Fall 2017 Advocacy Update
Submitted by Advocis Toronto Chapter on December 19th, 2017Our Advocacy Chair, Adam O'Neill, delivers the Advocacy Update for Fall 2017.
advocis
Could estate planning be your unique selling proposition?
Submitted by Advocis Toronto Chapter on May 19th, 2017Dr. Tom Deans, author of Willing Wisdom: 7 Questions Successful Families Ask, thinks so, and says this opportunity for advisors is even bigger than retirement planning. Dr. Deans presented to our chapter on the topic of Intergenerational Wealth Transfer and is a featured interview in the May edition of Forum.
Spring 2017 Advocacy Update
Submitted by Advocis Toronto Chapter on May 12th, 2017Our Advocacy Chair, Adam O'Neill, delivers the 2017 Spring Update.
Fall 2016 Update
Submitted by Advocis Toronto Chapter on December 6th, 2016
