British Columbia Region | May 1, 2024 | Issue 004

Broaden your horizons with Advocis

chapter programs!

Discover the variety of opportunities available to assist you in enhancing and developing your practice, attaining designations, and expanding your professional network.

• June 18th: Advocis Winnipeg - Strategies for Success 2024

Regional Co-hosted Event:

Join Advocis Greater Vancouver,Advocis Thompson Okanagan and Advocis Vancouver Island for CLU Update 2024 which explores opportunities to balance practice demands and empower clients to make informed financial decisions in these turbulent times. While the content is technical, the style of learning allows advisors of any experience level.

• May 7 & 14: CLU Update 2024 Empowering Financial Solutions

Explore virtual learning opportunities across the

Advocis network

Your development matters to us! In addition to local events, be sure to explore our full Events Calendar. Advocis members: you can access any Advocis event across Canada at member pricing, including free events.

• May 15: Aging Well; Protecting Senior Clients

• May 16: MDRT Talk - "Level Up Your Business"

• May 21: Practice Development Series -Prospecting

• May 22: Practice Development Series – Advice Delivery Part 1

• June 11: Practice Development Series -Engagement

• Advisors rush to revamp tax strategies after Ottawa’s surprise change to the capital gains inclusion rate

• Canadians more interested in sustainable investing, Mackenzie survey reveals

• Canada’s investment funds industry can lead in diversity

The Advocis National Schools are thrilled to welcome you back for an unparalleled summer of learning and networking! As the premier destination for financial advisors seeking to elevate their expertise, the Advocis Schools offer a unique blend of educational excellence and breathtaking Canadian landscapes. Each school is tailored with a distinct agenda, featuring industry-leading guest speakers and unparalleled networking opportunities!