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

Kingston: Update 2025 - Building Strong Financial Foundations

Organized by: Advocis Kingston Chapter
Event Inventory: limited 2025-05-29 Start: 08:30:00 End: 16:00:00
Timezone: America/Toronto Capacity: 40

Description

Update 2025 is a facilitated session that includes 4 interviews with industry experts, each followed by group case study discussions.

Location
114B Pleasant Drive, Greater Napanee, ON K0K 2Z0

Latest News

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Officers and Directors
  • PresidentEd Bettencourt, EPC
  • Membership ChairHelen Mercedes Brown, RFA, RIS,CPCA
  • Program ChairGregory W. Gies, CFP,CLU,CH.F.C.,CHS
  • Advocacy ChairMark M. Murano, CLU, CFP
  • Financial Literacy ChairSean R. Cassidy, CFP
  • Mentorship ChairEd Bettencourt, EPC