Peel Halton

Peel Halton

Advocis Peel-Halton is a very diverse and cohesive Chapter. Our members are committed to helping Canadians achieve their financial goals. We are also united under the banner of advocating on behalf of our profession. In 2019, we greatly increased our social media presence which has been positively received in the online business community.

Our Chapter loves to give back and is proud to have helped raise money and awareness to support Financial Literacy initiatives. Our seminars and presentations have been well-attended, and have triggered great feedback from attendees. The Peel-Halton Chapter has ambitions to expand in terms of membership and in attracting more corporate sponsorships. In closing, we would like to thank all of our members and volunteers for a very successful year!

Advocis Peel Halton

Upcoming Events

Advocis Peel Halton: BMO Insurance Business Development Workshop

Organized by: Advocis Peel Halton Chapter
Event Inventory: limited 2025-05-29 Start: 08:30:00 End: 12:00:00
Timezone: America/Toronto Capacity: 100

Description

Morning workshop with BMO Insurance: Learn about the 12-step program and 3-bucket approach for success in the business insurance market

Location
2500 Old Carriage Road, Mississauga, ON L5C 1Y7

Peel Halton: Update 2025 - Building Strong Financial Foundations

Organized by: Advocis Peel Halton Chapter
Event Inventory: limited 2025-06-18 Start: 08:30:00 End: 15:30:00
Timezone: America/Toronto Capacity: 100

Description

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

Social Media

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Officers and Directors
  • PresidentJohn J. Moakler, CLU, CFP
  • First Vice PresidentAngela J. Fennelow, CFP, CHS
  • First Vice PresidentBrent W. Swatuk, CLU, CHS
  • TreasurerJim Kennedy, CFP,CLU,CH.F.C.
  • Membership ChairDavid A. Cooke, CLU
  • Membership ChairFazaad Bacchus, MBA, EPC, RIS
  • Sponsorship ChairGina Ramberan, CLU, CHS
  • GAMA RepBrent W. Swatuk, CLU, CHS
  • Program ChairBrent C. van Ryzewyk, CFP,CLU,CH.F.C.,CHS,
  • Professional Development ChairAmrita Paul, CLU
  • AdministratorStephanie Jones
  • Communications ChairAngela J. Fennelow, CFP, CHS
  • Past PresidentAbhishek Sharma, CLU, CHS, CFP
  • Financial Literacy ChairSeema Sharma, CFP, CLU, CHS