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

Vancouver Island Chapter

 Upcoming Event Registration
Thursday, October 8, 2020




Fellowship Event

 Details to follow
Thursday, October 15, 2020




U5A5 Breakfast Meeting

Under 5 After 5 is back, with a twist! 
Listening to your feedback, we are running the 2020 series as breakfast meetings, to help you with your work life balance.

This year we are offering a mentor led Practice Development Series in 5 modules, each with 3 CE credits. The program is focused on the practical skills and knowledge that newer advisors need to be successful, and is delivered by experienced advisors who will facilitate and mentor the participants. Discussions and activities include such topics as:

Business Planning

Sales Process

Prospecting

Marketing


We are excited to be able to offer this to advisors at a nominal cost of $20 for members and $30 for non members per event for 2020.

Benefit from Developing a Sustainable Practice Built on the Value of Financial Advice

All the breakfast meetings are located at:
The Holiday Inn Room
Coastal Offices
328 Wale Road
Colwood, BC
V9B 0J8

If you are a new advisor who is interested and would like to register for this program or receive more information, please email VancouverIslandChapter@Advocis.ca.

 

If you are an experienced advisor who would like to give back by sharing knowledge and experiences in either a mentoring or facilitating role, please email VancouverIslandChapter@Advocis.ca
 
Tuesday, October 20, 2020




Thursday, November 5, 2020




Christmas Luncheon (Members and Guests) VICTORIA only

  Advocis Christmas Lunch, December 3th, 11:30-2:00PM 

PLEASE JOIN US TO CELEBRATE THE CHRISTMAS SEASON


As a special thank you to all of our members and sponsors, Vancouver Island Advocis is hosting this event!

In the spirit of giving, we request that you bring a donation for the Mustard Seed Food Bank (CASH or non perishables) .

Please bring your spouse and your staff...and a little bit of cash as we will be having many, many raffle draws, with proceeds going to Cystic Fibrosis Canada!

We look forward to seeing you on Thursday, December 3th at the Royal Colwood Golf Club for our last gathering of the year.


When registering, once you hit the register myself button you will be able to add the quantity of people you want to invite (on the left hand side).
THANK YOU TO OUR 2020 SPONSORS FOR MAKING THIS A GREAT YEAR!

Thursday, December 3, 2020




U5A5 Breakfast Meeting

Under 5 After 5 is back, with a twist! 
Listening to your feedback, we are running the 2020 series as breakfast meetings, to help you with your work life balance.

This year we are offering a mentor led Practice Development Series in 5 modules, each with 3 CE credits. The program is focused on the practical skills and knowledge that newer advisors need to be successful, and is delivered by experienced advisors who will facilitate and mentor the participants. Discussions and activities include such topics as:

Business Planning

Sales Process

Prospecting

Marketing


We are excited to be able to offer this to advisors at a nominal cost of $20 for members and $30 for non members per event for 2020.

Benefit from Developing a Sustainable Practice Built on the Value of Financial Advice

All the breakfast meetings are located at:
The Holiday Inn Room
Coastal Offices
328 Wale Road
Colwood, BC
V9B 0J8

If you are a new advisor who is interested and would like to register for this program or receive more information, please email VancouverIslandChapter@Advocis.ca.

 

If you are an experienced advisor who would like to give back by sharing knowledge and experiences in either a mentoring or facilitating role, please email VancouverIslandChapter@Advocis.ca
Thursday, December 10, 2020





 President
Christie Coltman CFP®, CLU
 Officers and Directors
First Vice President
Michael Reilly CHS
Second Vice President
Treasurer
Jacqueline Johnson CFP,CLU,CH.F.C.
Secretary
Barbara Cushing CFP
Membership Chair
Dale Collins CFP, EPC
Program Chair
Philip Bisset-Covaneiro CFP
Professional Development Chair
Philip Bisset-Covaneiro CFP
Public Awareness Chair
Courtney Castledine CHS
Communication Chair
Courtney Castledine CHS
Best Practices Chair
Professional Conduct Chair
Advocacy Chair
Michael Reilly CHS
Financial Literacy Chair
Jared Webb CFP
Institute Representative
Sponsorship Chair
Kim Schlosser CFP
GAMA Representative
Mark Roberts CFP
Totem Pole Chair
Past President
Mark Roberts CFP
Directors
Kevin Crawford
Administrator
Karen Short
 Contact Information
Christie Coltman CLU
 

VancouverIsland@AdvocisChapter.ca