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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.

A Message from Katherine Hart

Katherine Hart, CHS

Professional Development Chair

Hello fellow Advocis Members,

Thank you for taking the time to read this quick message.

Earn CE Credits – 2013 Event Facilitators Needed

Facilitating an Advocis Vancouver event offers you the opportunity to gain exposure among your colleagues while earning CE credits - at no cost!

Currently, Advocis Vancouver is looking for volunteers to facilitate the following 2013 events:

The Role of The Vice-President

Michael A. Healey B.A., CFP, CLU, CHS

Vice-President / Director of Professional Conduct / Fellowship Committee Chair

The Role of The Vice-President

It is an honor to serve as the Vice-President for Advocis Greater Vancouver in 2013.  In addition to my roles as Director of Professional Conduct, and Chair of the Fellowship Committee, being part of the Executive team involves a greater level of commitment and dedication to our organization.

How does Advocis Vancouver communicate with its members?

​Bart Wisniowski

Director; Public Awareness and Communications Committee Chair

Upcoming Designation Webinars

Business Career College combines the excellent course materials developed by Advocis® with top notch seminars led by qualified, designated instructors to provide a helping hand through the rigorous education and examinations.

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