Lockhart to head Advocis board

The members of Advocis have elected a new board of directors for 2013, and have named Harley Lockhart as chair of the board.

“Raising the bar for financial advisors, increasing financial literacy among consumers, and improving retirement resources for Canadians are just a few of the challenges facing our profession,” says Lockhart.

Lockhart has been on the Advocis board of directors for three years, working in the areas of communications and membership. In 2012, he served on the board’s executive committee as treasurer.

Prior to that, he was chair of a task force that revised the Advocis Code of Professional Conduct.

Lockhart is a B.C. resident and joined Advocis as an independent practitioner in 1985. He’s the senior financial advisor at Quail Ridge Financial Services.

The 2013 Advocis board of directors will also include:

Dean Owen, CLU, CH.F.C. David Juvet, CFP, CLU, CH.F.C., CHS Wade Baldwin, CFP Caron Czorny, CFP, CLU, CH.F.C. CHS, FLMI, EPC Andrew Guilfoyle, CA, CFA David Mann, CFP, CLU, CH.F.C. Joseph Ruddell, CLU, CH.F.C. Jim Virtue, CA, CFP, CLU Izumi Miki-McGruer, CFP, CLU, CH.F.C.

Staff

The staff of Advisor.ca have been covering news for financial advisors since 1998.