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Simcoe-Muskoka chapter 2014-2015 Totem Pole winners
From Left to Right: Luellen Norris, Manager, Chapter Relations, Dan Willett, Advocacy, Guy Close, Sponsorship, Richard Tremblay, 2nd VP, Raymond Matt, President, Karen Roy, 1st VP, Heather Haddon, Secretary, Jeff Schreiter, Membership, Richard McCaw, Program
Advocis’ Simcoe-Muskoka chapter was awarded the 2014-2015 Totem Pole trophy, an achievement that recognizes the chapter’s dedication to raising the bar for financial advisors when it comes to education, ethics and overall professionalism. The chapter’s dedication is amplified by the fact they moved from 25th place to first place within a year.
This is due in part to strong commitment from each board member; training sessions for the various chapter chairs; an increase in the number of chapter members with such professional designations as the CLU, CFP, and CHS; and strong local involvement with MPP’s and MP’s to increase awareness about key regulatory issues that could impact Canadians’ access to professional financial advice.
The Simcoe-Muskoka chapter is proud to be a leader in its community with the goal of enhancing the client experience by bringing knowledge, integrity and ethics to each client interaction. Canadians deserve to have access to financial professionals who are held to a higher standard and who are dedicated to the communities they serve.
For more information please contact Raymond Matt, CFP, CLU, TEP, CHS, Advocis Simcoe-Muskoka chapter president at (705) 526-2807 or e-mail at raymond@csiplan.ca
About Advocis
Advocis, The Financial Advisors Association of Canada, is the largest and oldest voluntary professional association for financial advisors and planners in the country, with more than 11,000 in 40 chapters across the nation. Advocis members are held to a higher standard including continuing education requirements and a code of professional conduct.
Raymond Matt, CFP, CLU, TEP, CHS
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