Enhancing the professionalism of financial advisors in the best interests of the consumer

Greater Vancouver Chapter

 Upcoming Event Registration

2018 Seminar Series Events Pass

SEMINAR SERIES
Includes two Seminars, The President's Lunch & AGM, and two fellowship events

Member: $175 + GST 

or

*New Monthly Payment Option*
 $14.58/monthly

Please contact the office at 604-941-9657 to take advantage of the monthly payment option. 

Value: $235

SAVE OVER 25%
Wednesday, January 3, 2018




2018 Advisor Series A Events Pass

ADVISOR SERIES A

Note: The Financial Planning Summit is sold out. If you purchase a pass after March 1st the Summit will no longer be included.

Includes two Seminars, The President's Lunch & AGM, The Financial Planning Summit Conference, one Update 2018, and two Fellowship events

Member: $499 + GST

or

*New Monthly Payment Option*
 $41.59/monthly



Value: $611

SAVE OVER 18%
Thursday, January 4, 2018




2018 Advisor Series B Events Pass

 ADVISOR SERIES A

Includes two Seminars, The President's Lunch & AGM, The two-day Annual Estate Planning Conference, and two Fellowship events

Member: $499 + GST

or

*New Monthly Payment Option*
 $41.59/monthly


Value: $611

SAVE OVER 18%
Thursday, January 4, 2018




2018 Advanced Series Events Pass

 ADVANCED SERIES

Note: The Financial Planning Summit is sold out. If you purchase a pass after March 1st the Summit will no longer be included.

Includes two Seminars, The President's Lunch & AGM, The two-day Annual Estate and Financial Planning Conference, The Financial Planning Summit, one Update 2018, and two Fellowship events.

Member: $699 + GST

or 

*New Monthly Payment Option*
 $58.25/monthly


Value: $1048

SAVE OVER 30%
Thursday, January 4, 2018




Advocis Greater Vancouver Fellowship Richmond Luncheon

A web platform where you have a unique profile that allows you to complete simplified compliance, faster electronic contracting and easily keep all your insurance carrier partners and your MGA up to date are just some of the benefits of APEXA. Hear about who is using the system, what the registration process is like and everything else you need to know by joining Dylan Friedmann, VP or Client and Partner Experience, at our Richmond Luncheon.

Bring a non-member out to learn why they should join Advocis Vancouver before the rule changes take effect in 2019.

We look forward to seeing you on May 25th.

About the Speaker

S Clark  

Dylan Friedmann
Vice President of Client and Partner Engagement, APEXA

Dylan is responsible for managing all aspects of APEXA’s client experience. She brings to APEXA many years of progressive experience within insurance services, both in corporate and distribution roles. Prior to joining APEXA, Dylan held various leadership and sales roles within the industry, including;  Advisor, Health Insurance Specialist, Underwriting Manager, Sales Manager, and AVP of Business Development. She has worked in both Career Sales force and the MGA model and maintains her license in multiple provinces.

She has worked as and with advisors for many years, including training and recruiting, is familiar with the challenges of  the current contracting and compliance processes.  Dylan attended the University of Waterloo, is working on her CFP designation and a Social Media Certification.

Around the community, Dylan supports her favorite charities like Habitat for Humanity and local women’s and children’s shelters. In her free time, she is a marathon runner, an avid beach volleyball player, and enjoys meandering on the golf course.

 
Details

Date   Friday, May 25, 2018

Location  

Shiang Garden
4540 No 3 Rd
Richmond, BC
Map

Time   11:30 am–1:00 pm Lunch and Presentation

Cost  

$25
Price includes GST - GST# - 128563152

Please register by May 23 at 5:00 pm.

