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




Vancouver Canadians - Nooner at the Nat

 

Vancouver Canadians 'Nooner at the Nat' 
Thursday, July 25, 2019

It's baseball season! Join us Thursday, July 25, for a trip to Scotiabank Field at Nat Bailey Stadium for a Vancouver Canadians game against Everett AquaSox! You and your guests are encouraged to come and enjoy the game while socializing with peers. Each attendee will also receive 15 'Canadians bucks' to use at the game on food and drinks at no extra cost, courtesy of the Advocis Fellowship Committee. We have a block of tickets on the third base side (in and out of shade) so we can all sit in the same section, but seating is general, so please come early to sit with your peers. Don't forget to bring your hat and shades, it can get hot on a nice summer day!

We look forward to seeing you there and cheering on the Vancouver Canadians!

Prices include GST.

Includes 15 "Canadians bucks" to use on food and drink.

If you would like to purchase more than one ticket, please call 1-877-773-6765 or send an email to info@advocis.ca.


Thursday, July 25, 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