Advocis Peel-Halton

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Advocis 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.

REMINDER: 📢 Attention Financial Advisors & Estate Professionals in Peel-Halton!Looking to stay updated on recent estate ...
10/13/2026

REMINDER: 📢 Attention Financial Advisors & Estate Professionals in Peel-Halton!

Looking to stay updated on recent estate legislation and network with
industry peers? Don't miss out on Advocis Peel-Halton’s upcoming
morning seminar: All About Estates: A Look at New and Interesting
Cases.

🗓 When: Wednesday, October 14, 2026 | 8:30 AM – 11:00 AM EST
📍 Where: Credit Valley Golf and Country Club (2500 Old Carriage Rd.,
Mississauga)
🍳 What’s Included: Hot Breakfast, Free Parking, & High-Value Networking

What you’ll learn:
Our featured experts, Tristen Audet (Partner at KMB Law) and Caia
Forgione (Lawyer at Pallett Valo LLP), will walk through recent case
law and legislation updates, showing you how to directly apply these
insights to your client advisory approach.

📜 CE Credits: Up to 2.0 CE Credits from The Institute are pending!
(Be sure to have your Advocis ID ready at checkout to automatically
apply your credits).

🏷️ Tickets:
• Advocis Members: $45.00 + HST
• Non-Members: $65.00 + HST

🛑 Important: Ticket sales end on October 10, 2026 at 11:30 AM. Space
is limited and tickets will not be available at the door!

👇 Click the link below to get your ticket before seats sell out:
https://www.eventbrite.ca/e/advocis-peel-halton-all-about-estates-tickets-2002070227946?aff=oddtdtcreator


A proud and grateful moment! ✨I’m thrilled to share that I was recently recognized by Advocis (The Financial Advisors As...
09/24/2026

A proud and grateful moment! ✨

I’m thrilled to share that I was recently recognized by Advocis (The Financial Advisors Association of Canada).

This career is about so much more than numbers—it’s about helping families, business owners, and individuals navigate life’s big milestones with confidence. Achieving this milestone wouldn’t be possible without the trust of my amazing clients, the guidance of wonderful mentors, and the love and support of my family and friends.

Take a look through the slides to see a few highlights! Thank you to everyone who has cheered me on along the way. 🙏

📣 Attention Financial Advisors! Join Advocis Peel Halton for our upcoming morning session!Event: HUB Financial & Desjard...
09/02/2026

📣 Attention Financial Advisors! Join Advocis Peel Halton for our upcoming morning session!

Event: HUB Financial & Desjardins — Underwriting Trends & IFA Strategies

🗓️ When: Thursday, September 17, 2026 | 8:30 AM – 11:30 AM EST

📍 Where: Credit Valley Golf and Country Club (2500 Old Carriage Rd., Mississauga)

Start your day with a hot breakfast, expand your professional network, and dive into two high-value topics:

1️⃣ Underwriting Trends: Past, Present & Future

Presented by Mona Wahab-Standaert (Chief Sales Officer) and Romeo Vitagliano (SVP, Strategic Underwriting & Planning) from HUB Financial. Discover how the underwriting landscape is evolving and take away practical frameworks for navigating complex cases.

2️⃣ Understanding Immediate Financing Arrangements (IFAs)

Presented by Rados Popovic (Regional Sales Director) from Desjardins Insurance. Learn the mechanics of IFAs and how to evaluate when this advanced planning strategy fits your high-net-worth or business-owner clients.

🎟️ Registration Pricing:

Members: $45.00 + HST

Non-Members: $65.00 + HST

(Ask us about purchasing full tables!)

🎓 CE Credits: Pending 2.0 CE credits. Include your Advocis ID at checkout!

⏰ Important Note: Space is limited and tickets will not be sold at the door. Ticket sales close September 13 at 11:30 AM.

