The 5th Annual Financial Planning Summit 2025 | Advocis Vancouver | 3 April 2025 | Fairmont Waterfront, 900 Canada Pl, Vancouver, BC V6C 3L5
Venue
Fairmont Waterfront
Fairmont Waterfront, 900 Canada Pl, Vancouver, BC V6C 3L5
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| Event Date |
Thu Apr 3 PDT (11 days ago)
In your timezone (EDT): Thu Apr 3 3:00am - Thu Apr 3 3:00am |
| Location |
Fairmont Waterfront
900 Canada Pl, Vancouver, BC V6C 3L5 |
| Region | Americas |
Details
Hear first-hand from our keynote speakers on best practices in all areas of financial planning including ethics, tax, estate, risk, investment and retirement planning. This event also brings important education credits to attendees- including Professional Responsibility Credits by FP Canada.
Speakers
2025 Speakers
Janet Sinclair
Chief Executive Officer, Insurance Council of BC
Michelle Munro
Director of Tax, Fidelity Investments
Dr. Bruce Empringham
Medical Consultant, Canada Life
Erik Hamar
Senior Sales Consultant, RBC Insurance
Reh Bhanji
Host of The Discovery Series with Desjardins
Felicia Lee
Principal, Clarity Planning Inc.
Jacqueline Knoblauch
Insurance Planning Specialist, Raymond James
BeiChen Lin
Senior Investment Strategist, Russell Investments
Gillian Wong
Dignity Memorial
Brad Brain
Insurance Representative, Brad Brain Financial Planning Inc.
David Eng
Investment Advisor, Sonora Wealth Group
Christie Coltman
Financial Planner, Arbutus Financial
Chris George
Certified Financial Planner, Broadreach Strategic Planning
Marc Schouten
Certified Financial Planner, Broadreach Strategic Planning
Dave Faulkner
Senior Financial Advisor, FP Advisors Inc. | EVAD.aiJanet Sinclair
Chief Executive Officer, Insurance Council of BC
Michelle Munro
Director of Tax, Fidelity Investments
Dr. Bruce Empringham
Medical Consultant, Canada Life
Erik Hamar
Senior Sales Consultant, RBC Insurance
Reh Bhanji
Host of The Discovery Series with Desjardins
Felicia Lee
Principal, Clarity Planning Inc.
Jacqueline Knoblauch
Insurance Planning Specialist, Raymond James
BeiChen Lin
Senior Investment Strategist, Russell Investments
Gillian Wong
Dignity Memorial
Brad Brain
Insurance Representative, Brad Brain Financial Planning Inc.
David Eng
Investment Advisor, Sonora Wealth Group
Christie Coltman
Financial Planner, Arbutus Financial
Chris George
Certified Financial Planner, Broadreach Strategic Planning
Marc Schouten
Certified Financial Planner, Broadreach Strategic Planning
Dave Faulkner
Senior Financial Advisor, FP Advisors Inc. | EVAD.ai
Sponsors & Partners
2025 Sponsors
EMERALD SPONSORS:
• Canada Life
• Desjardins
• RBC Insurance
SESSION SPONSORS:
• Beneva
• Fidelity Investments
• Russell Investments
• Legacy Keeper
BREAK SPONSOR:
• Empire Life
CHAPTER SPONSORS:
• Manulife
• Greatway Financial
• Sun Life
• Legacy Keeper
• Canada Life
• Desjardins