Plenary I Value of Advice |
Charlie Sims, FCA, President & CEO of Mackenzie Financial Corporation and Mackenzie Inc. |
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40 min |
After watching all 6 videos, take the CE quiz for 6 CE credits.

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- Advocis Members: $45
- Non-members: $69
Regular Symposium CE Quiz fee:
- Advocis Members: $59.99
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* 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
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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 |
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1 hour 13 min |
Plenary IV
Product Specifics and Product Convergence |
Denis Berthiaume, Senior VP & General Manager, Wealth Management and Life and Health Insurance, of Desjardins Group |
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40 min |
Plenary V
Investor/Advisor Panel
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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. |
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1 hour 20 min |