• 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

FINANCIAL LITERACY

Take your first step towards financial wellbeing by understanding the 4 quadrant approach: budgeting, saving, using credit properly and protecting yourself and your loved ones. Learning the basic financial principles and applying them to your personal situation is key to financial wellness.

​Available event dates

Newton branch (Surrey)Nov 7, 2019Doors open at 6:00pm / Presentation ends by 7:30pm
Ladner branch (Delta)Nov 20, 2019Doors 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

Sunwood branch (Coquitlam)October 2, 2019Doors open at 6:00pm / Presentation ends by 7:30pm
Tsawwassen branch (Delta)October 10, 2019Doors open at 6:00pm / Presentation ends by 7:30pm
Garrison branch (Chilliwack)October 17, 2019Doors open at 6:00pm / Presentation ends by 8:00pm
Mission branch (Mission)October 23, 2019Doors open at 6:00pm / Presentation ends by 8:00pm
South Point branch (Surrey)October 24, 2019Doors open at 6:00pm / Presentation ends by 7:30pm
Cloverdale branch (Surrey)November 14, 2019Doors open at 6:00pm / Presentation ends by 8:00pm
Hope Golf & Country Club - Banquet Room (Hope)November 20, 2019Doors 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

Chilliwack City branch (Chilliwack)November 14, 2019Doors open at 6:00pm / Presentation ends by 7:30pm


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

Willoughby branch (Langley)October 3, 2019Doors open at 6:00pm / Presentation ends by 7:30pm
Fleetwood branch (Surrey)October 16, 2019Doors open at 6:00pm / Presentation ends by 8:00pm
Yarrow Community Hall (Chilliwack)November 7, 2019Doors open at 6:00pm / Presentation ends by 7:30pm


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.


SENIORS BENEFITS

There are many government programs designed to help older Canadians stay financially independent. Get advice from Service Canada on how to use or access CPP, OAS and GIS.

​Available event dates

No event dates available yet


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

Sardis branch (Chilliwack)October 23, 2019Doors open at 6:00pm / Presentation ends by 7:30pm
Abbotsford Village branch (Abbotsford)October 24, 2019Doors open at 6:00pm / Presentation ends by 7:30pm
Highstreet Community Room (Abbotsford)November 13, 2019Doors open at 6:00pm / Presentation ends by 8:00pm
North Delta branch (Surrey)November 19, 2019Doors 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.


DIGITAL MARKETING: SOCIAL MEDIA AND YOUR BUSINESS

Learn how to use social media as a marketing channel for your business. Is social media worth the time? How do you know what platform to choose? How do you beat Facebook’s algorithm? Our marketing experts will help you better understand the media landscape and how to engage with your audience in a meaningful way.

​Available event dates

Ridge Meadows branch (Maple Ridge)October 23, 2019Doors 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