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

Durham Region Chapter

 Upcoming Event Registration

Under 5 Event - October 17th

Let the Regulators Help Grow Your Business in 2019 and Beyond. - Presented by Fraser Campbell,  Regional Sales Director, Desjardins Insurance

As we are aware, gone are the days of the " Napkin Needs Analysis " and offering only one product as the solution, then moving on to find our next clients.

With the increased requirements such as client FNA’s, recommendation requirements and Reason Why Letters, see how Desjardins Insurance product line up lends itself to offering multiple risk protection products, in one convenient client solution, thus growing your revenue and satisfying the regulators.

Please note this session is NOT part of our annual chapter meeting passport.

Thursday, October 17, 2019

Chapter Meeting November 14, 2019

Speakers to be announced.

Potential 3 CE credits.

Passport members must please register.
Thursday, November 14, 2019

Christmas Social

Come to our Christmas Social at Town Brewery in Whitby!

All are welcome for the low price of $30.

Passport members must still register please.

Non-members must call member services to make a donation via credit card at 1-800-563-5822, option 1 then option 2.
Friday, December 6, 2019

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