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

Event information for Greater Vancouver


 Event Detail
Organized by: Chapter     
Event Title: Fellowship Event: Ladies Luncheon  Event Type: Other 
Date/Time
Start: 3/3/2017 End: 3/3/2017 Start Time: 11:30 AM End Time: 2:00 PM
Description:

Please join us March 3 at 11:30 am for a wonderful luncheon and be inspired and motivated by some amazing women…just like you! Enjoy a couple of hours dedicated to the empowerment, collaboration, mentorship, learning and inspiration by women for women. The focus will be on learning from women succeeding in a predominately male industry and to offer some strategies that can help you grow your business and bring more value to your clients.

We look forward to seeing you on March 3, 2017!

About the Speakers

karina leblanc   Karina LeBlanc

As a recently retired Olympic and professional athlete who has had the honor of being the longest serving soccer player for Canada, playing for nearly 18 years, Karina LeBlanc has had the opportunity to travel the world, meet many different people and experience things that many people don’t have the opportunity to. In this transition, Karina has felt herself not seeking to be understood but seeking to understand. Karina strongly believes that we all have a purpose here on earth and the greatest joys and challenges are faced on our journey to discovering it.

An ambassador, motivational speaker, on-air personality, host and emcee – being true to who she is has led her to some amazing opportunities. This is one of those opportunities and she is excited to share her stories and collectively grow with you towards being the Best Version of Yourselves and finding your WHY.

 
suzanne kania   Suzanne Kania – Simplified Financial

Suzanne Kania is the President of Simplified Financial, a successful agency that has gone through many dramatic changes in leadership and legacy. John McDermott started the company and Suzanne joined soon after as the support system behind the sales and success.  Starting in 1992 as administrative support, Suzanne then moved into servicing and advising clients with life and investment products. She then chose to specialize in the service of employee benefits and renewals. Through existing clients she made recommendations and gave presentations to expand product knowledge and to further sales of other financial products and services. 

Her journey has been one of courage, faith and conviction. Suzanne knew that she could not be all things to all people, so she began to build a team of professionals dedicated to supporting her commitment to John’s legacy of providing the best possible service to their clients. Through her metamorphosis, she discovered she was meant to lead. The sudden succession could have been catastrophic but instead, she and the business are surviving, thriving and growing.  Suzanne has experienced the strength that comes from letting go of fear, resourcing her own inner wisdom and knowing where to go and who to ask for business and personal guidance. She is passionate about making a difference in this industry; one heart at a time. Her unique way of sharing her story is what impacts each person. Suzanne’s message is to inspire courage with a cause – to reaffirm the purpose behind what we do in this industry and to reawaken the commitment to quality in service.

Suzanne will offer us some insight on how to build a successful business and how to balance it with a great life, both inside and outside the office.

 
joanne taylor   Joanne Taylor – Nidus

ASSISTING INDIVIDUALS WITH REPRESENTATION AGREEMENTS AND POWERS OF ATTORNEY

Joanne Taylor is the Executive Director of the Nidus Personal Planning Resource Centre, a non-government, charitable organization. Joanne has over 40 years’ experience in the non-profit sector.

Joanne will share with us the mandate of the Nidus Resource Centre: to provide education, support and assistance to British Columbians with personal planning. Nidus also operates a Registry for personal planning information and documents.

As advisors, we work with people that have fears and concerns around the health and wellness of aging family members, mental and physical health of their children and spouses and potentially for themselves! Joanne will open the conversation we have with clients to include bringing value around awareness and education on appointing an advocate or representative in these situations. She talks about the four areas we need to consider when thinking about our future: Health and Personal decisions and Financial and Legal Affairs.


Details

Date   Friday, March 3, 2017

Location   The Vancouver Club
915 West Hastings Street
Vancouver, BC
Directions

Time   11:30 am Registration
12:00–2:00 pm Lunch and Speakers

Cost   $25 for ADVOCIS Members
$50 for Non-members
Prices include GST - GST# - 128563152


CANCELLATION POLICY
For a refund please provide 48 hours cancellation notice by emailing GreaterVancouver@AdvocisChapter.ca. No Shows will be billed unless 48 hours cancellation notice is given.

 
Agenda:

Time                      11:30-12:00 pm Registration
      12:00-12:10 pm Advocacy Update
      
12:10 – 2:00 pm Lunch and Speakers

 
CE Credits:  
Speaker
Biography:
 
 
Location The Vancouver Club
915 West Hastings Street
Vancouver, BC V6C 1C6
Contact Advocis Vancouver
6049419657
info@advocisvancouver.ca
www.advocisvancouver.ca/events
Notes: