A message from our chair

Dear Participants,

WELCOME TO THE 2024 FINANCIAL PLANNING SUMMIT!

As Chair of the Financial Planning Summit hosted by the Greater Vancouver Chapter of Advocis, I proudly welcome you to this year's event.

The Advocis Financial Planning Summit offers industry professionals an energetic experience in a top-tier environment. At the event, you will 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. 

In today's challenging economy, it's even more important to stay up-to-date on changes in the financial landscape. With holistic planning becoming increasingly relevant it is important that professionals become well-rounded in all areas of financial planning. To assist in this endeavour, summit attendees can become informed on a wide range of topics covering many areas of a comprehensive financial plan. Even if you specialize in only one area, our intention is to provide valuable information that will help you enrich your clients’ experience in working with a professional advisor. With each speaker presenting on a specialized topic we hope you gain key insights to enhance your business. We also tailor the venue and agenda to ensure your valuable time can be spent learning and networking with your industry peers. 

Without the support of our valuable sponsors and committee members, an event like this could not take place. On behalf of the Financial Planning Summit Committee and Advocis Greater Vancouver Chapter, we thank you for your continued support.

We look forward to seeing you on March 6th, 2024 for the 4th Annual Financial Planning Summit!

Patrick Cziolek
BCom, CFP, CLU, TEP, CHS

Estate Planning Specialist | RBC Wealth Management Financial Services Inc.

Chair, Financial Planning Summit Committee

Past-President Advocis Vancouver