Western Canada’s Premier Summit Event for Estate Planning Professionals
For 12 years, the Greater Vancouver Advocis Chapter has put on this prestigious event for Financial Advisors, Accountants, Lawyers & Estate Planning Professionals to share ideas & network across professional silos for the day.
Next event date: Oct 16, 2025
In-person at The Paradox Hotel, Vancouver
Virtual Online for guests in all Canadian provinces
Scroll to the bottom of this page for details about CE credits for this event.
Hybrid Event Across Canada
For the 2025 event we are breaking down provincial trade barriers and welcoming professionals from across Canada.
Our ongoing relationship with Canadian virtual event management platform, Pheedloop ensures attendees from across the country have a streamlined and smooth event experience, whether joining from their home, office or cruise ship in the Caribbean (yes this happened.)
All guests (in-person & online) will be connected via the Pheedloop Go! app. You can create your profile, message attendees, visit sponsor booths and ask live questions during the speakers Q&A.
In-person attendees can select their presentations to watch in the North and South Ballrooms. You will be able to move to either room to attend the presentation of your choice.
Virtual attendees can select their presentations through the Pheedloop app.
All presentations will be available on the Pheedloop app for 12 months after the event so you can easily watch / re-watch all sessions.
Speakers
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Andrew Dilts
Succession Planning for Advisors in the Room
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Benjamin Buckingham
Senior Trust Advisor | Solus Trust Company
Estate Law 101 Planning Fundamentals
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Jesse Avery
Estate Planning Red Flags: Legal Lessons and Strategies
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Joseph Galli
Chairman | PENTOR Charity Services/Loeys-Dietz Syndrome Foundation Canada
Unlocking the Hidden Value of Life Insurance
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Kathryn (Kit) Bennett
Director, Tax and Estate Planning | RBC Insurance
Beneficiary Designations: Blessings or Blasphemy
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Kelly Gorman
Opening remarks
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Krista Simon
Navigating Estate Litigation
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Moses Mukasa
Director of Donor Services | Vancouver Foundation
Complex Giving, Clear Outcomes: Collaborative Strategies for Advisors
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Ranjit Malay
Tax Specialist | iA Financial Group
Should You Wait Until You Pass Away Before You Distribute Your Assets?
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Robert Trasolini
Partner | Safe Pacific Financial Inc.
Estate Planning Without the Freeze: How to Preserve Control, Unlock Liquidity and Avoid Premature Complexity
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Sanju Sukul
Tax and Estate Planning Consultant | Canada Life
Coming soon…
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Steve Ivacko
Partner, Family Office Services | MNP
Estate Planning: The Family Office View
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Tony Lee
Event Emcees
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Laurent Munier
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Agenda
Time
Track 1 - South Ballroom
Track 2 - North Ballroom
07:00 - 08:20
Registration and Breakfast
08:20 - 08:30
Opening Remarks
08:30 - 08:45
Break - Air Wall Separates the Ballrooms
08:45 - 09:45
Session 1 - Benjamin Buckingham: Estate Law 101 Planning Fundamentals
Session 1 - Krista Simon: Navigating Estate Litigation
09:45 - 10:00
Break
10:00 - 10:55
Session 2 - Jesse Avery: Estate Planning Red Flags - Legal Lessons and Strategies
Session 2 - Robert Trasolini: Estate Planning Without the Freeze: How to Preserve Control, Unlock Liquidity and Avoid Premature Complexity
11:00 - 11:55
Session 3 - Kit Bennett: Beneficiary Designations: Blessings or Blasphemy
Session 3 - Andrew Dilts: Succession Planning for Advisors in the Room
11:55 - 12:00
Advocacy Minute - Angelina Hung
Membership Minute - Saskia Karlen
12:00 - 13:00
Lunch Break
13:00 - 13:15
Afternoon Remarks
13:15 - 14:10
Session 4 - Ranjit Malay: Should You Wait Until You Pass Away Before You Distribute Your Assets?
