• FINANCIAL LITERACY FORUM ROUND TABLE Join Advocis Winnipeg on Thursday, March 25, 2021, at 12PM CST for this virtual Education event as we discuss "What financial literacy topic do you think most people (or specifically your clients) seem to be struggling with most these days?". This is our second round table held in conjunction with the Manitoba Financial Literacy Forum. Enjoy this opportunity to share with others on this important topic and learn from someone with a different perspective. Moderated by Cynthia Duncan, MBA, CFP®, CLU, FCSI, CIWM, TEP, Co-Chair of the Manitoba Financial Literacy Forum and Financial Literacy Chair for Advocis Winnipeg. As a benefit of membership, you are entitled to view this webinar for FREE! Advocis Membership ID required upon registration Register using the link in bio! . . . . #advociswinnipeg #advocis #winnipeg #financialadvisors #insurance #investments #livingbenefits #advociswinnipegchapter #advocisnews #financialservices #financial #insurance #investments #financialadvisor #canada #financialliteracy #manitoba #winnipeg #speaker #sponsors #advocisnational #advocisboard #CLU #CFP #CHS #Advocischapters #advocismembership #advocismember #video #socialmedia #Advocis2021 #event
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    FINANCIAL LITERACY FORUM ROUND TABLE Join Advocis Winnipeg on Thursday, March 25, 2021, at 12PM CST for this virtual Education event as we discuss "What financial literacy topic do you think most people (or specifically your clients) seem to be struggling with most these days?". This is our second round table held in conjunction with the Manitoba Financial Literacy Forum. Enjoy this opportunity to share with others on this important topic and learn from someone with a different perspective. Moderated by Cynthia Duncan, MBA, CFP®, CLU, FCSI, CIWM, TEP, Co-Chair of the Manitoba Financial Literacy Forum and Financial Literacy Chair for Advocis Winnipeg. As a benefit of membership, you are entitled to view this webinar for FREE! Advocis Membership ID required upon registration Register using the link in bio! . . . . #advociswinnipeg #advocis #winnipeg #financialadvisors #insurance #investments #livingbenefits #advociswinnipegchapter #advocisnews #financialservices #financial #insurance #investments #financialadvisor #canada #financialliteracy #manitoba #winnipeg #speaker #sponsors #advocisnational #advocisboard #CLU #CFP #CHS #Advocischapters #advocismembership #advocismember #video #socialmedia #Advocis2021 #event
  • We are closing in on International Women's Day, and your Advocis Winnipeg Chapter is planning something special! REGISTER NOW for an exciting morning with 2 great speakers, one of which is the acclaimed @littlemisswoww (AKA Little Miss WOW), who will join us from the United Kingdom! With over 20 years’ experience working alongside some of the world’s most successful financial services organisations, Michelle is an internationally recognized author, speaker, coach and leading expert in the design and implementation of international framework-based best practice standards. Michelle is pioneering a drive towards increased professionalism and operational excellence through her continued work at Standards International Ltd – the UK’s premier certification body for British and international financial services standards – of which she is the founder. Relentless in her pursuit of a global movement of change within financial services, she is fully committed to supporting financial professionals worldwide to achieve things they only dreamed were possible, and to working with them so that they become the best possible version of themselves. Watch for more information coming soon, and register using link in bio FOR FREE! Don't miss out!
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    We are closing in on International Women's Day, and your Advocis Winnipeg Chapter is planning something special! REGISTER NOW for an exciting morning with 2 great speakers, one of which is the acclaimed @littlemisswoww (AKA Little Miss WOW), who will join us from the United Kingdom! With over 20 years’ experience working alongside some of the world’s most successful financial services organisations, Michelle is an internationally recognized author, speaker, coach and leading expert in the design and implementation of international framework-based best practice standards. Michelle is pioneering a drive towards increased professionalism and operational excellence through her continued work at Standards International Ltd – the UK’s premier certification body for British and international financial services standards – of which she is the founder. Relentless in her pursuit of a global movement of change within financial services, she is fully committed to supporting financial professionals worldwide to achieve things they only dreamed were possible, and to working with them so that they become the best possible version of themselves. Watch for more information coming soon, and register using link in bio FOR FREE! Don't miss out!