Friday, May 25, 2018




Update 2018 -Spring- In Person Registration




Update 2018 will take advisor’s thinking to the next level, focusing on;

  • Technical/Tax Update – industry round-up
  • Living Benefits – making the case
  • The Burden of Illness – key strategies for business owners & executives
  • Lessons from Behavioural Finance – impacting financial decision making

Hear from industry experts:

  • Marilyn deRooy-Pearson, CPA, CA, CLU®, CFP®, TEP
  • Glenn T. Welch, CLU®, CHS®, CH.F.C.®, CFP®
  • Andrew MacKinnon, CLU®, CFP®
  • Chuck Grace, CMA, CPA, CMC
  • Moderated by Terry Zavitz, CLU®, CHS®, CFP®, EPC®, GBA, TEP

Earn up to 12 Institute Accredited CE credits. 6 CE credits earned when you attend Update 2018 seminar at your local Chapter. 6 CE credits earned for the self-study portion.

* Please note Update 2018 is not a live event.

Tuesday, June 5, 2018




Update 2018 - Spring-Webinar Registration



Update 2018 will take advisor’s thinking to the next level, focusing on;

  • Technical/Tax Update – industry round-up
  • Living Benefits – making the case
  • The Burden of Illness – key strategies for business owners & executives
  • Lessons from Behavioural Finance – impacting financial decision making

Hear from industry experts:

  • Marilyn deRooy-Pearson, CPA, CA, CLU®, CFP®, TEP
  • Glenn T. Welch, CLU®, CHS®, CH.F.C.®, CFP®
  • Andrew MacKinnon, CLU®, CFP®
  • Chuck Grace, CMA, CPA, CMC
  • Moderated by Terry Zavitz, CLU®, CHS®, CFP®, EPC®, GBA, TEP

Earn up to 12 Institute Accredited CE credits. 6 CE credits earned when you attend Update 2018 seminar at your local Chapter. 6 CE credits earned for the self-study portion.

* Please note Update 2018 is not a live event.

Tuesday, June 5, 2018




Vancouver Canadians - Nooner at the Nat

 

Vancouver Canadians 'Nooner at the Nat'
Friday, July 20, 2018

It's baseball season! Join us Friday, July 20, for a trip to Scotiabank Field at Nat Bailey Stadium for a Vancouver Canadians game against Hillsboro! You and your guests are encouraged to come and enjoy the game while socializing with peers. Each attendee will also receive 15 'Canadian bucks' to use at the game on food and drinks at no extra cost, courtesy of the Advocis Fellowship Committee. We have a block of tickets on the third base side so we can all sit in the same section, but seating is general, so please come early to sit with your peers. Don't forget to bring your hat and shades, it can get hot on a nice summer day!

We look forward to seeing you there and cheering on the Vancouver Canadians!

Prices include GST.

Includes 15 "Canadian bucks" to use on food and drink.




Friday, July 20, 2018





 President
Leslie Carpenter CFP, CLU
 Officers and Directors
First Vice President
Nick Parnell
Second Vice President
Treasurer
Jamie Chisholm CHS, CEA
Secretary
Jamie Chisholm CHS, CEA
Membership Chair
Victoria McDonald
Program Chair
Julie Kwan CFP, CLU
Professional Development Chair
Patrick Cziolek CFP, CLU, CHS
Public Awareness Chair
Communication Chair
Nick Parnell
Best Practices Chair
Daniel Swanlund CFP
Professional Conduct Chair
Corry Staff CFP
Advocacy Chair
Daniel Swanlund CFP
Institute Representative
Donna Thorne CHS
Sponsorship Chair
Vince McKay
GAMA Representative
Shalini Lal-Mishra
Totem Pole Chair
Suzanne Kania
Past President
Cory Murphy CFP
Directors
Mark Schulhof CFP,CLU,CH.F.C., CHS
Gardy Frost
Tim den Engelsen
Administrator
Mary Jean Cameron
 Contact Information
Amanda Smith
102 - 211 Columbia St Vancouver, BC V6A 2R5
(604) 941-9657

GreaterVancouver@AdvocisChapter.ca
www.advocisvancouver.ca