Tuesday, November 22
@ 10:35am – 11:35am ET

CALU update with Kelly Adams & Guy Legault and Advocis Diversity, Inclusion, Belonging and Equity (DIBE) presentation

CALU update with Kelly Adams & Guy Legault

It’s important that our members understand CALU’s strategic direction and the benefits and value available to them as a CALU member. Chair Kelly Adams and president and CEO Guy Legault will highlight CALU’s pilot Mentorship Program and update members on our 2022 initiatives to deliver exceptional professional development and resources, achieve our objectives for sound public policy and foster a strong and engaged community of members.

Advocis Diversity, Inclusion, Belonging and Equity (DIBE) presentation

Explore the traits and values that build an inclusive leader and its importance for the financial advisor in Canada. Learn how an inclusive financial practice can support stronger business outcomes as the advisor expands their portfolio. Gain foundational knowledge about cultural competence and build self-efficacy to support making change in the local marketplace.

Technical; Intermediate

CE Credits

The following list of CE credits available, subject to course approval (T = tentative)

  • Institute for Advanced Financial Education (Advocis) – 1.00 (T)
  • FP Canada – 1.00 (T)
  • Alberta Insurance Council – 1.00 (T)
  • Insurance Councils of Saskatchewan – 1.00 (T)
  • Insurance Council of Manitoba – 1.00 (T)
  • Chambre de la sécurité financière (Québec) – 1.00 (T)


Kelly Adams, B. Comm., CLU, ChFC, CFP, FEA
CALU Board of Directors;
Barrington Wealth Partners inc.;
Adams Wealth Advisory Inc.
Dean Delpeache, MHRM
Director, Consulting
Guy Legault, MBA, FCPA, FCGA, CAE
President & CEO
Julie Martini, PCM, CDMP
Vice President, Strategic Engagement, Advocis


Conference Registration