Calendar of Upcoming Events
Brought to you by our two platinum sponsors
December 15-31, 2009
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Blood Donor Clinic at Canadian Blood Services
325 - 20th Street East Saskatoon SK S7K 0A9
Wednesday, January 27, 2010
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Lunch & Learn
Saskatoon Club, 417 - 21st Street East, Saskatoon SK S7K 0C5
11:45 am – 2:30 pm
Speaker: Eugene Ellmen, SIO
Socially Responsible Investment and Your Clients.
Cost:
$10 Member
$60 Non-MemberRegister online
For more information contactYou have only one payment option. You must register and pay online. For this event you do not need to be a member to pay online. You can receive a receipt by email immediately upon registration.- If you do not pay online or in advance, you will not be registered for this event.
- Advocis North Central Saskatchewan will no longer accept payment at the door.
- All payments to events must be made in advance
- Cheques will not be accepted.
Friday, March 5, 2010
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Advocis Member RRSP Social
Saskatoon Club, 417 - 21st Street East, Saskatoon SK S7K 0C5
4:00 pm to 7:00 pm
Monday-Tuesday, April 19-20, 2010
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Two Advocis PD Days
Part I
World CI Road Show – April 19
8:00 am – 4 pm
Radisson Hotel, 405 Twentieth Street East, Saskatoon S7K 6X6
Guest speakers include:
Sol Hicks
Van Mueller
Anthony Morris
Julian Wise
and more
Early Bird Registration until January 31, 2010
Part II
Education Day – April 20
Saskatoon Inn, 2002 Airport Drive S7L 6M4
7:45 am – 4:15 pm
Jim Rogers, MDRT & Top of the Table Speaker, "Ten Tips to Take You to the Top"
Robert Gignac, Best Selling Author and Global Speaker, "Rich is a State of Mind"
Register online
For more information contact
Wednesday, June 16, 2010
-
Annual Golf Tournament
Fundraiser for Cystic Fibrosis
Moon Lake Golf Course
10:00 am – 7 pm
Monday, September 13, 2010
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Annual CFP/CLU Update
Sheraton Cavalier
612 Spadina Crescent East, Saskatoon, SK S7K 3G9
(Parking available at Avord Towers, 606 Spadina Crescent East)
7:45 am – 4:15 pm
Register online
Tuesday, November 2, 2010
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Fall PD Day and Annual General Meeting
Saskatoon Inn, 2002 Airport Drive S7L 6M4
7:45 am – 4:15 pm
Register online
Monday, November 22, 2010
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Secret Santa fundraiser
Wieners and beans luncheon
Sheraton Cavalier
612 Spadina Crescent East, Saskatoon, SK S7K 3G9
(Parking available at Avord Towers, 606 Spadina Crescent East)
11:00 am – 2:00 pm
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 3, 2010
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Advocis Member Christmas Social
Saskatoon Club, 417 - 21st Street East, Saskatoon SK S7K 0C5
4:00 pm to 7:00 pm
Review of Past Events
Friday, December 4, 2009
- Advocis Christmas Social
Tuesday, December 1, 2009
- Secret Santa fundraiser
Thursday, November 5, 2009
- CFP/CLU Update with DVD presentations by:
- Peter Wouters - Strategies for Wealth Preservation in Today's Economy
- Rachel Blumenfeld - Aligning Beneficiary Designation with Planning Objectives
- Ted Ballantyne - Tax Changes and What They Mean for your Clients
- Thérèse Reilly - Managing Risk: Privacy and Do Not Call List
- Rachel Blumenfeld - RDSPs and their Relationship to Other Planning Initiatives
- Peter Everett - The Impact of the Lipson Decision on Interest Deductibility
- Bill Bentley – Canadian Blood Services testimonial
September 30, 2009
- "Don't Lose Twice" - Laurie Fischer, Franklin Templeton Investments
June 17, 2009
- Advocis Annual Golf Tournament at Moon Lake Golf & Country Club
May 27, 2009
- Tim Squire, moderator, "Best Practices - Uncomplicating Compliance"
April 29, 2009
- Spring Professional Day
- Peter Wouters, "Business Succession Planning"
- Paul Hauk, "Group Benefits from a Unique Perspective - Former Group Rep, Now a Broker"
- Patty Randall, "Why is "care" considered a "four letter word" in Canada"
- Spencer Reynolds, "Capital Markets"
- Simon Reilly, "How to Thrive in a Recession"
March 25, 2009
- April-Lynn Levitt, B.Comm, CFP, Coach
How to Build a Powerful Business Plan
January 23, 2009
- Norma Cameron, writer and storyteller:
Using Narrative as a Communication Strategy
December 15-31, 2008
- Blood Donor Clinic at Canadian Blood Services
325 - 20th Street East Saskatoon SK S7K 0A9
December 5, 2008
- Advocis Christmas Social
November 25, 2008
- Secret Santa fundraiser
November 19, 2008
- John Bourkouis, "TFSAs - Where They Fit" Wanda Hunchak, ÏTax Advantages of Golden Opportunities FundÓ Chris Thompson, "Protect Your Wealth From Your Health"
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)) |
