Calendar of Upcoming Events
Brought to you by our two platinum sponsors
Wednesday, November 19, 2008
- Lunch & Learn
11:00 John Bourkouis, Desjardins Financial Security"TFSAs - Where They Fit"11:45 Wanda Hunchak, Golden Opportunities Fund Inc.
12:15 Chris Thompson, Canada Life,"Protect Your Wealth From Your Health"Lunch sponsored by Golden Opportunities
Saskatoon Club, 417 – 21st Street East, Saskatoon SK S7K 0C5
11 a.m. to 1 p.m.
Members $10
Guests of members $20
Non-members $75
Tuesday, November 25, 2008
- Secret Santa Luncheon
Sheraton Cavalier
612 Spadina Crescent East, Saskatoon, SK S7K 3G9
Every year Advocis and CJWW team up to host our annual Secret Santa fundraiser luncheon. All proceeds from the luncheon go to CJWW Denny Carr Secret Santa Foundation Inc, which provides toys and food hampers to needy families at Christmas.
Reserve your corporate table and bring your staff to enjoy prizes and entertainment.
Friday, December 5, 2008
- Christmas Social
Bring a guest.
4 to 6 p.m.
Saskatoon Club, 417 – 21st Street East, Saskatoon SK S7K 0C5
December 15-31, 2008
- Blood Donor Clinic at Canadian Blood Services
325 - 20th Street East Saskatoon SK S7K 0A9
Wednesday, January 28, 2009
-
Lunch & Learn
11:00 - 1:00
Saskatoon Club, 417 - 21st Street East, Saskatoon SK S7K 0C5
Speakers TBA
RSVP to jenea@performancefinancial.ca
Wednesday, March 25, 2009
-
Lunch & Learn
11:00 - 1:00
Saskatoon Club, 417 - 21st Street East, Saskatoon SK S7K 0C5
Speakers TBA
RSVP to jenea@performancefinancial.ca
Wednesday, April 29, 2009
-
Spring Professional Development Day
8:00 - 4:30
Location - TBA
CLU/CFP Update
RSVP to jenea@performancefinancial.ca
Wednesday, May 27, 2009
-
Lunch & Learn
11:00 - 1:00
Saskatoon Club, 417 - 21st Street East, Saskatoon SK S7K 0C5
Speakers TBA
RSVP to jenea@performancefinancial.ca
Wednesday, June 10, 2009
-
Advocis Annual Golf Tournament
11:00 - 7:00
Location - TBA
RSVP to bob.dobrinski@sasktel.net
June 15-30, 2009
-
Blood Donor Clinic at Canadian Blood Services
325 - 20th Street East Saskatoon SK S7K 0A9
Wednesday, September 30, 2009
-
Lunch & Learn
11:00 - 1:00
Saskatoon Club, 417 - 21st Street East, Saskatoon SK S7K 0C5
Speakers TBA
RSVP to jenea@performancefinancial.ca
Wednesday, October 28, 2009
-
Fall Professional Development Day
8:00 - 4:30
Location - TBA
Annual General Meeting Speakers TBA
RSVP to jenea@performancefinancial.ca
Wednesday, November 25, 2009
-
Secret Santa Luncheon
11:30 - 2:00
Sheraton Cavalier, 612 Spadina Crescent East, Saskatoon, SK S7K 3G9
Every year Advocis and CJWW team up to host our annual Secret Santa fundraiser luncheon. All proceeds from the luncheon go to CJWW Denny Carr Secret Santa Foundation Inc, which provides toys and food hampers to needy families at Christmas.
Reserve your corporate table and bring your staff to enjoy prizes and entertainment.
Friday, December 4, 2009
-
Advocis Christmas Social
4:00 - 7:00
Saskatoon Club, 417 - 21st Street East, Saskatoon SK S7K 0C5
RSVP to jenea@performancefinancial.ca
December 15-31, 2009
-
Blood Donor Clinic at Canadian Blood Services
325 - 20th Street East Saskatoon SK S7K 0A9
Review of Past Events
Wednesday, October 22, 2008
- Harry James, "The CEO Model" and "Quality of Life"
sponsored by Rice Financial
Loss Prevention Control seminar
NCSAS Advocis Annual General Meeting
September 19, 2008
- Corry Collins, Living Benefits Atlantic Limited
Brian Mills, Manulife
June 18, 2008
- Annual golf tournament at Moon Lake
May 22, 2008
- George Sigurdson
Third annual CLU/CFP update.
February 12, 2008
- Dr. Bruce Empringham
"Field Underwriting and Home Office Underwriting: How to Synergize, Not Antagonize" and "Living Healthy"
Brian Trainor
Financial Abuse of Seniors and various types of Financial Fraud
December 4, 2007
- Christmas Social
November 28, 2007
- Secret Santa Luncheon
October 24, 2007
- Advocis Fall Education Day and Annual General Meeting
John Cross, Transformational Change in Agriculture, What Financial Advisors Need to Know
Spencer Reynolds, Economic Outlook and Opportunities
Randy Beattie, Management Buyout Opportunities
Dean Owen, Update on Segregated Fund Regulations
Micheline Varas, Critical Illness Insurance
Stephen Sykora, Canada-U.S. Cross-border Practice Issues
June 21, 2007
- Annual Golf Tournament
Moon Lake Golf & Country Club
May 24, 2007
- Luncheon
Simon Reilly, Leading Advisor Inc.
