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 MoreMay 2, 2012 Category: Sponsor articles and news, Uncategorized No Comments
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 MoreApril 26, 2012 Category: Advocacy, Uncategorized No Comments
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 …
April 19, 2012 Category: Professional development events, Uncategorized No Comments
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 MoreApril 19, 2012 Category: Advocacy, Uncategorized No Comments
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 MoreApril 19, 2012 Category: Community, Uncategorized No Comments
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 MoreApril 13, 2012 Category: Uncategorized No Comments
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 MoreApril 13, 2012 Category: Uncategorized No Comments
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 MoreApril 13, 2012 Category: Uncategorized No Comments
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 MoreMarch 28, 2012 Category: Uncategorized No Comments
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 MoreMarch 28, 2012 Category: Uncategorized No Comments
