February 18, 2020

Advocis launches new benchmark credential for Canadian financial advisors

Toronto, ON, February 18, 2020 – Advocis, The Financial Advisors Association of Canada, today launched the Professional Financial Advisor designation, or PFA, the new benchmark credential […]
November 29, 2019

Insurance Business Canada Awards winners revealed

The wait is finally over for all of the finalists of the Insurance Business Canada Awards. The winners of the 2019 awards show were unveiled last […]
November 29, 2019

Women in Wealth Management award winners revealed

By: James Burton, November 27, 2019 The Canadian wealth management industry celebrated some of its stars last night at the Women in Wealth Management awards ceremony […]
November 29, 2019

Tips to serve clients both young and old

By: Michelle Schriver, November 13, 2019 How best to serve clients of different demographics was discussed by a panel at Advocis’s annual symposium in Toronto on […]
November 29, 2019

Ontario regulator provides update on title regulation

By: Michelle Schriver, November 13, 2019 Advisors and planners can expect a flexible approach as title regulation is developed and implemented in Ontario. The province’s new […]
November 29, 2019

What’s next for title reform in Ontario

By: Michelle Schriver, November 13, 2019 Advisors and planners can expect a flexible approach as title regulation is developed and implemented in Ontario. Advisors and planners […]
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