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Upcoming Advocis BC
Events You Don't Want to Miss!
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Advocis Thompson
Okanagan
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Save the Date!
Creating Strategic
Alliances: Webinar Series
Session 1: April 23, 2026
Helping
Advisors create relationships with experts who do business you
are not an expert in.
Details:
5 Virtual Sessions on Zoom
April 23
May 30
May 7
May 14
May 21
Timings: 11:30 am to 12:00 pm PT!
Save the Date!
Tickets will be live soon!
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Advocis Vancouver
Island
April 23, 2026: Economic Update – Bringing Great Value to our
Clients at Olympic View Golf Club
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An innovative, multi layered day focusing on emotional
intelligence, the fast moving economy and trying to stay ahead for
clients.
- Wesnesday, April
22nd, 2026
- 8:30 am to 4:30pm
- Olympic View Golf
Club: 643 Latoria Rd, Victoria, BC V9C 3A3
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Advocis Greater
Vancouver
April 28, 2026: CIRO Regulatory Update
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Details:
Virtual/Zoom event on April 28th, at 10:00 am PT.
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Virtual discussion with CIRO’s VP for Western Canada
on regulatory updates and advisor questions.
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Advocis Greater
Vancouver
May 6, 2026: Fellowship Richmond
Luncheon: How Top Advisors Save 15hr a Week with AI
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Details:
Date: May 6, 2026
Time: 11:30am - 1:30pm PT
Location: Neptune Seafood Restaurant Richmond (8171 Ackroyd Rd
#110, Richmond, BC) Click to view venue.
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More about the session:
The advisors pulling ahead are not working longer hours. They are
redesigning how work gets done, replacing manual overhead with AI
that automates preparation, structures meeting insights, drafts
follow-ups, and syncs information directly into the tools they
already use.
But reclaiming
time is only part of the opportunity. The advisors widening the gap
are also getting better at the work itself. AI-powered performance
coaching, built on behavioral finance, delivers personalized feedback
from real client conversations, helping advisors sharpen discovery,
deepen relationships, and convert new AUM more consistently.
Attendees will
leave with a practical framework to reclaim up to 15 hours per week,
expand client capacity by up to 30%, and grow AUM without adding
headcount.
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May 24 - 27, 2026: Pacific School in Kelowna,
BC
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Details:
Date: May 24 - 27
In-person Event in Kelowna, BC. Click to view venue.
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Pacific
School continues its legacy of elevating business success for
finance professionals, offering innovative opportunities for
growth and networking.
View the full event agenda here.
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Check out our Eventbrite page
for more upcoming Advocis Greater Vancouver events!
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Questions:
If you have any questions or concerns regarding this communication,
please reach out to the Advocis Greater Vancouver chapter at GreaterVancouver@advocischapter.ca
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