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Blog

Advocis Vancouver Survey Results

Earlier this year we reached out via survey to ask for your feedback on our local chapter in an effort to continue to build our connection and relationship with membership, and to understand what you like currently, what needs improvement or what you would like to see from Advocis Greater Vancouver.

My Role as Student Liaison – Tim den Engelsen

Advocis-Tim.jpgI am a Financial Planning Diploma student in my 2nd year of studies at the British Columbia Institute of Technology (BCIT) where I act as President of the sc

We are looking for your Strategies for Success feedback!

As the Chair of this year's Strategies for Success Conference, I want to thank you for taking time out of your day and joining your local Advocis Chapter. I hope you were able to take away some nugget of advice and put it to use. For those of you that were not able to attend, I hope you will be able to join us next June as we have decided to do this again.   

A Strategies for Success Recap

The second annual Strategies for Success conference held by Advocis Vancouver in June enjoyed another great turn out from members. This Ted Talk style conference showcased top advisors and their journey to success. Speakers ranged from young, newly minted MDRT advisors to seasoned professionals. 

$50 off a CHS Course Coupon offer from the Institute

Are you interested in taking a CHS course with The Institute for Advanced Financial Education? The Institute has generously offered a $50 off coupon for your next CHS course. Please contact the Advocis Vancouver office to receive your coupon. This offer is available for Advocis members and non-members.

The offer expires June 30, 2016.

Event Review: The Advocis Vancouver Ladies Luncheon

Back in February I had the privilege of attending a sold-out Advocis Vancouver Ladies’ Luncheon at the Vancouver Club. This was the first ladies focused seminar hosted by Advocis.

Advocis Vancouver 2016 Event Date Changes

There have been three changes to the Advocis Vancouver 2016 event calendar. Please view the updated event list below (new dates are noted): 

 

  • May 5, 2016

      Spring Update 2016 - Support Services Unlimited, Vancouver (or by webinar)

My Role with Advocis Vancouver - Julie Kwan

I have been a member of the local Vancouver chapter of Advocis since 2006 when I became life licensed in BC. In the past, I was a passive member, attending Advocis events occasionally and upgrading my credentials through Advocis supported industry designation courses.

My Role as the Professional Development Chair - Patrick Cziolek

My role with Advocis Vancouver is Professional Development Chair. The role focuses on furthering advisors’ education by enrolling in the CFP, CLU and CHS programs. I believe this role is important for creating awareness about industry related educational programs.

My Experience with Advocis by Gardy Frost

When I first started in the business in 2003, I was encouraged to join Advocis. I didn’t really know why except my peers who were doctors, lawyers, accountants, even realtors were all members of their respective associations, so I just thought it was what you did as part of being a professional.

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