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Schedule Details
Start: 2025-11-26T11:00:00 | End: 2025-11-26T14:00:00
Price Details
Lowest: 67.82 CAD; Highest: 67.82 CAD
Age Restrictions
Not available
Ticket Website
Location Details
Burnaby
7600 Halifax Street, Burnaby, BC V5A 4M8
About the Event
Join us in person for our Holiday lunch featuring an economic update. Celebrate milestones & stay for our AGM board ratification.
Advocis Members - You are invited to the Advocis Holiday Party!
Advocis Greater Vancouver Members, join us for our 2025 Annual General Meeting and Holiday Lunch.
This year's gathering will feature an economic update to provide insights for the year ahead, followed by the ratification of our proposed Chapter Board for the coming year.
We will also be acknowledging membership milestones, celebrating the contributions and achievements of our valued members.
Your participation in this important virtual event is crucial as we collectively shape the future of Advocis Greater Vancouver—while also taking time to celebrate the holiday season together.
Agenda: Annual General Meeting
Keynote speaker
State of the Union Address
Presentation of Officers and Directors for coming year
Milestone recognition
Other Business
Adjournment of meeting
Email us your Nomination GreaterVancouver@AdvocisChapter. ca.
Market update
The presenters will discuss the impacts of tariffs, AI and gold on the markets. They will also dissect into current stock valuations and US debt levels. The presentation will be followed by an interactive Q&A session.
Ticket Details: Do you need assistance using your Advocis ID or promo code at checkout? Click here for a short video to assist you. Limited tickets are available on a first-come, first-serve basis.
Pooja Gurrala, CFA - Investment Counsellor
Pooja has a Bachelor of Business Administration Degree and is a CFA Charterholder. Pooja started her career in the credit department of a large Canadian bank before joining DM in 2015. Pooja now works with clients across Canada and manages the Client Service team at DM. She is dedicated to building long-lasting, collaborative relationships with clients, focusing on understanding their core needs and financial objectives.
Parry Pasricha, CFA - Portfolio Manager
Parry is a Portfolio Manager on the Canadian equity and Small Cap portfolios. Parry joined DM in 2014 after beginning his career in risk at a large pension fund before moving to investment banking research. Parry holds a BBA in Finance from Simon FraserUniversity.
Moderator Bio:
Angelina Hung, BA, CFP, CLU, CHS, EPC
Financial Marketing Nerd, Financial Tech Tools
Angelina is a highly experienced professional with a background spanning over 20 years in the financial services, marketing, and technology industries. With a track record of excellence, she has earned CFP, CLU, CHS, and EPC designations. She is known for providing financial advisors with top-quality investment and insurance content and the latest digital marketing strategies to support their business growth.
At Financial Tech Tools, Angelina combines her extensive knowledge and expertise to provide advisors with customized digital marketing solutions, which can save them a minimum of 40 hours when creating a website, content, email, and social media strategies. This unique offering has positioned Financial Tech Tools as a leading provider of digital marketing solutions in the industry.
Angelina has been recognized for her outstanding achievements and was featured as one of the top "50 Women of Influence in Canada" in The Insurance and Investment Journal.
Registration Requirements:
1. Enter your Advocis IDon the registration form.
**IfID 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.
** By attending this event in person, you agree to have your photo used in marketing created by Advocis Greater Vancouver. If you do not wish to have your image used, please speak with the event organizer upon arrival.
Questions: If you have any questions or concerns regarding this event, please reach out to the Advocis Greater Vancouver chapter at GreaterVancouver@Advocischapter. ca
