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 *CANCELLED*

7pm to 10pm at Days Inn Calgary South


November 13 – Making Choices& Making Choices II:

Ethics and Professional Responsibility in Practice

8 am -12 pm – 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




FUN CASINO NIGHT

*This event has been CANCELLED due to low registration*
 

FUN CASINO NIGHT

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 

 Choice

"Made by Momma"

Snacks provided

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



Friday, October 18, 2019




Making Choices & Making Choices II - November 13, 2019

Making Choices & Making Choices II:

Ethics and Professional

 Responsibility in Practice

We are pleased to offer this seminar that addresses

 the FP Canada CE requirement for CFP

 professionals and FPSC Level 1 Certificants in

 Financial Planning.

This facilitated seminar will use six client case studies

 and group discussions to focus on the FP Canada

 Standards of Professional Responsibility and their

 application in practice.

November 13, 2019

8 am - 12 pm 

Breakfast starts at 8 am

Hotel Blackfoot

Advocis member: $ 55.00

Advocis non - member: $65.00

Successful completion of this seminar provides 2 CE credit in the Professional Responsibility category and 1 CE credit in the Financial Planning category and has been approved by:

  • The Institute (3 CE Credits)
  • FP Canada (3 CE Credits)
  • Alberta Insurance Council (AIC) (3 CE Credits)
  • Insurance Council of Manitoba (ICM) (3 CE Credits)
  • Institut québécois de planification financière (IQPF) (2 PDU)
  • Chambre de la Securite Financiere (CSF) (2 PDU)

CE credits are earned following full seminar attendance and completion of the quiz.


 

Wednesday, November 13, 2019




Christmas Gala - November 29, 2019

 

Please join us on November 29th 

for Advocis 

Calgary's Christmas 

Gala!

 

 

 

$85 for Members or

$115 for Non-members

 

The cost of your ticket will include: 

Prime Rib Dinner & Dessert Buffet

Unlimited Pop & Juice

Two (2) Drink Tickets per Person

One (1) Door Prize Ticket per Person

 

Special Event Pricing 

$170 for Member & Spouse/Significant Other Bundle 

That's a SAVINGS of 15%

 

Table Pricing Inquiries:

Maryna Bazylyuk at (403) 603-3030 or 

Elizabeth Dixon at (587) 830-2666

 

Event Schedule & Location

 

6:00pm - 6:45pm     Registration & Cocktails            

6:45pm - 7:15pm     Welcome & Recognitions           

7:15pm - 8:15pm     Dinner                                         

8:00pm - 11:00pm     Live Entertainment & Dancing 

 

BW Premier Calgary Plaza Hotel & Conference Centre

Located at 1316 33 St NE, Calgary, AB T2A 6B6


Friday, November 29, 2019





 President
Elizabeth Dixon
Elizabeth Dixon
 Officers and Directors
First Vice President
Second Vice President
Treasurer
Edison Wen CLU
Secretary
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
Directors
Grant Hicks CIM
Nathan Amor
James Neitsch CFP, CLU
Administrator
Maryna Bazylyuk
 Contact Information
Maryna Bazylyuk
(403) 603-3030

Calgary@AdvocisChapter.ca