What's New With Advocis Greater Vancouver?

Submitted by Rica Zara on September 20, 2022 - 4:22pm

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What's new with Advocis Greater Vancouver? Find out below!

Upcoming events and news
Recap on what we've been up to
"Did you know"? Bill C-208 could have major impacts for business owners
Restaurant of the month

What's on tap:

Our 2022 Estate Planning Summit is a hybrid event (in-person and virtual attendance options), being held on Thursday, October 20th at the Paradox Hotel in downtown Vancouver. Tickets and more information can be found HERE. Please note that there are a limited number of in-person tickets available - act fast! Live outside of Vancouver? Host a viewing party at your office – Virtual 10 Pack tickets are available for your whole team!
The Fellowship Committee is working on it’s first back-in-person event for November: the annual Ladies Luncheon event. Stay tuned to the Advocis emails in the coming weeks to get your ticket.
Update 2022 Purposeful Planning - Resilient | Relevant | Ready is right around the corner. Join us for both half-day sessions on:

Wednesday, October 12 from 9:00 A.M. to 12:00 P.M. (PDT) (Hosted by Advocis Vancouver Island)
Wednesday, October 19 from 9:00 A.M. to 12:00 P.M. (PDT) (Hosted by Advocis Greater Vancouver)

Advocis Update 2022 will help position financial advisors and planners to be resilient, provide timely and relevant advice to their clients and be ready to take on the future. Tickets and more information can be found HERE. Availability is on a first come, first serve basis, so act fast!

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. View the upcoming schedule HERE. To register, click HERE.

Here is what your chapter has been up to recently:

We hosted a successful Building Blocks for Success in Richmond in June. Thanks to all those who attended, presented, and sponsored this great event. Some photos from the event can be viewed HERE.
Your chapter's Board was well-represented in St. John's, Newfoundland this summer at Advocis' Strategies for Success and Chapter Leadership Conference. Attendees took home valuable information about how to continually enhance the member experience and heard from other chapters about the great things they are doing.
In June, we hosted an event at the BC Lions season home opener. This was a great opportunity for members to bring their families out, enjoy a fun atmosphere and network with other Advocis members.

What to know about the new intergenerational transfer rules

Bill C-208 allows owners of qualifying small business corporations to benefit from a capital gains treatment when transferring their shares to the next generation and access their unused lifetime capital gains exemption (LCGE) to minimize taxation..[CONTINUE READING HERE]

Restaurant Feature

This month's highlighted restaurant comes from Advocis member Jeff Graham.

Recommended lower mainland restaurant: Cuchillo
Location: 261 Powell Street, Vancouver, BC
Favourite dish: any of the tacos!

If you would like to be featured in our restaurant segment and highlight your go-to spot, let us know: greatervancouver@advocischapter.ca