Fall Conference, Annual Meeting & Mixer

• Wednesday, October 23, 2024
• Conference 9:30 am - 3:30 pm CDT (includes Annual Meeting at 12:30 pm)
• Mixer from 3:30 pm - 4:30 pm CDT
• The Met, 281 Donald Street, Winnipeg, MB

Ticket Details:

👉 During checkout please use your Advocis ID as the promotional code to unlock your member rate.

• As a benefit of membership, Advocis Members attend this event at a discounted rate!
• Register by September 15th to be entered in our Early Bird Draw for a Spring Conference Registration!
  

🎟️| Member: $150 (+ GST & ticketing fees)

🎟️| Member - AGM only: FREE (included in Conference Registration)

🎟️| Non-Member: $225 (+ GST & ticketing fees)

• Do you need assistance using your Advocis ID or promo code at checkout? Click here for a short video to assist you.

• Limited tickets are available on a first-come, first-serve basis. Please purchase by October 18th, 2024, at 11:30 P.M. CDT.
• Dress: Business
• Continental Breakfast, Lunch and Beverage at Mixer is included with conference tickets. No Food & Beverage included with AGM only ticket.

Presentations Include:

Simplify to Execute, a presentation on client segmentation with Tina Downing

Plus:

• Diane Everett - Update on tax decisions, recent insurance case law, items to be aware of in business & family markets.
• Rod Burylo - Ethics and Referrals
• Albert Rempel - Experienced advisor, telling his story in the business, about his practice and lessons learned.

Annual Meeting

Time: 12:30 P.M. - 1:00 P.M. CDT

• Call Annual General Meeting to order
• Approval of Agenda
• Approval of Minutes from the 2023 Annual General Meeting
• President’s Report: Cory Gergulich
• Treasurer’s Report and Chapter Financial Statements
• Installation of new Board members for January 1, 2025
• Other Business
• Adjournment of meeting

The chapter is proud to present the following slate for the coming year to the board of directors:

• President – Aaron Sabasch
• Past President – Cory Gergulich
• Vice President - Vacant
• Westman Chair - Callum Caswell
• Treasurer & GAMA Rep – Vladimir Dumitrescu
• Membership Chairs – Elliot Olin & Cuong Tran
• Program Chairs –Vacant
• Sponsorship Chair – Vacant
• Communications Chair - Vacant
• Professional Development Chair – Dolly Sekhon
• Advocacy Chair – Jeff Gerwing
• Financial Literacy Chair – Richard Fillion
• Westman Representative – Callum Caswell
• Directors at Large – Andrea Dempster, Leighton Loeppky, Nathan Rempel and Rhonda Duncan
• Committee Members - Vince Nijjar

Should someone wish to run for a position that has not been slated by the chapter board of directors, notice needs to be provided to the chapter president no later than October 12, 2024.

Please email expressions of interest to Cory Gergulich by e-mail at winnipeg@advocischapter.ca by October 12, 2024.

Presenters:

Tina Downing, CPA, CPBA, RCC

Senior Director and Lead, Business Consulting | Russell Investments

Tina Downing serves as Senior Director and lead of Russell Investments’ Advisor & Intermediary Solutions Business Consulting group. In this role, Tina’s team delivers strategic business planning and ongoing consulting to investment advisors and firm leaders across the U.S. and Canada.

Tina, who joined Russell Investments in 2018 with 34 years in the financial services industry, began her career as an advisor in 1989 at PaineWebber and Charles Schwab. She grew her business through building deep lasting relationships with her clients and managing the practice like a business owner. She focused on managing a business that was client centric, efficient, profitable and sustainable and now coaches other advisors as well. Tina transitioned her practice to Smith Barney/Morgan Stanley from Stifel Nicolaus in 2001 and rose through the ranks of Morgan Stanley, ultimately heading up organizational development and knowledge management for the firm, leading teaming and strategic partnering and advanced advisor development.

