Advocis Thompson Okanagan: Client Centric Professional Development Day

Join us for a transformative Client Centric Professional Development Day. Discover the art of building trust and loyalty, essential pillars in fostering lasting client relationships. Delve into cutting-edge strategies, interactive workshops, and insightful discussions designed to elevate your practice to new heights. Don't miss this opportunity to refine your skills, network with industry peers, and unlock the secrets to becoming a trusted advisor.

• September 26, 2024
• 10:00 AM - 4:00 PM (PST)
• 4320 Gallaghers Drive West, Kelowna, BC V1W3Z8

• As a benefit of membership, Advocis Members attend this event at a discounted rate!
  

• Do you need assistance using your Advocis ID or promo code at checkout? for a short videoto assist you.

• Limited tickets are available on a first-come, first-serve basis. Please purchase by September 24, 2024, at 11:30 P.M. PST.

Consultant | IG Private Wealth Management

Dayton was raised in Winfield, BC, his entire life until he purchased his first home in Kelowna, BC in 2016. As a proud member of the Tetlit Gwich'In First Nations, he uses his own actions to continue reconciliation in his practice.

Being a child from a 60's scoop parent, he feels it is part of his duty to spread awareness around this matter. His career started in the construction industry, but a motor-vehicle accident made him rethink his life-course and ultimately led him to finance to serve people. In 2018, Dayton joined IG Wealth Management with a passion to help others build their financial well being. He has been in the top 10 of his tenure since he started at IG. He enjoys being able to work alongside clients and deliver advice that helps protect, create, and sustain their families’ wealth for generations to come.

Dayton is currently studying to take his CERTIFIED FINANCIAL PLANNER® (CFP) designation. He has his Registered Retirement Consultant (RRC) designation.

Director of Economic Development | Strategies North

Frank is a member of the Nisichawayasihk (Nee-chise-away-a-see) Cree Nation and grew up in Northern Manitoba. He holds a bachelor’s degree in Indigenous Studies from the University of Manitoba, 5 certificates from the Canadian Securities Institute and a Post-Graduate Certificate in Finance from Harvard University.

He serves on the Board of Directors of three publicly traded companies, and as such is a registered “insider” on the Toronto and New York Stock Exchanges (TSX and NYSE). As Director of Economic Development, Frank is responsible for building and maintaining relationships with First Nations and providing information and advice to First Nation Councils, Staff and Membership that increases awareness of access to the Capital Markets, Private Equity & Debt Financing, Investment Strategy, as well as Financial Education.

He is also a published author and past recipient of the Burt Award for First Nations, Metis and Inuit Literature for his fiction novel “Grey Eyes”.

VP Private Wealth Management | IG Wealth Management

Erin joined IG in November 2020. She has spent the past 20+ years in financial services working her way up through the industry in a variety of roles.

From 2010 – 2020 she served as a portfolio construction specialist for a major Canadian asset manager, working with over 400 HNW advisor practices.

Erin believes in on-going learning and reading widely across different industries. She earned her Certified Investment Management Analyst (CIMA) designation from the Investments and Wealth Institute and has completed variety of courses from the CSI. Beyond traditional industry designations she has completed courses such as Coaching and Change, Neuro Linguistic Programming, Words That Change Minds, Mastering Influence, and Sleight of Mouth.

Erin is married to her husband Ray and they live in Calgary, AB. When not spending time with Ray she can be found at Orangetheory or out on her bike enjoying the beautiful views of the rolling Alberta foothills.

Forbes Best Selling Author | CEO at Virtira

For over 25 years, Shane Spraggs has been driving successful projects for a variety of notable media and software start-ups and some of the world’s largest brands, including Disney. As CEO of Virtira, Shane’s focus on productivity has generated immense value for our Fortune 100 clients, and he plays a vital role in developing and implementing cutting edge systems and strategies that consistently boost the performance of their remote-based teams.

Shane is often praised for his ability to evaluate complex organizational challenges and implement solutions that ensure sustainable success with continuous oversight and improvement. He challenges himself and the team at Virtira to constantly identify areas that will improve productivity for our clients. In 2023, Shane co-authored the best-selling book The Power of Remote, an essential guide to modern team management.