Session 4 - Tony Lee: Coming soon…
14:15 - 14:30
Break
14:30 - 15:25
Session 5 - Steve Ivacko: Estate Planning: The Family Office View
Session 5 - Sanju Sukul: Coming soon…
15:30 - 16:25
Session 6 - Joseph Galli: Unlocking the Hidden Value of Life Insurance
Session 6 - Moses Mukasa: Complex Giving, Clear Outcomes: Collaborative Strategies for Advisors
16:25 - 16:30
Membership Minute - Saskia Karlen
Advocacy Minute - Angelina Hung
16:30 - 16:45
Closing Remarks
16:45 - 18:30
Cocktail Networking Reception sponsored by Financial Horizons
Tickets
In-Person
Early Bird Admission
Member: $350.00 + GST
Non-member: $375.00 + GST
Regular Admission
Member: $375.00 + GST
Non-member $400.00 + GST
Last Minute
Member $400.00 + GST
Non-member $425.00 + GST
All In-person tickets include breakfast on arrival, lunch buffet, snacks and coffee throughout the day. In-person attendees will also have access to the Virtual event through the Pheedloop app to track CE credits and communicate with all in-person and virtual guests.
End the day at the Financial Horizons Cocktail Networking Reception where you can mix, mingle and socialize with all in-person guests. Your ticket admission includes your first specialty cocktail and hors d’oeuvres during the cocktail reception. Cash bar after that.
In-person event capacity is limited to 150 tickets.
Virtual
Early Bird Virtual Admission
Member: $75.00 + GST
Non-member: $100.00 + GST
Regular Virtual Admission
Member: $125.00 + GST
Non-member: $150.00 + GST
Last Minute Virtual Admission
Member: $150.00 + GST
Non-member: $175.00 + GST
Join the event from the comfort of your home or office anywhere in Canada. Virtual tickets have access to all sessions and are able to communicate with all guests, speakers and sponsors through our event app, Pheedloop. Your unique Pheedloop access will be sent to your email automatically when you buy your virtual ticket. All of your CE credit attendance will be automatically tracked through the Pheedloop app when you attend the virtual event.
Virtual Viewing Party (10 Tickets) - $1,000
Ideal for any agency, MGA, wholesalers, office. Make a day of it - host a 10 person viewing party at your office or boardroom location. All of your staff or advisors will receive their own Pheedloop access to track CE credits. All of your attendees will be able to access all features of the virtual event, communicate will all other guests, speakers, sponsors, ask questions during sessions.
If you are buying Virtual Viewing Party tickets to give to staff or advisors in multiple locations we can facilitate this for you (for example, wholesalers or carriers sending tickets to advisors around the province). First purchase this ticket pack option and then contact greatervancouver@advocischapter.ca and we will make sure all of your guests receive their tickets and gain access to the app to join the event on day-of.
Past Event Videos
2024
2022
2022
Past Event Photos
CE Credits
This event is pending CE approval by The Institute, FP Canada, The Law Society of BC, CPABC & STEP.
In past years all presentations have qualified for CE credits (12 credits for the event, including some Ethics credits).
All CE credits for all attendees will be tracked through the Pheedloop app using your Advocis ID.
No CE credits will be provided if you do not have an Advocis ID set up.
How To Track CE Credits For This Event Using Your Advocis ID
Advocis Members:
Enter your 7-digit Advocis ID when you buy your ticket. Then attend the event using the same email address on your ticket registration.
If you have forgotten your Advocis ID, please click here to recover.
Non Members:
Create a free Advocis ID by filling out this form.
Enter your 7-digit Advocis ID when you buy your ticket. Then attend the event using the same email address on your ticket registration.
CE Credit Dates to Know
October 16, 2025 - Day of Event
On the day of event, you will be able to watch 6 presentations live. To get all possible CE credits for this event, you will watch the remainder presentations anytime after the event on the Pheedloop app.
The Pheedloop app will automatically track how many presentations you attend on the day of event and how many sessions you watch after the event.
December 31, 2024
You will have up to December 31 to watch the remainder presentations to receive CE credit.
We will take a final download for all attendees on December 31, 2025 and submit CE certificates on the Advocis website shortly thereafter.
Your CE credits will be saved and available for download on the Advocis CE Tracking website.
October 2026
All presentations will be available to watch on the Pheedloop app for 12 months after the event. You can watch & re-watch all presentations as many times as you’d like up until this point.
Presentations watched after December 31, 2025 will not be tracked for CE credits. To get all available CE credits, watch all the presentations before December 31, 2025.
Note: In order to receive your CE certificate your information may be provided to a 3rd party provider.
