Durham Advocis – Moving with Momentum PD Day

About this event

The Future Advisor - What’s Next for Advice, Technology and Trust. Durham Advocis – Moving with Momentum Professional Development Day Are you ready for the next technical evolution in the industry? This event is designed for advisors who are trying to understand what is changing in the profession, how to stay relevant, and how to move forward without getting overwhelmed by all the noise around technology/AI, compliance and changing client expectations. Technology can support the work, but trust ethics and professional judgment still sit at the centre of good advice. This day brings amazing speakers who have integrated tech solutions in the industry, compliance boundaries and hurdles to overcome, and practical solutions for you to take away and implement. The afternoon wraps up with an advisory panel of peers in the industry at each stage of business. Join us for this informative day which includes a breakfast, lunch and a wrap up drink with networking. Don't get left behind in this ever-changing fast paced industry! Events Details: • Thursday September 24, 2026 • Deer Creek Golf Club 2700 Audley Rd. Ajax, ON • 8:30am Registration and breakfast • Lunch included • 4pm wrap up with networking Early Bird Ticket Details: • Early bird Members: $60 (+ ticket fees) Limited tickets are available on a first-come, first-serve basis. Please purchase by September 7, 2026, at 2:30 P.M. EDT. Ticket Details - Full Table (no time restrictions) • Table of 6: $360 (+ ticket fees) Ticket Details September 8th onwards: • Members: $70 (+ ticket fees) • Non-Members: $80 (+ ticket fees) Limited tickets are available on a first-come, first-serve basis. Please purchase by September 21, 2026, at 2:30 P.M. EDT. 👉 During checkout please use your Advocis ID as the promotional code to unlock your member rate. Do you need assistance using your Advocis ID or promo code at checkout? Click here for a short video to assist you. CE Details: 👉 This program is pending approval for 3.5 CE credits with The Insititue. You must provide your Advocis ID when registering to be eligible to receive CE Credit. Registration Guidance: • Enter your Advocis ID on the registration form. If ID is inaccurate or not provided at registration you will not be eligible for CE Credit. • If you have forgotten your Advocis ID, please click here to recover. • Members: if your ID does not work, please login to your Advocis member portal for a backup promo code. • If you do not have an Advocis ID number please complete this form to request one. • Attend the webinar using the email address entered on your registration form • If you would like to be extended the member pricing, please join here. Speaker Bio's Kirk McMillan President, Gryphin Advantage After spending years working with different carriers in various leadership roles, Kirk McMillan joined the Gryphin Advantage as its new President in September of 2021. Kirk brought more than 20 years' experience to his role. He has led distribution teams in Canada, as well as the United States. In the U.S., he ran a team that spanned 42 states with more than 1,000 licensed representatives. His focus for the past decade has been the manufacturing side of the business, but now he is back to helping Advisors grow and develop their business. Kirk has been an active member of industry associations and has served as President of the Durham Region Advocis Chapter in the past. His mission is to promote the Gryphin Advantage for their unique culture, flexibility, and tremendous commitment to their Advisors. John Stewart, B.A., CFP, CSP Director, Business Development, Sun Life John Stewart has been in the financial services industry since 1989, as a financial advisor, branch manager and director. John brings a wealth of knowledge in helping advisors build better practices and increasing the size of their businesses. As a director with a leading financial services company in Canada, John was directly involved in the design, implementation and delivery of an industry leading national training program. As a long time advisor himself, John’s strength lies in his ability to relate to advisors in a way that is relaxed, entertaining and thought provoking. He is an award winning public speaker, and has helped thousands of individuals and business owners across North America increase their personal and business effectiveness. He consistently blends his humour, inspiration and life stories that leave his audiences with the desire to achieve more in their lives. As an author and adventurer, John has climbed Mount Kilimanjaro 3 times, and also to the base camp of Mt. Everest. Allison Steele Compliance Manager, Finanical Horizons Allison Steele is a finance and compliance professional with over a decade of experience in the Canadian financial services industry. She is recognized for her expertise in regulatory oversight, advisor conduct, and ethical standards, supported by extensive experience in client‑facing advisory roles. Allison graduated from Sheridan College in 2011 with an advanced diploma in finance, where she developed a strong foundation in financial planning, investment principles, and risk management. She began her career as a licensed mutual fund representative and life insurance advisor, working in this capacity from 2011 to 2021. During this time, she supported clients in building and protecting their wealth through tailored investment and insurance solutions, gaining practical insight into suitability, disclosure, and client protection obligations. Following her advisory career, Allison transitioned into compliance and joined Financial Horizons as a Compliance Manager. In this role, she supports regulatory compliance, oversees advisor conduct, manages risk, and promotes best practices across the organization. With experience spanning both advisory and compliance functions, Allison brings a balanced and practical perspective to compliance education, combining real‑world client experience with strong governance and regulatory expertise. Questions: If you have any questions or concerns regarding this event, please reach out to the Advocis Durham Region chapter at: [email protected]