Blog

2012 BIV Supplement: Succession Planning for Your Business

Advocis Greater Vancouver and the Vancouver Foundation once again sponsored Business in Vancouver's 6th annual supplement on the theme of charitable giving

Thanks for Attending the Fellowship Committee Pub Night

By Michael A. Healey, B.A., CFP, CLU, CHS, Fellowship Chair

On Thursday, November 15, the Fellowship Committee hosted a Pub Night at Mahony & Sons Burrard Landing.  The event was well attended and it was nice to see some familiar faces along with many new ones! 

Estate and Financial Planning Conference - Speaker Presentations Now Online

Thank you to all who were able to attend the First Annual Estate and Financial Planning Conference held on October 23 and 24, 2012 at the Italian Cultural Centre. Thank you to our sponsors for their support and to our speakers for their informative presentations.

Copies of speaker presentations are now available online in PDF format.

Advocis Panel Discussion at the World Money Show.

Check out the video below of the Advocis Panel at the World Money show discussing the State of the industry. This video is broken down into 4 shorter segments.

Part 1

Part 2

World Money Show Video: Doug Towill & Client Fatigue

Check out the video below of Doug Towill discussing Client Fatigue at the World MoneyShow in Vancouver. This video is broken down into 4 shorter segments.

Part 1

Part 2

Forum Magazine - June/July 2012

FORUM magazine is the magazine of influence for financial advisors across the country. The June/July issue is now available at advocis.ca.

Features:

Under 5 After 5! Spring Social Events

Advocis Greater Vancouver would like to invite Advocis advisors who are under 5 years in the business to our spring social events taking place simultaneously in three different locations in the Greater Vancouver area on Thursday, June 14, 2012 at 5 PM.

Promote Yourself with the Advocis Find an Advisor Service!

Advocis members can opt-in to the Find an Advisor service on Advocis.ca to promote themselves and their business. Consumers can use Find an Advisor to search for an Advocis member who works in their community.

Update 2012 - Thank You for Attending!

Our spring Update was a great success, both in person and online. As our first webinar, we are happy to report that most online attendees were very impressed and we received many wonderful comments from those who were thrilled to save time by attending from their home or office.

Join the Fun with our new Fellowship Committee

New to Advocis Greater Vancouver this year is the Fellowship Committee, which has been given the mandate to promote further camaraderie and networking opportunities amongst our membership. The Fellowship events will be available to our members at little to no cost, so please come join the fun!

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