Draws more than 1,000 participants to annual professional development event
What: Advocis, The Financial Advisor Association of Canada, is pleased to host its 2005 annual National Conference in Halifax attracting financial advisors from across the country.
Conference Features include:
Regulatory Panel of distinguished regulators including; Joanne Abram, chief executive officer Alberta Insurance Council; Marjorie A. Hickey, Q.C., Partner, Patterson Palmer Law, Halifax; Donne Smith, chair and CEO, New Brunswick Securities Commission; and Grant Swanson, executive director, Licensing and Market Conduct FSCO.
Advocis 2005 AGM – Members will be asked to ratify a new strategic vision; a new regulatory strategy and a national public awareness strategy.
Keynote Speakers including; Richard Worzel, CFA, leading forecaster, futurist, Ellen Bessner, Gowlings partner and practiced litigator, Warren Macdonald, transition specialist, David Gangong, president of Gangong Bros Ltd.
When: Wednesday, May 11, 2005 – Saturday, May 14, 2005
Where: Halifax, at the World Trade and Convention Centre
Who: Advocis senior executive team, regulatory panel panellists and committee chairs
Suggested Discussion Topics: Professional Designations – Why is professional accreditation of financial advisors so important for consumers?
Staying relevant – How do professional membership associations serve the ever-changing needs of their constituents?
A Framework for Effective Regulation in Canada?
Advocis, The Financial Advisor Association of Canada, is the largest voluntary professional membership association of financial advisors. With more than 15,000 advisors in 50 chapters across Canada, Advocis members provide financial and product advice to over 12 million Canadians across a variety of distinct areas, including: estate and retirement planning, wealth management, risk management, and tax planning. Members adhere to a strict Code of Professional Conduct, subscribe to standards of best practices, meet ongoing continuing education requirements, maintain appropriate levels of professional liability insurance and are committed to putting their client interests first. The Association’s Web site is www.advocis.ca.
About the CLU(tm) Institute
The CLU Institute is the professional organization that administers and promotes the Chartered Life Underwriter of Canada designation. CLU advisors are experts in advanced life insurance applications and estate planning solutions. Almost 4,000 advisors have earned the CLU designation. The Institute Web site is (www.cluinstiute.ca).