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

Thompson Okanagan Chapter

 Upcoming Event Registration

Business Building Meeting

Advocis Thompson Okanagan will be hosting a breakfast event where members and guests can come together to share ideas, techniques, business strategies and common concerns.

Date: June 12, 2019

Time: 8:00 - 10:30 AM

Venue: Kelowna Golf and Country Club

Admission : $20

Speakers Include:

Sogol Clark

Wealth Sales Director, Sun Life Financial
Sogol is passionate about helping advisors grow their business and achieve long-term success. She has over 15 years experience in the financial services industry, working with Investment Industry Regulatory Organization of Canada (IIROC), Mutual Fund Dealers Association (MFDA) and insurance advisors. She offers value-added programs and practice management support to advisors. Her strong background in sales and investments is a valuable asset to the team.
Sogol earned a Bachelor of Arts in Economics from the University of British Columbia

Bob White - Advisor, Group One Planning Solutions

Presenting the Advocis Practice Development Series, Part 2 of first module.

The Practice Development Series is based on content pulled from the Advocis Getting Established Program. This learning content focuses exclusively on the practical skills and knowledge that newer advisors need to be successful; such as Business Planning, Sales Process, Prospecting, Marketing and much more.

What makes the Practice Development Series so unique, is the combination of having experienced members involved in the Business Building events, alongside participating advisors.

Registered attendees will receive an email the night before the event with documents to be reviewed and printed off for note taking!

Breakfast will begin at 8:00 AM with the meeting to follow at 8:30 AM. Breakfast and coffee is included in your $20 admission fee.

Please register using the link below!

Wednesday, June 12, 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.
Thursday, June 20, 2019

Professional Development Day


Professional Development Day

The registration fee includes breakfast and lunch. Breakfast will be served from 7:30 am - 8:30 am. The first speaker begins at 8:45 am. Please note our location at the Four Points by Sheraton across from the Kelowna Airport.

Thursday, October 24, 2019

Christmas Social


Thompson Okanagan Christmas Social

Join us for our annual Christmas Party on Wednesday, December 11th, from

2pm – 5pm at the Kelowna Golf and Country Club.

Spouses and colleges are welcomed, the more the merrier!

We will also be accepting food bank donations

Please register online using the link below,

Wednesday, December 11, 2019

Mike Mervyn CFP, CLU, RHU, REBC
 Officers and Directors
First Vice President
Thomas Gaymer
Second Vice President
Ed Grainger CFP
Theresa Aucoin CHS
Membership Chair
Kevin Zakus
Brett Henderson CLU
Program Chair
Robert White CLU
Andrew Meyers
Professional Development Chair
Theresa Aucoin CHS
Public Awareness Chair
Communication Chair
Best Practices Chair
Professional Conduct Chair
Ed Grainger CFP
Advocacy Chair
Robert Bauml CFP
Financial Literacy Chair
Institute Representative
Theresa Aucoin CHS
Sponsorship Chair
Mike Mervyn CFP, CLU, RHU, REBC
Sandra McAllister
GAMA Representative
Thomas Gaymer
Totem Pole Chair
Trevor McTavish
Past President
Cheryl Hatfield
 Contact Information
Cheryl Hatfield
(250) 718-2730