Enhancing the professionalism of financial advisors in the best interests of the consumer
Durham Region Chapter
| Upcoming Event Registration |
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Chapter Meeting March 5, 2020
Speakers;
Katie Davis Regional Sales Director, Desjardins Investment Solutions “Investing for the female client.”
Sara La Gamba CFP, CLU, CHS, TEP, EPC Associate Advisor - Sheffar Potter Muchan Inc. “The value of education and designations for an advisor.”
Doug Carroll, Tax, Estate & Financial Planning Advocate “When two become one.”
Passport members must please register.
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Thursday, March 5, 2020
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| Officers and Directors |
| First Vice President |
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| Second Vice President |
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| Treasurer |
| Louisa Majoros CFP,R.F.P. |
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| Secretary |
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| Membership Chair |
| Chris Hudson CFP, CLU, CHS |
| Kaitlyn Davis |
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| Program Chair |
| Kirk McMillan |
| Sarah Smith CFP |
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| Professional Development Chair |
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| Public Awareness Chair |
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| Communication Chair |
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| Best Practices Chair |
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| Professional Conduct Chair |
| Sanjay Persaud CFP, CLU, CHS |
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| Advocacy Chair |
| Ronald Fennell CFP,CLU,CH.F.C. |
| Karen Low CLU, CHS |
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| Financial Literacy Chair |
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| Institute Representative |
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| Sponsorship Chair |
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| GAMA Representative |
| Chris Hudson CFP, CLU, CHS |
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| Totem Pole Chair |
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| Past President |
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| Directors |
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| Administrator |
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