HomeKnowledge HubSafe Pacific at the Advocis Estate Planning Summit 2023
Safe Pacific at the Advocis Estate Planning Summit 2023
On October 19, Safe Pacific had the pleasure of attending the Advocis Estate Planning Summit.
What is Advocis EPS 2023?
For over 10 years, the Greater Vancouver Advocis Chapter has put on this prestigious event for financial advisors, accountants, lawyers, estate planning specialists to share ideas, learn & network across professional silos for the day.
How it benefits Safe Pacific?
Our very own Laurent Munier planned and hosted the event this time around. It’s an opportunity for us to connect with colleagues in the industry, from all over the country, and share ideas and talk about the ever changing economic factors.
It is also a part of our continued education as advisors, we have to always keep up on the new aspects of the business and the growing industry. There were speakers from Canada Life, Manulife, and many others, all speaking about strategies to help us be better advisors.
How it benefits you?
Events like this one, where the whole team is able to attend, they are able to learn and grow as advisors find better ways to help to help you. It also allows us to grow our network, so if you are looking for help with your estate, wills, etc. then we know the best people to refer you to.
Link copied to clipboard! Share this post
Contact Us
At Safe Pacific Financial, we specialize in helping Canadian business owners, incorporated professionals, and investors structure life insurance for maximum wealth protection, tax savings, and business growth.
If you would like to discuss whole life insurance or investments, we’re happy to chat and see if we can be a good fit to work with you. Fill out our contact form and we will get back to you within 24 hours on business days.
How to Borrow from Yourself Safely Using Life Insurance
High-income Canadians know the value of liquidity—but too often, accessing capital means triggering taxes, taking on debt, or selling investments at the wrong time. What...
We've noticed a pattern in client meetings over the past few weeks that we want to talk about openly. Business owners are coming in excited about...
Markets are down, your portfolio took a hit, and you're wondering—should I sell now and cut my losses? Stop. Because selling during a market downturn...
If you think life insurance is something you'll never personally benefit from, you're missing the bigger picture. Permanent life insurance can provide liquidity, protect your...
Permanent life insurance can double as a powerful wealth-building tool—but not all policies are created equal. If you're an incorporated Canadian professional or business owner...
Must-Know Strategies for Business Owners Right Now
Over the past few weeks, our client meetings have shifted into a higher gear. The conversations we're having aren't about the basics anymore — they're about optimization. Business owners who already have insurance,...
Imagine one of your business partners passes away tomorrow. Suddenly, their spouse or their kids own a share of your company—and you're expected to buy...
5 Mistakes High-Income Canadians Make With Their Wealth Plans
If more money automatically meant more wealth, every top-earning Canadian would retire stress-free. But that's not reality. The gap between earning well and building lasting...