Advocis Thompson Okanagan

14/09/2026

Upcoming Event: Pro-D Day! Build the Practice, Build the Value

More Details:
Date: October 2, 2026
Time: 9:00 am to 5:00 pm, including networking
Location: Kelowna Yacht Club, 1370 Water Street, Kelowna, BC

A full day for advisors on building a practice that runs better and is worth more!
Most advisors will hand over their practice exactly once. What it's worth when that day arrives isn't decided in the negotiation. It's decided over the years before, in how the business is built, whom it depends on, and whether the client experience holds up without the advisor in the room.

This day covers both halves of that. The morning is about running a better practice. The afternoon is about what happens when it changes hands. Six sessions, a moderated panel of advisors who've been through it, and a room of advisors at every stage of the same problem.

Get your tickets: https://www.eventbrite.com/e/1999712587179?aff=oddtdtcreator

Advocis, The Financial Advisors Association of Canada

22/04/2026

Upcoming Event!📣

Creating Strategic Alliances: Webinar Series!

Helping Advisors create relationships with experts who do business you are not an expert in.

Register: https://www.eventbrite.ca/e/creating-strategic-alliances-webinar-series-tickets-1986925784508?aff=oddtdtcreator

28/01/2026

Join us for an exceptional day of networking, learning from industry experts & elevating your expertise!

18/06/2025

TICKET SALES CLOSING!

One hour can change everything.

Empowering Clients to Preserve and Share Family Legacies
Join us Thursday, June 19, 2025 at 1:00 P.M. PDT and elevate your business.

Did you know that 70% of Canadians don't have an estate plan in place?

Legacy isn’t just about wills and wealth - it’s about values, vision, and the relationships that define a family’s future. As a trusted Advisor, understanding your client’s story is the key to unlocking more meaningful conversations and stronger relationships that span generations.

This is your opportunity to master the art of intergenerational planning.

Discover how to uncover what really matters to your clients—and their families—using the Intergenerational Wealth Transfer Planning Toolkit.

This toolkit will help you:
✅Ask the right legacy questions during discovery

✅Bridge generational perspectives and priorities

✅Create deeper, more holistic client relationships

✅Grow your business through trust-based planning

Take your client conversations and your practice to a whole new level.

Ticket Details:
👉 During checkout please use your Advocis ID as the promotional code to unlock your member rate.
As a benefit of membership, Advocis Members attend this event at a discounted rate!
🎟️| Member: $0 ( + ticketing fees)
🎟️| Non-Member: $25 ( + ticketing fees)

Get your tickets here: https://www.eventbrite.ca/e/vancouver-island-empowering-clients-to-preserve-share-family-legacies-tickets-1339117148439?aff=oddtdtcreator

21/05/2025

23/12/2024

As we close out another incredible year, we want to extend our deepest gratitude to our 2024 sponsors. Your generosity and support have made it possible for us to deliver impactful programs, events, and initiatives for our members and community. Together, we’ve achieved remarkable milestones, and we couldn’t have done it without you. 🌟

From empowering professionals to fostering connections across the province, your contributions have truly made a difference. Thank you for being such an integral part of our chapter's success.

As we look ahead to 2025, we are excited to continue growing and expanding our reach. If you or your organization are interested in joining us as a sponsor, we’d love to connect!

Sponsorship opportunities not only help support our mission but also provide valuable exposure to a dynamic network of professionals.

✨ Be Part of Our 2025 Journey ✨
Please reach out to us for more information about sponsorship opportunities. Together, we can create even greater impact in the year ahead!

📧 Contact us at [email protected]
🌐 Visit https://www.advocis.ca/chapters/thompson-okanagan/

Thank you for helping us make a difference—here’s to another amazing year ahead! 🎉

16/06/2024

Happy Father's Day to all the incredible dads out there! 🎉👨‍👧‍👦

Today, we celebrate the men who have shaped our lives with their love, strength, and wisdom. Whether you're a dad, stepdad, grandpa, or a father figure, your role is invaluable and cherished more than words can express.

Thank you for the countless sacrifices, the late-night advice, the laughter, and the unwavering support. Your guidance helps us navigate life's challenges and your love is a constant source of strength.

Here's to the dads who are our first heroes and our lifelong role models. You make the world a better place with your kindness, dedication, and endless patience.

Wishing you a day filled with joy, relaxation, and the love of family. Happy Father's Day! ❤️

20/05/2024

Happy Victoria Day Long Weekend, everyone! 🎉 Whether you're soaking up the sun, enjoying a BBQ, or just relaxing with friends and family, We hope your weekend is filled with fun, laughter, and good times. Let's celebrate the unofficial kick-off to summer! 🍁

☀️

12/05/2024

🌸 Happy Mother's Day to all the incredible moms out there! 🌸 Today, we celebrate the love, strength, and unwavering support that mothers give each and every day. Whether you're a new mom, a seasoned pro, a soon-to-be mom, or someone who nurtures like a mom, your dedication is truly inspiring. Take some time today to appreciate the amazing mothers in your life and let them know how much they mean to you. Wishing all the moms a day filled with love, joy, and appreciation! 💖