Awards & Certificates
April Graduates
Congratulations to our members who graduated the CLU program in April. The CLU Certificates will be presented at the December 7th AGM.
Bernard D’Costa, CLU
Pat Donnell, CLU
Chris Garofalo, CLU
Leslie Lewis, CLU
Andrea Zukiwski, CLU
_____________________________________________________________________
RHU Designation Program Enrolment Bursary Award:
Congratulations to Alaric Fernandes, Freedom 55 Financial, who won enrolment in one of the two RHU designation program courses at the February Jim Ruta, RHU Breakfast Seminar.
_________________________________________________________________________
We would like to congratulate our Fall 2009 NABBC Graduates:
Robert Floris - Mortgage Architects
Mark Levitt - FD Management
James D. Lyon - James D. Lyon Insurance
Gary M. Schneider - Ten Star
Ihab H. Youssef - Freedom 55 Financial
__________________________________________________________________________
GAMA International Canada’s 2009 Management Awards recognize the achievement of leaders in the financial services industry
The AGENCY ACHIEVEMENT AWARD (AAA) is the pinnacle of management excellence among GAMA International Canada members. It honours the outstanding accomplishments of everyone in the winning organization, based on first-year sales commissions and other key criteria. * AAA Gold Award Winners
Freedom 55 Financial
*Ruth Cubitt
*Stephen Elliott, CFP, CLU, CH.F.C.
Great-West Life
*Richard Giuliani, CFP, CLU, CH.F.C.
The NATIONAL MANAGEMENT AWARD (NMA) honours achievement in agency management, particularly an increase in production.
Freedom 55 Financial
Ruth Cubitt
Stephen Elliott, CFP, CLU, CH.F.C.
Great-West Life
Richard Giuliani, CFP, CLU, CH.F.C.
The AGENCY BUILDER AWARD (ABA) recognizes outstanding achievement in agency building, with a special focus on field development. * ABA Gold Award Winners
Freedom 55 Financial
*Ruth Cubitt
*Keith McCutcheon
_____________________________________________________________________________
On behalf of the Advocis Board of Directors we would like to congratulate our April 2009 Graduates.
CLU Graduates:
Jay S. Llewellyn, CLU
Donald R. Fox, CLU
Congratulations to our new online RHU Graduate!
Nancy P. Hall, RHU
Congratulations to our Graduates who will be awarded with their certificates at the October 15, 2008 Best Practices Breakfast Seminar:
NABBC Graduates: Scott Mills
Jay Newton
Brent Proudfoot
RHU Graduates: Patricia Bremer
Barbra Pustai
Tony Maduri
CLU Graduate: Andrea Whitney-Hammond
GAMA International Canada’s 2008 Management Awards recognize the achievement of leaders in the financial services industry
AGENCY ACHIEVEMENT AWARD (AAA)
* AAA Gold Award Winners
Freedom 55 Financial - *Stephen Elliott, CFP, CLU, CH.F.C
Great-West Life - *Richard Giuliani, CFP, CLU, CH.F.C.
NATIONAL MANAGEMENT AWARD (NMA)
Freedom 55 Financial - Stephen Elliott, CFP, CLU, CH.F.C
Great-West Life - Richard Giuliani, CFP, CLU, CH.F.C.
Congratulations to the new advisors who completed the fall 2007 NABBC Course
Tom Venner, Marc McDowell, Travis Manning & Anthony Traversa
Testimonials of the New Advisor Business Building Course:
"I would like to take a moment to say thank you for leading us in the "New Advisor's" program this fall. I found the course content detailed and well presented. In addition, the discussions and information sharing within the group provided valuable insight into what has worked for others. It was a truly enjoyable experience. Thank you so much!"
Anthony Traversa, The Co-operators
"I found the New Advisors Business Building Course to be very informative and
thought provoking. In particular, it allowed me to identify my weaknesses in the areas of prospecting, promotion and the development of better work habits.
While the material was generally geared towards the insurance industry, the central themes of the course can be easily applied to more investment oriented Advisors businesses. The group discussions provided real practical knowledge, as did the related experiences of the moderator. I would highly recommend the course to those new advisors or those struggling to grow their business."
Tom Venner, GIC Financial
On behalf of the Board of Directors of Advocis Greater Hamilton, we take great pleasure in congratulating our December 2006 Graduates:
CLU Graduates:
Alistair M. Melville, CLU
Angelo V. Memmolo, CLU
Elizabeth Harding-Sykes, CLU
Karen A. Okimi, CLU
The Canadian MDRT Foundation will be recognizing two Advocis Greater Hamilton members who completed pledges in 2005 at the October 18th MDRT Day.
Congratuations to Charlie Cicero, CFP, CLU, CH.F.C. and Walter Hardie, CFP, CLU, CH.F.C.
On behalf of the Board of Directors of Advocis Greater Hamilton, we take great pleasure in congratulating our April 2006 Graduates at the October 18th MDRT Day.
Ben D’Costa, RHU
Brian Weatherdon, CLU, BA, MA
Mary Kate Barrie-MacDonald, CLU
On behalf of the Board of Directors of Advocis Greater Hamilton, we take great pleasure in congratulating our 2005 Graduates:
CLU Graduates:
John M. Kimpton, CLU
Wayne Schatz, CFP, CLU
Christopher R. Funnell, CFP, CLU
RHU Graduates:
Robert A. Granby, RHU
Lori Latvala, CFP, RHU
Stephen J. White, RHU
Alec J. Bukhman, CFP, CH.F.C. – 2006 MDRT Court of the Table & Top of the Table
We would also like to thank all our Past Presidents for devoting a substantial amount of time and effort during their year as President of the Advocis Greater Hamilton Chapter.
|
