2026 Series - Episode six: Smarter Lending for Financial Advisors

Join us on Thursday, July 16, 2026, from 11:00 AM – 12:00 PM (Eastern) for an Advocis Coffee Talks session featuring Tom de Larzac, Director, Financial Advisor Lending at CARE Lending Group.

As the financial advisory landscape continues to evolve, successful transactions require more than just securing financing, they require the right strategy and structure. In this session, Tom will explore current lending trends, changing deal structures, and practical strategies for acquisitions, succession planning, partner buyouts, and business growth.

As a benefit of membership, this webinar series is complimentary and exclusive to Advocis members.

This episode of Coffee Talks is currently pending approval by The Institute for 1.0 CE credit.

Please note: Once registered you will receive a confirmation with webinar login details. 24 hours before the scheduled start time you will receive a reminder email. If you do not receive this information, please contact us at events@advocis.ca.