Thompson-Okanagan

Thompson-Okanagan

As a chapter, we are dedicated to supporting the success and professionalism of our local advisor members and non-members with meaningful opportunities for continuing education, fellowship and mentorship. We are a group of hard working volunteers who are always looking to grow our chapter and to be a positive example for others not only within our industry, but community as well. Connect with us!

Advocis Thompson-Okanagan

Upcoming Events

Advocis Thompson Okanagan: Keys to Estate Planning for High Net Worth

Organized by: Advocis Thompson Okanagan Chapter
Event Inventory: limited 2025-01-23 Start: 10:00:00 End: 16:00:00
Timezone: America/Vancouver Capacity: 75

Description

Join us on January 23, 2025, for an exceptional day of networking, learning from industry experts & elevating your expertise!

Location
1370 Water Street, Kelowna, BC V1Y 1J1

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Spotlight On

Thompson-Okanagan Chapter Initiatives

Our goal for 2020 is to continue to provide high quality events for our members that add value through inspiration, education and fellowship.

Thank You to Sponsors

Platinum

CL_Test
Manulife Logo
sunlife financial
ssq insurance
NHC
IDC Worldsource
IA financial group

Gold

Empire Life Logo
equitable life of canada logo
2019-BMO
CPP-FOR_Logo_0221EN-RGB-1
Financial Horizons
Humania assurance
APEXA
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Officers and Directors
  • PresidentKayla Rose Caruana, CFP, BBA, RRC
  • First Vice PresidentStefano Pannu, CFP, CLU
  • TreasurerKevin J. Zakus, PFA
  • Membership ChairCoby Blystone, CLU & CFP
  • Membership ChairDerek J. Strokon
  • DirectorLes J. Zacharias, CFP
  • DirectorMike G. Mervyn, CFP, CLU, RHU, REBC
  • DirectorRachelle Dionne Langlois, CFP CLU, CHS
  • DirectorRobert N. White, CLU
  • AdministratorKaren B. Short
  • Past PresidentMike G. Mervyn, CFP, CLU, RHU, REBC
  • Advocacy ChairKayla Rose Caruana, CFP, BBA, RRC
Contact Us