Ottawa

We strive to provide top quality information for our members by including quality speakers, with a focus on our industry topics at all events. From time to time we include non-industry speakers who we feel offer relevant information. Over the years, we have built a good rapport with our audience, delivering programs that are well appreciated.

We are proud to represent the Ottawa area as the main choice for Financial Advisors/Planners to obtain relevant industry information, CE credits, and education. We work hard to ensure that the needs of our current and future advisors are met in support of their professional designations. We are keen to continue working hard and offering online training via webinar to all our members.