ADVOCIS NEWS

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A S S O C I A T I O N U P D A T E S A N D E V E N T S

CHAPTER NEWS

Advocis Members Give Back for the Holidays

Members from Advocis Edmonton enjoyed spending part of their December volunteering at Edmonton ’ s Food Bank. Advocis groups were tasked with quality control and building the baskets for the clients, and the chapter would like to thank all of the generous volunteers for donating their time to those in need. Edmonton ’ s Food Bank serves more than 28,000 people a month, 40% of which are children.

Chapter AGMs and Member December

Chapters recently held their annual general meetings for members, providing an opportunity for members to hear updates about advocacy and regulatory activities by National, chapter updates on 2021 initiatives, and their plans for 2022; and to be introduced to their local volunteer chapter board for the year ahead. As part of their Member December activities, chapters also included celebrations of long-standing members and newly designated graduates.

Advocis Edmonton members volunteering at Edmonton’s Food Bank.

THE PETER W. NEWTON AWARD

Advocis Thompson Okanagan would like to congratulate Caroline Radics as the recipient of the 2021 Peter W. Newton Award. Created in memory of longtime member Peter W. Newton, the award is presented to a member of the chapter with at least 10 years in financial services, active membership in the chapter, and a demonstrated commitment to community service.

Roy Alastair (Al) Rickard

1943–2021

Advocis sends its condolences to the family and friends of Al Rickard, who passed away on December 28. Al earned three university degrees in history before entering the life insurance industry in the early 1970s. For several years he was the head of the Estate and Financial Planning Service at Mutual Life of Canada, later rebranded as Clarica. After the company was taken over by Sun Life, he became assistant vice-president of government and industry relations. He also served as chairman of the Canadian Life and Health Insurance Association ’ s Standing Committee on Distribution and Intermediaries for 16 years. In 2007 he received FP Canada ’ s Donald J. Johnston Award in recognition of his contribution to the financial planning profession. Separate from his regular employment, Al founded the Canadian Journal of Life Insurance.

Frank Jollimore

1939–2021

Advocis was saddened to learn of the passing of Frank Jollimore on November 1. Frank joined Advocis in May 1990, and served on the board of the Northwestern Ontario chapter from 1999–2007 as its treasurer, and also as IFATC chair and membership chair. In addition to a successful career in life insurance and financial planning, Frank was an avid volunteer for many charitable organizations, including United Way Thunder Bay, Heart and Stroke, Arthritis Society, Salvation Army, Cancer Society, and the Knights of Columbus. We send our condolences to his family and friends.

Brent Holmes

1966–2021

Advocis was saddened to learn of the passing of Brent Holmes on October 12, 2021. Brent joined Advocis in 2009, and served as sponsorship chair for the Durham chapter for close to a decade, as well as vice-president from 2014–2017. After his early career at TD, Brent worked for a mortgage brokerage firm before moving to insurance to start his own agency in Port Perry, Ont. We send our condolences to his family and friends.

CE That Makes a Difference

Advocis develops Continuing Education to meet the needs of financial advisors by focusing on the most relevant issues facing our industry. Our new module on Long Term Care Conversations is the latest in a wide selection of educational opportunities that will connect you with the capabilities clients are looking for.

Refer to our Education Catalogue and learn more at: advocis.ca/continuing-education