Advocis Vancouver
102-211 Columbia Street V6A 2R5 Vancouver, BC, Canada

#VirtualFPS2021 Session Spotlight Day One: Session 6 MatthewEvans CFP, CIM & Lorenzo Pederzani CFA, CFP, FCSI Out With the Old; In With the New: Portfolio Construction for the Modern Era... Rethinking Modern Portfolio Theory and the 60/40 portfolio Taking into account Client Emotions and Behavioral Finance when designing portfolios Creating a systematic and data driven process to filter the investment universe Sponsor: Manulife Get your tickets before March 5th! https://www.financialplanningsummit.com/

#VirtualFPS2021 Session Spotlight Advocacy Update Advocis President Greg Pollock will be available for a live Q&A after Nick Colosimo and James Ryu of Advocis National present a review of our eventful 2020, the 2021 Advocacy plan, the new Advocacy Network, and the legal and regulatory affairs update.... Don't miss the Financial Planning Summit! March 10 & 11 Tickets: https://www.financialplanningsummit.com/

#VirtualFPS2021 Session Spotlight Day 1: Session 4 Charlie Conron, CTO, Life Design Analysis Inc. , explores the way technology is shaping consumer behavior and how changing consumer expectations have evolved the life insurance sales model. We question innovation vs evolution and hope advisors leave with a fresh perspective on how to look at their business.... Session Sponsor: ZLC Financial Find out more: https://www.financialplanningsummit.com/agenda Tickets on sale until March 5th

#VirtualFPS2021 Session Spotlight Day One - Session 3 Part 1 of 2 Kim G C Moody, a tax specialist, will review the tax landscape from recent history and highlight issues that financial planners need to be aware of in order to give timely and good advice to clients. Topics will include recent legislation of interest from the last 12 months, tax updates post-federal October 2019 election and what one might expect to see in the future.... Session Sponsor: SSQ Assurance / SSQ Insurance Learn More: https://www.financialplanningsummit.com/agenda One week left! Get your tickets before March 5th!

#VirtualFPS2021 Session Spotlight Day One - Session 2 Global Economic Update Eric Lascelles, Chief Economist, RBC Global Asset Management Inc.... Eric Lascelles will share his views on current macroeconomic trends and will provide RBC GAM's outlook for the global economy. Sponsored by RBC Global Asset Management Learn More: https://www.financialplanningsummit.com/agenda Get your tickets before March 5th!

The 2021 Virtual Financial Planning Summit team is grateful for the support of our sponsors: Event Sponsor Canada Life Co Promo Sponsors: Foresters Financial Financial Horizons Group Canada Protection Plan Inc., a Foresters Financial Company SideDrawer Exhibitors: Canada Life Co Foresters Financial HUB Financial Inc. ZLC Financial Manulife Investment Planning Counsel Canada Protection Plan Inc., a Foresters Financial Company Desjardins Financial Horizons Group HUB Financial... Inc. SSQ Surmesur Vancouver Break Sponsor: Pacific Blue Cross Knowledge Bureau HUB Financial Inc. Life Design Analysis Inc. SideDrawer Session Sponsors: Canada Life Co Foresters Financial ZLC Financial Manulife SSQ RBC Global Asset Management See you all at #VirtualFPS2021 March 10 & 11 https://www.financialplanningsummit.com/

Thanks to Advocis Vancouver for hosting the conference virtually this year. It's so important for advisors to keep up on all the latest tax and legal issues related to estate planning.

Today is your LAST CHANCE to get tickets to Estate Planning Conference 2020! This is going to be another fantastic event, and we can't wait to welcome all our attendees tomorrow https://www.eventbrite.ca/e/advocis-greater-vancouver-estat

ONE WEEK till Estate Planning Conference 2020! Don't miss this opportunity to hear from industry experts, earn CE credits, and network with hundreds of fellow professionals. Register today! https://www.eventbrite.ca/e/advocis-greater-vancouver-estat

The Estate Planning Conference is online this year, but that doesn’t mean you can’t share a (virtual) meal or drink with colleagues, new connections, or your team. We are proud to support and work with two local businesses, Lavish Liquid and Emelle's Catering, to offer fantastic lunches and drinks to conference attendees, delivered to your door. Simply visit our website, place your order, and everything will arrive on conference day. Haven’t met as a team in a while? Share a lunch! Have an agent who’s doing amazing work? Send them a cocktail! Learn more about lunch & cocktail hour here: https://www.vancouverestateplanningconference.ca/i/lunch-c/