Year-End Events You Won't Want to Miss |
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Celebrations, AGMs, Education & Fellowship! As the year wraps up, make the most of upcoming events by joining your chapter’s Annual General Meeting and celebrate 2024 achievements.
From networking opportunities to insightful educational sessions, this season’s gatherings are crafted to bring everyone together for reflection, camaraderie, and fresh inspiration for the year ahead. Don’t miss these key events—connect, learn, and celebrate! |
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| In-Person Events: Discover the upcoming events in your British Columbia region. |
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| November 7
Explore the essence of Shifting Mindsets in this exclusive workshop from Advocis Greater Vancouver, designed for female professionals at all levels. Learn how embracing authenticity can reshape your connections and inner journey. Open to Advocis members, this event offers a unique opportunity to connect with peers and stay informed on the latest trends in financial planning. Don’t miss this chance to empower your leadership and career. |
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| November 20
Olympic View Golf and Country Club
The Vancouver Island chapter invites you to a full day of professional development featuring a diverse lineup of speakers on business succession, practice management, and estate strategies. The event includes enlightening presentations and the Annual General Meeting during lunch. |
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| December 5
Maple Room at the Strathcona Hotel
Get ready to mingle and spread holiday cheer with fellow professionals in the finance industry. Advocis Vancouver Island invites you to a festive gathering, offering the perfect opportunity to network, unwind, and celebrate the season with your colleagues. |
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| Last Chance for Chapter-Led CLU® Update 2024! Don’t miss the engaging CLU® Update 2024 seminars available nationwide! This learning opportunity, suitable for both newcomers and seasoned professionals, covers essential topics like AI in Finance, Tax Legislation Awareness, Client-Centric Strategies, and Outliving Money.
Open to all advisors, regardless of CLU® designation, these sessions are a great way to earn valuable CE credits—up to 14.0 CE credits can be earned with the successful completion of the Advanced Learning Modules. Join us and enhance your knowledge to stay ahead in your profession before the year ends!
Register for Virtual Seminars:
Register for In Person Seminars: |
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| New Advisors, Accelerate Your Success The Practice Development Series is designed for advisors under seven years in the industry and focuses exclusively on the practical skills and knowledge that advisors need to be successful; skills such as Business Planning, Sales Process, Prospecting, Marketing and much more. These virtual sessions are open to everyone across the network:
November 7 - Practice Development Series - Engagement
- In this session, you’ll learn how to navigate and adapt the Client Relationship Cycle, prepare for initial client meetings, introduce engagement letters, and connect client needs to the right solutions. Gain valuable insights to enhance your client interactions and build stronger relationships.
November 13 November 19 - Practice Development Series - The Value of Advice
- After completing this section and the accompanying practice development activities, you will be able to explore and recognize the unique value you provide to your clients, define this value, orient your practice towards providing the highest value possible, and communicate this value effectively.
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| Additional Virtual Events: Explore virtual learning opportunities across the Advocis network |
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November 5 - Learn How CRM Boosts Client Management & Growth
- Unlock the power of CRM to streamline your advisory practice and enhance client relationships in this exclusive webinar. Join Jon Arancio of Wintec Group as he reveals how CRM technology can boost efficiency, improve client management, and drive business growth for financial advisors.
November 6 - Business Over Breakfast with Desjardins & Ivari
- Join for insightful presentations by Dawit Hamilton, Regional Sales Director of Individual Life Insurance at Desjardins Insurance, and Frank Sobrinho, Sales Director at Ivari for Southwestern Ontario. Presentations will be followed by the Greater Niagara chapter AGM, offering valuable updates.
November 13 - Ethics & Social Media
- Join Rod Burylo as he explores social media and ethics for financial advisors. This session, moderated by Natalia Teplova, covers trust, communication strategies, and legal guidelines, using real-world scenarios to interpret the Advocis Code of Conduct and FP Canada Standards. Open to all experience levels, it offers 2 Ethics credits, including 1 Professional Responsibility credit with FP Canada.
November 14 - Calgary Chapter AGM + Panos Leledakis
- Join the Calgary chapter for their 2024 Annual Meeting, where members will have the opportunity to ratify the Chapter Board for 2025. The event will feature a special presentation by Panos Leledakis, a multi-awarded international speaker known for his inspiring insights and dynamic speaking style.
November 20 - Welcome Wednesdays
- New to Advocis or the industry? Join us for Welcome Wednesdays, an engaging session hosted by fellow members from Advocis chapters across the country. Connect with your peers, discover how to maximize your membership, and explore the resources available to support your professional journey.
November 21 - Giving the Gift of Insurance
- Join the Durham Region chapter for an engaging event that kicks off with their AGM, followed by a presentation from Joseph Galli, Founder of Pentor. He will share strategies for handling uninsurable or rated clients canceling life insurance policies and discuss how donating a policy can unlock hidden value and provide tax-saving benefits.
- Power of Resilience: Excellence Despite Adversity
- Join the Toronto Chapter for their AGM, followed by a motivational event featuring Kevin Mills. Kevin made history as the first quadriplegic to hand cycle across Canada, showcasing resilience and determination. His advocacy for accessibility and inclusivity empowers individuals with disabilities and emphasizes the importance of a more inclusive society. Don't miss this opportunity to be inspired and learn how we can contribute to advancing inclusivity!
November 22 - Thompson Okanagan Chapter 2024 AGM
- Join Kayla Caruana, President of the Thompson Okanagan chapter, and the board, for the chapter AGM. Don’t miss your chance to engage with chapter leadership, share your insights, and help shape the future of the chapter.
November 27 - Windsor Chapter AGM
- Join the Windsor Chapter for their 2024 Chapter AGM! This is your opportunity to stay informed and participate in the ratification of the 2025 board. The board is excited to connect with all members and looks forward to seeing everyone there!
- What does it mean to lead?
- Join for a keynote presentation by Richard Pyper titled "What Does It Mean to Lead?" This insightful talk will delve into the essence of leadership. Following the presentation, members of the Greater Vancouver chapter will ratify the proposed 2025 Chapter Board.
November 28 - Edmonton Chapter AGM + Dr. Bruce Empringham
- Join the Edmonton chapter for their 2024 Annual Meeting, where you can hear important updates and participate in ratifying the Chapter Board for 2025. This event will also feature a special presentation by Dr. Bruce Empringham from Canada Life, providing valuable insights and expertise.
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| Explore Full Calendar of Events: |
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Your development matters to us! In addition to the above events, be sure to explore our full Events Calendar. Advocis members: you can access any Advocis event across Canada at member pricing. |
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