Advocis Peel-Halton

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Advocis Peel-Halton

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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.

11/10/2026

Looking to level up your planning conversations with incorporated business owners and high-net-worth clients?

Join Advocis Peel-Halton and PPI on Wednesday, November 18, 2026, for an exclusive double-feature presentation and fireside chat at the beautiful Credit Valley Golf and Country Club in Mississauga!

Event Highlights:
✅ Session 1: Post-Mortem Planning for Shareholders of CCPCs

Ryan Carter (CPA, CA, CFP) and Darren Knott (CFP, CLU, ChFC) from PPI explore the crucial steps after an insurance policy is placed—navigating tax, corporate structures, and moving wealth efficiently from corporation to family.

✅ Session 2: Fireside Chat — "From Niche to Noteworthy"

Host Michael Wills sits down with Flip My Life founder Sarah Balram, her partner Ines, and Senior Insurance Consultant Sophie Moryoussef for an honest discussion on building a standout advisory practice and solving complex liquidity challenges.

✅ 2027 Board Announcement: Kicking off at 9:00 AM sharp!

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

🗓️ When: Wednesday, November 18, 2026 | 8:30 AM – 11:30 AM EST

🎓 CE Credits: 2.0 CE Credits Pending Approval (The Institute)

💵 Admission: $45 + HST for Members | $65 + HST for Non-Members

⚠️ Deadline Reminder: Seats are limited, and no tickets will be sold at the door. Ticket sales close on November 11, 2026, at 11:30 AM.

🔗 Register now to reserve your spot: https://www.eventbrite.ca/e/advocis-peel-halton-ppi-advanced-planning-real-world-perspective-tickets-2003953511899?aff=oddtdtcreator

For questions or assistance with your Advocis ID, contact us at [email protected].

10/20/2026

If your tenant is a real estate lawyer and offers to draft your will at no charge... is that considered a conflict of interest?

Not according to the courts!

Last week, Advocis Peel-Halton hosted "All About Estates: A Look at New and Interesting Cases" at the Credit Valley Golf & Country Club. It was a fantastic morning filled with practical legal takeaways, great networking, and a delicious hot breakfast.

A special thank you to our featured experts, Tristen Audet (Partner at KMB Law) and Caia Forgione (Lawyer at Pallett Valo LLP), for walking us through recent case law and sharing how these developments impact our day-to-day work with clients.

Thank you to everyone who attended and made the session such a success! Here are a few pictures from the morning:

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

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. 🙏

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

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.*

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

Address

Mississauga, ON

Telephone

+14164445251

Website

https://www.advocis.ca/chapters/peel-halton/

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