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 – 12:45 pm
Lunch
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
Featured speakers
- Dave Faulkner
- Chantal McNeilly
- Keith Willoughby
Chapter Board
- Darren Ulmer
- Terry Mcbride
- Dean Owen
- Adriana Rogic
- Christie Sondergaard
- Jordis Klutchka
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
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.
Attendees
41 registered — members, guests, sponsors & board in attendance.
Members & Guests
- Henry Block
- Jeff Edmonstone
- Luke Engele
- Spero Kokonas
- David Krahn
- Thomas Liska
- Lyn McGaughey
- Mary McGregor
- Charlene Siwak
- Kayla Schneider
Sponsor Representatives
- Jose Amor
- Joe van der Buhs
- Daniel Creighton
- Anele Daberechi
- Francis Ecijan
- Gina Ecijan
- Rochelle Fiolleau
- Ron Gretchen
- Anna Hamilton
- Brandon Harrison
- Rohit Kumar
- Rachelle L'Heureux
- James Landeryou
- Thomas Landeryou
- Joanne McGrath
- Larry McRorie
- Frances Meyer
- Kylee Muri
- Vicky Neiser
- Clayton Quinn
- Taylor Ruby
- Manpreet Singh
- Bill Welk
- Madison Wickenheiser
- Kevin Zakus
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Advocis North Saskatchewan Chapter · Fall PD Day 2026