Fall Events You Won’t Want to Miss: Reserve Your Spot Now! |
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Discover New Possibilities: Connect with Advocis Chapter Programs! Explore opportunities to elevate your practice, achieve professional designations, and grow your network. |
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| In-Person Events: Discover the upcoming events in your British Columbia region. |
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| October 17
Paradox Hotel Vancouver or Virtual
For 12 years, the Greater Vancouver chapter has hosted this acclaimed event, bringing together financial advisors, accountants, lawyers, and estate planning experts. This year, attendees can join the conference either virtually or in person, with the option of a Virtual Viewing Party Ticket, allowing you to host a 10-person viewing party at your office or distribute tickets to staff or advisors across Canada. Don’t miss this valuable opportunity to connect and learn! |
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| November 7
Royal Vancouver Yacht Club
Explore the essence of Shifting Mindsets in this exclusive workshop from Advocis Greater Vancouver, designed for female professionals at all levels. Learn how embracing authenticity can reshape your connections and inner journey. Open to Advocis members, this event offers a unique opportunity to connect with peers and stay informed on the latest trends in financial planning. Don’t miss this chance to empower your leadership and career. |
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| November 20 Olympic View Golf and Country Club
The Vancouver Island chapter invites you to a full day of professional development featuring a diverse lineup of speakers on business succession, practice management, and estate strategies. The event includes enlightening presentations and the Annual General Meeting during lunch. |
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| December 5 Maple Room at the Strathcona Hotel
Get ready to mingle and spread holiday cheer with fellow professionals in the finance industry. Advocis Vancouver Island invites you to a festive gathering, offering the perfect opportunity to network, unwind, and celebrate the season with your colleagues. |
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| Unlock New Insights with CLU® Update 2024! Looking for an engaging learning opportunity that also earns you valuable CE credits? Don’t miss out on the CLU® Update 2024 seminars, offered by chapters nationwide on various dates. Whether you're new to the field or a seasoned pro, this program provides essential insights and strategies for today’s financial landscape. CLU® Update 2024 is open to all advisors, regardless of CLU® designation. Join us and stay ahead in your profession!
CLU® Update 2024 Explores:
- AI in Finance: Striking the Right Mix
- Building Tax Legislation Awareness
- Balancing Priorities for Client-Centric Success
- Outliving the Money
Earn Valuable CE Credits Before the Year Ends: - The Institute: 6.0 CE (including 1.0 Ethics)
- ICM, ICBC, and ICS: 6.0 CE
- MFDA: 6.0 PD
- AIC: 4.0 Life, 2.0 A&S
Bonus: 8.0 additional CE credits upon successful completion of the Advanced Learning Modules.
Register for Virtual Seminars:
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| New Advisors, Accelerate Your Success The Practice Development Series is designed for advisors under seven years in the industry and focuses exclusively on the practical skills and knowledge that advisors need to be successful; skills such as Business Planning, Sales Process, Prospecting, Marketing and much more. These virtual sessions are open to everyone across the network:
October 15 November 19 - Practice Development Series - The Value of Advice
- After completing this section and the accompanying practice development activities, you will be able to explore and recognize the unique value you provide to your clients, define this value, orient your practice towards providing the highest value possible, and communicate this value effectively.
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| Additional Virtual Events: Explore virtual learning opportunities across the Advocis network |
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October 2 - Professional Development Day - Master Classes For Your Practice
- This event offers valuable insights and practical strategies to help you excel in your role, better serve your clients, and elevate your business. Join speakers Graham Bergsma from G3 Wealth Strategies and John Natale from Manulife for an impactful session you won't want to miss!
October 16 - CLU® Advanced Learning Series Case Studies 2 & 6
- Join moderator, Simon Maxwell, and your fellow CLU® designates as you do a deep dive into Case Study 2, Creditor Protection, where you will have an interactive discussion with case studies to identify any current or potential creditor issues and discuss alternative strategies for the preservation of assets. In the Case Study 6, Estate Planning with Trusts, you will identify how trusts can be used to achieve non-tax objectives, identify the need for planning for incapacity and illustrate the benefits of the use of trusts in estate planning.
October 17 - Success in the High Net Worth Market
- Join an insightful session with Graham Bergsma, Founder of G3 Wealth Strategies, and Brent Swatuk, Regional Vice President at Desjardins Insurance, as they share proven strategies to elevate your client experience and build stronger relationships with tax and estate professionals.
October 31 - BizBoost 2024: Elevating Business Development Tactics
- Ready to take your advisory practice to new heights? Discover how teaming with the right talent can unlock exponential growth, boost productivity, and future-proof your business. Industry leaders, including Kevin Hayes and Rob Dougan, will dive into how leveraging the right talent, strategic partnerships, and operational enhancements can propel your advisory practice to the next level.
November 6 - Business Over Breakfast with Desjardins & Ivari
- Join for insightful presentations by Dawit Hamilton, Regional Sales Director of Individual Life Insurance at Desjardins Insurance, and Frank Sobrinho, Sales Director at Ivari for Southwestern Ontario. Presentations will be followed by the Greater Niagara chapter AGM, offering valuable updates.
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| Explore Full Calendar of Events: |
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Your development matters to us! In addition to the above events, be sure to explore our full Events Calendar. Advocis members: you can access any Advocis event across Canada at member pricing. |
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