President's Message



“A group is only as strong as it’s members”

We as a group of financial advisors are facing challenging times. There are forces of change coming at us from all angles. Increased regulation, attacks on compensation for advice and robo advisors are just to name a few. In addition, we have an ever-evolving market as technology, changing demographics and tax rules to contend with every day. One thing that we as an industry have excelled at over the years is meeting these challenges and excelling. Something that has not changed though is that clients are best served by proper advise from qualified and professional advisors.

We need to support membership growth and continuing education to ensure this continues so people can plan for comfortable retirements and secure their family’s future should a premature death or illness occur.

Your Chapter executive is still guided by two goals:

  • Membership Growth
  • Membership Retention


Everyone benefits from a strong and involved Chapter. We have a very dedicated group of Chapter Executives who graciously volunteer their time and creativity to help make Peel Halton recognized as one of the best Chapters in Canada.

I am reaching out to you to get involved whether it attending our outstanding event, helping with a committee or looking at joining the Chapter Executive

It is my pleasure to serve as your President and I appreciate the advice and support many of you have given me

Continued success, happiness, and good health

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