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

Toronto Chapter

 Upcoming Event Registration

Advisor Tool Box Series

 


YOU MUST BE PRE-REGISTERED ONLINE TO ATTEND THIS EVENT
2 CE Credits will be awarded for attending this event

Build your Value, Build your Business

April-Lynn Levitt


Financial advisors face increasing pressure and uncertainty in several areas of their practice today, new fee transparency and the possibility of doing away with commission altogether. Although there is more pressure than ever, advisors should view this as an opportunity to better understand the unique value they offer to clients and work on enhancing the communication of that value to stand out from the crowd and grow their business.

        

Future Ready Advisor: 5 Steps to Leverage Tech to Increase your Productivity and Save Money

Wendy Brookhouse 


Wendy founded Black Star Wealth Partners over a decade ago to provide comprehensive financial services to entrepreneurs, professionals and business owners. Wendy has the uncommon ability to see and remove friction points that cause people stress and anxiety and prevent them from achieving their goals. As a result, she has developed unique solutions that are simplified and easy to implement.



Agenda


7:30 AM - Registration and Hot Breakfast

8:00 AM - Opening Remarks

8:15 AM - Speaker

9:00 AM - Questions

9:15 AM - Speaker

10:00 AM - Questions

10:15 AM - Closing remarks

10:30 AM - Event ends





Thursday, September 26, 2019




Webinar - Critical Illness For Business Owners



EHP: EXECUTIVE HEALTH PLAN

Do your business owner clients need a tax-efficient strategy for their retirement?

While also protecting themselves and their business should and illness interrupt their plans?


Please join Desjardins Insurance to learn about our industry leading shared ownership Critical Illness Plan.







Tuesday, October 8, 2019




Advocis Toronto Advanced Learning Series

 




Join us on October 17th, 2019 at the Old Mill Inn in Toronto for our popular Advocis Toronto Advanced Learning Series
In keeping with our commitment to deliver the utmost value to you, we will deliver a full-day of learning from industry leading experts who will present to us on topics designed to add value to your practice and advice for our clients.

CE Credits for this event are estimated to be between 5 and 6.

Please note: No refunds for this event.


Agenda:

7:00 AM – Registration, Breakfast and Networking

8:15AM – Opening Remarks


Thursday, October 17, 2019





 President
Cathy Harman CFP, CLU, CHS, TEP
 Officers and Directors
First Vice President
Second Vice President
Treasurer
Tony Kim CFA
Secretary
Membership Chair
Cindy Marques
Program Chair
Jaclyn Nemethy CLU, CHS
Ya-Ri (Arthur) Wang CFP, CLU, CHS
Professional Development Chair
Kathryn Bennett LL.B,TEP
Public Awareness Chair
Jennifer Luu
Communication Chair
Adrian Altamirano CFP, CIM, FCSI
Best Practices Chair
Kathryn Bennett LL.B,TEP
Professional Conduct Chair
Advocacy Chair
Ronald Fox CFP, CIM
Financial Literacy Chair
Jennifer Luu
Institute Representative
Michael Camacho CFP,CLU,CH.F.C.,CHS, MBA (FS),FLMI
Sponsorship Chair
Michael Camacho CFP,CLU,CH.F.C.,CHS, MBA (FS),FLMI
GAMA Representative
Graham Bergsma
Totem Pole Chair
Past President
Robert Fleischacker CLU
Directors
Administrator
Warren Brown
Jannet Gibson
 Contact Information
Jannet Gibson
 

Toronto@AdvocisChapter.ca
www.advocis-toronto.com