Your suggestions are most welcome and your support on the organizing committee is even more welcome. Three times a year we get together for recreation, fun and charitable fundraising. Whether it is 144 advisors enjoying the outdoors for a day of golf in June, a smaller group curling in the winter, or the festive atmosphere of the Ottawa Senators 65 Roses Gala, Advocis members know how to have fun and raise serious money for the Ottawa Cystic Fibrosis Foundation. As you explore this web site you will find out how much Advocis Ottawa does and how much opportunity there is for you to participate. Welcome!
2011 Advocis Ottawa Board
Recent posts of all types from Advocis Ottawa
New technology boosts productivity, saves money
Financial advisors continue to look for savings through cost cutting wherever they can. This is of course a good idea. They may, however, miss the opportunity to think strategically about cost-cutting. Sometimes it is easy to hold back on new investments as a way to control expense.
But putting off investments in new technologies may not …
Read MoreReport from Queens Park Day 2012
This was our most successful legislature day so far. David McGruer, Kris Birchard, Daniel Blais, John Saikaley, Angela Houle and Kirk Wrinn all made the trip to Toronto this year. Kris was acting in concert with national staff for a couple of higher-level meetings. …
Read MoreMay 29th PD Day – Familes, Spending & Debt
In the last several years it has become clear that many clients are challenged with basic budgeting and debt management. This day will provide valuable perspectives to help advisors guide clients through challenging times. Speakers will include:
Jim Jeffcott, lawyer, to discuss the financial effects of separation and divorce
John Haralovich, trustee in bankruptcy, to help you …
Queens Park Day, April 24 2012
This day is usually held in the fall, but was moved to April this year because a minority government was elected last fall and we wanted to take more time to plan our communications.
Throughout the day, Advocis volunteers from across the province (with a very strong contingent from Ottawa) will be meeting with Ontario MPP’s …
Read More2012 Golf Tournament for Cystic Fibrosis
Once again it’s time to sign up for our annual Advocis golf tournament being held on Tuesday June 12th 2012, at the Kanata Golf and Country Club, 7000 Campeau Drive Kanata.
We will be starting with a 10:00 a.m. shotgun start so that the event can finish by 7pm.
Please click here to register and pay online.
A …
Read MoreAdvocis Ottawa offers an Additional $100 off Registration at Ontario School
In addition to the $100 early bird discount that is being offered until May 15th, Advocis Ottawa is offering an additional $100 to the first 20 people* who register manually for the Ontario School. This is open to Ottawa members only, and must be submitted to Ottawa Chapter manually using the form available online. Online …
Read MoreGet Educated on Pre-arranged Funeral Funding
The funeral industry has witnessed pre-paid funerals grow to a $1.7 Billion industry in Ontario. Originally, Trust was the funding vehicle of choice, however in the nineties many funeral homes began to offer both Trust and Insurance as funding options for pre-paid funeral services.
GFD of Canada is a not-for-profit organization that assists its member funeral …
Read More15th Annual Sales Congress on April 20th in Brockville with 5 CE credits!
St. Lawrence-Rideau Chapter is hosting their 15th Annual Sales Congress on Friday, April 20th entitled “Diversify Your Practice in Changing Times.” The cost is $50 for members and $65 for non-members. The event will be at the Brockville Country Club running from 8:30 to 4:30 and offers 5 CE credits. Topics include: Employee Benefits, Auto …
Read MoreAdvocis Ottawa once again Lead Sponsor of 65 Roses CF Gala
On February 23rd, your Chapter was the lead sponsor of the 65 Roses Cystic Fibrosis 2012 Gala. We are continuously proud in supporting our community and as such we thank all of the companies and advisors who stepped up to the plate and enjoyed a great evening with Ottawa Senators players and community leaders.
Read MoreSuccessful Curling Bonspiel for Cystic Fibrosis
Once again another successful curling bonspiel organized by your chapter in support of CF was completed on March 23rd at The Ottawa Hunt Club. Over 48 players enjoyed a terrific day of sweeping, strategizing, falling and freezing their….. Thank you to Ian Keith for having organized the bonspiel. Many thanks as well to our Platinum …
Read MoreUnderstanding the new CPP Rules
To help Canadians understand the legislation changes to the Canada Pension Plan (CPP) covering the four amendments legislated under Bill C-51, Service Canada has developed an excellent information session for financial advisors. Some of these changes have already taken effect as of January 1st.
Advocis Ottawa has organized a special Morning Event on Tuesday, March …
Read More65 Roses Gala – February 23, 2012
Join Us at the 65 Roses Gala!