Secure your seat today: https://www.eventbrite.ca/e/advocis-peel-halton-hub-underwriting-trends-past-present-future-tickets-1998486478856?aff=oddtdtcreator

Thank you for joining us! 🤝💙We want to extend a heartfelt thank you to everyone who attended the Beneva Business Develop...
05/28/2026

Thank you for joining us! 🤝💙

We want to extend a heartfelt thank you to everyone who attended the Beneva Business Development Workshop at the Credit Valley Golf and
Country Club! It was wonderful connecting with so many dedicated financial professionals right here in Mississauga.

A special thank you to our industry-leading speakers, Andrew Gardiner, Chris Paterson, and Carlton Benjamin. Your combined 50+ years of expertise provided everyone in the room with actionable ideas to
strengthen their practices, reduce hidden costs for clients, and navigate the upcoming regulatory shifts with confidence.

We are so proud to support a community of advisors who are constantly learning and striving to give their clients the best possible financial future.

Check out the photos from the morning below—feel free to tag yourself and your colleagues! 🥂📸


05/13/2026

Your professional network, strengthened! 🤝

Exclusive to Advocis members only, Digital Communities brings together financial advisors, financial planners, business development professionals, wholesalers, LLQP students, and other industry professionals from across Canada into one centralized and accessible space.

Geography is no longer a barrier to meaningful connection. Members now have the ability to engage with a national network of professionals who are sharing knowledge, offering perspectives, and contributing to important industry conversations.

Within Digital Communities, you will find:

➡️ Practical insights and best practices informed by real experience
➡️ Thoughtful discussion on emerging trends and challenges
➡️ Opportunities to both learn from others and contribute your own expertise

This is a community built on collaboration, where members support one another and collectively elevate the profession.

Log in to your Advocis member portal and explore the conversations taking place today! 💻

05/11/2026

Your professional network, strengthened! 🤝

Exclusive to Advocis members only, Digital Communities brings together financial advisors, financial planners, business development professionals, wholesalers, LLQP students, and other industry professionals from across Canada into one centralized and accessible space.

Geography is no longer a barrier to meaningful connection. Members now have the ability to engage with a national network of professionals who are sharing knowledge, offering perspectives, and contributing to important industry conversations.

Within Digital Communities, you will find:

➡️ Practical insights and best practices informed by real experience
➡️ Thoughtful discussion on emerging trends and challenges
➡️ Opportunities to both learn from others and contribute your own expertise

This is a community built on collaboration, where members support one another and collectively elevate the profession.

Log in to your member portal and explore the conversations taking place. 💻

05/11/2026

GAMA Global Canada is thrilled to kick off our first Icon Series event of 2026 with an exclusive Leaders in Business session featuring some of the insurance industry’s top leadership voices! 🙌

Join us on Thursday, May 21, from 12:30 p.m. to 1:30 p.m. EDT for an engaging, encouraging, and educational leadership conversation featuring:

David Feldberg, CFP, CLU, Managing Director, Desjardins Financial Security Independent Network

Interviewed by: Brent Swatuk, CLU, CHS, Regional Vice President, Desjardins Insurance

In this exclusive session, David will share insights on what it takes to lead and grow in today’s rapidly evolving financial services landscape. Topics will include:

🔹 Consolidation
Carriers, MGAs, and advisor practices: the good, the bad, and the ugly, and what advisors need to know.

🔹 The Rapid Pace of Change
Systems, AI, regulation, and the realities shaping the future of the industry.

🔹 Evolving from Building a Practice to Building an Enterprise
Why teaming and enterprise thinking matter more than ever.

Ticket Information ⤵️

🆓 GAMA Members – FREE
(Check your email for your exclusive promo code.)

🆓 Advocis Members – FREE
(Use your Advocis ID to unlock your ticket.)

🎟️ Non-Members – $20

Register today: https://bit.ly/42uEM33

*This webinar is not accredited for Continuing Education (CE) credits.*

Attention local Financial Advisors! 📣Looking to strengthen your practice and stand out in today's value-focused market? ...
05/06/2026

Attention local Financial Advisors! 📣

Looking to strengthen your practice and stand out in today's value-focused market? Join us for the Beneva Business Development Workshop: Transparency, Disclosure, and Maximizing Client Value on May 20th at the beautiful Credit Valley Golf and Country Club in Mississauga.

