Our Local Chapters
NEMA is pleased to announce that we are opening our first Chapter in Ottawa Ontario. The Chapter Chairman for the next year is Dale Rabbie from Raintree Financial Solutions. We are very pleased to get such a high calibre family office to take the lead for our NEMA Chapters, and we are looking forward to networking and building an ‘alternative’ community there. We are planning on opening chapters in all the major cities involved in the exempt market: Vancouver, Edmonton, Regina, Winnipeg, Toronto, Montreal, and Halifax. Anyone interested in this initiative, please contact me.
Our AGM & New Board of Directors
NEMA had our AGM on November 6, 2015, where the Board of Directors were elected for 2016. We are thrilled to have these topindustry leaders and innovators on our board: Craig Skauge, EVP of Olympia Trust Company, Cora Pettipas, Vice President of NEMA, Nick Fournier, President of Raintree Financial Solutions EMD, Darren Smits, Partner at Miller Thomson, Jay Modi, CEO of Omniarch Capital, Nadine Wellwood, President of Wealthterra Capital EMD, Allison Taylor, CEO of Invico Capital Corporation, Curtis Potyondi, President of Prestige Capital Inc, Greg Romundt, President of Centurion Asset Management, Drew Adams, Chairman of the Board of Privest Wealth Management EMD, Tommy Baltzis, President of Whitehaven Securities EM, Craig Burrows, President of TriView Capital Ltd. EMD, and Matt Epp, Partner at JSS Barristers.
We would also like to highlight the great work of our committees. Maria Lizak is Chairing the Advisor committee this year, they will be focusing on proactive measures for NEMA that are Advisor related industry issues. Her committee includes: Alan Lo, Darris Cameron, Mike Lynes, Matt Simpson, Richard Andrusiak, Steve O’Reilly, Silas Dain, Jack Comeau, and Cora Pettipas. NEMA’s education committee is also organized for the year, and is chaired by Peter Figura. The committee includes Victoria Kouzmichova, Silas Dain, Peter Jarman, Peter Ian McArthur, and Cora Pettipas. This year the committee is looking for strategic partnerships to help further promote a culture of proficiency in our industry. The Compliance & Regulator Affairs Committee (CRAC) is also running. They will have a series of meetings with guest speakers and special topics to assist with members building their best practises. There are over eighty people on that one, so I will not list all the members here.
The New Year
NEMA will be creating opportunities for industry to network. In the past few years, NEMA has worked on building relationships with other organizations that hold conferences to increase education and awareness about the exempt market, especially in Ontario. This year, we would like to build on the strength of our community by hosting small educational and networking events in our major centres. We will be letting you know about these exciting opportunities as they come up. Please advise us if you are interested in being involved in hosting one.