We're kicking off our 2022 membership milestone celebration by thanking Bob Morrow CLU, CHS, RHU, CEBS for his 50 years of membership with Advocis Durham. Thank you for your dedication to our chapter and to Advocis.

Wayne Daley, CLU celebrated 45 years with Advocis Durham in 2022. Thank you Wayne for your years of membership with our chapter!

Thank you to Marie Heddle CFP, CLU, CH.F.C., CHS, Jeffrey Tsuyuki, and Lou Bossuyt B. Sc. (Agr.) CLU CH.F.C. for their 30+ years of membership Advocis! #thankyou #Advocis

Thank you to Rino Cipparrone, CFP, CLU, CHS and Vijay Tanna, CFP, CLU, CHS for 25 years of membership with Advocis.

A big thank you to our members who have reached 5, 10, and 15 years of membership with Advocis. We at Advocis Durham look forward to providing you with education, development, advocacy, and fellowship opportunities for many years to come.

Join us March 23rd for Assistants Day 2023! Live Well With Maxine will share steps to create harmony in your life, with techniques to practice to prevent burnout. Jack Mazakian, VP at Advocis Broker Services will help you make sure your cyber security skills are on-point! eventbrite.ca/e/advocis-durh…

CLU Case Study 9 - Blended Families & Business Succession. April 20, 9:00-12:00. FREE for members, $10 for non-members. We'll look at retirement and estate planning strategies for blended families when business ownership and succession is involved. eventbrite.ca/e/advocis-durh…

Today our members, sponsors, and their guests are at WHITBY RIBFEST for a day of great food and fun. Interested in joining us for future member social events? Watch your inbox for emails from Advocis Durham. #whitbyribfest #whitbyribfest2023 #Advocis

Thank you to all of our members and sponsors who attended our U5 fellowship event. We hope everyone had a great time! Watch your inbox to stay in the know about upcoming fellowship and networking events. We'd love to see you. Thank you to Brooklin Pub for having us! #Advocis

📣 Upcoming CLU Study Group Session: Thursday, October 12th, 2023 @ 10:00 AM 📣 Join our dynamic moderator, Simon Maxwell, CFP, CLU, MFA-P, as he guides us through #CLU Case Studies 1 & 4: Charitable Giving and Family Estate Planning. eventbrite.ca/e/advocis-durh…

Do you know the 7 most effective #habits #financialadvisors can acquire? If you are curious, then join us for the latest installment of the Practice Development series and ensure you are on track to continue developing your business. eventbrite.ca/e/advocis-durh…

Let's get the #AdvocisFLM23Chat off and running. 🚀We'll be listing the questions and using the standard Q1 format. Please respond with the standard A1 format for each of your answers along with #AdvocisFLM23Chat. RT if you’re ready! 🙌

And if you haven’t had a chance, check out our Financial Advice for All website, relaunched in time for #FLM2023, and a great resource center used by many consumers & financial advisors across Canada all year round. financialadviceforall.com

We take pride in providing meaningful programming, education, fellowship events, and regulatory updates for our members. As we reflect on the year, we at Advocis Durham would like to take a moment to recognize what makes all of this possible. Thanks to our 2023 sponsors!

We'll be holding our first meeting of 2024 on January 18th. Darci Lang, dynamic motivational speaker and author of Living the 90%, will present Focus on the 90% - an event guaranteed to kickstart your new year with motivation. Registration is open! eventbrite.ca/e/focus-on-the…

Have you registered yet? Don't miss this event that is sure to motivate you for success in 2024.