Tina has coached and consulted advisors and firm executives for many years in areas such as strategic planning, practice optimization, creating a disciplined product strategy and team leadership dynamics and productivity. Tina’s strengths in critical thinking, program management, content development, team building, and executive consulting, helps financial advisors and firm leaders build more successful advisory practices.

Diane Everett

Vice-President, Planning Services | PPI

As Vice-President, Planning Services, Diane is responsible for providing support and consultation to Associates and their clients on complex financial situations including estate, business succession and tax planning. She also enhances Associate understanding and knowledge of products, legislation and alternative sales strategies through the development of educational seminars and presentations. Diane is frequently called upon to provide her expertise on the technical legal aspects of PPI Advisory's product development.

After working with PPI for several years in a consulting capacity, Diane officially joined PPI in 2000. Previously, she spent many years in private practice and has over 30 years of experience in taxation, corporate reorganizations and life insurance tax and estate planning issues. Diane has spoken extensively at professional conferences for the Canadian Tax Foundation, the Law Society of Ontario (formerly the Law Society of Upper Canada), the Canadian Bar Association, the Society of Trust and Estate Practitioners (STEP) and the Association de planification fiscal et financière (APFF). She is the author of numerous articles for Federated Press, the Canadian Tax Foundation, APFF, Insurance Digest and other organizations.

Diane is a graduate of the McGill University Law School and is a member of the Law Society of Ontario, Law Society of British Columbia, Canadian Bar Association, Canadian Tax Foundation (CTF), Association de planification fiscale et financière (APFF), Conference for Advanced Life Underwriting (CALU), Advocis, International Fiscal Association and the Society of Trust and Estate Practitioners (STEP). She received her LL.B in 1977, was called to the Ontario Bar in 1979 and the British Columbia Bar in 1990, and received her Trust and Estate Practitioner (TEP) designation in 2001, her Chartered Life Underwriter (CLU) designation in 2004 and her Family Enterprise Advisor (FEA) designation in 2016.

Rod Burylo, CIM, FCSI

Chairman of the Board & Secretary | Foundation for the Advancement of Entrepreneurship

Rod Burylo, CIM, FCSI is an international speaker, business author, and media contributor on the topic of professional ethics. He has worked throughout the financial services industry for over 35 years in roles that include financial advisor, branch manager, director, CFO, and Chief Compliance Officer. Currently he serves as investment review committee member for Equate Asset Management, as subject matter expert for Mycentsability, as a board advisor to a private REIT, and as Director and Board Chair for the Foundation for the Advancement of Entrepreneurship.

Albert Rempel CFP

President and Advisor | Winvest Financial

For over 30 years, Albert (Al) has applied his financial acumen to advise high net worth individuals on investment, tax and risk management strategies. Today he is sought after across Canada for his analytical approach, creative thinking and proven solutions. Al holds the prestigious Certified Financial Planner (CFP) designation and consistently ranks amongst the top Advisors in the country. A highly successful entrepreneur, Al is the current President and CEO of both Winvest and the real estate investment company, Sincerus Capital, which he founded following several lucrative real estate ventures in Canada and the United States.

Al currently resides in Winnipeg, Manitoba with his family, where he maintains an active role in the community, charitable ministries and positions on numerous corporate boards. Al is continually learning and seeks wisdom from his trusted partners and Board of Directors.

CE Details:

👉 This event is pending approval of 4.0 CE Credits by The Institute, MFDA & Insurance Council of Manitoba

**You must provide your Advocis ID when registering to be eligile to receive CE Credit
**In order to receive your CE certificate your information may be provided to a 3rd party provider.

Registration Requirements:

1. Enter your Advocis ID on the registration form.
**If ID is inaccurate or not provided at registration you will not be eligible for CE Credit.

a. If you have forgotten your Advocis ID, please click here to recover.

b. If you do not have an Advocis ID number please complete this form to request one.

2. Attend the conference and sign in and out at the registration table.

a. If you would like to be extended the member pricing, please join here.

Please contact the organizer to confirm if this conference qualifies for your provincial insurance council credits.

Questions:

Please contact Advocis Winnipeg with any questions regarding this event at: Winnipeg@AdvocisChapter.ca.