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Supporting TFAAC strategic priorities, the CLC is responsible for the viability, health and direction of the chapter network and ensuring the chapter network is vibrant and focused on providing added value to members. CLC Regional Leaders guide the well-being of the chapters in their Region, while non-regional Chairs are accountable for guiding the direction of their respective portfolios. Members of CLC also serve as liaisons with The Institute, GAMA and committees of TFAAC, and they chair network initiatives, such as Financial Literacy.
Eric Barton, CFP, EPC, Regional Leader, Ontario North-East
Leslie Carpenter, CLU, CFP, CIM, Regional Leader, British Columbia
Chris Hudson, CLU, CFP, CHS, Regional Leader, Ontario Central
Debra Schreiber , CLU, Regional Leader, Ontario South-West
Melissa Harrell, QAFP, CHS, Regional Leader, Prairies
David G. Campbell, Regional Leader, Atlantic
Patrick Souliere, CLU, CFP, CH.F.C., Regional Leader, Alberta
Abhishek Sharma, CLU, CFP, CHS, CLC Chair, Membership and GAMA Liaison
Ali Pahlavani, MBA, CFP, CLU, CHS, CLC Chair, Financial Stewardship
Vince McKay, EPC, CPCA, QAFP, CLC Chair, Program
Leslie Carpenter, CLU, CFP, CIM
Click below to download resources.
Contact Maja Golich, Education Coordinator at mgolich@advocis.ca.
Click below to download resources.
Contact Maja Golich, Education Coordinator at mgolich@advocis.ca.
Click below to download resources.
Contact Maja Golich, Education Coordinator at mgolich@advocis.ca.
Click below to download resources.
Contact Maja Golich, Education Coordinator at mgolich@advocis.ca.
Click below to download resources.
Contact Maja Golich, Education Coordinator at mgolich@advocis.ca.
Click below to download resources.
Contact Maja Golich, Education Coordinator at mgolich@advocis.ca.
Join us for another year of benefits, resources, and
access to your professional association.
Click below to download resources.
Send an email to ce@advocis.ca.
Click below to download resources.
Contact Sue Bailey, Education Coordinator at mgolich@advocis.ca.
Click below to download resources.
Contact Maja Golich, Education Coordinator at mgolich@advocis.ca.
Click below to download resources.
Contact Maja Golich, Education Coordinator at mgolich@advocis.ca.
Click below to download resources.
Contact Maja Golich, Education Coordinator at mgolich@advocis.ca.
Start strong in your career as an advisor with the advantage of the PFA designation.
Registration for the Fall 2021 Semester is NOW AVAILABLE.
Our Registration Portal is undergoing maintenance. You may experience issues when registering for a course or program.
Please email Member Services or call us at 1-877-773-6765 for assistance.
Develop the skills to build and express the value of your advice
with the PFA designation.
Registration for the Fall 2021 Semester is NOW AVAILABLE.
NOTICE: We are currently experiencing a technical issue with our course registration system. Our support team is working diligently to resolve this problem and we expect to restore service shortly. If you require immediate assistance with course registration, please contact our Member Services team via email at info@advocis.ca
NOTICE: We are currently experiencing a technical issue with our course registration system. Our support team is working diligently to resolve this problem and we expect to restore service shortly. If you require immediate assistance with course registration, please contact our Member Services team via email at info@advocis.ca.
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