Thursday, February 23, 2012 5:30 – 10:00 pm
Hampton Inn Conference Centre – 200 Coventry Road, Ottawa
Join us for an inspiring and memorable evening at the 65 Roses Gala hosted by Max Keeping and 65 Roses Celebrity Chair, Nick Foligno and wife Janelle, and other members of the Ottawa …
Read MoreAdvocis Curling Bonspiel – Friday, March 23, 2012
Please join us for the 2012 Annual Advocis Ottawa Curling Bonspiel to benefit Cystic Fibrosis to be held on Friday, March 23rd at the Ottawa Hunt & Golf Club, One Hunt Club Road.
The cost is only $60 per person, or $240 per Team of four and is limited to …
2012 PD Passes now on sale!
Full day professional development events held at
Hampton Inn – 100 Coventry Road, Ottawa
or
Hellenic Centre – 1315 Prince of Wales Drive, Ottawa
Thursday, Feb 2, 2012 Regulatory and Economic Update, Hampton Inn
Tuesday, May 29, 2012 Families, Spending and Debt, Hellenic Centre
Thursday, Sept 20, 2012 Improving your Practice Management, Hellenic Centre
Thursday, Oct …
Read MoreAdvocis Ottawa Endows Bursary to Support Financial Services Students at Algonquin College
Thanks to sound financial operations for many years and a donation matching program, Advocis Ottawa has been able to create a lasting impact on the community through the Kristan K Birchard Bursary in the Algonquin College School of Business. Congratulations to the Chapter for such an impactful and enduring initiative!
[caption id=”attachment_587″ …
Read MoreBanks prohibited from advertising in-house insurance on their web sites
The federal government is moving to prevent Canada’s banks from advertising their in-house insurance products on their web pages. Finance Minister Jim Flaherty has warned banks for years they were breaking the spirit of the law.
On GlobeAdvisor
On Yahoo news
This item clearly relates to efforts Advocis has been making to establish a level playing …
Read MoreNovember 24, 2011 PD Day report
The Hampton Inn was the location for the final event of 2011. The headline topic was Group and Individual Living Benefits and it was also the Ottawa Chapter AGM. Here are some photos of our speakers for the day.
Andrew and Yves discussed the basics of group benefits and how Manulife looks at …
Read MoreNovember PD Day: Individual and Group Living Benefits
Please join us for our final PD day of 2011 on November 24th. This session will provide you with a combination of technical knowledge about living benefits products and practical knowledge from advisors who have deep experience in helping clients make the best use of them.
Please …
2011 AGM and Board Election
The 2011 AGM will be held at the Nov. 24 PD Day at the Hampton Inn. The Proposed slate for the 2012 Board and proxy voting information can be found by following this link: Advocis Ottawa Election Documents 2011.
Advocis, The Financial Advisors Association of Canada, is the oldest and largest voluntary professional membership association of …
Read MoreUpdate 2011 at the Hampton Inn Ottawa (and PDU’s)
A large crowd of Advocis Ottawa members participated in the 2011 Update on October 19th. The content was high quality and the recorded speakers are experts in their field. For attendance at the event plus the self-study that follows, participants receive 12 quality CE credits!
Moderator David Sissing from the Advocis Ottawa Board added life to the day …
Read MoreOttawa Members in Ottawa Business Journal Book of Lists
ADVOCIS Ottawa 2011 Members List in Ottawa Business Journal – For a second year the Chapter decided to purchase a page in the Book of Lists so that members’ names would be in front of all the businesses in Ottawa. You may wish to circulate the list among clients or even print a large copy …
Read MoreUpdate 2011: Financial Advisors and Planners Professional Practice Review
Update 2011: Thursday, October 20 at the Hampton Inn. Click here to register.
Each year the national staff at Advocis prepares an in-depth update on matters crucial to financial advisors and packages it in a professional format for use by our Chapters. There is a maximum of 12.5 pre-approved credits for these presentations and the …
Read MoreSeptember PD Day: Proving and Improving Your Value
Hope to see you at our third PD Day of 2011. We have three notable invited speakers as well as the valuable Protect Your Practice module prepared by Advocis national staff. The agenda for the day is here Sept 15 2011 PD Day Agenda.
Read MorePAC event – Fundraiser for MPP Yasir Naqvi
You are cordially invited to attend a Private Reception for
Yasir Naqvi, MPP for Ottawa Centre
Tuesday August 30, 2011
at
The office of Kirk Wrinn
6 Gurdwara Road, Nepean, Ontario
from 3:00 p.m. to 5:00 p.m.
Tickets: $150.00
payable on-site to the
Ottawa Centre Liberal Riding Association
Tax receipt will be issued
(Note: …
Important Changes to RHU Designation
RHU to CHS – new Certified Health Insurance Specialist launched by The Institute
Effective June 1, 2011 The Institute launched a new designation for expertise in Living Benefits. The Certified Health Insurance Specialist (CHS) will now replace the RHU as the designation supported by The Institute. Current RHU designates have until October 26, 2011 to exchange …
Read MorePAC Committee organizes Private Reception with MPPs
In 2011 Advocis Ottawa will host two private receptions where Advocis members have the opportunity to discuss
important issues affecting financial advisors and their clients with an influential Ottawa-area provincial politician.
