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Blog

Update 2012 - Thank You for Attending!

Our spring Update was a great success, both in person and online. As our first webinar, we are happy to report that most online attendees were very impressed and we received many wonderful comments from those who were thrilled to save time by attending from their home or office.

Join the Fun with our new Fellowship Committee

New to Advocis Greater Vancouver this year is the Fellowship Committee, which has been given the mandate to promote further camaraderie and networking opportunities amongst our membership. The Fellowship events will be available to our members at little to no cost, so please come join the fun!

Video: Advocis Vancouver at the World MoneyShow

Check out the video below for the GAMA Update from Greg Powell at the Advocis Vancouver Breakfast Seminar on March 28th, 2012 at the World MoneyShow Vancouver.

For more videos from the event follow the links below.

2012 Member Survey Results

Dear Advocis Vancouver member,

Earlier this year, we surveyed our members in order to get some information about a variety of topics, ranging from the reasons why you joined Advocis to your communication preferences.

In total we had 49 respondents. We asked 16 questions and here are some of the results:

The Magic of the Season at Science World

Yesterday, I had the opportunity to participate in the Magic of the Season event at Science World for Advocis members and sponsored in full by Canada Life. At this time of year when things are very busy it was nice to take time away from the office and spend it with family. I took my three year old daughter who has been to Science World many times but never before with her dad.

January 2012 Membership Milestones

Advocis Vancouver would like to recognize the following members celebrating membership milestones in January 2012!

2011 Business in Vancouver Insert

This year, Advocis Vancouver and the Vancouver Foundation sponsored Business in Vancouver's 5th annual supplement on the theme of Charitable Giving and Business Succession Planning. Thank you to everyone who contributed.

View the insert.

2011 State of the Union Address - as presented at the 2011 Advocis Vancouver Annual General Meeting

After posting a small profit in 2009 we slid back with a loss in 2010.  Revenue was slightly down but it was the increased costs of services that pulled us down.  We continue to have a solid financial base with total assets of $196k and equity of $160k.  I have a few copies here and copies are available through our treasurer or our support office.

Questions Wanted - 2011 Planning School Panel Discussion

September & October Membership Milestones!

We have several membership anniversaries to announce and would like to recognize the members as follows:

10 years:

David Dalton, CFP, CLU, RHU of Chilliwack
Greg Armstrong, CFP of Coquitlam
Ron Young of North Vancouver
Thomas Choy, CFP, CLU of Vancouver

15 years:

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