Durham Region

Durham Region

The Durham chapter spans numerous communities and brings together a close knit community of advice professionals. We pride ourselves in

  1. High quality programming – we bring strong focus to ensuring our program content is meaningful, relevant, and practical. We expend much effort on sourcing high quality speakers and addressing various themes of content that are immediately useful to our members.
  2. Advocacy – we are a highly active chapter in regulatory affairs and have a high conviction board who work tirelessly to maintain strong relationships with local politicians. Our board members participate in larger events like Queens Park Day to bring a clear voice and message to stakeholders on behalf of advisors and the profession.
Advocis Durham Region

Upcoming Events

Advocis Durham Region: Practice Development Business Planning

Organized by: Advocis Durham Region Chapter
Event Inventory: limited 2024-03-19 Start: 10:30:00 End: 12:00:00
Timezone: America/Toronto Capacity: 100

Description

As a newer advisor, your first step in establishing a successful financial advisory practice is to define what your practice will look like.

Advocis Durham Region: Intergenerational Wealth Transfers

Organized by: Advocis Durham Region Chapter
Event Inventory: limited 2024-03-21 Start: 09:00:00 End: 11:00:00
Timezone: America/Toronto Capacity: 350

Description

Join us to hear from speaker Wilmot George as he speaks on the Family Matters - Intergenerational Wealth Transfers

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