Events

Tentative 2019 Events Schedule

*The event dates below are subject to change.

  • Advisor Risk & Liability
    Members $72.45 | Non-Member $87.15
    March 12, 2019 | Brix Studio, Vancouver

    Protect yourself and your business in today’s industry environment. Past topics include selecting the right E&O, building a protected practice and cyber privacy and liability.

  • Registration is now closed. Spring Update 2019
    Member $187.95 | Non-Member $262.50
    April 24, 2019 | Brix Studio, Vancouver (or by webinar)

    Join the all-day interactive in-person/webinar session where you learn the latest tax and estate planning guidelines direct from industry experts nationwide. Work with your peers virtually on complex case studies. Further free home study is available after the session. Up to 12 total CE credits!

  • Registration Open Financial Assistant Seminar
    $45 + GST
    Thursday, May 9, 2019 | Terminal City Club

    Sales and marketing assistants are encouraged to join this exciting first annual development half-day session focusing on CRM efficiencies, client management, best practices sharing and peer networking.

  • Registration open! President’s Seminar and AGM
    Member $69 + GST | Non-Member $83 + GST
    May 16, 2019 | Fairmont Waterfront Hotel, Downtown Vancouver

    Learn about innovative practice management solutions, local economic news and best practices that relate to your business. Past speakers at the President’s Seminar have included leading experts on: Real Estate Outlook in BC, Economic Forecasts, Digital Marketing for Advisors and Cryptocurrency.

  • Registration open! Building Blocks for Success Conference
    Member $199 + GST | Non-Member $275 + GST | Table $1592.00 + GST
    June 6, 2019 | River Rock Casino Resort, Richmond

    This one-day event is the premier place to learn industry leader’s best practices. From client discovery to analysis, to client recommendations, this event will build upon your planning knowledge to ensure your practices are industry best.

  • Update 2019
    Member $179 + GST | Non-Member $250 + GST
    September 2019 | Brix Studio, Vancouver (or by webinar)

    Join the all-day interactive in-person or webinar session where you learn the latest tax, insurance and estate planning guidelines direct from industry experts nationwide. Work with your peers virtually on complex case studies. Further free home study is available after the session. Up to 12 total CE credits!

  • Estate Planning Conference
    Member $425 | Non-Member $495
    October 29&30, 2019 | Two days - Italian Cultural Centre

    The flagship two-day Annual Estate Planning Conference is Western Canada’s leading venue to learn the tax and legal considerations of estates, wills, and insurance at death. Learn about the latest court challenges and apply your knowledge to complex case studies. Participate in the evening reception to network with your industry peers. Up to 10 + CE credits!

  • Year End Seminar
    November 2019 | Details TBA

    Learn about innovative practice management solutions, local economic news and best practices that relate to your business. Past speakers at the Year End Seminar have included leading experts on: Real Estate Outlook in BC, Presenting Professionally to Audiences, Economic Forecasts, Digital Marketing for Advisor Businesses and Email Management Solutions.


Fellowship Events throughout the year
Fellowship events provide an opportunity to network with peers in a relaxed environment. At luncheons in Vancouver, Abbotsford and Richmond with industry keynote speakers, enjoy learning how your fellow advisors have excelled in their business – challenges they encountered and opportunities they created. Fellowship also hosts exciting family events with the Whitecaps and Vancouver Canadians.

Advocis Greater Vancouver is committed to providing professional development and networking opportunities for our membership. Our events are designed to bring like-minded professionals together to collaborate and share their expertise and experience with one another. Please join us at these events.

  • Registration Open. Fraser Valley Luncheon
    April 17, 2019 | Moxie's Grill and Bar

  • Registration Open. Richmond luncheon
    May 15, 2019 | Continental Seafood Restaurant in Richmond

  • Registration Open. LGBTQ luncheon
    June 19, 2019 | Terminal City Club

  • Registration Open. Canadians Game
    July 25, 2019 | Nat Bailey Stadium

  • Whitecaps Game
    October 6th | BC Place
    Details TBA.


Events Pass 2019

Register for the 2019 Events Pass Program today and enjoy these benefits:

To find out more and order your pass, view the form here or purchase your pass online.​

  • Save up to 30% off your regular ticket price.
  • Accepting monthly payments via credit card.
  • Pre-registration for certain events.
  • Event tickets transferrable if you are unable to attend.
  • Unique and exclusive speakers that impact your business

Financial Assistant Seminar

Location: 
Terminal City Club, 837 W Hastings St, Vancouver, BC
Date: 
Thursday, May 9, 2019 - 12:30pm - 5:00pm

Hello Administrative Dynamos! We are very excited that you will be joining us for our Vancouver Chapter's first Financial Assistant Seminar.

Advocis Greater Vancouver Fellowship Richmond Luncheon

Location: 
Continental Seafood Restaurant, 11700 Cambie Road, Richmond BC V6X 1L5
Date: 
Wednesday, May 15, 2019 - 11:30am - 1:30pm

TOPIC: Succession Planning for Advisors – Current Trends and Common Gaps

PRESENTER: Carolyn Ho, Business Transitions Consultant at GWL Great West Life

Advisor succession planning is an important part of our industry as more and more advisors transition into retirement.

President's Seminar and AGM

Location: 
Fairmont Waterfront (Mackenzie Ballroom), Downtown Vancouver
Date: 
Thursday, May 16, 2019 - 8:00am - 10:45am

Get STACKED! How the Advisor Tech Stack is changing the client experience

Building Blocks for Success Conference

Location: 
River Rock Casino Resort, Richmond
Date: 
Thursday, June 6, 2019 - 8:00am - 4:00pm

This one-day event is the premier place to learn industry leader’s best practices. From client discovery to analysis, to client recommendations, this event will build upon your planning knowledge to ensure your practices are industry best.

About the Speakers:

Equally Prepared: Financial Planning for the LGBTQ+ Community

Location: 
Terminal City Club 837 W Hastings, Vancouver
Date: 
Wednesday, June 19, 2019 - 11:30am - 1:30pm
Equally Prepared: Financial Planning for the LGBTQ+ Community Wednesday, June 19th, 2019 Join Advocis Greater Vancouver for lunch and an open panel discussion on engaging the LGBTQ+ community in all aspects of financial and family planning.

Vancouver Canadians - Nooner at the Nat

Location: 
Nat Bailey Stadium, 4601 Ontario St, Vancouver, BC V5V 3H4
Date: 
Thursday, July 25, 2019 - 12:15pm - 4:00pm

It's baseball season! Join us Thursday, July 25, for a trip to Scotiabank Field at Nat Bailey Stadium for a Vancouver Canadians game against Everett AquaSox! You and your guests are encouraged to come and enjoy the game while socializing with peers.

Estate Planning Conference

Location: 
Italian Cultural Centre, Vancouver
Date: 
Tuesday, October 29, 2019 - 8:30am - Wednesday, October 30, 2019 - 5:00pm

The flagship two-day Annual Estate Planning Conference is Western Canada’s leading venue to learn the tax and legal considerations of estates, wills, and insurance at death. Learn about the latest court challenges and apply your knowledge to complex case studies. Participate in the evening reception to network with your industry peers. Up to 10 + CE credits!

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