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




Advocis Vancouver Whitecaps Game



Watch The Whitecaps Game With us

Sunday, October 6, 2019 | BC Place

Its Whitecaps season again! Join us for one of the Advocis Fellowship Committee's biggest events of the year– our annual Whitecaps game. Join 100 Advocis members in the Club Lounge as the Whitecaps take on Real Salt Lake.

This event is open to advisors and their families, and there will be a full cash bar and restaurant inside the Club Lounge for you.

Limit is 10 tickets per purchase.

Whitecaps mascot Spike will make a special appearance in the Club Lounge for photos with the kids!

Purchasers of the first 15 tickets get an amazing opportunity to go on the field before the game and wave the flags for the introduction and national anthems! (You must arrive at the field one hour prior to kick off and be over 15 years old).

Once again, we are subsidizing the cost of these tickets for our members. Regular retail value for a ticket is $95.50.

We hope to see you there in your Whitecaps gear!


EVENT DETAILS

Date Sunday, October 6, 2019

Agenda 

12:30 pm – Arrival
1:00 pm – Game starts

Please Note: Tickets can be picked up at Will Call (Terry Fox Plaza - Gate H) starting at 12:00pm on the day of the event. Tickets will be under the purchaser's name.


Venue BC Place – Club Lounge
777 Pacific Blvd
VancouverBC V6B 4Y8
Map

Additional venue details here.

Prices Early Bird Pricing (first 60 tickets)
Member: $40.00
Non member: $57.00

Regular Rate: 
Member: $57.00
Non member: $67.00

Prices include GST - GST# 128563152

Please register by Wednesday, October 2, 2019 at 5pm

Receipts will be sent out 2 days prior to the event.

Cancellation Policy For a refund please provide 48 hours cancellation notice by emailing GreaterVancouver@AdvocisChapter.ca. No shows will be billed unless 48 hours cancellation notice is given.

NOTICE OF FILMING AND PHOTOGRAPHY

When you enter an Advocis Greater Vancouver event or program, you enter an area where photography, audio, and video recording may occur. By entering the event premises, you consent to interview(s), photography, audio recording, video recording and its/their release, publication, exhibition, or reproduction to be used for news, web casts, promotional purposes, telecasts, advertising, inclusion on websites, social media, or any other purpose by Advocis. Images, photos and/or videos may be used to promote similar Advocis events in the future, highlight the event and exhibit the capabilities of Advocis. You release Advocis, its officers and employees, and each and all persons involved from any liability connected with the taking, recording, digitizing, or publication and use of interviews, photographs, computer images, video and/or or sound recordings. By entering the event premises, you waive all rights you may have to any claims for payment or royalties in connection with any use, exhibition, streaming, web casting, televising, or other publication of these materials, regardless of the purpose or sponsoring of such use, exhibiting, broadcasting, web casting, or other publication irrespective of whether a fee for admission or sponsorship is charged. You also waive any right to inspect or approve any photo, video, or audio recording taken by Advocis or the person or entity designated to do so by Advocis. You have been fully informed of your consent, waiver of liability, and release before entering the event
Sunday, October 6, 2019




Advocis Vancouver Ladies Luncheon 2019

Join us for the 5th annual Ladies Luncheon at Vancouver’s Chambar Restaurant to enjoy a business and networking event for women.

This year’s theme “Success in the Face of Adversity” will follow 3 women who have risen to success in our industry overcoming various obstacles along the way. We will hear their stories and follow with an interactive Q&A session. Come prepared to ask, share, eat and walk away inspired!

DATE:

Wed Oct 16th – 11:30 am – 1:30 pm

VENUE:

Chambar Restaurant
568 Beatty St, Vancouver, BC (private room downstairs)

There is plenty of paid street parking all around the restaurant. There is also a paid parking lot across the street and kitty-corner.

Chambar is conveniently located directly next to Stadium Skytrain station for those preferring to transit.

* NOTE * This year’s event has a limited capacity. There are only 60 tickets available for this event and we sell out every year so don’t wait to purchase.

MENU:

A 3-course lunch menu is included with your ticket. You will make your menu selection on arrival.

** FIRST COURSE **

Moroccan mixed vegetable salad, hummus, falafel

** SECOND COURSE **

Choice of -

THON AU MISO
Seared albacore tuna, sautéed kale, broccoli & green beans, papadums, broccolini, miso & sesame emulsion

LE POULET LIBANAIS
Cardamom poached chicken, du Puy lentils & kale salad, cauliflower, radish, labneh, tahini

RATATOUILLE (Vegetarian)
Zucchini, eggplant, peppers, tomato, sunchokes, spinach, dill, ricotta, olives & quinoa tabouleh

MOULES FRITES CONGOLAISE
Mussels, tomato coconut cream, smoked chili, lime, cilantro

** DESSERT COURSE **

A selection of handmade chocolates and petit fours

TICKETS:

$45.00 for ADVOCIS Members
$40.00 for Students and 1st year members
$60.00 for Non-members

Prices include GST | GST# - 128563152

Wednesday, October 16, 2019




Estate Planning Conference

Join us this October for the Eighth Annual Estate Planning Conference in Vancouver! This two-day conference will feature a variety of case study, panel and plenary discussions that will provide insight from the Vancouver estate planning community, including financial advisors, insurance advisors, lawyers, accountants, trust officers and charitable giving professionals. 

Joining us with a group? You can purchase tables of 8 at a special rate. Get together with your colleagues and peers to reserve a table toady!

We look forward to seeing you in October!

Find the conference agenda and speaker list at vancouverestateplanningconference.ca.
 

REGISTRATION FEES:

Member Rate: Advisors
$475 - October 29 & 30
$285 - October 29 ONLY
$285 - October 30 ONLY

Non Member Rate:
$545 - October 29 & 30
$350 - October 29 ONLY
$350 - October 30 ONLY

Junior Advisor/Assitant Rate *please note this rate is only applicable when attending with an Advisor
$295 - October 29 & 30
$190 - October 29 ONLY
$190 - October 30 ONLY

Table of 8 Rate:
$3200 - October 29 & 30

Registration Fees include GST

Please call the Advocis Member Services Department at 1-877-773-6765 or send an email to info@advocis.ca if you have any questions regarding registration.

NOTICE OF FILMING AND PHOTOGRAPHY
When you enter an Advocis Greater Vancouver event or program, you enter an area where photography, audio, and video recording may occur. By entering the event premises, you consent to interview(s), photography, audio recording, video recording and its/their release, publication, exhibition, or reproduction to be used for news, web casts, promotional purposes, telecasts, advertising, inclusion on websites, social media, or any other purpose by Advocis. Images, photos and/or videos may be used to promote similar Advocis events in the future, highlight the event and exhibit the capabilities of Advocis. You release Advocis, its officers and employees, and each and all persons involved from any liability connected with the taking, recording, digitizing, or publication and use of interviews, photographs, computer images, video and/or or sound recordings. By entering the event premises, you waive all rights you may have to any claims for payment or royalties in connection with any use, exhibition, streaming, web casting, televising, or other publication of these materials, regardless of the purpose or sponsoring of such use, exhibiting, broadcasting, web casting, or other publication irrespective of whether a fee for admission or sponsorship is charged. You also waive any right to inspect or approve any photo, video, or audio recording taken by Advocis or the person or entity designated to do so by Advocis. You have been fully informed of your consent, waiver of liability, and release before entering the event

Tuesday, October 29, 2019





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

GreaterVancouver@AdvocisChapter.ca
www.advocisvancouver.ca