This is a fantastic opportunity to connect with peers over a hot breakfast and hear from three incredible industry leaders:
🎤 Andrew Gardiner on the Value of Financial Advice 🎤 Chris Paterson on Permanent Tax-Exempt Insurance
🎤 Carlton Benjamin on Maximizing the Client Experience

Plus, Advocis Members and Non-Members can earn CE credits! 🎓

Event Details: 📅 Wednesday, May 20, 2026 🕣 8:30 AM - 11:30 AM (EST) 📍 Credit Valley Golf and Country Club, 2500 Old Carriage Rd., Mississauga 🎟️ Single Seat: $45 (Members) / $65 (Non-Members) + HST

🚨 Important: Tickets must be purchased in advance—sales end exactly one week from today on May 13th at 11:30 AM, and no tickets will be available at the door!

Don't miss out on this morning of valuable insights and networking. Click below to register and secure your seat! 👇

🔗 https://www.eventbrite.ca/e/advocis-peel-halton-beneva-transparency-disclosure-and-maximizing-value-tickets-1988207902357?aff=oddtdtcreator

What a fantastic day for the Peel Halton Advisor community! 🌷🏆The Advocis Peel Halton Ring in Spring PD Day exceeded all...
04/21/2026

What a fantastic day for the Peel Halton Advisor community! 🌷🏆

The Advocis Peel Halton Ring in Spring PD Day exceeded all expectations.

We want to say a heartfelt THANK YOU to the advisors, executives, and specialists who joined us at the Credit Valley Golf and Country Club.

The success of this event was made possible by our incredible lineup of 6 speakers.

We are so grateful for the insights shared by Jason McMahon, Nadine Dozois, Zainab Sheikh, Nitin Bansal, Dan Burjoski, and Bruce Young. Your expertise in corporate asset classes and estate integration gave us all plenty of "spring" to add to our practices!

And we also thank our 4 Ted Talk speakers Suzette Chambers, David Cooke, Noreen Gill, Brandon Masini who delivered 15 minutes each of powerful usable ideas.

🌸 Calling all Peel Halton Advisors: Are you ready to Ring in Spring?On Wednesday, April 15, 2026, Advocis Peel Halton is...
03/31/2026

🌸 Calling all Peel Halton Advisors: Are you ready to Ring in Spring?

On Wednesday, April 15, 2026, Advocis Peel Halton is hosting a premier Professional Development Day at the Credit Valley Golf and Country Club.

This is our chance to gather as a community, learn from the very best in our field, and prepare our practices for the next level. We have curated a diverse lineup of 6 speakers (including Jason McMahon from PPI, Nadine Dozois from Gryphin, and Dan Burjoski from Manulife Wealth), plus 4 "TED Talk style" sessions that are guaranteed to change the way you think about complicated cases.

Why should you attend? ☕ Full day of learning (starts 8:30 AM with continental breakfast) 🥗Gourmet Buffet Lunch included 🚗 Free Parking 🎓Up to 4.0 CE credits (credits pending)

Limited Space Availability! Tickets are not available at the door and must be booked early. Sale ends April 3rd, 2026.

Pricing (including taxes and fees):
📍 Single Seat (Advocis Member): $99.00
📍 Single Seat (Non-Member): $139.00
👥 Table of 6 (The Best Value!): $500.00
👉 Don’t miss this opportunity to spring forward.

Register your team today:https://www.eventbrite.ca/e/peel-haltons-ring-in-spring-2026-tickets-1985458317274?aff=oddtdtcreator

For CE Credit requirements, ensure your 7-digit Advocis ID is Accurate during registration.

Address

Mississauga, ON

Telephone

+14164445251

Website

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