Most insurance and investment laws are originated by the Province and the relevant regulatory bodies are Provincial in nature. For decades, Advocis has been a valuable …
Read MoreAdvocis Golf Tournament for CF a success!
The Annual Advocis Ottawa CF Charity Golf Tournament was held on June 13th at The Kanata Golf and Country Club to a tremendous success. A few drops did not stop all who attended from having fun and raising funds for a worthy cause.
On behalf of the committee and the Board we would like to thank …
Read MoreUnder 5 After 5 Events
The April 20th Under 5 After 5 was a resounding success with our guest speaker Michael Hughes, Networking Guru. Michael was able to bring simple and easy methods to this group on how to deliver their networking activities.
Based on the positive comments from attendees, Michael was able to deliver what the audience came for.
Our next …
Read More65 Roses Gala a Huge Success
February 21, 2011 - the 65 Roses Gala is the highlight event of the year when Advocis Ottawa and it’s partners, sponsors, community leaders, volunteers and donors, all come together with one goal in mind – to breathe life into the future of young Canadians battling cystic fibrosis. The event is held annually each February.
For complete information, …
Read More“Get your RHU in 2011!” Summer 2011 RHU Study Group
Advocis Ottawa is looking for a maximum of 9 people to create an “RHU Study Group” during the summer of 2011.
Advocis members currently enrolled, or enrolled by June 30 , 2011 in RHU Course 504 (to obtain their Registered Health Underwriter RHU designation in
2011), are eligible to be part of this program on a first come, …
2011 Golf Tournament for CF
Once again it’s time to sign up for our annual Advocis golf tournament being held on Monday, June 13th.
Based on the feedback received over the past few years, we have made a couple of major changes for 2011. We will be starting earlier (10:00 a.m. shotgun start) so that the evening can finish earlier. Also, …
Read MoreOttawa Senators 65 Roses Gala
Advocis Ottawa is supporting the annual 65 Roses Gala, Monday February 21st, 5:30pm at the Hampton Inn. Read the details.
Here are a few pictures from the CF Gala:
Back : Chris Hodgins, Dan Blais, Bruce Jardine, Peter Kelleher
Front: Jodi Bodkin, Sonia LeRoy, Jackie Moulton, Bona Savone
Read More2011 Curling Bonspiel
The 2011 Curling Bonspiel was hosted at the Ottawa Hunt Club Curling Club. Click here to read more and see all relevant pictures. Read More…
Read MoreJanuary 2011 Milestones
At our first PD Day of 2011, we recognized several members who have reached specific membership year Milestones. Present that day were Casey Cerson, who has reached 25 years as an Advocis member, and our current President, Angela Houle, who has reached 15 years. Membership Director Rudi Asseer presented them with a certificate of …
Read MoreUnder Five After Five April 20
The April 20th Under 5 After 5 was a resounding success with our speaker
Michael Hughes, the networking guru. Michael was able to bring simple and
easy methods to the group on how to develop their networking activities.
Based on the positive comments from the attendees Michael was able to
deliver what the audience came for.
Our next Under 5 …
Read MoreMay 12 PD Day – Today’s High Tech Advisor
May 12 – PD Day at Hellenic Centre – “Today’s High Tech Advisor” Click here to register
Progess has continued and the technology in your practice has likely fallen behind. Tools you implemented five or ten years ago are now getting very stale. Attend this event to learn about the latest technologies …
Read MoreProfessional Development opportunities for financial advisors
May 29th PD Day – Familes, Spending & Debt
In the last several years it has become clear that many clients are challenged with basic budgeting and debt management. This day will provide valuable perspectives to help advisors guide clients through challenging times. Speakers will include:
Jim Jeffcott, lawyer, to discuss the financial effects of separation and divorce
John Haralovich, trustee in bankruptcy, to help you …
Feb 2, 2012 PD Day – Regulatory and Economic Update
We are working to bring you a peek inside the regulators’ minds like you have never seen before. Have you wondered why they make you do the things you find so puzzling, that seem wasteful, useless or even harmful at times? Here is your chance to hear from them directly and to ask the questions …
Read MoreNovember 24, 2011 PD Day report
The Hampton Inn was the location for the final event of 2011. The headline topic was Group and Individual Living Benefits and it was also the Ottawa Chapter AGM. Here are some photos of our speakers for the day.
Andrew and Yves discussed the basics of group benefits and how Manulife looks at …
Read MoreNovember PD Day: Individual and Group Living Benefits
Please join us for our final PD day of 2011 on November 24th. This session will provide you with a combination of technical knowledge about living benefits products and practical knowledge from advisors who have deep experience in helping clients make the best use of them.
