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: CLU Case Study 1 & 4

Organized by: Advocis Durham Region Chapter
Event Inventory: limited 2023-10-12 Start: 10:00:00 End: 11:30:00
Timezone: America/Toronto Capacity: 300

Description

Join our dynamic moderator, Simon Maxwell, as he guides us through CLU Case Studies: Charitable Giving and Family Estate Planning.

Advocis Durham Region: PDS - Fine Tuning your Financial Advisory Practice

Organized by: Advocis Durham Region Chapter
Event Inventory: limited 2023-10-17 Start: 10:30:00 End: 12:00:00
Timezone: America/Toronto Capacity: 100

Description

Join moderators Andrew Gooden and Sandy Deering as you work with your peers on the next module in the Practice Development series.

Advocis Durham Region: Planning for the Future

Organized by: Advocis Durham Region Chapter
Event Inventory: limited 2023-10-19 Start: 09:00:00 End: 12:00:00
Timezone: America/Toronto Capacity: 300

Description

Join us for a jam packed fall meeting - You do not want to miss this event!

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