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

Enter to Win an iPAD 2 by signing up for Advocis membership!


Canada Life

First Quarter in Review

This was supposed to be a blog about the first quarter but looking at the date today it looks like I am going to be writing about the first third of the year.  Here is a rundown of what happened:

  • We started the year with a fantastic program event in January with Doug Carroll who provided a Tax and Estate Snapshot for 2011 and Gerry Matier on the organization of the Insurance

Advocis Vancouver - A Platinum Century Initiative Member

As announced at the Professional Development Day on April 19, 2011….

Advocis requires a strong financial foundation and adequate resources to effectively represent the interests of advisors.  The challenges that lie before us are substantial and the threats to advisors’ independence must be proactively challenged.  To facilitate this, in 2005 Advocis created the Century Initia

Advocacy is the key benefit of Advocis membership

Hello everyone, as your chapter Advocacy chair, and member of the B.C. Political Advocacy Committee, and a member if the Membership committee, I feel that our collective is a very strong voice and that all politicians at the Provincial and Federal levels listen to our nearly 10,000 members of our association.

Call for Volunteers – Update 2011 Facilitators

Update 2011 Facilitators

This update is a popular Advocis event, well attended and offering excellent information plus lots of credits for attendees. Our Chapter is offering this training twice a year with the spring session on May 5th at the Sutton Place Hotel in Vancouver and the fall session on November 18th at the Eaglequest Coyote Creek Golf Course in Surrey.

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