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President & CEO’s Message

2019 was a year of outcomes for Advocis – a period in which the Association was pleased to see the positive impact of the many years of hard work preceding it.

Our Professional Financial Advisor (PFA) designation, for example, not only proceeded through its Advanced Launch, but began to take shape as a full, multi-year program as we continued to develop it for launch through an extensive marketing and public relations campaign – not to mention the outstanding work done by our staff in education on refining and distinguishing its curriculum.

Just as significant in 2019, however, was our regulatory win on the matter of title protection. Long sought after and promoted by Advocis as a necessity for advancing professionalism in the industry, legislation that will protect the use of “financial advisor” and “financial planner” has at last become a reality in Ontario, with a similar bill introduced in Saskatchewan. Advocis remains confident that this is only the beginning, and that a wave of such regulations will sweep across the country in the years to come. This is an extraordinary victory for our profession and for consumer protection.

November of 2019 also saw the 11th year of our annual Regulatory Symposium in Toronto. With an introduction by Minister of Finance for Ontario Rod Phillips and a compelling variety of excellent panels and guest speakers, Symposium continues to be an essential gathering of minds for Advocis and the profession. We also continued to build our brand by visually refreshing our website and adding new tools, such as the Find an Advisor feature.

And, while 2019 was filled with accomplishments built on the accumulations of our past efforts, our work this year reflected no less ingenuity, dedication and enthusiasm than before. 2020 has also already presented us with challenges that are truly unprecedented - events which have compelled some of the most difficult, courageous and necessary conversations we have ever faced as an Association. We must embrace these challenges in precisely the same spirit.

Greg Pollock, CFP, M.Ed., L.L.M., C.Dir.
President and CEO, Advocis, The Financial Advisors Association of Canada

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