Event Review: The Advocis Vancouver Ladies Luncheon

Back in February I had the privilege of attending a sold-out Advocis Vancouver Ladies’ Luncheon at the Vancouver Club. This was the first ladies focused seminar hosted by Advocis.

Advocis Vancouver 2016 Event Date Changes

There have been three changes to the Advocis Vancouver 2016 event calendar. Please view the updated event list below (new dates are noted): 


  • May 5, 2016

      Spring Update 2016 - Support Services Unlimited, Vancouver (or by webinar)

My Role with Advocis Vancouver - Julie Kwan

I have been a member of the local Vancouver chapter of Advocis since 2006 when I became life licensed in BC. In the past, I was a passive member, attending Advocis events occasionally and upgrading my credentials through Advocis supported industry designation courses.

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.

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