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British Columbia Region | May 1, 2024 | Issue 004 |
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WELCOME TO ADVOCIS IN-THE-LOOP! This curated digest is designed to reduce the volume of Advocis-related emails in your inbox while ensuring you stay informed about everything Advocis at both the national and chapter levels. |
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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 |
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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
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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 |
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• 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 |
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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! |
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Find an Advisor Our Find an Advisor tool allows consumers to search directly by location, name, area of expertise and designation, either through a dropdown menu or the dedicated designation buttons. Either way, potential new clients have an easy and convenient way to contact their local advisor – and that could be you! As an Advocis member, you qualify to be listed in this tool on a complimentary basis. | |
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