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Blog

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.

Quick message from the President

Vince McKay, EPC

President

Hello fellow Advocis Members,

Thanks for taking the time to read this.  I wish to thank our volunteer Board for stepping up in 2013 and you, our members, for renewing for this year. 

2013 Advocis Vancouver Board Members

 

Quick update from the AGM and our new Board Members for 2013...

2013 Board of Directors
At the 2012 Annual General Meeting, Advocis Vancouver welcomed the following members to the 2013 Board of Directors.

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.

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