Speaking on Removing Your Mental Roadblocks to Your Success
April 26, 2007
- CFP/CLU Annual Update
with Ian Colborne CFP, CLU, CH.F.C.
February 6, 2007
- National President Steve Howard
National Vice-Chairman Kris Birchard CLU
Luncheon
December 5, 2006
- Advocis Christmas Social
November 21, 2006
- Secret Santa Fundraiser
October 17, 2006
- Advocis Fall Education Day and Annual General Meeting
-Allan Haubrich, Estate Planning
-Brian Mills, Retirement Income Planning
-Kris Birchard, Shareholder Agreements
-Shirley Babaluk, Socially Responsible Investing
-Loss prevention seminar
October 1-7, 2006
- Financial Planning Week in Saskatoon
September 30, 2006
- StarPhoenix newspaper supplement for Financial Planning Week
See attached PDF file.
September 19, 2006
- Leonard Morgan, CLU, C.H.F.C. from St. John's, Newfoundland
The Harvest is Plenty, The Labourers are Few
June 21, 2006
- Annual Advocis golf tournament at Moon Lake
June 14-17, 2006
- National Conference - Victoria, British Columbia
May 2, 2006
- CFP/CLU 2005 Annual Update
with Ian Colborne CFP, CLU, CH.F.C. and others
March 9, 2006
- CE in a BOX
Compliance - Ignorance Is Not an Excuse
November 29, 2005
- Secret Santa Fundraiser
November 3, 2005
- David Wild, luncheon meeting
October 6, 2005
- Gary McLeod, CLU, Chair, Advocis National
- Roger McMillan, CFP, CLU, CH.F.C., Vice Chair, Advocis National
October 1, 2005
- Financial Planning Week StarPhoenix newspaper supplement
August 22, 2005
- Advisor Growth Day™ - Precision Marketing Workshop
June 16, 2005
- Annual Advocis Golf Tournament at Moon Lake
May 19, 2005
- Daryl Diamond, "Rock ’n roll Presentation on Retirement Planning"
- Rick Forchuk, "What your clients are saying behind your back"
- Terry McBride and Kevin Rogers, case study (PDF - 53 KB) on behalf of Leave a Legacy
May 11-14, 2005
- National Conference - Halifax, Nova Scotia
April 21, 2005
- Jack Vicq, Saskatchewan's Business Tax Review
February 17, 2005
- Grant Kook, Golden Opportunities Labour Sponsored Investment Fund
December 15, 2004
- Randall Reynolds, National Life
October 19, 2004
- Dan Richards
- Rick Johnson, Best Practices Manual
- Joanna Reid, Loss Prevention Control
Sept 8, 2004
- Steve Howard
- Doug Richardson
- George Sigurdson
- Dan Carpick
- Ian Tod
- Chris Geldert
- Tim Southorn
March 9, 2004
- Brian Mallard, Legislative Changes for Financial Advisors
Feb 10, 2004
- Randy Brunet, The New Privacy Rules
- Cheryl Dougan, Breakthrough Goals for Success
Recent Designation Recipients
The following people recently received CFP, IFATC, RHU and CLU designations:
| 2007 | May | Cynthia Anderson (RHU) |
| Cory Spanier (RHU) | ||
| Lana Spanier (RHU) | ||
| 2006 | May | Elan Kidd (CLU) winner of the CLU Dunstall award for 2006 in the Province of Saskatchewan |
| Sept | Serese Selanders (CLU) | |
| 2005 | June | Phillip Smith (CFP) |
| Jan | Craig W. Donovan (RHU (M)) | |
| Mark D. McClelland (CLU) | ||
| 2004 | Mar | George H. Clark (CFP) |
| Neil D. Friesen (CFP) | ||
| Kelly E. Kuspira (CLU) | ||
| Larry M. Owen (CLU) | ||
| Derek M. Scott (CFP) | ||
| Timothy W. Squire (CLU) | ||
| Feb | Jennifer Bain (CFP) | |
| Mark Buness (CFP) | ||
| Eli Cenaiko (CFP) | ||
| Jocelyn Davey-Hawreluik (CLU) | ||
| Yolaine Dunne (RHU (M)) | ||
| Alice J. Hambleton (CLU) | ||
| Kristen Hamm (CFP) | ||
| Tim Kozan (CFP) | ||
| Deah Scott (CFP) | ||
| Jan | Cory A. Choponis (IFATC (N)) | |
| David G. Kitsch (SEG) | ||
| Ken Pilon (CFP) | ||
| Thomas W. Stangowitz (IFATC (M)) | ||
| Brian M. Thompson (SEG) | ||
| Ian H. Turnbull (IFATC (M)) |
