Kingston

Kingston

Advocis Kingston is an innovative and forward-thinking group of financial advisors, one of the many vibrant chapters of Advocis – The Financial Advisors Association of Canada. We feel that our voice and those of all Advocis members are important to promote and advance our industry in front of the public and in front of the regulators across the nation. We develop and engage in financial literacy activities throughout the year.

We work to encourage sensible compliance and regulation development for our industry. We actively provide and promote continuing education and accreditation to our members and industry partners. Because a strong financial foundation is important to Canadians, a devoted group of qualified and compassionate advisors is necessary to ensure that opportunity exists. That is who we are.

Advocis Kingston

Upcoming Events

Advocis Kingston Professional Forum, Practice Development

Organized by: Advocis Kingston Chapter
Event Inventory: limited 2026-10-21 Start: 09:30:00 End: 15:30:00
Timezone: America/Toronto Capacity: 130

Description

How advisors can increase the capacity of their practices efficiently and the role they must ultimately fill to continue to grow and prosper

Location
959 Division Street, Kingston, ON K7K 4C8

Advocis Kingston Annual General Meeting

Organized by: Advocis Kingston Chapter
Event Inventory: limited 2026-11-19 Start: 10:00:00 End: 13:30:00
Timezone: America/Toronto Capacity: 130

Description

AGM + a session on the ethical considerations in financial planning, highlighting the FP Canada Code of Ethics and Rules of Conduct

Location
1499 Stoneridge Drive, Kingston, ON K7M 9H9

Latest News

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Officers and Directors
  • PresidentEd Bettencourt, EPC
  • TreasurerSean R. Cassidy, CFP
  • Membership ChairMelvin Sam
  • Membership ChairTerri Warburton
  • Program ChairGregory W. Gies, CFP,CLU,CH.F.C.,CHS
  • DirectorSean J. Lawrence, CHS
  • Advocacy ChairSherry Miller, CFP,CLU,CHS