Our New Normal: Returning to Office Procedures
… 2020 Edition of eFORUM) By Kim Poulin To date, self-isolation and reducing contact with …
… 2020 Edition of eFORUM) By Kim Poulin To date, self-isolation and reducing contact with …
… the principles that Advocis Members are expected to abide by in their business activities …
November 1, 2022, Toronto – Advocis, The Financial Advisors Association of Canada, has announced …
… Maxwell There have never been more opportunities to connect with prospects online than there …
… connect from their laptop from the same invitation? Some applications require a different invitation …
… remote, and professions like financial planners moving to a completely virtual client engagement model. …
Now that Ontario has moved to regulate financial advisers, other provinces should do the …
… you know. Is your financial advisor qualified to give you advice? You shouldn’t have …
… adage about death and taxes. Seems very few clients want to think about eventualities, though.
… first edition of The Essential Canadian Guide to Estate Planning was published in April …
… 4, 2020 – As we all struggle to navigate through the forest of uncertainty …
… the entire month of November, they’re invited to take on a challenge of an …
Oc tober 26, 2021, Toronto – Advocis, The Financial Advisors Association of Canada, has …
… know with a similar problem. Suggest they invite the friend to meet you over …
… Reset your password Use your Member I.D. to Log In Please note that when …
… Advocis membership. Join us as we continue to build the largest voluntary professional membership …
… registered in the LLQP program, Advocis will invite you to register for Canadian Insurance Participant …
… registered in the LLQP program, Advocis will invite you to register for Canadian Insurance …
… do than to say ‘Why don’t you invite them to our next review meeting?’ …
By Mia and Andy Torr Two and a half years ago, prospecting felt like …
Deanne Gage, Special to The Globe & Mail February 17, 2022 – With less …
… Jamie Golombek and Debbie Pearl-Weinberg Welcome to 2022 — a brand-new tax year. …
TORONTO, May 7, 2019 /CNW/ Almost half of British Columbians wrongly believe that …
… out in the future,’ but that can invite significant additional costs down the road,” …
TORONTO, April 11, 2019 /CNW/ – Advocis applauds the Government of Ontario for taking long overdue action …
… of any business acquisition. Before you agree to buy a book, review these five …
… communities this March when progress was made to address current inequities in the tax …
… figuring out who they were and how to make better choices in life. But …
… as a result of COVID-19.1 General Requirements to Claim Home Office Expenses To be …
(From the Oc tober 2020 Edition of eFORUM) By Andy and Mia Torr These …
… revenue over time.” “We are excited to invite our members to learn more about …
… way of communicating with clients and staying top of mind. We want clients to …
Advocis is pleased to report that the province of Saskatchewan’s Bill 203 – The Financial …
… step forward for consumer protection in Saskatchewan TORONTO, ON – July 6, 2020 – …
… and owner of Lidemark Financial Group Inc., to describe himself and the 66-year-old financial …
… these days, it can make you want to crawl under your blanket and wait …
March 30, 2020, Toronto – As the COVID-19 pandemic continues to disrupt the Canadian …
… bad, very quickly, I heard a s tory about an advisor meeting their client …
By Mia and Andy Torr You’re working from home and so is everyone else …
… Michelle Schriver, November 13, 2019 How best to serve clients of different demographics was …
… Financial Consumer, and (4) Borrow Money Wisely. To support everyday action on financial literacy, …
Opportunity exists to mirror Ontario’s recent actions to protect Financial Advisor title October 29, …
… one-size-fits-all approach. For some people, sending an invitation to connect via LinkedIn is the …
(From the Oc tober 2022 Edition of eFORUM) By Wendy Horrobin Consumers and …
By Mia and Andy Torr Have you ever wondered why some people respond to …
The Financial Services Regula tory Authority of Ontario (FSRA) New title protection framework will …
Pat Foran, CTV News Toronto March 30, 2022 – Anyone in Ontario can call …
… 25, 2022 – You need a licence to drive a car or earn money …
TORONTO/JUNE 5,2019/WEALTH PROFESSIONAL – Canadians across the country should be able to turn …
… It’s common for a private corporation to purchase a life insurance policy on …
TORONTO/JUNE 4, 2019/INSURANCE JOURNAL – Members of Advocis have been meeting with provincial governments across …
Advocis has applied to be a FSRA-approved credentialing body to grant and oversee Financial …
… a target of fraud, and we want to provide information so you can take …
In order to ensure that the knowledge, ability and practice behaviours necessary for financial professionals …
In order to ensure that the knowledge, ability and practice behaviours necessary for financial …
… Council3 6.0 CE Credits Financial Services Regula tory Authority of Ontario3 6.0 CE Credits …
… Insurance Council3 6 CE Financial Services Regula tory Authority of Ontario3 6 CE Insurance …
… designations often requires financial advisors and planners to meet specified professional development requirements, most …
