Golden Triangle

Golden Triangle

As a chapter, we are dedicated to supporting the success and professionalism of our local advisor members and non-members with meaningful opportunities for continuing education, fellowship and mentorship. We are a group of hard working volunteers who are always looking to grow our chapter and to be a positive example for others not only within our industry, but community as well. Connect with us!

Advocis Golden Triangle

Upcoming Events

Advocis Golden Triangle: Advising With Impact

Organized by: Advocis Golden Triangle Chapter
Event Inventory: limited 2026-09-15 Start: 12:00:00 End: 14:30:00
Timezone: America/Toronto Capacity: 490

Description

Advising With Impact: Integrating Philanthropy into Financial Planning

Latest News

Spotlight On

Golden Triangle Chapter Initiatives

To work towards Raising the Bar by listening to our members and providing a superior program.

Platinum

Gold

Silver

Loading...
Officers and Directors
  • PresidentDennis O. Yanke, CFP,CLU,CH.F.C.
  • TreasurerDavid Jason Pipe
  • Program ChairEmily Seunarine, CLU
  • DirectorBrock A. A. Schultz, CLU, QAFP, CHS
  • DirectorDavid G. Frey, CHS
  • DirectorMegha M. Irlapaty
  • AdministratorKelly Thomas
  • Past PresidentEmily Seunarine, CLU
  • Advocacy ChairDavid J. Thomas, CFP, CLU, CHS