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

Durham Region Chapter

 Upcoming Event Registration

Chapter Meeting September 12, 2019

“Membership Update”
Chris Hudson, CFP, CLU, CHS
Katie Davis
Advocis Durham Board Executives

“Advocacy Update”
Irene Walsh, CFP, CLU, RIS
Advocis Durham Board Executive

“Ethics and Professional Responsibility in Practice
(Eligible for Professional Responsibility Credit for CFP®)
Advocis Durham Board Executives
Revised to reflect FP Canada’s updated Standards of Professional Responsibility
(effective January 2019).
Prior to starting this course, participants are required to download and review the Standards of Professional Responsiblity from FPSC's website (www.fpsc.ca).

“Estate Planning: A Must-Have Conversation”
Wilmot George, CFP, TEP, CLU, CHS
Vice President, Wealth Planning at CI Investments Inc.

“Protection Matters More Than Ever - Look at Guaranteed Advantage”
Katie Davis
Regional Sales Director, Desjardins Investment Solutions

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 November 14, 2019

Speakers to be announced.

Potential 3 CE credits.

Passport members must please register.
Thursday, November 14, 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