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.

We have two Award Winners in our Chapter!!!

Advocis Vancouver is extremely proud to report that two of our members have won prestigious awards on the national scale. The award recipients include:

PART 2 of 2: Combat Leadership for the Financial Industry

Greg Powell 

Regional Manager with Sun Life Financial

Principle #2: Know Your People and Promote Their Welfare. 

Before I’d ask a soldier to run 20K carrying a rucksack

PART 1 of 2: Combat Leadership for the Financial Industry

Greg Powell 

Regional Manager with Sun Life Financial

I often think there are great parallels between the financial industry and the military.

Nominate Someone for GAMA award

Please take a moment to nominate someone for a GAMA Award!

The Role of the Co-Chair

Carl D. Presland, CFP

Co-Chair Membership

Why being a part of the Vancouver Chapter of Advocis as Membership Chair means a lot to me. I have been a member of Advocis for my entire career, even though my roles in the industry have changed many times. So at one point a friend asked me “why are you not more involved in your local chapter?”


The Role of the Treasurer

Leslie Carpenter, CFP, CIM


I have enjoyed being the local Chapter Treasurer for the last 3 years. The majority of all administrative duties are done by an outside company (Support Services Unlimited) with the Treasurer’s major duties being at the planning level. The budgets are worked out with each Committee Chair taking in to consideration the income of the entire budget and keeping the spending in line with the focus the Board is taking.

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