Advocis Peel-Halton

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.

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.

Thank you to all the advisors who joined us on March 4th for the Advocis Peel Halton & Desjardins Financial Security bre...
03/06/2026

Thank you to all the advisors who joined us on March 4th for the Advocis Peel Halton & Desjardins Financial Security breakfast seminar. There is nothing quite like the energy of our local community coming together to learn and grow.

We had a fantastic session with Tara Pollard and Dan Witzke, focusing on the top calculators that drive sales success and client clarity. From protecting family legacies to optimizing corporate structures, the insights shared yesterday will definitely make a difference in our practices this year.

Special thanks to our board and volunteers for keeping things running smoothly, and to Credit Valley Golf and Country Club for the beautiful venue.

See you at the next one! 👋💙

Join your Peel-Halton advisor community on Wednesday morning, March 4th, for a high-impact session at the Credit Valley ...
02/26/2026

Join your Peel-Halton advisor community on Wednesday morning, March 4th, for a high-impact session at the Credit Valley Golf and Country Club.

We are partnering with Desjardins Financial Security to bring you "Top 4 Calculators for Sales Success." Our distinguished speakers, Tara Pollard and Dan Witzke, will share their 35+ combined years of experience to help you uncover strategic opportunities for your clients.

From protecting family legacies to helping business owners save their Small Business Deduction, this morning is packed with actionable insights.

The Schedule: 🕘 8:30 AM - Registration & Hot Breakfast 🕘 9:00 AM - Presentation & Discussion 🕘 11:00 AM - Conclude

🎟 Tickets: $40 (Members) / $60 (Non-members). Note: Use your Advocis ID at checkout to ensure your CE credits are updated automatically!

Registration link: https://www.eventbrite.ca/e/advocis-peel-halton-desjardins-top-4-calculators-for-sales-success-tickets-1983081275478?aff=oddtdtcreator

Ticket sales close strictly on March 2nd at 11:30 AM. Don’t miss out on this first-come, first-served event!

We are thrilled to introduce the 2026 Board of Directors for Advocis Peel‑Halton! 🌟These volunteers are the heartbeat of...
02/19/2026

We are thrilled to introduce the 2026 Board of Directors for Advocis Peel‑Halton! 🌟

These volunteers are the heartbeat of our local chapter, working behind the scenes to bring you world‑class education, networking, and advocacy. We are excited for the year ahead and the impact we will
make together!

We also want to express our deepest gratitude to our Past Chairs. Your dedication to this profession has left a lasting mark on our community. Thank you for your leadership—then and now! 💐

Interested in getting involved or attending an upcoming event? Check the link in our bio for our full 2026 schedule! 🤝


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Mississauga, ON

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+14164445251

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