We're Advocis Toronto. And we d love to partner with you Sponsorship Opportunity.
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1 We're Advocis Toronto. And we d love to partner with you Sponsorship Opportunity.
2 2014 was a great year 2
3 Tips from the Top Our 2014 Breakfast Meetings featured some of the brightest minds in the industry
4 Chapter Socials It s about fellowship. Chapter Socials, were hosted twice in 2014, aren t just about letting our hair down. It s an opportunity to rub shoulders with some of the brightest minds in financial planning and insurance in a relaxed environment. Whether you re buying your industry hero an adult beverage, or ease dropping on what you-know-who has to say about the market, Chapter Socials are 100% about encouraging fellowship. Socials were an absolute hit at venues like the National Club and Canada Life Building. 4
5 with an incredible lineup 5
6 our members absolutely loved it 6
7 Never a dull moment Our 2014 Calendar 2014 Event Calendar Thursday, March 24th - Breakfast Meeting: Tips from the Top - Bayview Golf & Country Club Thursday, April 17th - Update Bayview Golf & Country Club Thursday, May 8th - Toronto Chapter Social: Past Presidents - Location TBD Thursday, June 5th - Breakfast Meeting: Tips from the Top - Bayview Golf & Country Club Thursday, September 18th - Toronto Chapter Social - Location TBD Thursday, November 13th - Update Bayview Golf & Country Club
8 Our members are never alone. Advocis Toronto Chapter It s about fellowship Extremely active chapter. This is an extremely lonely business, regardless if you re in the MGA or work with a career shop. Needless to say it is important to rub shoulders with likeminded individuals who share your interests in a friendly, non-predatory environment, with successful financial advisors. That s fellowship and that s what the Advocis Toronto Chapter offers. As an Advocis member, a membership in a chapter is included. Among the benefits of being a member of a chapter are networking opportunities and events that involve some of the top financial advisors in Canada. We bring the top industry speakers from Canada and beyond right to your backyard. We ve listened to your feedback and membership includes: 1.Cheaper tickets 2.Emphasis on social aspect 3.More prestigious facilities for events
9 What is Advocis? The Financial Advisors Association of Canada We are the oldest and largest voluntary membership organization of financial advisors and planners in Canada. We have more than 11,000 advisors and planners in 40 chapters across Canada, Advocis members provide financial advice, product service and employee benefit planning to millions of Canadians in a number of financial areas from insurance to investments to securities.
10 What is Advocis Toronto? Advocis Toronto Chapter Canada s Largest Chapter Over 1700 Members Advocis Toronto is the largest of Advocis 40 chapters across the country with approximately 1700 members in the GTA and surrounding communities. Advocis Toronto is lead by a volunteer board of directors made up of members within the chapter who have committed time to ensure that our members have the opportunity to network, receive valuable continuing education credits and hear leading technical and motivational experts in a variety of programs offered by the chapter. For over 100 years Advocis has been committed to providing advisors with a respected professional community which includes access to education, tools and resources to help them to maintain a competitive position in the financial services industry.
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14 The big idea. In 2015 we ll continue to be an event-driven organization. 14
15 Sponsored by Your Company Logo Here 2015 Advocis Toronto Breakfast Meetings 15
16 Update 2015 Our Nationally recognized Update is always a hit. -. FACT: Update has been delivered to thousands of advisors with phenomenal success over the past couple of years across the country. To be delivered twice in 2015, those who attend Advocis Update 2015 will benefit from a full-day seminar of continuing education and professional networking and interact with their peers in group discussions organized around realistic case studies. They will also have access to the Update 2015 self-study segment; these online readings further explore the topics presented in the seminar segment and earn additional Institute-accredited CE credits. Brought to you by YOU! C 2 34C C D 9 2 4E 0 94A A 30A4 0AA 02A43 A7 B C A A A74 2 B A A7, C4 14 A7 - &0 C 4D B A B1 16
17 Advocis Toronto Events. Lots of opportunities to connect with our membership in 2015! 2015 Event Calendar Thursday, February 5th - Breakfast Meeting: Tips from the Top Thursday, March 26th - Toronto Chapter Social Thursday, April 16th - Advocis Update 2015 Thursday, May 14th - Breakfast Meeting: Tips from the Top/AGM Thursday, June 11th - APA Thursday, October 1st - Toronto Chapter Social Thursday, November 5th - Advocis Update 2015
18 Powerhouse Lineup What s on deck for 2015 Brent Lemanski VP Limra/LOMA George Sigurdson, CLU Sigurdson Financial Group Shenglin Xian Shenglin Financial Brian Burlacoff Sun Life Bob Fleishacker Stonehaven Group Brian Mallard Brian Mallard & Associates Randy Taylor Taylormade Leadership George Goulet Access Benefits
19 Commitment to Value Advocis Toronto Chapter Adding Value Proposition Non-Traditional Sponsors As we piloted in 2014, Advocis Toronto Chapter will be pursuing non-traditional in-kind sponsors to add value to our membership. One example is Meineke. They will be the Official Car Care Center for the Advocis Toronto Chapter in In addition to the branding, our members will receive discounts on service and product at all Meineke locations in the GTA.
