Advocis: Leadership changes as a result of Advocis annual general meeting

December 3, 2008 Toronto – The members of Advocis, The Financial Advisors Association of Canada, have elected a new slate of directors for their board at their annual general meeting held in Toronto on Monday December 1. Taking the helm as chair of the Advocis board of directors for 2008-2009 is Kristan K. Birchard, CFP, CLU, CH.F.C., TEP.

“It is a tremendous honour to be asked to lead this group of experienced and committed volunteers,” said Mr. Birchard. “We are entering into an interesting time in the evolution of this organization. I know that 2009 will be a year that is full of promise and excitement.”

Mr. Birchard has been a member of Advocis for more than 30 years. During this time, he has served on the Ottawa chapter executive as well as chair of the CLU Institute’s board of directors. Last year, he was vice-chair of the board of directors of Advocis. He is a charter member of the Conference for Advanced Life Underwriting (CALU) and a Century Initiative member. Mr. Birchard also served six years as Advocis’ representative on the board of the Financial Planners Standards Council.

The other members of Advocis board of directors for 2008-2009 are:

  • Teresa Black Hughes, CFP, CLU, RFP, FMA, CIM
  • Terry Zavitz, CFP, CLU, RHU, REBC
  • Robert McCullagh, CFP, CLU, CH.F.C., RHU
  • Dean Owen, CFP, CLU, CH.F.C.
  • Randy McGlynn, CLU
  • Judith Cane, RHU
  • Harley Lockhart, CFP, CLU, CH.F.C.
  • Richard McKenster, CFP, CLU, CH.F.C., RHU
  • Roger McMillan, CFP, CLU, CH.F.C.
  • Joe Flynn, CFP, RHU
  • Graham Carter, CLU
  • Al Jones, CFP, CLU
  • Paul Hauk, RHU
  • Randy Reynolds, CFP, CLU, CH.F.C.

Advocis, The Financial Advisors Association of Canada, is the oldest and largest voluntary professional membership association of financial advisors and planners in Canada. With more than 10,000 advisors and planners in 43 chapters across Canada, Advocis members provide financial advice, product service and employee benefit planning to millions of Canadians in a number of areas including estate and retirement planning, wealth management, risk management and tax planning. For more information about Advocis or to view the submissions on advisor incorporation, visit