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

Greater Vancouver Chapter

 Upcoming Event Registration

Basic Seminar Pass

Basic Seminar Pass

Includes, two seminars, President's breakfast & AGM, two fellowship events. Option to purchase a registration for the Estate Planning Conference for $380

Price: $385 plus GST
Friday, January 17, 2020




Enhanced Seminar Pass

 Enchanced Seminar Pass

Includes Two seminars, President's Breakfast & AGM, Two Fellowship Evetns, Update 2020, Financial Planning Summit and the option to add the Estate Planning Conference for $380

Price: $695 plus GST
Friday, January 17, 2020




Financial Planning Summit

 The Greater Vancouver Chapter of Advocis proudly presents the second Financial Planning Summit, an event for financial planners and advisors, taking place on March 12, 2020 at the Fairmont Waterfront Hotel.

The Financial Planning Summit 2020 will be a fresh approach to professional development, providing an exciting educational and motivational experience within a vibrant and energetic environment.

Professionals in attendance will be exposed to best practices in all areas of financial planning, including estate, tax, risk and retirement planning. Guest speakers and representatives from outside the industry will also be featured to provide insight and expertise from diverse perspectives, creating a more holistic professional development experience.

Please see our website for more information about the speakers www.financialplanningsummit.com 

Date

 

Thursday, March 12, 2020

Venue

 

Fairmont Waterfront
900 Canada Place
Vancouver, BC V6C 3L5
MAP

Prices

 

Member: $275 + GST
Non Member: $350 + GST
Table of 8: $1800 + GST 

Please call 1-877-73-6765 if you are having difficulties registering

Events Pass holders: Please email the office info@advocisvancouver.ca to be registered 

Provisional Agenda

 

7:00 AM - 4:30 PM

Full program to be confirmed shortly.


Thursday, March 12, 2020





 President
Nick Parnell
 Officers and Directors
First Vice President
Patrick Cziolek CFP, CLU, CHS
Second Vice President
Treasurer
Suzanne Durnan CHS
Secretary
Membership Chair
Saskia Vermeulen CHS
Program Chair
Mehul Gandhi CFP, CLU
Professional Development Chair
Patrick Cziolek CFP, CLU, CHS
Public Awareness Chair
Christopher Gardiner
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
Totem Pole Chair
Past President
Directors
Administrator
Kelly Snyder
 Contact Information
Kelly Snyder
(604) 941-9657

GreaterVancouver@AdvocisChapter.ca
www.advocisvancouver.ca