  • ATTENTION MEMBERS! The Advocis Winnipeg Chapter has such talented members that don’t just manage; they LEAD. If you know of one, or are one yourself, please don't forget to apply for the 2021 GAMA Awards by May 31, 2021! Please view the link in bio for more details . . . . #advociswinnipeg #advocis #winnipeg #financialadvisors #insurance#investments #livingbenefits #advociswinnipegchapter #advocisnews#financialservices #financial #insurance #investments #financialadvisor #canada#financialliteracy #manitoba #winnipeg #speaker #sponsors #advocisnational#advocisboard #CLU #CFP #CHS #Advocischapters #advocismembership#advocismember #video #socialmedia #Advocis2021 #GAMA#GAMAinternational
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    ATTENTION MEMBERS! The Advocis Winnipeg Chapter has such talented members that don’t just manage; they LEAD. If you know of one, or are one yourself, please don't forget to apply for the 2021 GAMA Awards by May 31, 2021! Please view the link in bio for more details . . . . #advociswinnipeg #advocis #winnipeg #financialadvisors #insurance#investments #livingbenefits #advociswinnipegchapter #advocisnews#financialservices #financial #insurance #investments #financialadvisor #canada#financialliteracy #manitoba #winnipeg #speaker #sponsors #advocisnational#advocisboard #CLU #CFP #CHS #Advocischapters #advocismembership#advocismember #video #socialmedia #Advocis2021 #GAMA#GAMAinternational
  • The Advocis Winnipeg Chapter wishes to send a very special thank you to our very first Title Sponsor - Canadian Group Insurance Brokers! CGIB and David "Dave" Patriarche were instrumental in making our Group Day on January 28th a smashing success, and we wanted to shout them out again! If you are you a Group Advisor looking to level up your knowledge and practice... get to know CGIB! Check out the link in bio for an idea of some of the tools they offer! . . . . #advociswinnipeg #advocis #winnipeg #financialadvisors #insurance #investments #livingbenefits #advociswinnipegchapter #advocisnews #financialservices #financial #insurance #investments #financialadvisor #canada#financialliteracy #manitoba #winnipeg #speaker #sponsors #advocisnational #advocisboard #CLU #CFP #CHS #Advocischapters #advocismembership #socialmedia #Advocis2021 #event #GroupDay #CGIB #CanadianGroupInsuranceBrokers
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    The Advocis Winnipeg Chapter wishes to send a very special thank you to our very first Title Sponsor - Canadian Group Insurance Brokers! CGIB and David "Dave" Patriarche were instrumental in making our Group Day on January 28th a smashing success, and we wanted to shout them out again! If you are you a Group Advisor looking to level up your knowledge and practice... get to know CGIB! Check out the link in bio for an idea of some of the tools they offer! . . . . #advociswinnipeg #advocis #winnipeg #financialadvisors #insurance #investments #livingbenefits #advociswinnipegchapter #advocisnews #financialservices #financial #insurance #investments #financialadvisor #canada#financialliteracy #manitoba #winnipeg #speaker #sponsors #advocisnational #advocisboard #CLU #CFP #CHS #Advocischapters #advocismembership #socialmedia #Advocis2021 #event #GroupDay #CGIB #CanadianGroupInsuranceBrokers
  • ARMED - Advisor Risk Management Education Day Join Advocis Winnipeg on Thursday, February 25, 2021, at 9:30 A.M CST for this virtual Education event featuring Jack Mazakian, Vice-president, Advocis Broker Services Inc. This program provides Financial Advisors with a general introduction to the various issues relating to E&O insurance so they are able to gain an in-depth understanding of the product itself. It encourages Advisors to take a risk management approach to their coverage and not view E&O insurance simply as a method of regulatory compliance. As a benefit of membership, you are entitled to view this webinar for $25 per ticket ($50 for non-members). Register using the link in bio! . . . . #advociswinnipeg #advocis #winnipeg #financialadvisors #insurance #investments #livingbenefits #advociswinnipegchapter #advocisnews #financialservices #financial #insurance #investments #financialadvisor #canada #financialliteracy #manitoba #winnipeg #speaker #sponsors #advocisnational #advocisboard #CLU #CFP #CHS #Advocischapters #advocismembership #advocismember #video #socialmedia #Advocis2021 #event #ARMED
