North Saskatchewan Chapter
Fall PD Day & AGM
October 22, 2026 · Western Development Museum, Saskatoon
Agenda
Thursday, October 22, 2026 — WDM, Saskatoon
8:30 – 8:55 am
Registration & Breakfast
8:55 – 9:00 am
Welcome
Darren Ulmer, President, Advocis North Saskatchewan Chapter
9:00 – 10:00 am
Dr. Keith Willoughby — Dean & Professor of Management Science, Edwards School of Business, U of S
“Show Me the Money — Exploring the Impact of Canada’s Intergenerational Wealth Transfer”
10:00 – 10:15 am
Coffee Break
10:15 – 10:45 am
Custom Plan
Platinum Sponsor
10:45 – 11:45 am
Dave Faulkner, CLU, CFP — Founder of Vibe Plan
“Financial Advice Beyond the Numbers — How to deliver accessible, inclusive, and effective financial advice at scale”
11:45 – 12:30 pm
Lunch
12:30 – 12:45 pm
Annual General Meeting (AGM)
12:45 – 1:15 pm
Golden Opportunities
Platinum Sponsor
1:15 – 2:15 pm
Chantal McNeilly — Co-chair, RBC Dominion Securities Women’s Advisory Board & Leader of FuturFund
“Leading in Intergenerational Wealth Transfer — Skills for All Advisors”
2:00 – 2:30 pm
Wawanesa
Platinum Sponsor
2:30 – 3:00 pm
Foundations Learning & Skills
Cheque Presentation
3:00 – 4:00 pm
Closing Remarks, followed by Member Social
Refreshments & appetizers
With gratitude to our sponsors
This event is made possible through the generous support of the following organizations.
PLATINUM SPONSORS
Golden Opportunities
Wawanesa
CustomPlan Financial
GOLD SPONSORS
Sask Works
Beneva
Financial Horizons
SILVER SPONSORS
Saskatoon Community FNDTN
Equitable Life
Hub Financial
GF
Greatway Financial
Foundations Learning
On behalf of the Advocis North Saskatchewan Chapter board, thank you to every sponsor, speaker, volunteer, and member who made this year's Fall PD Day possible. Your continued support strengthens our professional community and the clients we serve across Saskatchewan.
Featured speakers
- Dave Faulkner
- Chantal Mcneilly
- Keith Willoughby
Chapter Board
- Terry Mcbride
- Dean Owen
- Adrianna Rogic
- Christie Sondergaard
- Darren Ulmer
Attendees
Members & registered guests in attendance.
- Jose Amor
- Henry Block
- Daniel Creighton
- Anele Daberechi
- Francis Ecijan
- Gina Ecijan
- Jeff Edmonstone
- Luke Engele
- Anna Hamilton
- Spero Kokonas
- David Krahn
- James Landeryou
- Thomas Landeryou
- Thomas Liska
- Terrence McBride
- Lyn McGaughey
- Joanne McGrath
- Mary McGregor
- Frances Meyer
- Kylee Muri
- Taylor Ruby
- Bill Welk
- Madison Wickenheiser
- Max Wiegers
Scan to view & share this page
northsask.cowboi.ca
Advocis North Saskatchewan Chapter · Fall PD Day 2026 · Shared with appreciation