May 23, 2017
Stuart McConnachie
New Disclosure Rules for Financial Planners

BIO:

Stuart McConnachie is a Certified Financial Planner and Investment Advisor with Edward Jones based in Function Junction, Whistler.  He lives in Pemberton with his wife Jessica, daughter Chelsea, dog and 2 cats. 

 

Stuart is IIROC and Insurance Licensed.  He has received the Certified Financial Planner designation, Certificate in Advanced Investment Advice,  and holds both a Bachelor of Commerce and Post Graduate Certificate in Real Property Valuation from the Sauder School of Business.

 

Also, he is a Past President of the Rotary Club of Pemberton and founding member of BNI Mountain High in Whistler.

 

Topic Description:
A overview of new legislation impacting all investors that work with a Financial Advisor.  What has changed and how are clients impacted?