Events

Tentative 2019 Events Schedule

*The event dates below are subject to change.

Assistant Development Day
$39 + GST
TBD | Bentall Centre

Sales and marketing assistants are encouraged to join this exciting first annual development half-day session focusing on CRM efficiencies, client management, best practices sharing and peer networking.

Advisor Risk & Liability
Members $72.45 | Non-Member $87.15
March 12, 2019 | Brix Studio, Vancouver

Protect yourself and your business in today’s industry environment. Past topics include selecting the right E&O, building a protected practice and cyber privacy and liability.

Update 2019
Member $125 suggested minimum | Non-Member $200 minimum
April 24, 2019 | Brix Studio, Vancouver (or by webinar)

Join the all-day interactive in-person/webinar session where you learn the latest tax and estate planning guidelines direct from industry experts nationwide. Work with your peers virtually on complex case studies. Further free home study is available after the session. Up to 12 total CE credits!

Registration open! Building Blocks for Success Conference
Member $199 + GST | Non-Member $275 + GST | Table $1592.00 + GST
June 6, 2019 | River Rock Casino Resort, Richmond

This one-day event is the premier place to learn industry leader’s best practices. From client discovery to analysis, to client recommendations, this event will build upon your planning knowledge to ensure your practices are industry best.

Registration open! President’s Seminar and AGM
Member $69 + GST | Non-Member $83 + GST
May 16, 2019 | Fairmont Waterfront Hotel, Downtown Vancouver

Learn about innovative practice management solutions, local economic news and best practices that relate to your business. Past speakers at the President’s Seminar have included leading experts on: Real Estate Outlook in BC, Economic Forecasts, Digital Marketing for Advisors and Cryptocurrency.

Update 2019
Member $179 + GST | Non-Member $250 + GST
September 2019 | Brix Studio, Vancouver (or by webinar)

Join the all-day interactive in-person or webinar session where you learn the latest tax, insurance and estate planning guidelines direct from industry experts nationwide. Work with your peers virtually on complex case studies. Further free home study is available after the session. Up to 12 total CE credits!

Estate Planning Conference
Member $425 | Non-Member $495
October 29&30, 2019 | Two days - Italian Cultural Centre

The flagship two-day Annual Estate Planning Conference is Western Canada’s leading venue to learn the tax and legal considerations of estates, wills, and insurance at death. Learn about the latest court challenges and apply your knowledge to complex case studies. Participate in the evening reception to network with your industry peers. Up to 10 + CE credits!

Year End Seminar
Member $59 + GST | Non Member $75 + GST
November 2019 | Terminal City Club, Downtown Vancouver

Learn about innovative practice management solutions, local economic news and best practices that relate to your business. Past speakers at the Year End Seminar have included leading experts on: Real Estate Outlook in BC, Presenting Professionally to Audiences, Economic Forecasts, Digital Marketing for Advisor Businesses and Email Management Solutions.

Fellowship Events throughout the year
Fellowship events provide an opportunity to network with peers in a relaxed environment. At luncheons in Vancouver, Abbotsford and Richmond with industry keynote speakers, enjoy learning how your fellow advisors have excelled in their business – challenges they encountered and opportunities they created. Fellowship also hosts exciting family events with the Whitecaps and Vancouver Canadians.

Advocis Greater Vancouver is committed to providing professional development and networking opportunities for our membership. Our events are designed to bring like-minded professionals together to collaborate and share their expertise and experience with one another. Please join us at these events.

< a href="https://www.advocis.ca/chapters/ChapterEventDetail.aspx?code=7112">Registration Open. Fraser Valley Luncheon
April 17th | Moxie's Grill and Bar

Richmond luncheon
May 15th | Continental Seafood Restaurant in Richmond
Details TBA

LGBTQ luncheon
June 19th | Terminal City Club
Details TBA

Canadians Game
July 25th | Nat Bailey Stadium
Details TBA

Whitecaps Game
October 6th | BC Place
Details TBA.

Events Pass 2019

Register for the 2019 Events Pass Program today and enjoy these benefits:

  • Save up to 30% off your regular ticket price.
  • Accepting monthly payments via credit card.
  • Pre-registration for certain events.
  • Event tickets transferrable if you are unable to attend.
  • Unique and exclusive speakers that impact your business

To find out more and order your pass, view the form here or purchase your pass online.

Advocis Greater Vancouver Fellowship Fraser Valley Luncheon

Location: 
Moxies Grill and Bar, 8828 201 Street, Langley, BC V2Y 0C8
Date: 
Wednesday, April 17, 2019 - 11:30am - 1:30pm

Advisor succession planning is an important part of our industry as more and more advisors transition into retirement themselves.

Take advantage of this unique opportunity to learn from someone who buys and sells books of business full time.

Speaker: Carolyn Scott
Title: Business Transition Specialist at Great West Life Co

President's Seminar and AGM

Location: 
Fairmont Waterfront (Mackenzie Ballroom), Downtown Vancouver
Date: 
Thursday, May 16, 2019 - 8:00am - 10:45am

Get STACKED! How the Advisor Tech Stack is changing the client experience

Building Blocks for Success Conference

Location: 
River Rock Casino Resort, Richmond
Date: 
Thursday, June 6, 2019 - 8:00am - 4:00pm

This one-day event is the premier place to learn industry leader’s best practices. From client discovery to analysis, to client recommendations, this event will build upon your planning knowledge to ensure your practices are industry best.

About the Speakers:

Estate Planning Conference

Location: 
Italian Cultural Centre, Vancouver
Date: 
Tuesday, October 29, 2019 - 7:30am - Wednesday, October 30, 2019 - 4:00pm

The flagship two-day Annual Estate Planning Conference is Western Canada’s leading venue to learn the tax and legal considerations of estates, wills, and insurance at death. Learn about the latest court challenges and apply your knowledge to complex case studies. Participate in the evening reception to network with your industry peers. Up to 10 + CE credits!

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