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

Calgary Chapter

 Upcoming Event Registration

2019 Year at a Glance


Mark your calendar!  Advocis is pleased to offer the following events in 2019!


 January 17Advocis and MDRT Educational Event

Full Day – Deerfoot Inn &Casino


March 13 – APA- E&O CE Session

Half Day Morning – Holiday Inn Calgary Macleod Trail South 

April 26 – Annual Sales Congress

Full Day – Deerfoot Inn &Casino


May 8 – AGM & TBD

Half Day Morning –  Hotel Blackfoot / Members Only  


June 5 – 2019 Update

Full Day – Hotel Blackfoot  


August 10 - Family BBQ (FREE EVENT)

12pm - 4pm at Mahogany Beach Club

August 18-22 - Banff School

Details at www.banffschool.com


September 9 Annual Charity Golf Tournament *CANCELLED* 


 October 4 – Update 2019 (repeat of June 5)

Full Day – Hotel Blackfoot    


October 18 - Casino Night

7pm to 10pm at Days Inn Calgary South

November 13CE Session  

Half Day Morning – Hotel Blackfoot


November 29 – Christmas Gala

6pm - 12am at BW Calgary Plaza Hotel



**Dates, Times and Venues subject to change

Check for updates at www.advociscalgary.ca**

Thursday, January 17, 2019

Update 2019 - From Vulnerability to Viability

Update 2019





Mike Richard Arthur Fish Ellen Bessner Jason Heath, CFP®
Mike Richard Arthur Fish Ellen Bessner Jason Heath
Investment Planning,
in an uncertain world
Today’s Senior Clients,
using foresight to
reduce risk
Facing Senior
Client Issues,

Decumulation Planning,
without running
out of money


Frank Vanden Broek, CFP®

Frank Vanden Broek

Update 2019

Please JOIN us:
Engage in group discussion and case study activities designed to complement and deepen your knowledge in each key topic area.

Earn CE Credits for full seminar participation and additional CE Credits upon successful completion of the online portion available to you with your seminar registration.
 October 4, 2019 
(repeat of June 5, 2019)

Update 2019 - From Vulnerability to Viability 

The economy is uncertain, compliance is taking centre-stage and an aging demographic is creating new demands on financial advisors every day. Update 2019 will explore areas of vulnerability for the advisor’s practice and their ability to serve their clients well.

Discussions will focus on how advisors can use foresight to create awareness and insight to inspire action. Building this level of trust with clients helps to improve their financial viability. Equally important, it allows advisors to strengthen their own viability, as the financial capability linchpin clients need today.

Friday, October 4, 2019



October 18 , 2019

 Days Inn Calgary South

7:00 pm - 10:00 pm 

(Registration opens at 6:30pm)

Cost: $30/member & $40/non-members

$4 cash bar with proceeds going to the Advocis Calgary's Charity of 


"Made by Momma"

Snacks provided

 Member + spouse/significant other bundle( 15%off)- $60.00

Friday, October 18, 2019

Christmas Gala - November 29, 2019


Christmas Gala

November  29, 2019

Best Western Premier Calgary Plaza Hotel 

& Conference Centre

Address1316 33 St NE, Calgary, AB T2A 6B6   

6:00 pm - 12:00 pm (Registration opens at 6pm)

Cost: $85/members & $115/non-members

Dinner & Dance - buffet, entertainment, door prizes

Open to spouses/significant others, but registration is required. 

Friday, November 29, 2019

Elizabeth Dixon
Elizabeth Dixon
 Officers and Directors
First Vice President
Second Vice President
Edison Wen CLU
Membership Chair
Alisa-Marie Shumko-Cervo
Program Chair
Adrian George CFP, CLU, FCSI, FMA
Adrian George CFP, CLU, FCSI, FMA
Professional Development Chair
Public Awareness Chair
Communication Chair
Dana Lindaas
Best Practices Chair
Professional Conduct Chair
Advocacy Chair
Frankie Veenbaas
Financial Literacy Chair
Institute Representative
Charles Holmstrom CLU,CH.F.C.,CHS,REB
Sponsorship Chair
Andrew Prokopovych CHS
GAMA Representative
Minetta McDonald CFP
Totem Pole Chair
Past President
Nance Chambers CFP
Grant Hicks CIM
Nathan Amor
James Neitsch CFP, CLU
Maryna Bazylyuk
 Contact Information
Maryna Bazylyuk
(403) 603-3030