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

Durham Region Chapter

 Upcoming Event Registration

Under 5 Event

New date is March 6th.


You’re invited to our Under 5 After 5 2019 Kick Off! 

New Year, Next Opportunity: Planning for Success

In this meeting, we will cover:

Ø  Reflecting on 2018: Wins and Missed Opportunities

Ø  Planning for 2019:

ü  What’s Your Focus?

ü  How Will You Succeed?

ü  And How Will You Measure It?

Ø  Expert Input: Seasoned Mentor Panel Group Discussion

 

Join us to bring 2019 into focus and set yourself up for a successful new year! 


Wednesday, March 6, 2019




Chapter Meeting March 28, 2019

 Speakers are as follows:


Mary Robinson, Director of Research, Policy & Collaboration, Responsible Investment Association


Damienne Lebrun-Reid, Managing Director, Standards


One more speaker to be announced


Potential 3 CE Credits


Passport Members must please register.

Thursday, March 28, 2019




Chapter Meeting April 25, 2019

Speakers to be announced.

Potential 3 CE credits.

Passport members must please register.
Thursday, April 25, 2019




Under 5 Event

The Under 5 After 5 group is designed to provide information and ideas that are relevant to you and your practice as well as a forum to network and share ideas with other advisors that are in their first 5 years of business. 

More information to come soon!
Wednesday, May 8, 2019




Chapter Meeting May 13, 2019

Speakers to be announced.

Potential 2 CE credits.

Passport members must please register.
Monday, May 13, 2019




Update 2019

Update 2019

More info to come soon!

Please note this is not a live event.
Thursday, June 13, 2019




Under 5 Event

The Under 5 After 5 group is designed to provide information and ideas that are relevant to you and your practice as well as a forum to network and share ideas with other advisors that are in their first 5 years of business. 

More information to come soon!
Thursday, June 20, 2019




Chapter Meeting September 12, 2019

Speakers to be announced.

Potential 3 CE credits.

Passport members must please register.
Thursday, September 12, 2019




Under 5 Event

The Under 5 After 5 group is designed to provide information and ideas that are relevant to you and your practice as well as a forum to network and share ideas with other advisors that are in their first 5 years of business. 

More information to come soon!
Thursday, September 19, 2019




Chapter Meeting October 17, 2019

Speakers to be announced.

Potential 3 CE credits.

Passport members must please register.
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





 President
Kirk McMillan
 Officers and Directors
First Vice President
Sarah Smith CFP
Second Vice President
Treasurer
Louisa Majoros CFP,R.F.P.
Secretary
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
Directors
Sanjay Persaud CFP, CHS
Administrator
Jodi Rees
 Contact Information
Jodi Rees
(905) 725-2374

DurhamRegion@AdvocisChapter.ca
www.advocisdurham.ca