My role with Advocis Vancouver is Professional Development Chair. The role focuses on furthering advisors’ education by enrolling in the CFP, CLU and CHS programs. I believe this role is important for creating awareness about industry related educational programs. These programs focus on areas that are crucial to financial planning for both individuals and businesses so that advisors can provide suitable solutions to their clients.

I have the opportunity to visit with many advisors through one on one meetings or group seminars where I can share the value of furthering their education to ultimately becoming a more rounded advisor.

I decided to join Advocis to get more involved within our industry, give back to our community, and to be part of an organization that is dedicated to advisors and clients best interests.