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    ARMED - Advisor Risk Management Education Day Join Advocis Winnipeg on Thursday, February 25, 2021, at 9:30 A.M CST for this virtual Education event featuring Jack Mazakian, Vice-president, Advocis Broker Services Inc. This program provides Financial Advisors with a general introduction to the various issues relating to E&O insurance so they are able to gain an in-depth understanding of the product itself. It encourages Advisors to take a risk management approach to their coverage and not view E&O insurance simply as a method of regulatory compliance. As a benefit of membership, you are entitled to view this webinar for $25 per ticket ($50 for non-members). Register using the link in bio! . . . . #advociswinnipeg #advocis #winnipeg #financialadvisors #insurance #investments #livingbenefits #advociswinnipegchapter #advocisnews #financialservices #financial #insurance #investments #financialadvisor #canada #financialliteracy #manitoba #winnipeg #speaker #sponsors #advocisnational #advocisboard #CLU #CFP #CHS #Advocischapters #advocismembership #advocismember #video #socialmedia #Advocis2021 #event #ARMED
  • Coffee Talks are still going strong! Join us on February 9th at 10:00am CST as Advocis welcomes Jack Mazakian, Vice-President of Advocis Broker Services Inc. and Geoff Le Quelenec, MBA, IT Director at Advocis who will team up to tell you about how a suite of cyber and privacy insurance can combine with optimal IT and data protection practices to provide your business with the best possible security against the threats and potential liabilities of our digital age. Register now to save your spot! Link in bio! . . . . #advociswinnipeg #advocis #winnipeg #financialadvisors #insurance#investments #livingbenefits #advociswinnipegchapter #advocisnews#financialservices #financial #insurance #investments #financialadvisor #canada#financialliteracy #manitoba #winnipeg #speaker #sponsors #advocisnational#advocisboard #CLU #CFP #CHS #Advocischapters #advocismembership#advocismember #video #socialmedia #Advocis2021 #event #coffeetalks
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    Coffee Talks are still going strong! Join us on February 9th at 10:00am CST as Advocis welcomes Jack Mazakian, Vice-President of Advocis Broker Services Inc. and Geoff Le Quelenec, MBA, IT Director at Advocis who will team up to tell you about how a suite of cyber and privacy insurance can combine with optimal IT and data protection practices to provide your business with the best possible security against the threats and potential liabilities of our digital age. Register now to save your spot! Link in bio! . . . . #advociswinnipeg #advocis #winnipeg #financialadvisors #insurance#investments #livingbenefits #advociswinnipegchapter #advocisnews#financialservices #financial #insurance #investments #financialadvisor #canada#financialliteracy #manitoba #winnipeg #speaker #sponsors #advocisnational#advocisboard #CLU #CFP #CHS #Advocischapters #advocismembership#advocismember #video #socialmedia #Advocis2021 #event #coffeetalks
  • A big thank you to Canadian Group Insurance Brokers for sponsoring our upcoming Group Day on January 28th! Have you registered for Group Day yet? FREE for all members by entering your Advocis ID when you sign up. Link in bio to register! . . . . #advociswinnipeg #advocis #winnipeg #financialadvisors #insurance#investments #livingbenefits #advociswinnipegchapter #advocisnews #financialservices #financial #insurance #investments #financialadvisor #canada#financialliteracy #manitoba #winnipeg #speaker #sponsors #advocisnational#advocisboard #CLU #CFP #CHS #Advocischapters #advocismembership#advocismember #video #socialmedia #Advocis2021 #event #groupbenefits
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    A big thank you to Canadian Group Insurance Brokers for sponsoring our upcoming Group Day on January 28th! Have you registered for Group Day yet? FREE for all members by entering your Advocis ID when you sign up. Link in bio to register! . . . . #advociswinnipeg #advocis #winnipeg #financialadvisors #insurance#investments #livingbenefits #advociswinnipegchapter #advocisnews #financialservices #financial #insurance #investments #financialadvisor #canada#financialliteracy #manitoba #winnipeg #speaker #sponsors #advocisnational#advocisboard #CLU #CFP #CHS #Advocischapters #advocismembership#advocismember #video #socialmedia #Advocis2021 #event #groupbenefits
  • Registration is now LIVE for Group Day on January 28th, featuring Rob Anderson and Rhonda Walker. 🔗 Registration Link in bio!