Please …
Update 2011 at the Hampton Inn Ottawa (and PDU’s)
A large crowd of Advocis Ottawa members participated in the 2011 Update on October 19th. The content was high quality and the recorded speakers are experts in their field. For attendance at the event plus the self-study that follows, participants receive 12 quality CE credits!
Moderator David Sissing from the Advocis Ottawa Board added life to the day …
Read MoreUpdate 2011: Financial Advisors and Planners Professional Practice Review
Update 2011: Thursday, October 20 at the Hampton Inn. Click here to register.
Each year the national staff at Advocis prepares an in-depth update on matters crucial to financial advisors and packages it in a professional format for use by our Chapters. There is a maximum of 12.5 pre-approved credits for these presentations and the …
Read MoreSeptember PD Day: Proving and Improving Your Value
Hope to see you at our third PD Day of 2011. We have three notable invited speakers as well as the valuable Protect Your Practice module prepared by Advocis national staff. The agenda for the day is here Sept 15 2011 PD Day Agenda.
Read MoreImportant Changes to RHU Designation
RHU to CHS – new Certified Health Insurance Specialist launched by The Institute
Effective June 1, 2011 The Institute launched a new designation for expertise in Living Benefits. The Certified Health Insurance Specialist (CHS) will now replace the RHU as the designation supported by The Institute. Current RHU designates have until October 26, 2011 to exchange …
Read MoreUnder 5 After 5 Events
The April 20th Under 5 After 5 was a resounding success with our guest speaker Michael Hughes, Networking Guru. Michael was able to bring simple and easy methods to this group on how to deliver their networking activities.
Based on the positive comments from attendees, Michael was able to deliver what the audience came for.
Our next …
Read More“Get your RHU in 2011!” Summer 2011 RHU Study Group
Advocis Ottawa is looking for a maximum of 9 people to create an “RHU Study Group” during the summer of 2011.
Advocis members currently enrolled, or enrolled by June 30 , 2011 in RHU Course 504 (to obtain their Registered Health Underwriter RHU designation in
2011), are eligible to be part of this program on a first come, …
Slide shows from May 12, 2011 PD Day – Today’s high tech financial advisor
Best Practices – Uses of Technology - David McGruer presented the Advocis Best Practices in Technology module, which has been designed to guide advisors in their use of technology for compliance, business productivity and business continuity purposes. This presentation set the stage for the more in-depth sessions that followed.
Secure document management for financial advisors – Bergen Wilde …
Read MoreFebruary 1 PD Day at the Hampton Inn
Online PD Pass and single day registration info has been sent out. Once a year we dedicate one PD Day to focus on the current state of Canadian and world economies and investment market risks and opportunities. This information relates not only to the investment accounts of clients but their insurance plans, group benefits …
Read MoreMay 12 PD Day – Today’s High Tech Advisor
May 12 – PD Day at Hellenic Centre – “Today’s High Tech Advisor” Click here to register
Progess has continued and the technology in your practice has likely fallen behind. Tools you implemented five or ten years ago are now getting very stale. Attend this event to learn about the latest technologies …
Read MoreNews from our sponsors
Sponsor news – IPG
Platinum Sponsor – Independent Planning Group Inc. /IPG Insurance
Inc
Key Contacts : Vince
Valenti ext 226 or Allan Bulloch ext 300.
PPI Solutions Inc. is pleased to announce a strategic alliance agreement with IPG Insurance Inc. of Ottawa. The agreement offers IPG’s advisors access to the extensive resources of PPI Solutions. PPI Solutions, in conjunction with PPI, has …
Read MoreSponsor news – Desjardins Financial Security
Gold Sponsor – Desjardins Financial Security Independent Network
Hao Quan, Marketing Advisor (514) 963-7826 A BUSINESS PARTNER YOU CAN TRUST
Desjardins FinancialSecurity is part of Desjardins Group – ranked as the 4th safest financial institution in North America in 2010 survey by Global Finance. With more than a century of experience, Desjardins is a leader with the …
Read MoreNovember 24, 2011 PD Day report
The Hampton Inn was the location for the final event of 2011. The headline topic was Group and Individual Living Benefits and it was also the Ottawa Chapter AGM. Here are some photos of our speakers for the day.
Andrew and Yves discussed the basics of group benefits and how Manulife looks at …
Read MoreNew technology boosts productivity, saves money
Financial advisors continue to look for savings through cost cutting wherever they can. This is of course a good idea. They may, however, miss the opportunity to think strategically about cost-cutting. Sometimes it is easy to hold back on new investments as a way to control expense.
But putting off investments in new technologies may not …
Read More
