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

Winnipeg Chapter

 Upcoming Event Registration

Fall Conference

Join us at The Met – 281 Donald Street for our Fall Conference

 

Speakers Include:


Herb Huck CPA, CA, CMA, CEA, BBA  Vice-President, Advanced Markets, BMO Life Assurance Company

Insurance Solutions and Product Suitability in the Corporate Marketplace

Corporate market opportunities continue to grow as more business owners are thinking about retirement or succession and new tax rules make accumulating wealth in a business more punitive.  What insurance solutions are available and which products best align with those concept objectives?  We will explore these issues through an interactive case study approach.

1 ce credit


Brent Lemanski, CLU, LLIF AVP, Executive Director LIMRA and LOMA Canada

Advisor Evolution in a Changing Marketplace - Understanding the New Distribution Landscape

Managing the Customer Experience - Selling life insurance has shifted from product-focused to customer-focused.  Today, it is about who you are selling to and how they respond to your brand and message, rather than what you are selling.  Advisors will walk away from this session with a better understanding of how to manage customer experiences in order to differentiate their business.  

1 ce credit


Advisor Evolution in Practice

An interactive discussion with our panel addressing relevant questions.  We will review the current and future state of the financial advisor.

Panelists include:  Esther Bast - Investors Group, Eileen Jennings - HUB Financial Inc, Kris Kubin - Financial Horizons and Matthew Lane - Freedom 55 Financial.  

1 ce credit pending approval


Herb McFaull RRC, CFP

Success Beyond Business

Life today is busy.  We have so many pulls in so many directions:  our career and our family/friends alone can fill our lives, making us wonder where the time went.  Often times our personal health, our spirituality, and our volunteer/community contributions can be ignored or at a minimum be out of balance.

Herb has been a student of doing his best to live a Balanced Life, not always successfully, but always striving.  He has enjoyed exceptional success in the Financial Planning/Investment industry over 35 plus years, while doing his best to find the ingredients to achieve true success in life: that is to live a Balanced Life.

He will share his Four Keys to Real Success, the essential “learnings” from his first two Life Acts that now greatly influence all he does as he enters his Third and final act.

1 ce credit


Jim Kyte

The Ps to Success

Jim Kyte, former Winnipeg Jet and the only deaf player in the history of the National Hockey League is currently the Dean of Algonquin College’s School of Hospitality and Tourism in Ottawa. He will share his life story and illustrate the attributes to a successful career in the face of adversity.  

1 ce credit (not applicable for ICM)

 

Hot Breakfast and Lunch is included.  Please advise of any special dietary considerations. 


**We are collecting donations for Winnipeg Harvest!  Please bring a tin for the bin!**


Advocis Winnipeg is Proudly Sponsored by:

Platinum Sponsors:  Financial Horizons, Great West Life/London Life/Canada Life, Industrial Alliance and PPI

Gold Sponsors:   BMO Insurance, Canada Life, CI Investments, Desjardins, Dynacare, Empire Life, Equitable Life, Franklin Templeton Investments, GMS, HUB, IG Wealth, Keystone Insurance/Financial Investments Western Limited, Mackenzie Investments, Manitoba Blue Cross, Manulife, RBC Insurance, SSQ Insurance, The Winnipeg Foundation and VERICO One Link Mortgage


Conference Sponsor:  Golden Opportunities Fund


Thursday, October 17, 2019




Lunch and Learn - Advice that Sticks, Advice that Slips

Advocis Winnipeg in conjunction with the Manitoba Financial Literacy Forum is pleased to present:

Dr. Moira Somers

Advice that Sticks, Advice that Slips

Dr. Somers is the author of the international best-selling book, Advice that Sticks:  How to Give Financial Advice that People Will Follow. She brings to the financial community her uncommon blend of expertise in neuroscience, behavioural economics, medical non-compliance, and the psychology of money.

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

Moira Somers is an author, neuropsychologist, and executive coach based in Winnipeg, Manitoba. She is on faculty at the University of Manitoba and at the Sudden Money Institute in Florida. Dr. Somers’ time is divided between direct service delivery to clients, speaking and training, and consultation with financial organizations around the globe. Past and present clients include the National Football League Players’ Association, financial planning organizations in North America, Europe, and South Africa, and a wide array of private investment firms, insurance companies and banking institutions.


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.  

We are also offering something new this year:  We will be keeping the room for an additional two hours to complete the additional CE credits online together.  Watch for more details at the beginning of November.  
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
Paul Guimond CIM
Cory Gergulich
Professional Development Chair
Melissa Harrell CHS
Public Awareness Chair
Tara Elias
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
Ramandeep Sekhon CHS
GAMA Representative
Totem Pole Chair
Past President
Kevin Harold
Directors
Marty Minshull CFP
Administrator
Dawn Dumontier
 Contact Information
Dawn Dumontier
(204) 231-3628

Winnipeg@AdvocisChapter.ca