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

Event information for Toronto


 Event Detail
Organized by: Chapter     
Event Title: Advisor Tool Box Series  Event Type: Seminar 
Date/Time
Start: 9/26/2019 End: 9/26/2019 Start Time: 7:30 AM End Time: 10:30AM
Description:
 


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





 
Agenda: 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
 
CE Credits: 2.0 
Speaker
Biography:
April Levitt & Wendy Brookhouse 

April-Lynn Levitt, B.Comm, CFP

Business Coach

April has been a coach with The Personal Coach since 2006 and is passionate about helping advisors reach their potential. April previously worked for 10 years with MD Management as a top Financial Consultant and Regional Manager in the Calgary office managing $1 Billion dollars for physicians and their families. Prior to that she was an independent financial advisor in Vancouver specializing in the professional women’s market.

April has her Bachelor of Commerce with Distinction from the University of Alberta, her CFP, and extensive coaching, sales and management training. She is a frequent contributor to advisor.ca and Investment Executive. She is a “dance mom” to two teenage daughters and lives in Oakville with her husband and their one-eyed dog Betty. 

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.




 
Location Richmond Hill Country Club
8905 Bathurst Street
Richmond Hill, ON L4C 0H4
Contact Jannet Gibson

toronto@advocischapter.ca
Notes:  

Registration Information -
  Early Bird Fee Regular Fee Late Fee
Fee apply date -> 8/20/2019  9/19/2019     
For Member: $40.00 $50.00 $   
For non-member: $55.00 $70.00 $