Advocis Greater Hamilton: The Next Chapter – Advisor Succession Planning

Future‑proof your practice - Join us Oct 27 for advisor succession and continuity strategies that matter. The Next Chapter: Advisor Succession and Continuity Planning Join the Advocis Greater Hamilton Chapter for a transformative in-person Fall PD Day as we tackle the critical topic of advisor succession and continuity planning. The future of our industry demands proactive strategies, and this event will equip you with actionable insights to secure your practice’s legacy. Featured Keynote: Cooper Millard, Director of Advisor Relations at The Gryphin Advantage Cooper Millard brings over 20 years of expertise in advisor practice management, acquisitions, and succession planning. As a second-generation leader at Gryphin, he’s navigated both sides of succession—guiding advisors through transitions while stewarding his family’s business evolution. Cooper’s session will dissect the essentials of succession planning, continuity agreements, practice valuation, and real-world transaction dynamics. He’ll challenge advisors to look beyond the numbers, focusing on client relationships, processes, and building enduring practices. Expert Panel: Insights from Real-World Succession Experts! Hand-selected for their deep experience in buying, selling, and valuing advisory practices, our panel offers battle-tested wisdom: • Max Hunter, President at First Capital Financial: A tech-driven advisor with 18 years in financial services, specializing in operational efficiency and client experience with ample experience in merging/acquiring books. • Nick Brown, CFP, CLU, President of Brown Financial Security: A seasoned practice owner and past Advocis chapter leader with expertise in practice transitions. • Justin Hamilton, CFP, Former President of Hamilton Financial Inc: Successfully sold his practice in 2017 and now guides advisors on mergers, acquisitions, and business valuation. • Lori Dawson, CFP, CLU, CDFA, Escarpment Wealth Management: A 33-year industry veteran who has bought and sold a few different books in that time; focused on strategic practice continuity and client-centric transitions ⭐ Why Attend? • Master succession planning: What steps should you take today? • Protect your practice: Essential continuity agreements for the unexpected. • Navigate transactions: Insider perspectives on buying/selling practices. • Unlock value: Key valuation and transition strategies. • Learn from peers: Real success stories and lessons from advisors who’ve done it. Secure your future. Shape your legacy. Don’t miss this opportunity to future-proof your practice. Register now for The Next Chapter! Advocis Greater Hamilton Chapter – Empowering advisors to thrive through every transition. *Breakfast Included Ticket Details: Simply enter your Advocis ID as the promotional code during checkout to receive the discounted rate. Do you need assistance using your Advocis ID or promo code in the checkout? We have a short video to assist you. • Member: Price ($30 +HST & ticket fees) • Non-Member: Price ($75 +HST & ticket fees) Limited tickets available on a first-come, first-serve basis. Please purchase by Oct 25th, 2026 at 11:30 P.M. EST. Be sure to register early! Thank you to our 2026 Chapter Sponsors: Questions: If you have any questions or concerns regarding this event, please reach out to the Advocis Greater Hamilton chapter at: [email protected]