Advocis Toronto Chapter

Happy Holidays from Penny for your Thoughts! 🎉 As 2024 comes to a close, we at Advocis Toronto would like to express our heartfelt gratitude for your continued support and your contributions to the financial services industry 👏 🙏   This season, we celebrate not just the holidays but the connections, achievements and professional excellence you’ve all made together. Your passion for your craft drives our shared success and we look forward to another excellent year in 2025! We hope this holiday season is filled with joy, peace and laughter with loved ones, and cheers to a new year full of growth and prosperity!   Here’s a sneak peek of our dapper podcast crew from our upcoming New Years Podcast Episode! ☺️ #advocistoronto #happyholidays #happynewyear #advocis

It's a Feel Good Friday!!! After a few unforeseen delays, we are now getting our first shipment of baseballs out to Uganda to help support BaseballFace Cares, Inc. Advocis Toronto Chapter, 132 of these baseballs are ALL BECAUSE OF YOU and how awesome you were at our LIVE Impact Event! Thank you SO MUCH for your support! We will get another video when everything arrives in Uganda! SO EXCITED!!! Check out the message from Sammy Torres Jr. and Coach Paul below! ============================================= If you are in charge of planning events for your company, let's talk about the keynote "How many hearts did you hug". We do live impact events, teach about the financial upside of philanthropy and are doing amazing things for BaseballFace Cares, Inc. and #TransformationKitchen with HR-4U INC. and Chason Forehand Cindy Marques, CFP®, Alaeddine Jabri, CFP®, CLU®, CHS™

🥳 NEW PODCAST EPISODE: In Episode 4 of Penny for your Thoughts, we tackle the harsh realities of entering our industry as a new advisor and share stories and tips that can help you shift your mindset and go from zero to hero. Breaking into the financial services industry as a brand new advisor can feel like a minefield of cold calls, steep learning curves and empty calendars. From attracting clients to managing rejections, it can be prohibitively difficult for someone without experience in the industry.   ✅ Joining us for this episode is special guest Timothy McWhinney, CFP CIM, Regional VP of Sales for Ontario at PPI. With his extensive experience of recruiting and developing new advisors coupled with his own experiences of starting out as an advisor, Tim shares his unique insights into what our industry can do better to attract and retain the next generation of advisors.   Tune in as Cindy Marques, CFP® and Jeffrey Yang chat with Tim and find out what he was like as Jeffrey's old boss and talk about his traumatic experience with renting a car for a client meeting! Watch here 👉 https://lnkd.in/gAhtrKN5 #advocistoronto #advocis #pennyforyourthoughts #financialadvisors #podcast

🙌 Our Advocis Toronto Winter Social was a night to remember and it wouldn’t have been the same without YOU! 🎉 From the delicious hors d'oeuvres to the heartwarming camaraderie, recognition awards and amazing giveaways—it was a fantastic way to kick off the holiday season with our Advocis Toronto community. We are so grateful for everyone who came out to celebrate with us at The Loft and made this evening truly special. Your energy and support make events like this possible! ✨ A special shoutout to our sponsors for helping us make 2024 an amazing success. We couldn’t have done it without your continued support! Here’s to many more celebrations together! Until next time Advocis Toronto Chapter 🥳 #AdvocisToronto #WinterSocial #AdvocisMembers #ThankYou #HolidayCelebration

'Tis the season to dress like a candy cane 🎅🏻 Thank you Advocis Toronto Chapter for planning this holiday gathering. It was wonderful to catch up with everyone and celebrate our successes in 2024. On to the next year!

Happy FridaY Community! They say OUR business is the business of people_ we’ll all these beautiful peops showed up massively to mingle, build even more powerful relationships and to keep our energy for our industry flourishing ❤️ Cindy Marques, CFP® Michael Camacho Alaeddine Jabri, CFP®, CLU®, CHS™ James O'Connell, CIM® Kendall Harris Annie Izmirliyan, FMA, CFP®, TEP, Kolbe Certified Frank Mastroianni & the TO Board, your effort to bring COMMUNITY is applauded 🎉🙌

🥂Advocis Toronto Members, JOIN US THIS THURSDAY for our year-end holiday party with plenty of food, drinks, and prizes to giveaway! ✍️ REGISTER TO JOIN NOW (members only $10): https://lnkd.in/ga-r9W7w

📢 Ring in the holiday season by joining Advocis Toronto for our Winter Social! Join us for an unforgettable evening of celebration and camaraderie at our annual holiday party for members of the Advocis Toronto Chapter and bring your guests! Advocis Members pay only $10 for admission, which includes snacks and two drink tickets. ✍️ Register here 👉 https://lnkd.in/ga-r9W7w 🗓️ DATE: Thursday, November 28, 2024 🕚 TIME: 5:00 - 9:00 pm 📍LOCATION: The Loft, 5307 Yonge Street (2nd Floor above St. Louis Bar & Grill), North York, ON, M2N 5R4 What to expect: 🍹 2 FREE drink tickets 🍔 Hors d'oeuvres, snacks and more 🏆 Recognition awards presented to long-standing Advocis Members 🏅Amazing prize giveaways #advocistoronto #advocis #wintersocial #holidayparty #appreciation

Hey Advisors! Yesterday, I joined 3 other smart women to discuss #financialliteracy for Advocis on #femaleentrepreunersday, no less! We talk about 💡 the role money plays in our lives 💡 understanding the impact of the money lessons learned in childhood 💡 understanding how emotions impact decision-making... Advocis Toronto Chapter Point.Shift #shifthappens #practicemanagement #wealthmanagement

Hey Advisors! Check out this article I wrote for Advocis's Financial Advice For All #fafa site. 📍 Financial literacy isn't just about budgets. ❗ Financial literacy includes the lessons we learned surrounding money. #shifthappens #practicemanagement #financialliteracy #wealthmanagement Advocis Toronto Chapter Point.Shift