Advocis Vancouver

Financial Planning Summit

April 9, 2026

 

 

We are excited to welcome you to the 2026 Advocis Financial Planning Summit on Thursday April 9, 2026

Please find further details below about the day:

Important note re: CE Credits

This year, we will be collecting attendee information for CE Credits via QR code.

QR codes will be provided for every session, and attendees will be asked to sign in with their full name, email address and Advocis ID.

*Please ensure that you bring your Advocis ID to the event, which will allow us to process your CE Credits as soon as possible.

Please note that there will not be WIFI available at the venue. Please ensure that you have data on your phone/tablet. 

CE credits will be available in your Advocis account 6 to 8 weeks after the Financial Planning Summit.

If you are not a member of Advocis and require an Advocis ID, please register for one and then email it to us. Details are available:  https://financialplanningsummit.com/ce-credits/

CE Ethics Credit

Please find attached the “Standards of Professional Responsibility” guide in support of the “Making Choices II: Ethics and Professional Responsibility in Practice” session.

In an effort to reduce paper, we request everyone to please download it onto a device and bring it with you. Please note that WIFI will not be available, so we recommend storing it in a way that is accessible offline. 

Alternatively, we request you to bring your own hard copy.

Venue:            The Waterfront Ballroom

                        Fairmont Waterfront Hotel

                        900 Canada Place, Vancouver
                        https://www.fairmont-waterfront.com/


Timing
:           7:00 am to 5:00 pm

Registration: 7:00 to 7:50 am

(Please note that sponsors with Exhibit booths are welcome to arrive at 6:30 am for setup)

*For any attendees who arrive after this time, please come to the Registration table in the foyer of the Waterfront Ballroom. There will be a table for self check-in, where you can also get your name badge.

Upon joining the event in the ballroom, please ensure you check in for each session using the QR Code that will be available at each table, in order to get CE Credits

Agenda: Please see 

https://financialplanningsummit.com/agenda/

Speakers & Sessions:     https://financialplanningsummit.com/2026-agenda/

We look forward to seeing you at the Financial Planning Summit on Thursday!

Sincerely,

Advocis Financial Planning Summit Organizing Committee and Greater Vancouver Advocis Chapter

Don’t Miss Out on the Event of the Year! 

The Greater Vancouver Chapter of Advocis proudly presents the fifth Financial Planning Summit, an event for financial planners and advisors, in person on April 9th, 2026.

Agenda

 

Financial Planning Summit Topics

 

7:30am to 4:30pm
April 9, 2026

Fairmont Waterfront
900 Canada Place
Vancouver, BC V6C 3L5

Diamond Sponsor

Emerald Sponsors

Session Sponsors

 Exhibit Sponsors