Enhancing the professionalism of financial advisors in the best interests of the consumer

Peel Halton Chapter

 Upcoming Event Registration

Business Building Session:Build Your Value and Your Business


Build your Value, Build your Business

Financial advisors face increasing pressure and uncertainty in several areas of their practice today, new fee transparency and the possibility of doing away with commission altogether. Although there is more pressure than ever, advisors should view this as an opportunity to better understand the unique value they offer to clients and work on enhancing the communication of that value to stand out from the crowd and grow their business.

In this presentation, we will also help you:

·         Understand the changes required

·         Quantify the value you provide to clients

·         Get feedback about what your clients value

·         Become a leading edge valued financial advisor

·         Feel confident in your value and the way you communicate your value

·         Use your differentiation factors to add new clients

April-Lynn Levitt, B.Comm, CFP

Based in the GTA, April-Lynn has been a coach with The Personal Coach since 2006 and is passionate about helping advisors reach their potential.  April previously worked for 10 years with MD Management as a top Financial Consultant and Regional Manager in the Calgary office managing $1 Billion dollars for physicians and their families.  Prior to that she was an independent financial advisor in Vancouver specializing in the professional women’s market.

 April has her Bachelor of Commerce with Distinction from the University of Alberta, her CFP, and extensive coaching, sales and management training.  She is a frequent contributor to advisor.ca and Investment Executive.

\What our audiences have said about us:

“I want to thank you for being the only presenter of the day that didn’t put me to sleep.”

“You’re right on the money.”

“By far the best session for me.”

“Fantastic mix of theory and practical.”

“Great presentation!  Very helpful.”

“A well-rounded presentation that would serve as a blueprint for an advisor at any career level.”

“Excellent presentation; topic was very fitting to today’s markets.  It really drove home how my business needs to change.”

“A good reminder for me to stop and be introspective for a few minutes about our business.”

“Great presenter.  Very knowledgeable and motivational.”


Thursday, September 12, 2019

Wednesday, October 2, 2019

Update 2019 - From Vulnerability to Viability

Update 2019





Mike Richard Arthur Fish Ellen Bessner Jason Heath, CFP®
Mike Richard Arthur Fish Ellen Bessner Jason Heath
Investment Planning,
in an uncertain world
Today’s Senior Clients,
using foresight to
reduce risk
Facing Senior
Client Issues,

Decumulation Planning,
without running
out of money


Frank Vanden Broek, CFP®

Frank Vanden Broek

Update 2019

Please JOIN us:
Engage in group discussion and case study activities designed to complement and deepen your knowledge in each key topic area.

Earn CE Credits for full seminar participation and additional CE Credits upon successful completion of the online portion available to you with your seminar registration.
Wednesday, October 16, 2019

Wednesday, November 20, 2019

Wednesday, December 11, 2019

Abhishek Sharma CLU, CHS
 Officers and Directors
First Vice President
Debra Schreiber CLU
Second Vice President
Stephen Pagliaroli CLU, RHU,CFP
Membership Chair
Seema Sharma CFP, CLU, CHS
John Moakler CLU, CFP
Program Chair
Jeff Stanzel
David Cooke
Professional Development Chair
Suzanna Winsborough CFP, CLU
Public Awareness Chair
Communication Chair
Naunidh Hunjan CLU, CHS
Best Practices Chair
Richard Justin Dugal
Professional Conduct Chair
Advocacy Chair
Stephen Pagliaroli CLU, RHU,CFP
Financial Literacy Chair
Institute Representative
Suzanna Winsborough CFP, CLU
Sponsorship Chair
Bernard Applewhaite FLMI
GAMA Representative
Debra Schreiber CLU
Totem Pole Chair
Denise Vitellaro Turner CHS
Past President
W. James Kennedy CFP,CLU,CH.F.C.
Brent van Ryzewyk CFP,CLU,CH.F.C.,CHS,CEA
Monique Gaudet
 Contact Information
Monique Gaudet
(905) 823-5252