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

Durham Region Chapter

 Upcoming Event Registration

2020 Chapter Meeting Passport

 Available to Advocis Members Only 

This year we are offering our annual chapter meeting passport at an early bird price of $125 until December 31, 2019.

January 1 and after, the price will be $150 and available only until January 31. 

This passport includes six of our chapter meetings and our Christmas Social.


Our program calendar will be emailed out with confirmation of purchase. 


Meeting dates are as follows:

January 16, 2020, 8:00 AM – 11:30 AM at the Hilton Garden Inn

March 5, 2020, 8:00 AM – 11:30 AM at the Oshawa Golf & Curling Club

April 22, 2020, 2:00 PM – 5:30 PM at the Hilton Garden Inn

May 28, 2020, 8:00 AM - 11:30 AM at the Oshawa Golf & Curling Club

September 24, 2020, 2:00 PM – 5:30 PM at the Hilton Garden Inn

November 19, 2020, 8:00 AM – 11:30 AM at the Hilton Garden Inn

December 4, 2020, 2:00 PM – 5:00 PM location to be determined


Please make note of the meeting locations.

Thursday, November 7, 2019





 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
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
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