… “accessibility” for Ontarians with disabilities by 2025. To achieve this goal, the government has …
Getting Established is a men torship-based program where students are connected to an experienced …
… practice guidelines is not just a commitment to professional growth; it is a cornerstone …
… interest of the consumer. Advocis is committed to maintaining the accuracy, privacy and security …
… of Commitment Advocis and Affiliates are committed to meeting our organizational obligations under the …
… of membership. You will receive an email invitation directly from Credly to claim your …
… its approach to existing DSC schedules. We invite the regulator to further simplify the …
… sales, VIP tickets and use of discount codes. Events posted on Eventbrite will feed …
… helpful, shareworthy content. Alternatively, send a one-time invite to follow or like your page. …
… a member of Advocis, you are au tomatically connected with your nearest geographical chapter …
… amidst the Covid-19 pandemic. We would like to provide you with an update received …
Chapter Cities Calgary Edmon ton Northern Alberta Medicine Hat Lethbridge Supporting the Advisor of …
Chapter Provinces Alberta British Columbia Mani toba New Brunswick Newfoundland & Labrador Nova Scotia …
… Credits This certificate program introduces financial advisors to the valuable role critical illness insurance …
… encourage Chapter leadership to reach out and invite the TIC to present at your …
… provincial governments on public policy and regula tory issues for over 100 years. Through …
… each module from date of registration Grades tool to keep track of your progression …
… do makes a difference, and you have to decide what kind of difference you …
… + applicable taxes. Practice module exam Grades tool to keep track of your progress …
… $425 + applicable taxes. Content on-demand Access to corporate trainer and recorded webinars Customizable …
… engaged in Advocis-related activities, as they pertain to interactions and potential interactions with the …
/*! elemen tor-pro – v3.14.0 – 26-06-2023 */ .elementor-widget-price-list .elementor-price-list{list-style:none;padding:0;margin:0}.elementor-widget-price-list .elementor-price-list li{margin:0}.elementor-price-list li:not(:last-child){margin-bottom:20px}.elementor-price-list .elementor-price-list-image{max-width:50%;flex-shrink:0;padding-right:25px}.elementor-price-list …
… CI Fund. Eligibility Membership is by peer invitation and is open to all Advocis, …
… All three courses must be successfully completed to apply for the designation. Once you …
… Advocis Member Price: $180* * must use the promo code ADVOCIS at checkout and enter your …
Do I have to be an Advocis member to register? Members and non-members can …
… online course or an exam, please refer to the information and resources on this …
All Advocis News Blog In the News Press Release Advocis News · November 15, 2022· …
When the risk of income loss due to illness or injury isn’t considered, even …
Advocis is proud to partner with the Canadian Institute of Certified Executor Advisors (CICEA) …
… registered in the LLQP program, Advocis will invite you to register for Canadian Insurance …
How do I earn my CLU® designation? To earn the CLU designation, you must …
… Advocis CE tracking database is the place to go when you need to demonstrate …
… are registered into the LLQP, Advocis will invite you to register for CIPR, a …
… access to a library of on-demand webinars. Invitation to regular live webinars on timely …
… network through engagement with like-minded individuals, we invite you to volunteer with us. Click …
… a member of Advocis, you are au tomatically connected with your nearest geographical chapter …
… as those who are established practitioners. Designed to meet the everyday demands of an …
… Lawrence Rideau Brant-Norfolk Golden Triangle Greater Hamil ton Greater Niagara London Sarnia Saugeen Windsor …
… containing information regarding your registration. I want to make sure my personal information is …
… a member of Advocis, you are au tomatically connected with your nearest geographical chapter …
… the profession – we go the distance to equip financial advisors with the skills …
… a member of Advocis, you are au tomatically connected with your nearest geographical chapter …
… environment in which all Canadians have access to the advice they need. Membership Categories …
… a member of Advocis, you are au tomatically connected with your nearest geographical chapter …
… Advocis CE tracking database is the place to go when you need to demonstrate …
… a member of Advocis, you are au tomatically connected with your nearest geographical chapter …
Chapter Cities WinnipegWestern Mani toba Supporting the Advisor of the Future As a member …
This website stores cookies on your computer. These cookies are used to collect information about how you interact with our website and allow us to remember you. We use this information in order to improve and customize your browsing experience and for analytics and metrics about our visitors both on this website and other media. To find out more about the cookies we use, see our Privacy Policy.
If you decline, your information won't be tracked when you visit this website. A single cookie will be used in your browser to remember your preference not to be tracked.