Advocis Windsor

11/04/2024

Advocis Windsor is proud to present our annual Holiday Luncheon:

Join the Advocis Windsor Chapter on Friday December 13th to celebrate all the accomplishments of 2024 and recognize our local chapter membership. This will be a time of fellowship to celebrate our accomplishments for the year, network and enjoy a festive meal with co-workers, friends and industry proffessionals.

Friday, December 13, 2024
11:00 a.m. to 2:00 p.m.
Ambassador Golf Club Windsor

- This event is open to both member and non-members

As always, during this season of giving, we are hosting a canned food drive in support of Goodfellows. Please feel free to bring any non-perishable items.

Register Today using the link below:

https://www.eventbrite.ca/e/advocis-windsor-holiday-party-tickets-1056673281229?aff=oddtdtcreator

Advocis, The Financial Advisors Association of Canada

Holiday Luncheon to celebrate our year’s accomplishments.

11/04/2024

Advocis Windsor is proud to present our annual Holiday Luncheon:

Join the Advocis Windsor Chapter on Friday December 13th to celebrate all the accomplishments of 2024 and recognize our local chapter membership. This will be a time of fellowship to celebrate our accomplishments for the year, network and enjoy a festive meal with co-workers, friends and industry proffessionals.

Friday, December 13, 2024
11:00 a.m. to 2:00 p.m.
Ambassador Golf Club Windsor

- This event is open to both member and non-members

As always, during this season of giving, we are hosting a canned food drive in support of Goodfellows. Please feel free to bring any non-perishable items.

Register Today suing the link bellow:

https://www.eventbrite.ca/e/advocis-windsor-holiday-party-tickets-1056673281229?aff=oddtdtcreator

Advocis, The Financial Advisors Association of Canada

Holiday Luncheon to celebrate our year’s accomplishments.

10/24/2024

Register today for Advocis Windsor Annual General Meeting taking place on November 27th 2024. Open to all Advocis, The Financial Advisors Association of Canada Members

2024 Annual Meeting to ratify our Chapter Board for the coming year.

08/21/2024

LAST CHANCE: Register Today for Advocis Windsor Virtual Update 2024

- September 6th 2024
- Open to Both Members & Non-Members
- Earn Up to 14 CE Credits
Dive deep into the evolving world of finance with our national webinar, featuring expert interviews and insightful case studies.
This webinar will explore the integration of AI in financial advising, the impact of tax legislation, and strategies for balancing client needs with compliance.Don't miss this chance to stay ahead in the industry and provide exceptional client-centered advice!

Advocis, The Financial Advisors Association of Canada

https://www.eventbrite.ca/e/advocis-windsor-clu-update-2024-empowering-financial-solutions-tickets-945706472517?aff=oddtdtcreator&fbclid=IwY2xjawEy11pleHRuA2FlbQIxMQABHV8tHQRA7vhKag3dGtQwMsjrShzGmFD1ueiiHJqrhXfqZzi1phVWwRJV6g_aem_1urzSgKA_kut0OMLSGl-KA

Join us for CLU Update 2024. While the content is technical, the style of learning allows advisors of any experience level.

07/12/2024

Advocis Windsor is proud to present Update 2024 Webinar taking place, Friday September 6th 2024.

- Open to both Advocis, The Financial Advisors Association of Canada members and non members
- Earn Up to 14 CE Credits
- Windsor Chapter will include an optional followup session to complete advanced learning modules

Register today using the link below:

Join us for CLU Update 2024. While the content is technical, the style of learning allows advisors of any experience level.

04/22/2024

Register today for our upcoming Advocis Windsor virtual Need to Know Webinar: Reverse Mortgages in Your Financial Planning Discussions

June 4th 2024 at 11am via Zoom

- FREE for Advocis, The Financial Advisors Association of Canada Members and earn 1 CE Credit.

Kate Phillips of HomeEquity Bank discusses the benefits of including Reverse mortgages in Financial Planning with clients.

04/04/2024

Register Today for an informative Member Session with Advocis, The Financial Advisors Association of Canada

📢 ATTENTION: NEW & EXISTING MEMBERS OF ADVOCIS 📢

Join us on April 17th at 2:00 p.m. EST for what promises to be a jam-packed Welcome Wednesday for the month of April, hosted by your local Advocis Leaders! ⚡️

What’s on tap for this session? 💭

✔️ Learn more about Advocis and how to best maximize your membership

✔️ Connect with Leaders across our Canada-wide network, as well as fellow Members both new and existing

✔️ Insights and updates from our Chapter Network, Technology & Innovation Committee & much more

REGISTER NOW! 🙌 https://bit.ly/3FHbTWb

CC: Advocis Simcoe Muskoka, Elaine M Erhart CFP, CLU, B.A. - Financial Planner, Sun Life, Advocis Vancouver Island, Advocis Vancouver

03/08/2024

Thank you to all the women throughout our membership who lead, develop and strengthen Advocis, The Financial Advisors Association of Canada. Thank you to all the women who are apart of our local chapter and play a crucial role in the success of our association.

02/29/2024

Thank you to Michelle Munro & Ogi Todorovic for providing Advocis, The Financial Advisors Association of Canada Members with an informative session today unraveling the latest tax insights and invaluable tips advisors can use to elevate their advisory role and assist clients as we embark on tax season.

Fidelity Canada
Advocis Windsor

02/27/2024

LAST CHANCE:

REGISTER TODAY! Advocis Windsor Need to Know Webinar: Tax Tips for Advisors & Clients this Thursday February 29th at 11am.

- Keynote speaker Michelle Munro will provide advisors with tips and updates to assist with the upcoming tax season.
- FREE Registration for Advocis members
- CE Credits Offered
- Open to Members & Non Members

Fidelity Canada
Advocis, The Financial Advisors Association of Canada

Register today using the link below
https://www.eventbrite.ca/e/advocis-windsor-need-to-know-series-tax-tips-updates-for-advisors-tickets-814146553257?aff=oddtdtcreator&fbclid=IwAR0ZdHwMW_tKVZCjhCABLGUTTJX0h-47fwPgcRmkfpiGnXH9TjC2r9BwX9A

Michelle Munro, Director of Tax & Retirement Research at Fidelity Investments, will provide advisors with tax tips and updates

02/16/2024

Whether you’re new to our Advocis community or you’ve been a Member for a while and want to learn more about getting involved with Advocis… join us next week for the February edition of Welcome Wednesdays! 🙌🫶

We’ll be joined by: Leslie Carpenter, Chair of Advocis’ Chapter Leadership Council and TFAAC Board Member, Abhi Sharma, CLC Member and Past President of Advocis Peel-Halton, and long-time Advocis Member and current Board Member with our Advocis Windsor Chapter, Tony Nader! 💯

For this coming session, we’ll be talking about all things Member Perks, including how to secure Member discounted pricing for events, upcoming education opportunities, marketing support offered from Advocis, and how your local Chapter can support you! Our TFAAC, CLC & Chapter leaders will also share some words of wisdom, and their best recommendations for navigating your professional journey with Advocis. ✨

Register here: https://bit.ly/3ssl3Cz