Skip to main content

Advocis Toronto

  • Home
  • Events
  • Membership
  • Education
  • Sponsors
  • Podcast
  • About 
    • Contact
    • Resources

    You are here

  1. Home
  2. Events
  3. Advisor Toolbox Series

Advisor Toolbox Series

  • Share on Facebook
  • Facebook Like
  • Tweet Widget
Location: 
Richmond Hill Country Club
Date: 
Thursday, September 26, 2019 - 7:30am - 11:00am
 
 
 
YOU MUST BE PRE-REGISTERED ONLINE TO ATTEND THIS EVENT
 

Build your Value, Build your Business

April-Lynn Levitt

 

Financial advisors face increasing pressure and uncertainty in several areas of their practice today, new fee transparency and the possibility of doing away with commission altogether. Although there is more pressure than ever, advisors should view this as an opportunity to better understand the unique value they offer to clients and work on enhancing the communication of that value to stand out from the crowd and grow their business.

        

Future Ready Advisor: 5 Steps to Leverage Tech to Increase your Productivity and Save Money

Wendy Brookhouse 

 

Wendy founded Black Star Wealth Partners over a decade ago to provide comprehensive financial services to entrepreneurs, professionals and business owners. Wendy has the uncommon ability to see and remove friction points that cause people stress and anxiety and prevent them from achieving their goals. As a result, she has developed unique solutions that are simplified and easy to implement.

 

 

Agenda

 
7:30 AM - Registration and Hot Breakfast
 
8:00 AM - Opening Remarks
 
8:15 AM - Speaker
 
9:00 AM - Questions
 
9:15 AM - Speaker
 
10:00 AM - Questions
 
10:15 AM - Closing remarks
 
10:30 AM - Event ends

 

 

 

CONTACT US


Don't hesitate to get in touch with

the largest association of financial advisors and planners in Canada

Get to Know Us

Phone: 416-444-5251
Toll Free: 1-800-563-5822

Email: Toronto@AdvocisChapter.ca

10 Lower Spadina Ave, Suite 600, Toronto, Ontario M5V 2Z2

Get Directions

Quick Message

  • Share on Facebook
  • Facebook Like
  • Tweet Widget

Proudly Sponsored By

 

RBC_Insurance_Logo.png           2019-MANULIFE copy.jpg                  PPI_colp_300rgb.png                 Sun-Life-logo copy.jpg                                    

and more...

© 2025 Advocis Toronto. All rights reserved.

Website Design For Financial Services Professionals