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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.

Advocis National Board to Attend PD Day

Advocis’s CEO Greg Pollock along with some members of the TFAAC board ( will be in attendance at our upcoming PD Day.  This gives you a great opportunity to speak with the heads of our organization on a face to face basis.  They will be at the event from breakfast right through

Professional Development Day? Personal Development Day? Either way, it’s still PD day!

Welcome to another edition of the Advocis Greater Vancouver Blog. For me, this (blogging) is an entirely new experience so bear with me here…

This will be my third year being involved with PD Day, and my first as Chair. One of my objectives is to bring a slightly different feel to the day, with a focus on working ON our business instead of just working IN our business.

Advocacy Chair Update

You might have recently attended our first quarterly breakfast Seminar for 2011 or just have been thinking about the on-going regulatory issues that may affect you, your practice, and your family.

This is what is on the table, and many of us are very concerned.

Only 5 Days Left to be Entered in our Membership Renewal Rewards Program!! Don't Miss Out!

Renew your Advocis Membership before January 31st and receive a chance to win one of the following fantastic prizes:

First Prize
$200 Gift Certificate for Gotham Steakhouse and Cocktail Bar
PLUS 2 tickets to a Vancouver Canucks game ($226

Wanted - Totem Pole Advisor

The board of Advocis Greater Vancouver is asking for your help in finding a Totem Pole Advisor.  The advisor will assist the board and our support team in managing and reporting the requirements of the Totem Pole competition.  If you are interested please give me a call or send me an email (604-688-8909,


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