20 Sponsorship We prefer not to have a cookie cutter approach to sponsorship, but here are our stock offerings for your review...
21 How we work Let s put your sponsorship dollars to work Objectives Metrics Value Unique Action It s about us. We ll listen to your goals and objectives, establish metrics for measuring success, ensure the value proposition is there, try to offer something unique and then work that plan.
22 Event Sponsorship $3,000 Exclusive recognition as a Chapter Event Host (6 to choose from) As an exclusive event sponsor, you will get premium branding as a host of one of our Chapter Events Choose from 1 of 2 Breakfast Meetings, 1 of 2 Advocis Updates, or 1 of 2 Chapter Social s. Minimum 2 Social Media mentions Provide 5-8 minute briefing at hosted Chapter event Company video to be shown prior to all Chapter events Year-long sponsorship recognition in member newsletter The Advisor Express Provide a feature article in member newsletter Recognition on Advocis Toronto website for 1 year with corporate profile and link to corporate website 2 complimentary registration for all Advocis Toronto chapter events, excluding Update Includes booth. Up to two (2) marketing pieces available for hand-out to delegates at one event
23 Platinum Sponsorship $10,000 Exclusive recognition as a TORONTO PLATINUM SPONSOR (1 available) Introduction and recognition at Chapter events Platinum placement on Chapter Sponsor Recognition Board at each Chapter event Minimum 4 Social Media mentions Provide 5-8 minute briefing at all 4 Chapter Breakfast meetings Company video to be shown prior to all Chapter events Year-long sponsorship recognition in member newsletter The Advisor Express Provide a feature article in member newsletter Recognition on Advocis Toronto website for 1 year with corporate profile and link to corporate website 4 complimentary registration for all Advocis Toronto chapter events, excluding Update Includes booth. Up to two (2) marketing pieces available for hand-out to delegates at one event
24 Gold Sponsorship $5,000 Recognition as a TORONTO GOLD SPONSOR (3 Available) Introduction and recognition at Chapter events Gold placement on Chapter Sponsor Recognition Board at each Chapter event 1 Chapter event hosting opportunities (1 Breakfast meeting, 1 Update, or 1 Social) Minimum 3 Social Media mentions Provide 5-8 minute briefing at 1 of the 3 Professional Development Days Up to two (2) marketing pieces available for hand-out to delegates at one event Provide a feature article in member newsletter Recognition on Advocis Toronto website for 1 year with corporate profile and link to corporate website 2 complimentary registration for all Advocis Toronto advisor events excluding 2015 Update Sessions. Includes booth.
25 Silver Sponsorship $3,000 Recognition as a TORONTO SILVER SPONSOR (5 Available) Sponsorship recognition at all Chapter events Silver placement on Chapter Sponsor Recognition Board at each Chapter event Minimum 2 Social Media mentions Provide a feature article in member newsletter Recognition on Toronto chapter s website for 1 year with corporate profile and link to corporate website 1 complimentary registration for all Advocis Toronto advisor events excluding 2015 Update Sessions. Includes booth.
26 Chapter Sponsorship $1,000 A chapter partnership provides an excellent opportunity to network with members (unlimited number available) Chapter placement on Chapter Sponsor Recognition Board at each Chapter event Minimum 1 social media mention Recognition on Toronto chapter s website for 1 year with corporate profile and link to corporate website 1 complimentary registration for all Advocis Toronto advisor events excluding 2015 Update Sessions.
27 Chapter Event Booth $500 An opportunity to setup a booth at one of our many chapter events 1 table top booth setup 8x8 booth at chapter event
28 Contact us We d love your feedback. Address 390 Queens Quay West #209 Toronto, ON M5V 3A2 Phone (416) Roland Chan - Sponsorship Chair roland.j.chan@lilandinsurance.com Sylvia Garibaldi - President sgandassociates@rogers.com
29 Thank you. Any questions?
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