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

Golden Triangle Chapter

 Upcoming Event Registration

Charity Golf Tournament

Annual Charity Golf Tournament For Cystic Fibrosis

LOCATION: Whistle Bear Golf Club
1316 Dickie Settlement Rd, 
Cambridge, ON N3H 4R8

Date: September 10th, 2019

Registration & Breakfast: 7:00 AM 
Shotgun Start: 8:00 AM
Register at www.tournamentcaddie.com/advocisgt2019golf

Tuesday, September 10, 2019

Update 2019 - From Vulnerability to Viability

Update 2019





Mike Richard Arthur Fish Ellen Bessner Jason Heath, CFP®
Mike Richard Arthur Fish Ellen Bessner Jason Heath
Investment Planning,
in an uncertain world
Today’s Senior Clients,
using foresight to
reduce risk
Facing Senior
Client Issues,

Decumulation Planning,
without running
out of money


Frank Vanden Broek, CFP®

Frank Vanden Broek

Update 2019

Please JOIN us:
Engage in group discussion and case study activities designed to complement and deepen your knowledge in each key topic area.

Earn CE Credits for full seminar participation and additional CE Credits upon successful completion of the online portion available to you with your seminar registration.
Tuesday, October 8, 2019

Friday, November 8, 2019

Christmas Gala & Awards Dinner

Please join us at our Annual Christmas Gala and Awards Dinner to celebrate a wonderful year and recognize some notable members of our Advocis community. 

We are excited to treat you to an experience you won't forget as we host this year's Gala at the stunningly beautiful Whistle Bear Golf Course. 

Bring your spouse or your co-workers to take part in this unforgettable evening. Limited seating is available so reserve your spot today. 

Tables of 8 are available at a discounted price of $500.00 - save $100.00!!

This event sells out early every year. Reserve your spot today so you don't miss out.
Tuesday, December 3, 2019

Kevin Bewick CFP, CLU, CEA
 Officers and Directors
First Vice President
Second Vice President
Lordy Numekevor CLU, RHU
Membership Chair
Emily Seunarine
Program Chair
Theresa Dietrich CFP,CLU,CHS,CEA
Professional Development Chair
Theresa Dietrich CFP,CLU,CHS,CEA
Public Awareness Chair
Communication Chair
Best Practices Chair
Professional Conduct Chair
Advocacy Chair
Kevin Bewick CFP, CLU, CEA
Financial Literacy Chair
Institute Representative
Theresa Dietrich CFP,CLU,CHS,CEA
Sponsorship Chair
Lisa Moore
GAMA Representative
Totem Pole Chair
Past President
David Reeve
Patricia Giesbrecht
Michael Hamilton
Justin Hamilton CFP, CHS
Kelly Thomas
 Contact Information
Kelly Thomas
(519) 489-0134