patrick bcom

chair of the advocis

About

My passion is to coach people and to celebrate their success!

Country

canada

City

vancouver

Industry

financial services

Skill

life insurance, disability insurance, retirement planning, critical illness, wealth management, fixed annuities, retirement, term life insurance, strategic financial planning, income protection, investments, new business development, brokers, insurance, marketing strategy, pensions, team building, long term care, wealth, estate planning, financial services, health insurance, employee benefits, financial planners, savings, financial advisory, investment advisory, universal life, financial planning

Experience

chair of the advocis financial planning summit

advocis

2018-3 - Present · 8 yrs 7 mos

professional development chair - advocis

advocis

2015-6 - 2017-6 · 2 yrs 1 mo

My volunteer role at Advocis as the professional development chair allows me to give back to the financial community. In this role I focus on promoting a higher education to financial advisors to obtain a professional designation. I also contribute my voice at the board level to all areas of discussion at the Vancouver Advocis chapter. Advocis is an important voice for all advisors in Canada and I am proud to be part of this organization.

executive vice president

aventus financial

2003-5 - 2007-6 · 4 yrs 2 mos

I recruited, trained and coached advisors towards achieving successful and fulfilling careers. Coaching and working in the family market helping clients with estate, tax, retirement, asset, risk and financial management.