Advocis Edmonton & Calgary Kickoff to 2023!

• Thursday, February 9, 2023
• 9:00 A.M. to 11:00 A.M. (Mountain time)

Together, the Edmonton & Calgary chapters kickoff 2023 with updates from:

• Catherine Wood, Chair, Board of Directors for Advocis, The Financial Advisors Association of Canada
• Felicia Mutheardy, Senior Economist with the City of Edmonton

Virtual Tickets:

As a benefit of membership Advocis Members are able to attend "Kickoff to 2023!" at a complimentary rate. During the checkout use your Advocis ID as the promotional code to unlock the discounted member rate.

• Member: Free
• Non-Member: $35.00 + GST

Do you need assistance using your Advocis ID or promo code in the checkout? We have a short video to assist you.

Registration closes on Tuesday, February 7, 2023, at 11:30 P.M. MST

Presenters:

Catherine Wood CFP, CLU, TEP, CHS, MBA, MISt, ICD.D.

Chair, Board of Directors, Advocis, The Financial Advisors Association of Canada

As Chief of Strategy, Product & Marketing at Coast Capital Savings, Catherine oversees the strategy, member experience, marketing + brand, and social purpose mandate, as well as the product portfolio.

Prior to Coast Capital, Catherine held executive and senior leadership roles at Aviso, Qtrade, TD Bank and Assante in various capacities including digital, wealth and insurance verticals and front-end shared services functions.

Catherine currently serves as a Board Member of Holland Bloorview Kids Rehabilitation Hospital. Catherine was named twice as one of Canada’s Most Powerful Women, Top 50 Wealth Professionals and Top 50 Women in Life Insurance. Catherine earned an MBA as well as a Masters of Information Studies from the University of Toronto. She holds an Honours BA from York University and a BA from Western University. Beyond her academic credentials, her professional designations include Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), Tax and Estate Practitioner (TEP) and Certified Health Specialist (CHS).

Catherine is also passionate about improving diversity of thought and equity for those with disabilities + women + minority groups, emerging technologies and elevating financial literacy.

Felicia Mutheardy

Senior Economist | City of Edmonton

Felicia Mutheardy is a Senior Economist with the City of Edmonton and has almost a decade of experience in economic analysis, research, forecasting, and government administration. Prior to joining the City, Felicia was a Senior Economist with the Government of Alberta. She has also held various positions with Canada Mortgage and Housing Corporation, primarily with their Market Analysis Centre.

Felicia holds both a Bachelor of Arts and Master of Arts degree in Economics from Carleton University in Ottawa, Ontario.

CE Requirements

This webinar has is pending approval for:

• The Institute (2.0 CE Credits)
• Alberta Insurance Council (AIC) (2.0 CE Credits)

To be eligible to earn any CE from this event, you must:

1. Enter your 7-digit Advocis ID on the registration form. No CE will be provided if this is inaccurate.
• If you have forgotten your Advocis ID, please click here to recover.
• If you do not have an Advocis ID number please complete this form to request one.
2. Attend the webinar using the email address entered on your registration form

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

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

Questions:

If you have any questions or concerns regarding this event, please reach out to either chapter:

• Advocis Edmonton at Edmonton@advocischapter.ca
• Advocis Calgary at Calgary@advocischapter.ca