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

Durham Region Chapter

 Upcoming Event Registration

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.

Thursday, March 5, 2020





 President
Irene Walsh CFP, CLU
 Officers and Directors
First Vice President
Kaitlyn Davis
Second Vice President
Treasurer
Louisa Majoros CFP,R.F.P.
Secretary
Membership Chair
Chris Hudson CFP, CLU, CHS
Kaitlyn Davis
Program Chair
Kirk McMillan
Sarah Smith CFP
Professional Development Chair
Brent Holmes CFP
Public Awareness Chair
Communication Chair
Sarah Smith CFP
Best Practices Chair
Sarah Smith CFP
Professional Conduct Chair
Sanjay Persaud CFP, CLU, CHS
Advocacy Chair
Ronald Fennell CFP,CLU,CH.F.C.
Karen Low CLU, CHS
Financial Literacy Chair
Institute Representative
Sponsorship Chair
Ronald Fennell CFP,CLU,CH.F.C.
Brent Holmes CFP
GAMA Representative
Chris Hudson CFP, CLU, CHS
Totem Pole Chair
Past President
Kirk McMillan
Directors
Stacy Brooks CHS
Administrator
Jodi Rees
 Contact Information
Jodi Rees
(905) 725-2374

DurhamRegion@AdvocisChapter.ca
www.advocisdurham.ca