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

Durham Region Chapter

 Upcoming Event Registration

Chapter Meeting April 25, 2019

Speakers:


Jeff Packer, MSW, RSW, RP

MSW & Associates Inc.

“Valuing Our Assets, In The Fall”

 

Michelle Connolly, CPA, CA, TEP, CFP

Director, Advanced Planning – Tax & Estates, Sun Life

“How a Little Tax Knowledge Can Augment Your Value as an Advisor”

                                                                   

Nina Taver, CIM

Training Consultant & Social Media Specialist

“Social Media for Your Practice”

 

Nick Colosimo, Manager, Government Relations

Advocis

“Update on Government Relations”

“Advocis’ Response to the Budget”


     Potential 3 CE credits.

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




Assistant's Event

Advocis Durham is once again holding its newest event series,
“Assistant’s Academy”.
 
Featuring:

Nina Taver, CIM
Senior Sales Development and Training Consultant at
Sun Life Financial

Jeff Packer, MSW, RSW, RP
MSW & Associates Inc.


Please note, this event is not included in our Chapter Meeting Passport.
Thursday, April 25, 2019




Under 5 Event - POSTPONED, new date announced soon.

This meeting is postponed, new date will be announced soon.

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:

Matt Anderson
CEO Lakeridge Health
"Lakeridge Health Overview"
Mike Tufnell
Lifeworks
“Wellbeing Support Solution”
Bill Walker
Ontario Blue Cross
“The End Game”


Potential 2 CE credits.

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




Advocis Durham/Cystic Fibrosis Canada - Golf Tournament

 
 

18th Annual

Strokes for Life Golf Tournament

All proceeds in support of the work of Cystic Fibrosis Canada

 

Thursday, June 6, 2019

Oshawa Golf and Curling Club

160 Alexandra St, Oshawa

 

Lunch 11:00 am

Tee Off 12:30 pm

Dinner 6:00 pm

Scramble Format - (Soft Spikes Only)

Most Accurate Drive, Closest to the Pin & Hole-in-One Awards

 

$195 per Person - Includes Golf, Golf Car, Lunch and Dinner

$60 Dinner Only

 

Hole Sponsorship $250 - Only 36 Available

Optional Key to a Cure Sponsorship at Event

 

Individual, Group or Company Sponsorships and Donor Opportunities

All Strokes for Life Participants are required to download and submit the completed waiver at registration. If you are registering other members of your team, please forward or download the waiver for them to complete. Link to waiver:

http://link.advocis.ca/upload/chapter/drhm.pdf


For more information contact:

Chad Larmond (co-chair) | 905-903-4424  chad@lrminsurance.ca

 

Thursday, June 6, 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