Advisor & Team Lead Trade / The Financial Advisors Association of Canada / Greg Pollock / /
Country
Canada / /
Event
Person Communication and Meetings / /
Facility
CLU Institute / C.L.U. Institute / / /
IndustryTerm
financial products / insurance agents / chartered life underwriter / insurance professionals / insurance products / finance / insurance distribution regulation / omissions insurance coverage / insurance industry / registered life underwriter / insurance sales / financial services / bank / health insurance / client communications / health insurance agents / life insurance / insurance subsidiaries / insurance in-branch / life insurance agents / /
Organization
Life Underwriters Association of Canada / Canadian Association of Insurance and Financial Advisers / Financial Planners Standards Council / Financial Advisors Association of Canada / National Board / Financial Services Commission of Ontario / Task Force on Financial Literacy / Ministry of Economic Development and Trade Advocis® / EPC / federal government / Advocis / Ontario government / C.L.U. Institute / Industrial and Financial Policy Branch Ontario Ministry of Finance office of Economic Policy / Industrial and Financial Policy Branch Frost Building North / Institut québécois / /
Person
Terry Zavitz / Gordon Jansen / Álvaro del Castillo / / /
Position
Life Underwriter / advisors / funds and securities advisors / financier / Registered Health Underwriter / Chartered Life Underwriter / personal finance planner / private wealth advisor / financial planner / Castillo Acting Director / federal minister of finance / private wealth advisor / etc / licensed insurance agent / financial advisors / professional financial advisors / President and CEO / insurance representative / existing financial advisor / Chair / Planificateur financier / representative / Planner / registered life underwriter and chartered life underwriter / financial advisor / personal finance planner / Certified Financial Planner / title Chartered Life Underwriter / /
Ontario-Quebec Trade and Cooperation Agreement