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Home Committees Schools Committee
Robert Caissie, CFP
Chair of Atlantic School: Shayne Connolly, CHS
Chair of the Banff School: James Savage
Chair of the Okanagan School: Tod Alstad, CHS
The purpose and operations of the Schools are to provide annual continuing education programming to TFAAC members and are subject to the TFAAC Board policy “Statement of Committee Governance”. Although each School operates as a discreet entity, it is desirable that the Schools collectively form a business unit of TFAAC under a common governance structure.
The TFAAC Schools Committee shall:
(1) Financial Management,
(2) Investment Management,
(3) Risk Management,
(4) Tax Planning,
(5) Retirement planning,
(6) Estate Planning, and
(7) Employee Benefits Planning
Each school will be separate and distinct, maintaining its own leadership School Board. The chair of each School Board will join chairs of other schools in forming the School Committee. The Committee will elect an Advocis member to serve at large. One member of the Committee will be elected by the Committee to serve as the Chair and also as appointee to the TFAAC Board. The Chair of the Committee will also be a member of the Professional Services Committee. The nomination of the at-large appointee will be submitted to the TFAAC Nominations Committee and approved by the TFAAC Board.
Each School will maintain its own financial statements and distinct reserves will be under the direction of each School Board. Costs of TFAAC may be allocated to the School overall business unit upon the approval of both the TFAAC Board and the Schools Committee. The Committee will determine the further allocation of those costs to individual Schools. The Committee will be represented on the TFAAC Board by the elected Chair of the Committee.
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.
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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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