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

Event information for Greater Vancouver

 Event Detail
Organized by: Chapter     
Event Title: Advocis Greater Vancouver Fellowship Richmond Luncheon  Event Type: Seminar 
Start: 5/15/2019 End: 5/15/2019 Start Time: 11:30am End Time: 1:30pm

TOPIC: Succession Planning for Advisors – Current Trends and Common Gaps

PRESENTER: Carolyn Ho, Business Transitions Consultant at GWL Great West Life

Advisor succession planning is an important part of our industry as more and more advisors transition into retirement.

Take advantage of this unique opportunity to learn from someone who helps financial advisors plan for voluntary or emergency business transition full time.

  • 4 Common Succession Gaps and How to Avoid Them
  • Preparing for Emergency Transition
  • What Team do you Need to Assemble for a Successful Transition?
  • Question & Answer Period


Continental Seafood Restaurant
11700 Cambie Road
Richmond BC V6X 1L5


Member:                                  $25 plus GST
Non Member:                          $30 plus GST
1st Year New Member            $20 plus GST 

Agenda: 11:30am Registration & Lunch
12:00pm Presentation and Q&A
1:30pm End

CE Credits:  


Carolyn Ho, MBA, CFP, FMA, CHS
Consultant, Business Transitions GWL


Over the past six years, Carolyn has focused specifically on helping financial advisors plan for business transition – voluntary or emergency, explore profitable teaming arrangements including financial and structural models and create strong acquisition strategies.  Carolyn investigates the options and opportunities with advisors to figure out what is needed to achieve a successful business transition.

Location Continental Seafood Restaurant
11700 Cambie Rd
Richmond, BC V6X 1L5
Contact Advocis Vancouver