Life Insurance Agent, Investment Funds Advisor | Summit Financial

Rob joined Summit Financial as a partner in September of 2006 and has 22 years of experience working independently in the financial services industry. He brings his knowledge to his clients in an enthusiastic package.

Rob holds a Certified Financial Planner designation, (C.F.P.), a proud member and Volunteer of Advocis –the Financial Advisors Association of Canada. He has volunteered many hours of his time to advocate with Government and Regulators on behalf of Advisors. He is licensed to sell Life, and Accident and Sickness insurance.

Rob has a basic process for meeting and dealing with clients but he tailors his solutions to each client’s unique needs. Because he deals with Business Owners, Retirees, Professionals, Families etc, he has continually educated himself on the various needs that clients have. This includes assistance with investments, insurance, tax and estate planning advice etc.

Chartered Underwriter, Certified Financial Planner, Certified Health Insurance Specialist | Lidemark Financial Group | Chair of TFAAC Board of Directors Advocis

Eric started his financial services career with a major life insurance company in 1977. After an initial period as a representative; he went on to three separate management careers. Since January 2002 he has been an independent advisor and principal of Lidemark Financial Group Inc.

Throughout his management career, Eric always maintained a client base and is proud to point out that he has had some clients continuously for over thirty years.

Eric’s volunteer work includes serving on the National Board of Advocis (The Financial Advisors Association of Canada) and on the leadership group of the Pacific Pool Alliance (my pool league).

Eric is a season ticket holder for the BC Lions and watches Blue Jays games as much as possible. In the winter he plays pool one or two nights weekly. Golf is a constant challenge. The goal of breaking 100 is occasionally realized.

In business and in life, Eric has tried to live by his 3 R’s: Reliability, Responsibility and Respect.

CEO, Business Coach, Consultant| Soul Summit Ventures

Derek is a 2x International Best-Selling Author, TEDx Speaker, Leader and Philantropreneur whose practice focuses on Resilience Development and Process Implementation. His award-winning approach to sales excellence is driven by a team-centered approach of ‘Strength Through Vulnerability’. His relentless passion for evangelizing the ‘Human Journey’, is both inspiring and contagious.

Derek received a Bachelor of Arts in Economics from Simon Fraser University and is a Certified Professional Coach from World Coach Institute. Corporately recognized in 2018 as the National Sales Force Grow Leader, among many other accolades for sales excellence, he also attained his LLQP Full, MFDA, Labour Sponsored Fund and Branch Managers Course certifications.

A seasoned Sales veteran with a Retail, Automotive, Food-Service and Financial Services background, Derek has led teams to success by igniting passion, simplifying solutions, and integrating processes.

He was the Founder of the Give Cancer The Finger Foundation, and is the Founder of Sacred Line Consulting, a Multi-National Coaching and Consulting firm.

Director, Advisor Finance| Care Lending Group

Tom has spent his career working in the financial industry focusing on Cashflow lending for Specialty industries, including business valuations and acquisitions. He has spent time working with business owners and brands, both domestically and internationally, driving business growth and development.

Tom prides himself on his focus on industry knowledge, client centric, and long-term approach to finding business solutions in all that he does.

Founder| AdvisorFlow

Introducing Brandon Chapman – a forward-thinker in the financial services industry. With a CFP & CLU with almost a decade of industry experience under his belt, Brandon brings a wealth of knowledge to the table.

As the brains behind AdvisorFlow and Principal of SaaS Wealth Insurance, he's all about arming financial advisors with top-notch digital tools to take their practices to the next level.

Brandon's is a sought-after speaker on the topic of advisors digitizing their practise, sharing his expertise at national meetings with Advocis and CALU. His innovative contributions to the industry haven't gone unnoticed, earning him recognition from various publications.

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1. Enter your Advocis ID on the registration form.
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Please contact the organizer to confirm if this webinar qualifies for your provincial insurance council credits.

Host or Publisher Advocis Thompson Okanagan Chapter