Advocis Vancouver Island: Becoming a Beacon Towards Legacy Planning & AGM

Join us for a day filled with enlightening presentations from a diverse lineup of speakers, focusing dealing with business succession, practice management and estate strategies. Don't miss our Annual Meeting during lunch—a must-attend for all Advocis VISL members!

• Wednesday October 22, 2025
• 8:30am to 5:00pm
• Olympic View Golf and Country Club, 643 Latoria Rd, Victoria BC V9C 3A3

• As a benefit of membership, Advocis Members attend this event at a disocunted 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 October 19th, 2025, at 11:30 P.M. EDT.

**You must provide your Advocis ID when registering to be eligile to receive CE Credit**In order to receive your CE certificate your information may be provided to a 3rd party provider.

1. Enter your Advocis ID on the registration form.**If ID is inaccurate or not provided at registration you will not be eligible for CE Credit.

a. If you have forgotten your Advocis ID, please click here to recover.

b. If you do not have an Advocis ID number please complete this form to request one.

2. Attend the webinar using the email address entered on your registration form

a. If you would like to be extended the member pricing, please join here.

Please contact the organizer to confirm if this webinar qualifies for your provincial insurance council credits.

Advocis Vancouver Island Members, join us for our 2025 Annual Meeting to ratify our Chapter Board for the coming year. Our AGM will be in-person and held from 1:00 P.M. to 1:30 P.M. (PDT).

• Call Annual General Meeting to order
• Approval of Agenda
• Approval of Minutes from the 2024 Annual General Meeting
• State of the Union: Philip Bisset-Covaneiro, President
• Treasurer’s Report and Chapter Financial Statements
• Installation of new Board members for January 1, 2026
• Other Business
• Adjournment of meeting

The Chapter Board is seeking nominations of interest from members of the Chapter.

New nominations are not accepted from the floor of the Annual General Meeting. Should someone wish to run for a position that has not been slated by the Nominating Committee, notice needs to be provided to the President no later September 18th, 2025. You can contact the President, Philip Bisset-Covaneiro, by e-mail at [email protected]

Info: Registration & Morning Mixer

Info: Ben Rutledge is an Olympic gold medalist, three-time World Champion, and member of the Canadian Olympic Hall of Fame. From international waters to business boardrooms, his journey reflects discipline, resilience, and the pursuit of excellence. Today, he leads Designer Capital, an award-winning brokerage specializing in construction financing and helping self-employed borrowers navigate complex financial paths with clarity. He is also co-founder of BVigilant, a cybersecurity leader for financial professionals, partnering with provincial and national organizations to educate small businesses on protecting sensitive information. As an entrepreneur, Ben knows what it takes to set bold goals and achieve them. His story goes beyond medals—it’s about embracing challenges, building trust, and leading with integrity in every arena.

Info: Stephen Cheng is a senior consulting actuary and the managing director of Westcoast Actuaries
Inc. He is a Fellow of both the Canadian Institute of Actuaries and the Society of Actuaries with
over 30 years of pension and actuarial consulting experience. He holds a Bachelor of Science
degree as well as a Master of Business Administration degree from UBC. Mr. Cheng is a
qualified expert in the Supreme Court of BC. He has served on many task forces and
committees at both the Canadian Institute of Actuaries and the Society of Actuaries.
Stephen Cheng has presented to the Department of Finance and many professional
organizations on pension issues and contributed to books and journals on actuarial matters. In
2019, he served on the B.C. Law Institute Pension Division Review Project Committee that
reviewed the pension division provisions of the BC Family Law Act and supporting regulations
and forms.

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