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

Greater Vancouver Chapter

 Upcoming Event Registration

2019 Seminar Series Events Pass

SEMINAR SERIES
Includes two Seminars, The President's Breakfast & 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

Wednesday, January 2, 2019




2019 Advisor Series A Events Pass

 ADVISOR SERIES A


Includes two Seminars, The President's Breakfast & AGM, Building Blocks for Success, one Update 2018, and two Fellowship events

Member: $499 + GST

or

*New Monthly Payment Option*
 $41.59/monthly



Value: $611

SAVE OVER 18%
Wednesday, January 2, 2019




2019 Advisor Series B Events Pass

ADVISOR SERIES B

Includes two Seminars, The President's Breakfast & 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%
Wednesday, January 2, 2019




2019 Advanced Series Events Pass

ADVANCED SERIES

Includes two Seminars, The President's Breakfast & AGM, The two-day Annual Estate Planning Conference, Building Blocks for Success, one Update 2019, and two Fellowship events.

Member: $699 + GST

or 

*New Monthly Payment Option*
 $58.25/monthly


Value: $1048

SAVE OVER 30%
Wednesday, January 2, 2019




Economics of Marijuana for Advisors

Hear from experts on how the marijuana industry will impact BC’s economy, from macro to micro. Investment analysts will shed light on the advantages and dangers of investing in this new commodity. Learn how legalization changes the insurance industry.

Member $59 plus GST
Non Member $75 plus GST
Tuesday, February 5, 2019




Building Blocks for Success

This one-day event is the premier place to learn industry leader’s best practices. From client discovery to analysis, to client recommendations, this event will build upon your planning knowledge to ensure your practices are industry best.

Member $199 plus GST
Non Member $275 plus GST
Thursday, June 6, 2019





 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
Laurent Munier
Saskia Vermeulen CHS
Program Chair
Julie Kwan CFP, CLU
Rahmtin Faridian
Professional Development Chair
Patrick Cziolek CFP, CLU, CHS
Public Awareness Chair
Communication Chair
Christopher Gardiner
Christopher Gardiner
Best Practices Chair
Daniel Swanlund CFP
Professional Conduct Chair
Corry Staff CFP
Advocacy Chair
Daniel Swanlund CFP
Financial Literacy Chair
Institute Representative
Marilyn deRooy-Pearson CLU
Sponsorship Chair
Vince McKay
GAMA Representative
Cory Murphy CFP
Totem Pole Chair
Suzanne Kania
Past President
Cory Murphy CFP
Directors
Administrator
Kelly Snyder
 Contact Information
Kelly Snyder
(604) 941-9657

GreaterVancouver@AdvocisChapter.ca
www.advocisvancouver.ca