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

Vancouver Island Chapter

 Upcoming Event Registration

PRO D DAY - One Location Only - Victoria

 

ENGAGEMENT 2020: Building Successful Communications

 

Please join us for the first Professional Development Day of 2020, centered around communication strategies for your practice.

 

We are putting the finishing touches on what will be an exceptional day of idea generation and learning, helping you to open new pathways with your team and clients.

 

We are pleased to welcome back our keynote speaker Peter McCoppin, International Orchestral Conductor, Executive Coach, Host/Broadcaster and Keynote Speaker.  Peter is known for his energy, enthusiasm and zest for life and is returning to help us further enhance our effective communication skills.

 

Our featured speaker is Jane Blaufus, CLU. Jane is an International Speaker, Best Selling Author and Business Coach.  Jane will show what it takes to have Courageous Conversations, and how to effectively implement them when dealing with Women and Wealth.

 

EARLY BIRD PRICING for this exceptional event is available until FEBRUARY 29, 2020.

 

Brought to you by our valued sponsors:

Wednesday, April 1, 2020




Fellowship Event

 Details to Follow
Thursday, April 9, 2020




U5A5 Breakfast Meeting

 Details to Follow
Thursday, April 23, 2020




UPDATE 2020 - South Island

 Details to follow
Wednesday, May 6, 2020




UPDATE 2020 - North Island

 Details to Follow
Thursday, May 7, 2020




Speakers Series - Peter McCoppin

 Details to follow
Monday, May 25, 2020




U5A5 Breakfast Meeting

 Details to follow
Tuesday, June 23, 2020




Fellowship Event

 Details to follow
Tuesday, June 23, 2020




Best Practices - North Island

 details to follow
Wednesday, September 9, 2020




Best Practices - South Island

 details to follow
Thursday, September 10, 2020




U5A5 Breakfast Meeting

 details to follow
Thursday, September 24, 2020




Thursday, October 8, 2020




Fellowship Event

 Details to follow
Thursday, October 15, 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

 details to follow
Thursday, December 10, 2020





 President
Christie Coltman 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, CLU
Totem Pole Chair
Past President
Mark Roberts CFP, CLU
Directors
Kevin Crawford
Administrator
Karen Short
 Contact Information
Christie Coltman CLU
 

VancouverIsland@AdvocisChapter.ca