Western Canada’s Premier Summit Event for Estate Planning Professionals
For 11 years, the Greater Vancouver Advocis Chapter has put on this prestigious event for Financial Advisors, Accountants, Lawyers & Estate Planning Professionals to share ideas & network across professional silos for the day.
Next event date: Oct 17, 2024
In-person at The Paradox Hotel, Vancouver (IN PERSON TICKETS ARE SOLD OUT)
Virtual Online for guests in all Canadian provinces
Scroll to the bottom of this page for details about CE credits for this event.
Hybrid Event
This year's event is hybrid, with some people joining in-person and some people joining online from their home or office.
The last several years have shown us the power of online collaboration and we are excited to bring an amazing online and in-person event that guests from all across the province and country can attend.
All guests (in-person & online) will be connected via the Pheedloop Go! app, you can create your profile, message attendees, and ask live questions during the speakers Q&A.
In-person attendees can select their presentations to watch in the North and South Ballrooms. You will be able to move to either room to attend the presentation of your choice.
Virtual attendees can select their presentations through the Pheedloop app.
All presentations will be available on the Pheedloop app after the event so you can easily watch the sessions you missed.
Speakers
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Angie Raddysh
Money & Psychology: Understanding Your Client's Relationship with Money
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Carol Foley
Director, Tax and Estate Planning Group | Canada Life
A Return to Fundamentals
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Catherine Kim
Estate Planning for Persons with Disabilities
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Craig Hikida
Vice President, Donor Services | Vancouver Foundation
Unlock the Power of Choice: Take Your Client's Philanthropic Impact to the Next Level
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Gary Hagel
Pryke Lambert Leathley Russell LLP
Estate Planning Pitfalls
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Gillian Wong
Dignity Memorial - Mount Pleasant Universal Funeral Home
Putting Your Ducks in a Row: Making Smart Decisions Before You are Due
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John Natale
Manulife Investment Management
Tax & Estate Planning Intricacies of Guaranteed Investment Solutions
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Kevin Shaw
President & Managing Director | Baker Tilly Capital
Succession Planning for the Professionals in the Room
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Krista Simon
Navigating Estate Disputes: Where There's a Will, There's a Way
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Mitch Singer
Director Taxation and Estate Planning | RBC Insurance
30 Questions about Beneficiaries, Ownership, Contingent Beneficiaries, and Contingent Ownership
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Patricia Chartrand
Senior Trust Advisor | Solus Trust
The Role of the Executor
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Tim Wong
Residential Real Estate Succession Planning in British Columbia
Event Emcees
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Laurent Munier
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Agenda
Time
Track 1 - North Ballroom
Track 2 - South Ballroom
07:00 - 08:20
Registration and Breakfast
08:20 - 08:30
Opening Remarks
08:30 - 08:45
Break - Air Wall Separates the Ballrooms
08:45 - 09:45
Session 1 - John Natale: Tax & Estate Planning Intricacies of Guaranteed Investment Solutions
Session 1 - Tim Wong: Residential Real Estate Succession Planning in British Columbia
09:45 - 10:00
Break
10:00 - 10:55
Session 2 - Patricia Chartrand: The Role of the Executor
Session 2 - Gillian Wong: Putting Your Ducks in a Row: Making Smart Decisions Before You are Due
11:00 - 11:55
Session 3 - Kevin Shaw: Succession Planning for the Professionals in the Room
Session 3 - Mitch Singer: 30 Questions about Beneficiaries, Ownership, Contingent Beneficiaries, and Contingent Ownership
11:55 - 12:00
Advocacy Minute - Angelina Hung
Membership Minute - Saskia Karlen
12:00 - 13:00
Lunch Break
13:00 - 13:15
Afternoon Remarks
13:15 - 14:10
Session 4 - Krista Simon: Navigating Estate Disputes: Where There’s a Will, There’s a Way
Session 4 - Carol Foley: A Return to Fundamentals
14:15 - 14:30
Break
14:30 - 15:25
Session 5 - Catherine Kim: Estate Planning for Persons with Disabilities
Session 5 - Gary Hagel: Estate Planning Pitfalls
15:30 - 16:25
Session 6 - Craig Hidika: Unlock the Power of Choice: Take Your Client's Philanthropic Impact to the Next Level
Session 6 - Angela Bisset: Money & Psychology: Understanding Client's Relationship with Money
16:25 - 16:30
Membership Minute - Saskia Karlen
Advocacy Minute - Angelina Hung
16:30 - 16:45
Closing Remarks
16:45 - 18:30
Cocktail Networking Reception sponsored by Financial Horizons
Tickets
In-Person (IN PERSON TICKETS ARE SOLD OUT)
Early Bird Admission (SOLD OUT)
Member: $325.00 + GST
Non-member: $350.00 + GST
Regular Admission (SOLD OUT)
Member: $350.00 + GST
Non-member $375.00 + GST
All In-person tickets include breakfast on arrival, lunch buffet, snacks and coffee throughout the day. In-person attendees will also have access to the Virtual event through the Pheedloop app to track CE credits and communicate with all in-person and virtual guests.
