Induct a clear shared vision, a regulatory strategy and a national public awareness campaign
Friday, May 13, 2005, Halifax: Advocis, The Financial Advisors Association of Canada, today announced that the general membership of Advocis has adopted a bold new strategic direction and elected a new national chair and board of directors today at its annual general meeting. The membership instituted a new vision and mission, a new framework for effective regulation in Canada and approved a new national public awareness campaign.
�Our members have chosen a concrete new direction and have given us a clear mandate to grow the association so that it will continue to prepare, promote and protect members, and maintain its leadership of the financial industry for years to come,� explained Steve Howard, president and CEO of Advocis. �We have a set of fixed goals which allow the entire organization to focus on key objectives, strategies and measure our success.�
The association elected Gary McLeod, CLU, of Toronto as its new chair and confirmed its national board of directors for 2005.
�I am honoured that the membership has elected me as the chair of the Board. The membership has laid out some ambitious goals and objectives that will guide our association to a prosperous future and we are prepared and poised to move forward in wonderful and exciting ways,� said incoming chair, Gary McLeod, CLU. �I see the next year dedicated to building a national sales force that can meet with each and every member annually to review our efforts, our product services, to listen and to make sure that the reasons to belong to our voluntary professional organization are clear.�
The slate of national directors for the 2005/2006 term is:
Christy A. Bacik
Teresa Black Hughes, CFP, CLU, R.F.P., FMA
Dennis Caponi, Sr., CFP, CLU, CH.F.C.
Leonard W. Colman, CFP, CLU
Gary McLeod, CLU
Roger McMillan, BA, CFP, CLU, CH.F.C.
Mike Palynchuk, B. Comm, CFP
Marie-Claude Savard, PL.Fin., Adm. A.
Timothy Squire, CGA, CFP, FMA
Stephen Tasker, CFP, CLU, CH.F.C.
Mark Woofter, CFP, CLU, CH.F.C.
Terry Zive, FLMI, CLU, CH.F.C.
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 professional Code of Conduct, subscribe to standards of best practice, 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 Institute
The CLU Institute is the accreditation, education, disciplinary and marketing body for the Chartered Life Underwriter of Canada designation. CLU advisors are experts in advanced life insurance applications, tax and estate planning solutions. Almost 4,000 advisors have earned the CLU designation. The organization’s Web site is www.cluinstitute.ca.