My Role as the Professional Development Chair - Patrick Cziolek

My role with Advocis Vancouver is Professional Development Chair. The role focuses on furthering advisors’ education by enrolling in the CFP, CLU and CHS programs. I believe this role is important for creating awareness about industry related educational programs.

My Experience with Advocis by Gardy Frost

When I first started in the business in 2003, I was encouraged to join Advocis. I didn’t really know why except my peers who were doctors, lawyers, accountants, even realtors were all members of their respective associations, so I just thought it was what you did as part of being a professional.

The Perils of Procrastination by Jamie Chisholm

I work in life insurance in a corporate capacity, not advisory, but after spending all day living and breathing insurance, the last thing I want to do on my personal time is review my own needs. Sure, my husband and I have life insurance. I just never got around to the living benefits. Like any client, I had excuses. “We’re young and healthy.

The Role of the Institute Representative by Jamie Chisholm

The Institute for Advanced Financial Education (The Institute) is a Canadian designation body for financial services practitioners. The Institute manages the Chartered Life Underwriter (CLU) and Certified Health Insurance Specialist (CHS) designations.

A Message from Our Sponsor - Dynacare Insurance Solutions

As a valued client, we wanted you to be among the first to know that we are rebranding our company and strengthening our organization to become Canada’s health and wellness solutions leader.

Advocis' Sixth Legislature Day Best Yet

Advocis held its 6th Legislature Day on April 16, 2015 in Victoria. It was the most successful BC Legislature Day to date; with over 70 Advocis members from across the province participating throughout the day and meeting over 30 members of the legislative assembly to discuss key issues impacting financial advisors and British Columbia consumers.

CLU, CFP, CHS and EPC Course Dates at Ashton College

If you are interested in pursuing or continuing your career in Financial Services, Ashton College offers a great opportunity to obtain your CFP designation, prepare for the LLQP exam, and become licenced in the financial services industry. Small class sizes mean each student receives individualized education and support.

Join Us at the BC Legislature Day – April 16, 2015

On Thursday, April 16, 2015 Advocis will be holding its Legislature Day in Victoria. Legislature Days are an important part of our government relations strategy. They provide financial advisors the opportunity to discuss with their MLA the key issues that matter most to them, their business and their clients. Your participation is vital to make it a success.

The Role of the Advocis Greater Vancouver Treasurer

By Leslie Carpenter, CFP, CIM

Not everyone understands what the role of Treasurer for our Advocis Vancouver Chapter entails, so I thought I would share from my experience. I will also explain the money trail between Advocis National and Advocis Vancouver, because this is sometimes misunderstood.

PwC Report Available to Advocis Members

Your Advocis membership gives you full access to the PwC report Sound Advice – Insights into Canada's Financial Advice Industry.

About the Report

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