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2012 Member Survey Results

Dear Advocis Vancouver member,

Earlier this year, we surveyed our members in order to get some information about a variety of topics, ranging from the reasons why you joined Advocis to your communication preferences.

In total we had 49 respondents. We asked 16 questions and here are some of the results:

The Magic of the Season at Science World

Yesterday, I had the opportunity to participate in the Magic of the Season event at Science World for Advocis members and sponsored in full by Canada Life. At this time of year when things are very busy it was nice to take time away from the office and spend it with family. I took my three year old daughter who has been to Science World many times but never before with her dad.

January 2012 Membership Milestones

Advocis Vancouver would like to recognize the following members celebrating membership milestones in January 2012!

2011 Business in Vancouver Insert

This year, Advocis Vancouver and the Vancouver Foundation sponsored Business in Vancouver's 5th annual supplement on the theme of Charitable Giving and Business Succession Planning. Thank you to everyone who contributed.

View the insert.

2011 State of the Union Address - as presented at the 2011 Advocis Vancouver Annual General Meeting

After posting a small profit in 2009 we slid back with a loss in 2010.  Revenue was slightly down but it was the increased costs of services that pulled us down.  We continue to have a solid financial base with total assets of $196k and equity of $160k.  I have a few copies here and copies are available through our treasurer or our support office.

Questions Wanted - 2011 Planning School Panel Discussion

September & October Membership Milestones!

We have several membership anniversaries to announce and would like to recognize the members as follows:

10 years:

David Dalton, CFP, CLU, RHU of Chilliwack
Greg Armstrong, CFP of Coquitlam
Ron Young of North Vancouver
Thomas Choy, CFP, CLU of Vancouver

15 years:

Call for Volunteer - Facilitator for Protect Your Practice Seminar - Thursday, October 13, 2011

Attention members, we are looking for a facilitator for the Protect Your Practice seminar on October 13th

Call for Volunteer - Facilitator for Advisor Business Building Course - Friday, September 30, 2011

Attention members, we are looking for a facilitator for the ABBC - Workshop 4 on September 30th

Comments on Finances at Mid-Year

The year is half over and my, how time flies.   As we all know, there are two sides to an income statement....revenue and expenses.   My thanks go out to the volunteers who have helped host many events so far this year and have kept their expenses under budget.   That’s the expense part of the income statement.  The revenue part hasn’t enjoyed the

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