What's new with Advocis Greater Vancouver? Find out below in our January Newsletter! - Upcoming events and news (exciting speaker lineup unveiled for one of our flagship events)
- Recap on what we've been up to
- Membership Minute: maximizing the value of your Advocis membership
- "Did you know?": accreditation statistics
- Restaurant of the month feature
We hope you are having a great start to 2023 and we wish you the best this year! |
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| What's on tap: |
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2023 Financial Planning Summit tickets are now live! Advocis Greater Vancouver is proud to announce the 3rd Bi-Annual, Financial Planning Summit, an event for financial planners and advisors! This in-person event is 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. This event also brings important education credits to attendees - including 1 Professional Responsibility Credit by FP Canada*.
Early-bird tickets are now available with discounted pricing for Advocis members when they use their member ID on our EventBrite checkout. Click the button below to go directly to the Eventbrite page to secure your tickets.
* CE Credits currently pending approval. |
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Presentations and Guest Speakers: Tax - Jamie Golombek, Managing Director Of Tax and Estate Planning , CIBC Toronto
Ethics Making Choices - Felicia Lee, Principal, Clarity Planning Inc.
Estate - Akua Carmichael, Director, Tax And Estate Planning, Empire Life
Insurance - Brenda McEachern , Vice-president, Insurance, Trust And Estate Planning Services, RBC Wealth Management Financial Services Inc.
Best Practice Resilience, Pro Development - Chris Venn, Head Of Advanced Markets, Financial Horizons Group
Investment Panel - Tom Kelly, Principal & Portfolio Manager, Manulife Securities Incorporated
- Matt Evans, President & Ceo, CWB Wealth
Advocacy - Jacqueline Knoblauch, Insurance Planning Specialist, Raymond James
Membership - Saskia Vermeulen, Senior Advisor, Southlands Financial
Immediate Finance Arrangements - Steve Fooks, Advance Case Consultant, Canada Life
Tickets for the 2023 Financial Planning Summit are limited! The first event in 2018 sold out in 12 days so be sure to purchase your tickets in advance:
Early Bird:
Member: $275.00 + GST
N on-Member: $325.00 GST
Regular Tickets:
Member: $325.00 + GST
Non-Member: $375.00 + GST
T able of 8: $2,200.00 + GST
Do you need assistance using your Advocis ID or promo code in the checkout? We have a short video to assist you.
Ticket sales end March 7, 2023 at 11:30 P.M. PST
For more information on the speakers, agenda and sponsorship, please visit www.financialplanningsummit.com |
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BC-wide Virtual Events - Creating "Bang For Your Buck" Marketing Plans - February 15 @ 1pm - FREE for Members (hosted by Advocis Vancouver Island)
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- U5A5: this mentorship program is immensely valuable for new advisors seeking guidance, new ideas, or to have any questions answered from senior people in the industry. The next two sessions:
1. Practice Development Facilitated (Module 9A) - February 14, 8:30am PST
The Value of Advice
In this section, you will learn how to: - Explore and recognize the unique value you provide to your clients
- Define the value you bring to your clients
- Orient your practice towards providing the highest value possible to your clients
Communicate the value you provide to your clients |
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2. Practice Development Moderated (Module 9B) - February 21, 8:30am PST
Led by experienced advisors, the Thompson Okanagan chapter hosts a mentored workshop for The Value of Advice. |
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| Here is what your chapter has been up to recently: - Our 2022 Annual General Meeting was held on November 30th via Zoom from 11am to 1pm. We had exciting speakers, such as Julie Martini, Vice-President of Strategic Engagement, and Jack Mazakian, Vice-President of Advocis Broker Services Inc. The event was very well attended by Advocis members!
- The annual Ladies Luncheon was held on Wednesday, November 16th. This sold-out event was well-received by our attendees. Guests enjoyed great food, drinks, networking, and speakers at the gorgeous Hydra Estiatorio.
- The 2022 Estate Planning Summit was held on October 20th at the beautiful Paradox Hotel. Between those in-person and those who attended virtually, over 300 people took part in this premier event for all those in the estate planning field! Keep your eye out for early-bird tickets for the 2023 Estate Planning Summit.
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Have you signed up for the Advocis Find an Advisor service? |
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Membership Benefits As an Advocis member, there are no shortage of benefits you receive. For a comprehensive list of how you can get the most out of your membership, click the link below:
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Meet your Advocis Greater Vancouver 2022/23 Board of Directors! |
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| In recent years, provincial governments in Ontario and Saskatchewan have passed new laws requiring financial planners in those provinces to demonstrate their competence and professionalism by obtaining a financial planning certification.
Here is an example of the difference a CFP Professional (or other relevant designations like the PFA or QAFP) can make:
• Canadians who work with a CFP professional are more likely to report their financial affairs are on track than those dealing with non-certified planners (78% vs. 54%).
• More Canadians who are using a CFP professional believe that financial planning has helped them have greater peace of mind than those working with a non-certified planner (73% vs. 63%).
• More Canadians who engage a CFP professional believe they are closer to achieving some of their life goals as a result of planning than those working with non-certified planners (70% vs. 61%).
• Canadians spend 36% more time with their CFP professional than those working with a non-certified professional.
• CFP professionals continue to have longer-term relationships with their clients (average of 6.2 years) than non-certified professionals (average of 4.6 years). Take the extra step to demonstrate your professionalism by voluntarily submitting to the rigorous CFP® , QAFP, or PFA certification process that includes demanding education, examination, experience and ethical requirements.
Stay tuned for next month's newsletter for another educational segment! |
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| Restaurant Feature This month's highlighted restaurant comes from an Advocis Member
Recommended lower mainland restaurant: Seaside Provisions (in the Seaside Hotel)
Location: 125 Victory Ship Way #130, North Vancouver, BC V7L 0B2
Favourite dish: Sablefish
If you would like to be featured in our restaurant segment and highlight your go-to spot, let us know: greatervancouver@advocischapter.ca |
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