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    Registration is now LIVE for Group Day on January 28th, featuring Rob Anderson and Rhonda Walker. 🔗 Registration Link in bio!
  • Join us on January 28th as Rob Anderson joins us to talk about Group Benefits! The Benefits of Selling Benefits: A successful process for growing and managing employee benefits clients. Deliver indispensable value, sell other services and build long term, high trust relationships. Rob’s professional career commenced at Great-West Life in 1998 and now he now has over two decades of experience as a financial consultant, and a qualified GBA (Group Benefits Associate). In 2004, he took a giant leap towards a major life goal and started Bayview Financial Group, to provide independent financial planning, wealth management, and employee benefits advice. Members, keep your eyes on your Inbox for registration information. Coming soon! . . . . #advociswinnipeg #advocis #winnipeg #financialadvisors #insurance #investments #livingbenefits #advociswinnipegchapter #advocisnews #financialservices #financial #insurance #investments #financialadvisor #canada #financialliteracy #manitoba #winnipeg #speaker #sponsors #advocisnational #advocisboard #CLU #CFP #CHS #Advocischapters #advocismembership #advocismember #video #socialmedia #Advocis2021 #event #groupbenefits
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    Join us on January 28th as Rob Anderson joins us to talk about Group Benefits! The Benefits of Selling Benefits: A successful process for growing and managing employee benefits clients. Deliver indispensable value, sell other services and build long term, high trust relationships. Rob’s professional career commenced at Great-West Life in 1998 and now he now has over two decades of experience as a financial consultant, and a qualified GBA (Group Benefits Associate). In 2004, he took a giant leap towards a major life goal and started Bayview Financial Group, to provide independent financial planning, wealth management, and employee benefits advice. Members, keep your eyes on your Inbox for registration information. Coming soon! . . . . #advociswinnipeg #advocis #winnipeg #financialadvisors #insurance #investments #livingbenefits #advociswinnipegchapter #advocisnews #financialservices #financial #insurance #investments #financialadvisor #canada #financialliteracy #manitoba #winnipeg #speaker #sponsors #advocisnational #advocisboard #CLU #CFP #CHS #Advocischapters #advocismembership #advocismember #video #socialmedia #Advocis2021 #event #groupbenefits
  • A new year is upon us, and we are excited to announce many dates and events planned already. More details to come, but please mark your calendars with the information below! Group Insurance Day: Thursday, January 28th ARMED, Advisor Risk Management Education Day: Thursday, February 25th International Women’s Day: Monday, March 8th Spring Conference Series: Thursdays, April 22nd, 29th, May 6th and 13th. Update 2021: Wednesday, May 19th & Thursday, May 20th Financial Assistant Seminar: Thursday, June 10th Membership Appreciation: Wednesday, September 30th Fall Conference: Thursday, October 14th Financial Literacy Lunch & Learn: Thursday, November 4th Update 2021: Thursday, November 18th . . . . #advociswinnipeg #advocis #winnipeg #financialadvisors #insurance #investments #livingbenefits #advociswinnipegchapter #advocisnews #financialservices #financial #insurance #investments #financialadvisor #canada #financialliteracy #manitoba #winnipeg #speaker #sponsors #advocisnational #advocisboard #CLU #CFP #CHS #Advocischapters #advocismembership #advocismember #video #socialmedia #Advocis2021 #event #eventplanning
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    A new year is upon us, and we are excited to announce many dates and events planned already. More details to come, but please mark your calendars with the information below! Group Insurance Day: Thursday, January 28th ARMED, Advisor Risk Management Education Day: Thursday, February 25th International Women’s Day: Monday, March 8th Spring Conference Series: Thursdays, April 22nd, 29th, May 6th and 13th. Update 2021: Wednesday, May 19th & Thursday, May 20th Financial Assistant Seminar: Thursday, June 10th Membership Appreciation: Wednesday, September 30th Fall Conference: Thursday, October 14th Financial Literacy Lunch & Learn: Thursday, November 4th Update 2021: Thursday, November 18th . . . . #advociswinnipeg #advocis #winnipeg #financialadvisors #insurance #investments #livingbenefits #advociswinnipegchapter #advocisnews #financialservices #financial #insurance #investments #financialadvisor #canada #financialliteracy #manitoba #winnipeg #speaker #sponsors #advocisnational #advocisboard #CLU #CFP #CHS #Advocischapters #advocismembership #advocismember #video #socialmedia #Advocis2021 #event #eventplanning
