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

Event information for Greater Niagara


 Event Detail
Organized by: Chapter     
Event Title: Breakfast meeting  Event Type: Seminar 
Date/Time
Start: 9/11/2019 End: 9/11/2019 Start Time: 8:00 am End Time: 11:30 am
Description:
Dr. Bruce Empringham will be coming out to present Insurance Fundamentals

Jim Witty - Vice-President, Tax, Retirement and Estate planning at CI Investments will be in to present.


 
Agenda: 8am- 8:45 am - Registration & Breakfast

8:45 am- Call to Order

9am-10am - Dr. Bruce Empringham

10am-10:15am - Coffee Break

10:15am-11:15am - Jim Witty

11:30 am - meeting adjourned
 
CE Credits: 2 
Speaker
Biography:
Bruce Empringham & Jim Witty 
Dr. Bruce Empringham graduated in Medicine from Queen's University and completed his family practice residency at McMaster University.  After 4 years in North  Bay Ontario, he took a job as assistant medical director at London Life in 1991. As the companies have grown, so has his role and he is now responsible for life and living benefits medical underwriting and medical claims assessment.  He has remained active in the insurance industry in North America as past chair of several organizations and remains active on a number of industry and legislative fronts
 
He's a strong advocate of the importance of the relationship between the underwriting team and the field, and works hard with our sales channels to strengthen that bond.  For companies and advisors to succeed in the future, they must do it through teamwork and a positive relationship.


Jim Witty - With extensive tax experience in public accounting, Jim is a key technical resource to CI's sales and marketing teams on income tax and other general estate planning topics.

Jim joined CI in 2018 after more than 10 years in public accounting working predominantly with private held and family managed businesses.  He brings extensive income tax knowledge and experience from his previous position as a Senior Tax Manager at a large public accounting firm in downtown Toronto. Prior to this, he worked at a small firm in mid-town Toronto where he assisted clients with developing and implementing various income tax, estate and succession planning strategies.

Jim became a Chartered Professional Accountant and Chartered Accountant in 2010 and has completed CPA Canada's in-depth Tax and in-depth International Tax courses. He also is a member of the Canadian Tax Foundation (CTF) and was a speaker and author of a technical paper for the CTF's 2017 Ontario Tax Conference.

 
Location Hilton Garden Inn
500 York Rd
Niagara on the lake, ON L0S 1J0
Contact Kelly Gadula
9053970883
greaterniagara@advocischapter.ca
Notes:  

Registration Information -
  Early Bird Fee Regular Fee Late Fee
Fee apply date ->        
For Member: $20.00 $20.00 $20.00   
For non-member: $40.00 $40.00 $40.00