Advocis Greater Vancouver: Financial Planning Summit 2026

Advocis Greater Vancouver Chapter

The Advocis Greater Vancouver chapter is proud to present one of our flagship event for those in the financial planning industry.

Fairmont Waterfront

Financial Planning Summit 2026<h3>Western Canada's Premier Conference for Financial Planning Professionals</h3>Advocis Greater Vancouver proudly presents the 6th Annual, Financial Planning Summit, an event for financial planners and advisors. This in-person event is a fresh approach to professional development, providing an exciting educational and motivational experience within a vibrant and energetic environment.Professionals in attendance will be exposed to best practices in all areas of financial planning, including estate, tax, risk and retirement planning. Guest speakers and representatives from outside the industry will also be featured to provide insight and expertise from diverse perspectives, creating a more holistic professional development experience.This event also brings important education credits to attendees - including 1 Professional Responsibility Credit by FP Canada*.<ul><li>Thursday, April 9, 2026</li><li>7:00 A.M. to 5:00 P.M. (PT)</li></ul><h2>Venue:</h2><ul><li>Fairmont Waterfront- 900 Canada Place, Vancouver, BC, V6C 3L5</li></ul>

<h2>Tickets are Limited:</h2><h3>The first event in 2018 sold out in 12 days so be sure to purchase your tickets in advance:</h3><h3>Early Bird (only 50 tickets available and until November 14)</h3><ul><li>Member: $325.00 + GST</li><li>Non-Member: $375.00 GST</li></ul><h3>Regular Tickets</h3><ul><li>Member: $375.00 + GST</li><li>Non-Member: $425.00 + GST</li><li>Table of 8: $2,600.00 + GST</li></ul>Do you need assistance using your Advocis ID or promo code in the checkout? We have a short <a href="https://youtu.be/6IQT3JIZk7g" title="https://youtu.be/6IQT3JIZk7g" target="_blank" data-msys-clicktrack="0" rel="nofollow noopener noreferrer">video </a>to assist you.Ticket sales end March 27 at 11:30 P.M. PST **Please note: Photos and videos from this event may e be used on promotional aspects such as social media.

<h2>CE Requirements:</h2>This event is pending approval by The Institute, FP Canada, The Law Society of BC, CPABC &amp; STEP.All CE credits for all attendees will be tracked using your Advocis ID.No CE credits will be provided if you do not have an Advocis ID set up.Advocis Members:<ul><li>Enter your 7-digit Advocis ID when you buy your ticket. Then attend the event using the same email address on your ticket registration.</li><li>If you have forgotten your Advocis ID, <a href="https://imislegacy.advocis.ca/account/idRecover.aspx" title="https://imislegacy.advocis.ca/account/idRecover.aspx" target="_blank" data-msys-clicktrack="0" rel="nofollow noopener noreferrer">please click here to recover</a>.</li></ul>Non Members:<ul><li>Create a free Advocis ID by <a href="https://imislegacy.advocis.ca/account/nonMemRegForm.aspx" title="https://imislegacy.advocis.ca/account/nonMemRegForm.aspx" target="_blank" data-msys-clicktrack="0" rel="nofollow noopener noreferrer">filling out this form</a>.</li><li>Enter your 7-digit Advocis ID when you buy your ticket. Then attend the event using the same email address on your ticket registration.</li></ul>Photography and Videography: Photos and videos for promotional purposes will be taken at this event. If you do not wish to have your image used, please inform an event organizer at registration upon arrival.

<h3> Diamond Sponsor </h3>

<h4>Emerald Sponsors</h4>

<h4>Session Sponsor</h4>

<h2>Questions:</h2><h3>If you have any questions or concerns regarding this event, please reach out to the Advocis Greater Vancouver chapter at GreaterVancouver@Advocischapter.ca</h3>

Agenda

Financial Planning Summit

Registration & Breakfast

Land Acknowledgement & Opening Remarks - Wai-Ke Kim & Jeny Yeung

Ethics and Professional Responsibility

Economic and Market Outlook: 2026

BREAK 

A Modern Sales Tool You Can Lead With

Strategic RRSP Planning for Better After-Tax Outcomes

Your Retirement, Your Legacy: RRSP/RRIF Planning to Maximize Income & Charity

LUNCH

Future Proofing your Business: Capitalizing on the Next Gen Client

Estate and Tax Planning: 360 Point of View 

BREAK

The Modern Advisor Tech Stack

Economic and Housing Outlook 2026

Key Trends in AI Shaping Our Economic Future

Closing Remarks

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Advocis Greater Vancouver: Financial Planning Summit 2026

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Advocis Greater Vancouver: Financial Planning Summit 2026

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