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Stay Connected with Advisor Events and Opportunities

Discover the events that matter most to financial advisors and industry leaders.

Here you will find a hub for conferences, webinars, workshops, and networking opportunities that will help you grow your business, sharpen your skills, and stay ahead in an ever-changing financial landscape.

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Unlock Growth. Stay Informed.

Upcoming Events:

Whether The Personal Coach is hosting the event, speaking on stage, or supporting an industry partner, you’ll find details here on how to participate and benefit. From keynote presentations and panel discussions to hands-on training sessions, these events are designed to give you fresh perspectives, proven strategies, and meaningful connections.

  • Advocis Saugeen: 46th Annual Sales Congress
    Advocis Saugeen: 46th Annual Sales Congress
    Wed, Sep 10
    Walkerton Golf and Curling Club
    Learn from our very own, April-Lynn Levitt and an additional 2 industry experts regarding client acquisition, branding, marketing, social media, and tax advisory strategies for clients and advisory businesses. Our thought leaders will show you how to scale your business in 2025 and beyond.

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LET'S CREATE BUSINESS MOMENTUM TOGETHER.

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Waterloo, ON N2K 3T6, Canada​

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