De-mystifying Title Protection: An Update on What It Means For You

Submitted by Rica Zara on March 14, 2022 - 12:00am

De-mystifying Title Protection:
An Update on What It
Means For You

Join us on Wednesday, March 30th at 11:00 am (EDT) for our De-mystifying Title Protection: An Update on What It Means For You webinar featuring Greg Pollock, President and CEO of Advocis and James Ryu, Vice-President, Advocacy and General Counsel at Advocis.

As the launch of Title Protection regulation nears the finish line, join our regulatory affairs experts at Advocis to learn more about the impact this new regulation will have on members and their practices. This 45 minute session will cover:

What Title Protection is & who it will apply to
What these new regulations mean for Ontario-based advisors and how this may impact advisors in other provinces
Who will be a Credentialing Body and what powers they will hold
Which credentials are most likely to qualify for title protection
How Advocis will continue to support its members throughout the process

This webinar is exclusive to Advocis Members Only.

Register Early:
Available spots are limited and will be on a first-come, first-served basis.

This event is currently pending review for CE credits.

Moderator:

Julie Martini, PCM, CDMP, Vice-President, Strategic Engagement
With two decades of marketing and communications experience in financial services, Julie combines her professional background and education in cultural anthropology to form a unique understanding of the challenges, opportunities and human behaviours that are driving transitions in the industry.

Presenters:

Greg Pollock, M.Ed., LL.M., C.Dir., CFP, President and CEO
Greg is responsible for providing effective strategic leadership and direction and oversees all aspects of Advocis's day-to-day activities. Greg is also the Chief Operating Officer of The Institute, the leading designation body in Canada for financial services practitioners in the areas of wealth transfer, estate planning and living benefits.

James Ryu, B.Com, J.D., Vice-President, Advocacy and General Counsel
James leads Advocis’ work on advisor professionalism, standards of conduct and product distribution matters, with a particular focus on how they impact the advisor-client relationship. He engages regulators and governments across the country and liaises with industry and consumer stakeholder groups to promote pragmatic laws and regulations that govern the advisory sector.

Questions:
If you have any questions or concerns regarding this event, please reach out to events at: events@advocis.ca.

Advocis, The Financial Advisors Association of Canada
events@advocis.ca

Our mailing address is:
10 Lower Spadina Ave., Suite 600, Toronto, ON M5V 2Z2

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