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Partner Spotlight : QUS

We understand that you put hard work, dedication and time into educating your clients about the benefits of owning life insurance. We also recognize how vital our role is to the success of your sale.

We can provide your clients with paramedical services, including:

Golf Event Reminder: Advocis Vancouver’s Tim Reynolds Legacy Golf Tournament for Cystic Fibrosis – Thursday July 18, 2013

This popular event is just a little over 2 weeks away. Who doesn’t like a great round of golf and some good food, all while taking part in supporting a worthwhile charity – Cystic Fibrosis Canada?   

Advisor Spotlight: Nick Parnell, Freedom 55 Financial

Nick Parnell
Financial Security Advisor, Investment Representative
Freedom 55 Financial

Why did you become an advisor?

Advocacy and Sponsorship Update

John McCallum, CFP

Director of Business Development, Freedom 55 Financial

Join us on the Inaugural Okanagan Eduvacation Charter Bus

Join us on the Inaugural Okanagan Eduvacation Charter Bus

(With service from Victoria and Vancouver to Advocis’ Okanagan School in beautiful, Kelowna BC!)

July 14th – 18th, 2013

 

Call to action: Be an advocate for your profession

Advocis has received an overwhelming response from members to our Regulatory Affairs bulletin that addresses the threat financial advisors are facing with respect to a

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  • Director of Professional Conduct – A Great Introductory Board Position

    I thought it might be interesting to share the evolution of my involvement with Advocis as a volunteer – first as a committee member, then as a board member, chairing committees, and now also serving as Vice-President.

    The Role of The Director of Professional Conduct

    As Director of Professional Conduct for the past 3½ years, I have fortunately only been made aware of a small number of complaints with regards to the conduct of our chapter’s membership.

    Even more fortunately, none of these issues escalated to the point of sanctions by Advocis.

    The Role of Fellowship Committee Chair

    As many of you may be aware, this year I am wearing three hats for Advocis Greater Vancouver.  In addition to serving as Vice-President, and Director of Professional Conduct, I also have the honour of chairing the Fellowship Committee.

    April Breakfast Presentations Now Online

    Presentations from our April Quarterly Breakfast are now online!

    Review Trusts and Segregated Funds with Cheryl Norton of Standard Life and Cross Border Estate Planning with Will Dodd of Davis LLP.

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