Advisors Strategic Circle
Empowering professionals to inspire lasting impact through legacy giving
The Advisors Strategic Circle is a community of trusted financial, legal, and business leaders who serve as champions, ambassadors, and educators for legacy giving in Durham Region.
Members help raise awareness of planned giving and support their clients in creating meaningful, transformational gifts that secure the future of healthcare for our community.
We welcome:
- Financial and wealth advisors
- Insurance professionals
- Estate and trust lawyers
- Accountants
- Planned Giving Professionals
Together, we inspire philanthropy that lasts for generations.
EVENT CALENDAR
- Member Networking – Twice a Year
- Gift Planning 101 – Twice a Year
BENEFITS OF JOINING
All participants will receive campaign updates, recognition opportunities and access to exclusive Ajax Pickering Hospital Foundation educational materials.
Recognition | Public acknowledge as a Foundation Advisor Strategic Circle member |
Networking | Access to exclusive events with peers, board members and hospital leadership |
Thought Leadership | Opportunities to speak, host or co-brand learning sessions |
Professional Resources | Advisor Toolkit: briefs, samples will clauses, client communications |
Brand & Credibility | Enhance client trust by demonstrating community leadership and planned giving expertise |
Impact Reporting | Receive updates on campaign progress, success stories and referral outcomes |
Dedicated Support | Direct contact at Ajax Pickering Hospital Foundation to assist with advisor or client referrals |
With gratitude to our Founding Members for helping launch this legacy program and supporting exceptional care close to home:
- Liiban Hersi – IPC Securities Corporation | Ajax Pickering Hospital Foundation Board of Directors
- Robert Kennington – TD Wealth Private Investment Advice | Ajax Pickering Hospital Foundation Board of Directors
- Tom McCulloch – Ajax Pickering Hospital Foundation Board of Directors
- Mark Aloysius – Newport Private Wealth Inc.
- Walker Head Lawyers
- Wealth Bridge, Toronto
Contact
Conny Lo
Director, Development
Ajax Pickering Hospital Foundation
[email protected] | 905.683.2320 ext 11501
