Al Jones is the President of A. Jones Wealth and Estate Planning Inc. in Barrie. He has maintained a longstanding affiliation with Advocis, the Financial Advisors Association of Canada (TFAAC). He is Chair of the TFAAC Board and Past Chair of the Institute for Advanced Financial Education, the designation and discipline body for the CLU, CHS, and CFP. Al is also Past Chair of the Chapter Leadership Council, responsible for all Advocis chapters across Canada.
Al is passionate about serving his community. He was President of the Innisfil Chamber of Commerce for two terms. He successfully chaired the People’s Credit Union through a negotiated merger with PACE Credit Union. He has been a scout leader, a hockey coach, and a parent council member. He serves his country as a member of the Honourable Guard of the Grey & Simcoe Foresters Regiment of the Canadian Forces and lives their motto, “Tenacious and Versatile.”
Al holds ICD.D designation from the University of Toronto’s Rotman School of Management, Accredited Credit Union Director’s Designation (ACCUD) from Dalhousie University, and the CFP and CLU. He is a member of the Million Dollar Round Table (MDRT).
Jim is President and CEO of PPI Solutions Inc. He has been an Advocis member since 1992 and was an independent advisor from 1995 to 2000, when he purchased his first MGA. Prior to that, Jim held a variety of positions with Trust and Life Insurance companies, including Senior VP, Finance and Regional VP, Distribution. Jim has served Advocis in various capacities. His past positions include Chapter President, Board Member of the Advocis Protective Association, Chair of The Institute, and Chair of the TFAAC Board of Directors.
Abe has been a Chartered Financial Consulting with Beyond Wealth Management in Regina since 2012. Before then he was the President of his own firm, StoneCreek Financial Group, founded in 1999 after an 18 year career in corporate management with Mutual Life of Canada and Great-West Life. An Advocis member since 1981, Abe believes strongly in the value the association brings to its members and the public. He holds the CFP, CLU, CH.F.C and CHS designations. He is also an active member of CALU.
Rob is Executive Financial Consultant at Rob Eby & Associates Private Wealth Management with Investors Group. Previously he was Manager of Sales Technology Research, Development, and Training with Investors Group. He has also been VP of Strategic Business Development for Emerging Information Systems Inc. (EISI). Rob served on the Advocis Chapter Leadership Council from 2012 – 2015 and was the 2010 – 2011 President and 2007 – 2009 Treasurer of the Advocis Winnipeg Chapter.
Catherine is the Senior VP and Head of Online Brokerage, Insurance, Product and Marketing at Qtrade Financial Group, a member of the Desjardins Group. Before joining Qtrade, Catherine worked in a senior management capacity for leading national financial institutions. She has a BA, Hons. BA, MISt.,and MBA. Along with a number of professional awards, she was most recently named one of the Top 50 Women in Life Insurance. Her professional designations include Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), Tax and Estate Practitioner (TEP) and Certified Health Specialist (CHS).
Dave has worked with HollisWealth since 1993. He has a Bachelor of Education in Physical Education and a Masters in Exercise Physiology at McGill University and taught at Concordia and McGill Universities, as well as in arctic Quebec before changing careers to become a financial advisor. Dave has been a Chapter volunteer with Advocis or a preceding organization since 1996 and has served in most roles, including as Ottawa Chapter President in 2005, Ontario PAC executive, and most recently CLC Regional Rep since 2015.
Stephen has owned and operated Stephen MacEachern Insurance & Financial Services since 1997. Previously he worked in the hospitality industry for 10 years. Stephen is a past treasurer and Past President of Advocis Nova Scotia and served on the local board for over ten years before joining the Institute Board. He received his CLU in 2004 and was the Dunstall Medal winner for Nova Scotia, attaining the highest provincial mark. He completed the EMBA program at St. Mary’s University in 2007.
Patricia is Former President and COO at Continuum Financial Centres. Her previous roles with Financial Horizons Group included Chief Marketing and Corporate Strategy Officer and Chief Officer, Corporate Services. Patricia has a BA from McMaster and an MBA from University of Colorado Boulder, and numerous licenses and designations, including CEA, EPC, Ad.BA, ACS, AIAA, ARA, F.B.A., and CHS. Patricia has been President for the Golden Triangle Advocis Board of Directors and is also a member of GAMA Canada and The Institute for Advanced Financial Education.
Kevin is President of Kevin R Williams Financial Services Inc. and a Financial Advisor with Sun Life Financial. An active Advocis member since 1984, he has contributed to the Association in many capacities. He has been Guest Speaker at three Regional Schools, President of Advocis New Brunswick on numerous occasions, and Finance Chair for the National Advocis Chapter Leadership Council, as well as having sat on many National and Provincial committees and supporting the Century Initiative. Kevin holds his CFP, CLU and RHU and is a Life and Qualifying Member of the Million Dollar Round Table.
Eric has been an independent producer and principal of Lidemark Financial Group Inc. since 2002. He has served Advocis in many capacities over the years at both the local and national levels. He is Past President of the Advocis Greater Vancouver Chapter and as Treasurer worked on the integration of CAIFA/CAFP BC into Advocis Vancouver. Elected to the Advocis Chapter Leadership Council in 2006, Eric has chaired the Program/Sponsorship committee, the Chapter Board Governance committee, and the Chapter Leadership Council itself, as well as sitting on the TFAAC board. He has also contributed to three Advocis national committees – Communications, Sales and Marketing, Centennial Committees. Eric has his CFP, CHFC, RHU, CHS, and CLU designations and is a recipient of the Dunstall Medal Award.
Geoff is Chief Executive Officer of In-House Counsel Worldwide (ICW), the international network of in-house bar associations. A Chartered Director (C.Dir.) and Certified In-House Counsel (CIC.C), he is a member of the Independent Review Committee of BlackRock Canada. Geoff was formerly SVP, General Counsel of IGM Financial Inc, a public financial institution in the Power Corporation group of companies. Prior to joining IGM, Geoff was a partner with Torys LLP, focused on M&A, complex corporate finance and corporate governance. He is also the Chair of the judging panel for the GPC’s Excellence in Governance Awards and a frequent speaker on governance and legal matters.