Enhancing the professionalism of financial advisors in the best interests of the consumer

Symposium Presentations / CE credits

Welcome to the online version of the ARA Symposium. On this page you will find six (6) video clips. You have the option of taking a CE quiz after watching these videos. Successful completion of the quiz earns you 6.0 CE credits.

Please note that you will only get two (2) chances to pass the quiz. This assures us, as well as our accrediting body, that everyone taking the quiz has viewed all video clips.

Video Presentation Speakers Video Length 6 CE Quiz
(requires registration)
Plenary I
Value of Advice

Charlie Sims, FCA, President & CEO of Mackenzie Financial Corporation and Mackenzie Inc.

40 min

After watching all 6 videos, take the CE quiz for 6 CE credits.


register now

Limited time Early Bird offer:

  • Advocis Members: $45
  • Non-members: $69

Regular Symposium CE Quiz fee:

  • Advocis Members: $59.99
  • Non-members: $99.99

Already registered?




* The AIC has accredited this for 6 Life and 6 A&S CE credits.

* la Chambre de la sécurité financière has approved for: 6 PDUs in total
2 in compliance
2 in group savings plan brokerage
2 in general subjects

Plenary II
Regulatory Panel

Phil Howell, CEO & Superintendent of Financial Services for the Financial Services Commission of Ontario

Gerry Matier, Executive Director of the Insurance Council of British Columbia

Mary Condon, Vice-Chair of the Ontario Securities Commission

1 hour 13 min
Plenary III
Competition of Marketplaces & Transparency of Information: Everyone Benefits

Jos Schmitt, M.B.A., CEO of Alpha Group

55 min
Keynote Speaker

Jaime Watt, Executive Chairman and Senior Partner, Navigator Ltd.

24 min

Plenary IV
Product Specifics and Product Convergence

Denis Berthiaume, Senior VP & General Manager, Wealth Management and Life and Health Insurance, of Desjardins Group

40 min

Plenary V
Investor/Advisor Panel

 

Terry Zive, CLU, CH.F.C., CHS, FLMI, TEP, President & CEO of Zive Financial

Jack Snedden, CFP, CLU, CH.F.C., Executive Retirement Planning Inc.

Dean Owen, CFP, CLU, CH.F.C., Vice Chair of Advocis, The Financial Advisors Association of
Canada

Curtis Findlay, CFP, FLMI, Compass Financial Planning Services Ltd.

1 hour 20 min