Chair
Jeff Gerwing CFP
Professional Conduct Chair
Jonathan Dixon
Advocacy Chair
Jonathan Dixon
Financial Literacy Chair
Cynthia Duncan CFP, CLU
Institute Representative
Laura Patton CLU
Sponsorship Chair
Kris Kubin
GAMA Representative
Kris Kubin
Totem Pole Chair
Past President
Kevin Harold
Directors
Marty Minshull CFP
Administrator
Dawn Dumontier
 Contact Information
Dawn Dumontier
(204) 231-3628

Winnipeg@AdvocisChapter.ca