FORUM

PUBLISHER: Peter Wilmshurst advocisforum@gmail.com

EDITOR: Alison MacAlpine alison@amcommunications.ca

COPY EDITOR & PROOFREADER: Alex Mlynek

ART DIRECTOR: Giselle Sabatini gisellesabatini@rogers.com

ADVERTISING: Peter Wilmshurst advocisforum@gmail.com

Tel: 416-766-4273 Fax: 416-760-8797

T with the Mutual Fund Dealers Association of Canada (MFDA). Check the website at www.agewellsolutions.ca for upcoming virtual session dates in September, October, and November, or ask about virtual or inperson training sessions for your office.

The Alzheimer Society of Canada website is another valuable resource, containing a wealth of information about dementia including financial worksheets advisors can use with their clients (https://alzheimer.ca/ en/about-dementia/other-types-dementia/ young-onset-dementia/worksheet).

On a lighter note, we welcome the new Advocis chair, Eric Lidemark, on page 12. Eric told me he didn’t set out to be chair — but it happened anyway thanks to decades of dedication to a profession he loves and extensive volunteer work with professional associations. Meanwhile, on page 22, Alex Mlynek profiles four advisors who have excelled in a different way. Each has reached a pinnacle of athletics, and Alex explores how the discipline of sports informs their approach to advising, and vice versa.

Finally, as your schedule fills up for the fall, consider allocating some time to pursue Bryce Sanders’ prospecting strategy on page 8. He offers a numbers-driven approach to meeting high-net-worth Canadians at five types of organizations where they tend to congregate. Four meetings a month at the right places, he suggests, can introduce you to nearly 100 wealthy people who share interests with you within a year.

TFAAC BOARD OF DIRECTORS

CHAIR

Eric Lidemark, CFP, CLU, CH.F.C., CHS

PAST CHAIR

Rob Eby, CFP, RRC

VICE CHAIR/SECRETARY

Stephen MacEachern, CFP, CLU, CHS, CH.F.C.

VICE CHAIR/TREASURER

John Hamilton, CLU, FEA, CPCA

DIRECTORS AT LARGE

Arun Channan, MASc, MBA, CSP, CFP

Kelly Gustafson

Harris M. Jones, CPA, CA, CFP, CLU, CH.F.C., TEP

Curtis Kimpton, CLU, CIM, RRC

CHAIR, INSTITUTE

Ejaz Nadeem, MA, CFP, CLU

CHAIR, CLC

Leslie Carpenter, CFP, CLU, CIM

PUBLIC DIRECTOR

Sara Gelgor, LLB, LLM, MBA, ICD.D

PRESIDENT & CEO

Greg Pollock, CFP

FAAC BOARD OF DIRECTORS

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FOR UM EDIT

FORUM EDITORIAL ADVISORY BOARD

LEONY DEGRAAF HASTINGS, CFP, EPC deGraaf Financial Strategies

NICHOLAS LANDRY, CEBS, CHS, RCIS

BFL Canada - CSI

IZUMI MIKI-MCGRUER, CFP, CLU, CH.F.C., CHS

Freedom 55 Financial

MICHAEL SUSKA, CFP, CHS

Helkie Financial & Insurance Services Inc.