Upcoming Advocis Events You Can't Miss!

Join us for an in-depth session presented by Desjardins on the taxation of life insurance in Canada. This presentation will cover how life insurance policies are taxed, the rules that apply in different situations, and how tax considerations affect planning strategies for clients.

Key topics include:

• How different types of policies are treated for tax purposes
• Common misconceptions around tax-free benefits
• Strategies to optimize the use of life insurance in financial and estate planning
• Practical examples and insights to support your conversations with clients

This session is ideal for financial advisors, planners, and insurance professionals who want to strengthen their knowledge and better serve clients.

Advocis Greater Vancouver Members, join us for our 2025 Annual General Meeting and Holiday Lunch.

This year’s gathering will feature an economic update to provide insights for the year ahead, followed by the ratification of our proposed Chapter Board for the coming year.

We will also be acknowledging membership milestones, celebrating the contributions and achievements of our valued members.

The Financial Planning Summit is back for the 6th time with: 

• Exclusive insights to navigate key issues and future trends shaping financial planning in Canada
• Networking opportunities that help build a real, trusted network for meaningful collaboration and support
• Access to industry leaders who share actionable, lesser-known strategies from the best in the field.
• CE credits to elevate your expertise and professional standing

Our aim with this flagship event is to outdo ourselves with rich, valuable sessions for professionals of our industry. Get your tickets early and join us for a premium professional experience. 

Details:
April 9, 2026, 7:00am - 5:00pm PDT
In-person Event at Fairmont Waterfront, Vancouver BC