Financial Planning Summit 2018 - Sold Out

Hyatt Regency Vancouver, 655 Burrard St, Vancouver, BC V6C 2R7
Thursday, March 8, 2018 - 7:00am - 4:30pm

financial planning summit

Note: This event is now sold out.

The Greater Vancouver Chapter of Advocis proudly presents the first Financial Planning Summit, an event for financial planners and advisors, taking place on March 8, 2018 at the Hyatt Hotel in downtown Vancouver.

The Financial Planning Summit 2018 will be a fresh approach to professional development, providing an exciting educational and motivational experience within a vibrant and energetic environment.

Professionals in attendance will be exposed to best practices in all areas of financial planning, including estate, tax, risk and retirement planning. Guest speakers and representatives from outside the industry will also be featured to provide insight and expertise from diverse perspectives, creating a more holistic professional development experience.

Confirmed speakers and topics include:

  • Jamie Golombek, CPA, CA, CFP, CLU, TEP – Keynote
  • Amy Mortimore – Estate Planning 
  • Cindy David, CFP, CLU, FEA, TEP – Retirement 
  • Brent Joyce, CFA – Investments
  • Keith Brown, CFP, CLU, CH.F.C, FEA, CExP – Risk Management
  • Dave Faulkner, CLU, CFP – Planning Software 
  • Jos Herman, BComm, CPA, CA, CFP, TEP – Ethics

Joining these distinguished speakers will be the Financial Planning Summit Chair, Patrick Cziolek, B.Comm, CFP, CLU, TEP, CHS, who will conduct the opening and closing remarks and the Master of Ceremonies, Vince McKay, EPC, CPCA.

CE Credits will be available for this event including one (1) Professional Development Credit from the FPSC for CFP’s that attend the Ethics Breakfast.

Advisor Series A and Advanced Series Events Pass holders will be pre-registered free of charge for this event. Please contact us if you will not be attending. Learn more about the Events Pass here.

View the sponsorship package for exhibitor, sponsorship and marketing opportunities.


featured Keynote speaker


Jamie Golombek   Jamie Golombek
Managing Director, Tax & Estate Planning , CIBC Financial Planning & Advice

Jamie Golombek is Managing Director, Tax & Estate Planning with CIBC in Toronto. As a member of the CIBC Financial Planning & Advice team, Jamie works closely with advisors from across CIBC to support their clients and deliver integrated financial planning and strong advisory solutions. He joined the firm in 2008 after 12 years with a global investment company, where he was involved in both internal and external consulting on all areas of taxation and estate planning. Jamie has also worked for Deloitte’s as a tax specialist in the Toronto office, where he specialized in both personal and corporate tax planning.

Jamie is quoted frequently in the national media as an expert on taxation, writes a weekly column called “Tax Expert” in the National Post, has appeared as a guest on BNN, CTV News, and The National and has been a regular personal finance guest on The Marilyn Denis Show.
He received his B.Com. from McGill University, earned his CPA designation in Ontario and qualified as a U.S. CPA in Illinois. He has also obtained his Certified Financial Planning (CFP) and Chartered Life Underwriting (CLU) designations.

See here for Jamie Golombek for his full bio.


Event Details

Date   Thursday, March 8, 2018

Hyatt Regency Vancouver
655 Burrard St
Vancouver, BC V6C 2R7

Prices   Early bird (Until February 15th):
Member $250 + GST
Non Member: $300 + GST
Table of 8: $1600 + GST

Regular Rate (After February 15th):
Member: $350 + GST
Non Member: $400 + GST
Table of 8: $2200 + GST

GST# - 128563152

Events Pass holders: Advisor Series A and Advanced Series Events Pass holders will be pre-registered free of charge for this event. Please contact us if you will not be attending.

Provisional Agenda  

Agenda is subject to change.

7:00am – Doors open
7:30am – Welcome and opening remarks, Chair, Patrick Cziolek, B.Comm, CFP, CLU, TEP, CHS 
7:45am – Ethics Breakfast: Making Choices, Jos Herman, B.Comm, CPA, CA, CFP, TEP  
8:45am – Risk Management: Financial Planning for Business Owners, Keith Brown, CFP, CLU, CH.F.C, FEA, CExP
9:30am – Advocacy Update
9:40am – Break
10:00am – Investment: Assessing the Outlook for Long Term Capital Market Returns, Brent Joyce, CFA
10:45am – Estate Planning: Identifying Red Flags in Estate Planning, Amy Mortimore
11:30am – Lunch
12:30pm – Retirement Planning: The Order of Spending, Cindy David, CFP, CLU, FEA, TEP 
1:15pm – Tax: Tax Update 2018: What Advisors Need to Know, Jamie Golombek, CPA, CA, CFP, CLU, TEP
2:45pm – Break
3:00pm – Planning Software: The Value of Advice, Dave Faulkner, CLU, CFP
3:45pm – Closing remarks, Chair, Patrick Cziolek, B.Comm, CFP, CLU, TEP, CHS 
4:00pm – Cocktail Reception

Master of Ceremonies - Vince McKay, EPC, CPCA, Financial Advisor, Essential Financial



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