End the day at the Financial Horizons Cocktail Networking Reception where you can mix, mingle and socialize with all in-person guests. Your ticket admission includes your first specialty cocktail and hors d’oeuvres during the cocktail reception. Cash bar after that.
In-person event capacity is limited to 150 tickets.
Virtual
Early Bird Virtual Admission (SOLD OUT)
Member: $75.00 + GST
Non-member: $100.00 + GST
Regular Virtual Admission
Member: $125.00 + GST
Non-member: $150.00 + GST
Join the event from the comfort of your home or office anywhere in Canada. Virtual tickets have access to all sessions and are able to communicate with all guests, speakers and sponsors through our event app, Pheedloop. Your unique Pheedloop access will be sent to your email automatically when you buy your virtual ticket. All of your CE credit attendance will be automatically tracked through the Pheedloop app when you attend the virtual event.
Virtual Viewing Party (10 Tickets) - $1,000
Ideal for any agency, MGA, wholesalers, office. Make a day of it - host a 10 person viewing party at your office or boardroom location. All of your staff or advisors will receive their own Pheedloop access to track CE credits. All of your attendees will be able to access all features of the virtual event, communicate will all other guests, speakers, sponsors, ask questions during sessions.
If you are buying Virtual Viewing Party tickets to give to staff or advisors in multiple locations we can facilitate this for you (for example, wholesalers or carriers sending tickets to advisors around the province). First purchase this ticket pack option and then contact greatervancouver@advocischapter.ca and we will make sure all of your guests receive their tickets and gain access to the app to join the event on day-of.
2023 Event Video
2023 Event Photos
2022 Event Video
2022 Event Photos
CE Credits
This event is pending CE approval by The Institute, FP Canada, The Law Society of BC, CPABC & STEP.
In past years all presentations have qualified for CE credits (12 credits for the event, including some Ethics credits).
All CE credits for all attendees will be tracked through the Pheedloop app using your Advocis ID.
No CE credits will be provided if you do not have an Advocis ID set up.
How To Track CE Credits For This Event Using Your Advocis ID
Advocis Members:
Enter your 7-digit Advocis ID when you buy your ticket. Then attend the event using the same email address on your ticket registration.
If you have forgotten your Advocis ID, please click here to recover.
Non Members:
Create a free Advocis ID by filling out this form.
Enter your 7-digit Advocis ID when you buy your ticket. Then attend the event using the same email address on your ticket registration.
CE Credit Dates to Know
October 17, 2024 - Day of Event
On the day of event, you will be able to watch 6 presentations live. To get all possible CE credits for this event, you will watch the remainder presentations anytime after the event on the Pheedloop app.
The Pheedloop app will automatically track how many presentations you attend on the day of event and how many sessions you watch after the event.
November 30, 2024
We will take a snapshot of all the presentations you have watched up to this point and note your CE credits.
December 31, 2024
You will have up to December 31 to watch the remainder presentations to receive CE credit.
We will take a 2nd and final snapshot for all attendees on December 31, 2024 and submit CE certificates on the Advocis website shortly thereafter.
Your CE credits will be saved and available for download on the Advocis CE Tracking website.
October 2025
All presentations will be available to watch on the Pheedloop app for 12 months after the event. You can watch & re-watch all presentations as many times as you’d like up until this point.
Presentations watched after December 31, 2024 will not be tracked for CE credits. To get all available CE credits, watch all the presentations before December 31, 2024.
Note: In order to receive your CE certificate your information may be provided to a 3rd party provider.
