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

Greater Hamilton Chapter

 Upcoming Event Registration

Passport Program

 Advocis GHAM Passport to Events

Would you like access to all of our education events for 1 low price? Then passport is for you!
For $200 (plus HST) you will gain access to:

2 PD Days
1 Update* (Offered through GHAM Advocis: April 23 OR October 15 at Waterfront Conference Centre )
This is a savings of over 35% off of the cost of each day individually.

Calendar Dates are as follows:

March 5 PD Day
April 23 Update (#1)
September 17 PD Day
October 15 (repeat Update #2)
November 5 AGM

You will receive full CE credits for all events that you attend and breakfast and lunch (as provided for the event).

You must purchase the passport (through the link below) to have access and then register through Natalie Farley at Hamilton@advocischapter.ca
FOR EACH EVENT you plan to attend at least 7 days prior to the event to be guaranteed a seat.
*Update must be event scheduled through Advocis GHAM chapter and cannot be transferred.
Passport is only good for Advocis GHAM Chapter Events and cannot be transferred to any other Chapter or National event.
Saturday, February 1, 2020

Professional Development Day


Paul Karasik 

President, The Business Institute 

Paul will be presenting 2 seminars for us.

Presentation title:


Secrets for Achieving Peak Performance

It’s no secret; real success is measured both personally and professionally. This program will provide you with proven strategies and techniques that will enable you to create more joy, satisfaction, and pleasure in your life while quadrupling your income.

It’s obvious, material success provides us with the freedom to experience more fun. This program sheds light and insights into why fun is, in fact, a critical element in achieving more success. Fun is both a result and a cause.

You will be facilitated in a process that will allow you to create a compelling vision and learn why Albert Einstein stated, “Imagination is more powerful than knowledge.” Inspired by your bigger “why,” each day will be infused with more passion and sense of purpose.

You will leave this session with the tools you need to make a quantum leap in your performance in business, while experiencing a deeper, more rewarding and complete personal life. 

Presentation #2 


By Paul Karasik

Only a small percentage of advisors ever reach their full potential. What do they all have common? Top producers are successful because they learn and implement systems for acquiring new clients.

You will be provided with an evaluation of current systems for client acquisition based upon best practices of the most successful financial advisors. Focus will be on the easiest and fastest client acquisition strategy: conducting educational seminars to attract high-value clients.

It’s easy to establish new lucrative relationships when you stop selling and begin positioning yourself as educator. Trust is established easily and effortlessly without the need for any manipulation.

Come see what he has to say.



Peter Hofstra, CFA

Chief Investment Officer and Senior Portfolio Manager

CI Investments

The presentation is Titled:

Economic Outlook 2020



The presentation covers the following:

· The Power of Process

· How We Think About Risk

· Economic Outlook

· Prior 5 Years

· Origin of Exceptional, Negative, Events

· What should stock valuations be in today’s Market?

and much more!

Additional speakers to be added soon!

Thursday, March 5, 2020

Professional Practice Development

 Client Engagement and Analysis
Thursday, March 26, 2020

Update 2020

 Professional Practice Review
Thursday, April 23, 2020

Professional Practice Development

 Advice Delivery and Business Management
Thursday, May 14, 2020

Advocis GHAM Golf Day

 Golf Day at Heron Point
Tuesday, June 9, 2020

Professional Development Day

Keynote Speaker:
Michael Hughes-Network Skills Workshop
Thursday, September 17, 2020

Update 2020

Thursday, October 15, 2020

Thursday, November 5, 2020

Thursday, December 3, 2020

Brian Farley CFP, CLU
 Officers and Directors
First Vice President
Nathan Brown
Second Vice President
Nathan Brown
Membership Chair
Program Chair
Maurice Elgersma
Percy Pierre CFP, CLU, CHS
Professional Development Chair
Public Awareness Chair
Communication Chair
Cooper Millard
Joel Whitty
Best Practices Chair
Nicole Boffo
Professional Conduct Chair
Advocacy Chair
Grace Dileo Lindsay CFP
Financial Literacy Chair
Institute Representative
Ejaz Nadeem CFP,CLU
Sponsorship Chair
Karen Okimi CFP, CLU
Shawn Redford
GAMA Representative
Ejaz Nadeem CFP,CLU
Totem Pole Chair
Past President
Natalie Farley
 Contact Information
Natalie Farley