  • Did you know that Advocis has a Book Club? We are building a new community exclusively for members! With good news about treatments for COVID-19 on the horizon, it feels like the end-of-year resolutions we are all so fond of making (and breaking!) are impacting us a little differently this year. More than ever, we want to make the choices that will help us live life to the fullest once life as we know it returns. The first Book Club selection will be The Power of Habit: Why We Do What We Do in Life and Business, by Charles Duhigg. Join by January 14th for a chance to win your copy! Link in bio to register and join the club. . . . . #advociswinnipeg #advocis #winnipeg #financialadvisors #insurance#investments #livingbenefits #advociswinnipegchapter #advocisnews #financialservices #financial #insurance #investments #financialadvisor #canada#financialliteracy #manitoba #winnipeg #speaker #sponsors #advocisnational#advocisboard #CLU #CFP #CHS #advocischapters #socialmedia #technology #reading #books #bookclubs
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    Did you know that Advocis has a Book Club? We are building a new community exclusively for members! With good news about treatments for COVID-19 on the horizon, it feels like the end-of-year resolutions we are all so fond of making (and breaking!) are impacting us a little differently this year. More than ever, we want to make the choices that will help us live life to the fullest once life as we know it returns. The first Book Club selection will be The Power of Habit: Why We Do What We Do in Life and Business, by Charles Duhigg. Join by January 14th for a chance to win your copy! Link in bio to register and join the club. . . . . #advociswinnipeg #advocis #winnipeg #financialadvisors #insurance#investments #livingbenefits #advociswinnipegchapter #advocisnews #financialservices #financial #insurance #investments #financialadvisor #canada#financialliteracy #manitoba #winnipeg #speaker #sponsors #advocisnational#advocisboard #CLU #CFP #CHS #advocischapters #socialmedia #technology #reading #books #bookclubs
  • Have you ever felt overwhelmed by technology, or not sure what platform is right for you, among the masses of options out there? As we head into the New Year, we are pleased to let you know that The Technology Task Force has released the inaugural version of its Digital Catalogue, exclusively for Advocis members! With DigiCat, TTF members have leveraged their expertise to curate this collection of their favourite digital tools - including CRM, calendarization and financial planning software. The goal of this project is to help Advocis members identify and pinpoint the tools that can up-level their practice. Log into your Advocis Account for the full bulletin! . . . . #advociswinnipeg #advocis #winnipeg #financialadvisors #insurance#investments #livingbenefits #advociswinnipegchapter #advocisnews #financialservices #financial #insurance #investments #financialadvisor #canada#financialliteracy #manitoba #winnipeg #speaker #sponsors #advocisnational#advocisboard #CLU #CFP #CHS #Advocischapters #advocismembership#advocismember #video #socialmedia #technology
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    Have you ever felt overwhelmed by technology, or not sure what platform is right for you, among the masses of options out there? As we head into the New Year, we are pleased to let you know that The Technology Task Force has released the inaugural version of its Digital Catalogue, exclusively for Advocis members! With DigiCat, TTF members have leveraged their expertise to curate this collection of their favourite digital tools - including CRM, calendarization and financial planning software. The goal of this project is to help Advocis members identify and pinpoint the tools that can up-level their practice. Log into your Advocis Account for the full bulletin! . . . . #advociswinnipeg #advocis #winnipeg #financialadvisors #insurance#investments #livingbenefits #advociswinnipegchapter #advocisnews #financialservices #financial #insurance #investments #financialadvisor #canada#financialliteracy #manitoba #winnipeg #speaker #sponsors #advocisnational#advocisboard #CLU #CFP #CHS #Advocischapters #advocismembership#advocismember #video #socialmedia #technology