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Financial services

Advocis Welcomes New Leadership and Board Members Amid Pivotal Time for Association

Strategic Insights

— 1 min read

Curtis Kimpton, a seasoned financial advisor with over 28 years of experience, has been appointed as the Chair of the Technical Futures and Advocacy Advisory Committee (TFAAC) Board of Directors at Advocis, a professional membership association of financial advisors in Canada. With a strong background in leadership and community involvement, Kimpton aims to strengthen Advocis' foundation and ensure the association remains a trusted partner for financial professionals across Canada.

Key Takeaways:

  • Curtis Kimpton, CFP, CLU, CIM, has been appointed as the Chair of the TFAAC Board of Directors, bringing over 28 years of experience in the financial services industry to the role.
  • Kimpton has a proven track record of leadership, having served in numerous leadership roles throughout his career, including as National President of Kin Canada and Honorary Colonel in the Canadian Armed Forces.
  • Kimpton's focus on public service and community involvement aligns with Advocis' mission to serve the greater good of both its members and the public.
  • The newly elected members of the TFAAC Board of Directors are Tannis Dawson, CPA, CA, CFP, TEP, FEA, CLU, RRC, TD Wealth; Kelly Ho, CFP, CCS, DLD Financial Group Ltd.; Chris Hudson, CFP, CLU, CHS, B & C Financial and Estate Planning Services Ltd.; and Tina Tehranchian, CFP, CLU, CH.F.C., CIM, Assante Capital Management Ltd.
  • These Board members bring valuable skills, perspectives, and expertise to guide Advocis through its next phase of growth and transformation.
  • Curtis Kimpton succeeds Al Jones, CFP, CLU, ICD.D., who has completed his term as Chair after providing steady leadership during a period of transition.

Statistics:

  • Advocis has over 17,000 member-clients and 40 Chapters.
  • Curtis Kimpton has over 28 years of experience in the financial services industry.
  • Advocis is the largest voluntary professional membership association of financial advisors in Canada.

Sources:

  • [No source provided]

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