Financial Planning Summit 2020 | Advocis Vancouv...

Venue

Hotel Fairmont Waterfront

Hotel Fairmont Waterfront, 900 Canada Pl, Vancouver, BC V6C 3L5, Canada

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Event Date	Thu Mar 12 EDT (almost 5 years ago)
Location	Hotel Fairmont Waterfront 900 Canada Pl, Vancouver, BC V6C 3L5, Canada
Region	Americas

Details

Promoting Professionalism Since 1906
Advocis, The Financial Advisors Association of Canada, is the largest voluntary professional membership association of financial advisors in Canada, representing more than 13,000 members and 40 Chapters across the country.

Speakers

2020 Speakers

Kim G C Moody
FCPA, FCA, TEP, CEO / Director, Canadian Tax Advisory, Moodys Gartner Tax Law LLP, Moodys Private Client LLP

Hugh Moncrieff
Executive Vice-President, Advisory Network & Industry Affairs

Jason Watt
CLU, CD Instructor / CEO, Business Career College

Melanie McDonald
LL.B, Vice-President & Regional Director Trust & Estate Services (Western Canada), BMO Trust Company

Trevor Parry
M.A, LL.B, LL.M (Tax), CLU, TEP, Senior Tax and Estate Planning Advisor, Raymond James Ltd.

Brenda McEachern
B.Comm., LL.B, TEP, Vice-President, Insurance, Trust and Estate Planning Services, RBC Wealth Management Financial Services Inc.

Maili Wong
CFA, CFP, FEA, Executive Vice-President and Senior Portfolio Manager, Financial Advisor, The Wong Group

Charlie Conron
CTO and Founder, Life Design Analysis Software

Sponsors & Partners

2020 Sponsors and Exhibitors

LUNCH SPONSOR:
• FINANCIAL HORIZONS GROUP

COFFEE BREAK SPONSORS:
• SSS insurance
• canada life

EXHIBITORS:
• Microsoft
• BUSINESS CAREER COLLGE
• Foresters Financial
• LIFE DESIGN ANALYSIS
• sales force
• Surmesur
• HUB
• PACIFIC BLUE CROSS

PLATINUM SPONSORS:
• canada life
• Desjardins

GOLD SPONSOR:
• ZLC FINANCIAL

SILVER SPONSOR:
• Investing Planning Counsel

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