Advocis Vancouver - News & Events

Blog Postings – Advocis Greater Vancouver members: gain recognition among your peers with a feature post on the Advocis Vancouver Blog. Submit content to info@advocisvancouver.ca.

Upcoming Events

Quarterly Breakfast Series – Thursday, January 23
Join Advocis Vancouver for our first breakfast seminar of 2014. This is a great opportunity to catch up with fellow Advocis members and hear from some great speakers on relevant topics. This event features Advocis Chair Harley Lockhart, CFP, CLU, CH.F.C., on the current role of Advocis in industry regulatory issues. Registration.

Quarterly Breakfast Series - Thursday, March 27
Join us at the Eaglequest Coyote Creek Golf Course, Surrey for our second quarterly breakfast of 2014. Speaker details to be confirmed. Register here.

Full 2014 Event Calendar
January 23 – Quarterly Breakfast
March 27 – Quarterly Breakfast
May 8 – Update 2014 (formerly the CLU/CFP Update)
July 17 – Advocis Vancouver Tim Reynolds Legacy Golf Tournament for Cystic Fibrosis
September 18 – Quarterly Breakfast & AGM
October 28 & 29 – 2014 Estate and Financial Planning Conference
November 13 – Update 2014 (formerly CLU/CFP Update)
December 4 – Quarterly Seminar & Holiday Lunch

2014 Seasons Pass

We’re making things easier for our members! For the first time ever, the Advocis Vancouver Seasons Pass covers events from January 1 to December 31. Purchase your 2014 Seasons Pass and enjoy exclusive benefits all year, including pre-registration for events included in your pass, discounts ranging from 10-25% and a 15% discount on admission to additional events you attend! Members with a Seasons Pass are automatically registered for all events that are included in their pass. More information.

To purchase your pass online please use the following links:

Advanced Series Seasons Pass
Advisor Series Seasons Pass
Quarterly Seminar Series Seasons Pass

Holders of the 2013/2014 Season Pass can receive a discounted rate by contacting us directly. 

News and Announcements

2014 Sponsorship Package
Looking to gain exposure for your organization in 2014? Advocis Greater Vancouver sponsorship gives you the opportunity to connect with finance professionals in the Lower Mainland at a variety of events, on our website and in event material. Sponsorship packages also include free registration and discounts for certain events. View the package here.

January Membership Milestones
Jean Ludlow – 5 years
Tina L. Coon, CHS – 5 years
Vince G. McKay – 5 years
Bonita Carol Boutilier, CHS – 5 years
Sean W. Carey, CFP – 10 years
Antonio Viesca Somera – 10 years
Angela Fok – 10 years
Shawn H. Perryman, CFP – 10 years
Lea E. Milner, CFP – 15 years
Barry P. Boehmer – 35 years
Paul E Brown, CLU,CH.F.C. – 35 years
G. Frank Adams, CFP, CH.F.C. – 55 years
Jack Rose, CLU – 60 years
William J Esaw, CLU – 60 years

Welcome to Advocis!
Advocis Vancouver would like to welcome the following new members:

Pardip Bassan, Freedom 55 Financial
Ajit Betageri, Freedom 55 Financial
Edmond Chi-hang Chow, ClearWealth Advisors Inc.
Taayla Markell Diep, RHU, Financial Literacy Counsel Inc
Douglas J Durnin, Desjardins Financial Security
Xin Li, Alpha Financial Services Inc.
Maria Rui Ping Lin, Teammax Investment
Arthur B. Poelen, CFP, Sun Life Financial
Brenna Ricci, Customplan Financial
Dominic Tsang, Hub Financial
Allison Mary Warnyca, Freedom 55 Financial

New Student Members 

Renee Danielle Brickner, Sun Life
Scott Edward Gates, Sun Life
Melissa Carmen Leong, Sun Life
Jeffrey W.H. Tam, Freedom 55 Financial

Advocis Vancouver Sponsors

Cancellation Policy
For a refund please provide a cancellation notice by 5:00pm on the day of registration deadline. No-shows or cancellations received after 5:00pm on the day of registration deadline will be billed for the full amount.

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