• Branch Events

​ATTEND A FREE BRANCH EVENT

Simplify your life with practical financial skills.

Skip to main content


Get a head start on your financial future by attending our free in-branch events

Join us for one of our in-branch events to learn hands-on approaches on how to manage your money and plan for your future. You’ll hear from our team of financial experts about the best strategies you can implement right now to better plan your finances so you can stop worrying about tomorrow.


Skip to main content

INVESTMENTS 101

Learn about RSP’s, TFSA’s, RESP’s and tips & tricks on how to build your investments. How does the TFSA work? What type of investments are there? What are the benefits of working with an advisor? Take on a new approach on investments and let our experts help you make your money work for you.

​Available event dates

Ridge Meadows branch (Maple Ridge)May 6, 2020Doors open at 6:00pm / Presentation ends by 8:00pm


Are you interested in attending this event?
Simply e-mail marketingservices@envisionfinancial.ca to RSVP. Please include in the email the Event Name, Branch and Date you'd like to attend.

Light refreshments will be provided.


RETIREMENT PLANNING

Why is a retirement plan important and what are the steps to putting one together? Our experts will give advice on how to use or access CPP, OAS, RIF, LIF, reverse mortgages and other income sources. Plan the future for you and your family in order to live the life you dream of during retirement.

​​Available event dates

Abbotsford Village branch (Abbotsford)March 11, 2020Doors open at 6:00pm / Presentation ends by 8:00pm
Yarrow Community Hall (Chilliwack)March 18, 2020Doors open at 6:00pm / Presentation ends by 8:00pm
North Delta branch (Surrey)April 7, 2020Doors open at 6:00pm / Presentation ends by 8:00pm
Ladner branch (Delta)April 9, 2020Doors open at 6:00pm / Presentation ends by 8:00pm
Sunshine Hills branch (Delta)April 16, 2020Doors open at 6:00pm / Presentation ends by 8:00pm
Highstreet Community Room (Abbotsford)April 15, 2020Doors open at 6:00pm / Presentation ends by 8:00pm
Chilliwack City branch (Chilliwack)April 29, 2020Doors open at 6:00pm / Presentation ends by 8:00pm
Fleetwood branch (Surrey)April 30, 2020Doors open at 6:00pm / Presentation ends by 8:00pm


Are you interested in attending this event?
Simply e-mail marketingservices@envisionfinancial.ca to RSVP. Please include in the email the Event Name, Branch and Date you'd like to attend.

Light refreshments will be provided.


HOME BUYING 101

Do you ever feel overwhelmed by the amount of information out there when it comes to buying a residential property? Are you stressed out about the stress test? Our home buying experts will walk you through everything from your budget and pre-approval process down to your moving day, all with a keen eye on the 4 key quadrants that comprise your financial wellbeing - Bank, Borrow, Insure and Invest.

​Available event dates

Hope branch (Hope)April 15, 2020Doors open at 6:00pm / Presentation ends by 8:00pm
Cloverdale branch (Surrey)April 16, 2020Doors open at 6:00pm / Presentation ends by 8:00pm
Sardis branch (Chilliwack)April 22, 2020Doors open at 6:00pm / Presentation ends by 8:00pm
Snow Valley branch (Kitimat)May 6, 2020Doors open at 6:00pm / Presentation ends by 8:00pm


Are you interested in attending this event?
Simply e-mail marketingservices@envisionfinancial.ca to RSVP. Please include in the email the Event Name, Branch and Date you'd like to attend.

Light refreshments will be provided.


ESTATE PLANNING

If you want to preserve and protect your assets, estate planning will help you understand the benefits of a properly prepared estate plan. Our experts will also discuss wills, executors and responsibilities and other aspects of estate planning such as powers of attorney, trusts, life insurance and RSPs, RIFs and TFSAs.

​Available event dates

Mission branch (Mission)March 25, 2020Doors open at 6:00pm / Presentation ends by 8:00pm
Garrison branch (Chilliwack)April 8, 2020Doors open at 6:00pm / Presentation ends by 8:00pm
Tsawwassen branch (Delta)April 21, 2020Doors open at 6:00pm / Presentation ends by 8:00pm
Town Centre branch (Abbotsford)April 22, 2020Doors open at 6:00pm / Presentation ends by 8:00pm


Are you interested in attending this event?
Simply e-mail marketingservices@envisionfinancial.ca to RSVP. Please include in the email the Event Name, Branch and Date you'd like to attend.

Light refreshments will be provided.


CYBER AWARENESS

Keep yourself, your family and your devices safe from online fraud and theft. Learn the risks, the various schemes and the proper steps to protect yourself when you come across them.

​Available event dates

Willoughby branch (Langley)April 22, 2020Doors open at 6:00pm / Presentation ends by 8:00pm
South Point branch (Surrey)April 29, 2020Doors open at 6:00pm / Presentation ends by 8:00pm
Sunwood branch (Coquitlam)May 7, 2020Doors open at 6:00pm / Presentation ends by 8:00pm


Are you interested in attending this event?
Simply e-mail marketingservices@envisionfinancial.ca to RSVP. Please include in the email the Event Name, Branch and Date you'd like to attend.

Light refreshments will be provided.


Skip to main content


If you have any questions or suggestions for new events / topics, please e-mail marketingservices@envisionfinancial.ca


Skip to main content

WE'RE HERE FOR YOU

Everything is easier with a little help.

Skip to main content