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

Event information for Winnipeg


 Event Detail
Organized by: Chapter     
Event Title: New Advisor Forum  Event Type: Seminar 
Date/Time
Start: 9/26/2019 End: 9/26/2019 Start Time: 8:00 am End Time: 11:30 am
Description:
Half day format.  Hot Breakfast included.  Please advise of any special dietary considerations.

Don't miss this opportunity to learn from advisors with years of experience and expertise in the industry!

Speakers Include:
Blair Smith, B. Comm (Hons), CFP, CLU, CH.F.C., TEP
Financial Planner, ONYX Financial Group
Blair brings over 25 years of experience in the financial services industry.  He is an active member of many industry organizations and continues to take on leadership roles because he is committed to professionalism and protecting consumer interests.  
The most recent work experience Blair had before joining ONYX Financial Group was with Great-West Life.  In that role he supported, recruited and coached independent financial advisors.
Blair recently joined ONYX Financial Group where he is now responsible for comprehensive financial planning for clients and growing their Wealth Management division.  He brings expertise, passion for helping people, and a caring attitude.  


Lawrence Li, B. Comm (Hons), CFP
Division Director, Investors Group Financial Services Inc.
Lawrence started his career at IG when he was 23 after obtaining his B.Comm (Hons) from the University of Manitoba.  He is married to Jennifer for 21 years this October with 3 kids ranging in age from 15 to 30.
He spends his weekends in a rink or on a soccer pitch as his youngest is still active with team sports.
For fun, he too plays soccer year round and dabbles in the kitchen.  

Paula MacMillan, BA, CHS
Advisor, Sun Life Financial
Paula has been an advisor with Sun Life Financial for over 17 years.  She is a qualifying and Life Member of MDRT. 
In 2014, Paula obtained her CHS or certified health specialist designation.  In 2017, Paula achieved Special Status with Sun Life Financial recognising her lasting commitment to providing trusted, holistic financial planning advice with a specific focus on serving excellence, quality business practices, productivity, and a commitment to fostering long term relationships with clients. 
In 2019, Paula successfully became a Certified Financial Planner joining the ranks of 10% of financial advisors nationally who have committed to and achieved this pinnacle designation.
She is currently working toward her Elder Planning Counsellor designation and CLU or Chartered Life Underwriter designation.
Paula’s mantra is simple and has never waived, “See the people, help the people, ask for referrals and repeat”.
Paula and her husband Kirk are both certified Kansas City barbeque judges, love to travel the world, and enjoy spending as much time as possible with family and friends at the lake.

Please note:  This event is designed primarily so new advisors can learn from more senior advisors.  Due to the this format, ce will be applied for, but approval may not be possible.

Our New Advisor Forum is Proudly Sponsored by:  CAGP & Canada Life
 
Agenda:
 
CE Credits:  
Speaker
Biography:
 
 
Location Winnipeg Winter Club
200 River Avenue
Winnipeg, MB R3L 0B2
Contact Dawn Dumontier
204-231-3628
winnipeg@advocischapter.ca
Notes:  

Registration Information -
  Early Bird Fee Regular Fee Late Fee
Fee apply date ->        
For Member: $ $25.00 $   
For non-member: $ $25.00 $