September 3, 2020

KNOWLEDGE BUREAU AND ADVOCIS PARTNER TO OFFER MFA-P™ DESIGNATION PROGRAM TO MEMBERS

TORONTO, ON – September 3, 2020 – Knowledge Bureau, a pre-eminent national financial education institute and Advocis, The Financial Advisors Association of Canada, are pleased to […]
July 9, 2020

Advocacy Matters. Here’s Why.

Advocis is pleased to report that the province of Saskatchewan’s Bill 203 – The Financial Planners and Financial Advisors Act – has passed and received Royal Assent! For […]
July 9, 2020

Advocis announces Board of Directors Appointments

Advocis, The Financial Advisors Association of Canada, is pleased to announce the appointment of Sara Gelgor and John Hamilton to the TFAAC Board of Directors. Sara […]
July 6, 2020

FP Canada™ and Advocis applaud the Saskatchewan Government on the passage of Title Protection Legislation

Legislation represents a positive step forward for consumer protection in Saskatchewan TORONTO, ON – July 6, 2020 – Today FP Canada and Advocis, the Financial Advisors […]
April 24, 2020
The COVID-19 pandemic may be a wake-up call for advisors who have never given business emergency preparedness much thought even though other grave conditions – such as cancer and heart disease – are more likely to strike as they age. Gajus/iStockPhoto / Getty Images

Why advisors should be considering their business emergency preparedness

By: Kira Vermond (Globe Advisor), April 24, 2020 – Ask Eric Lidemark, financial advisor and owner of Lidemark Financial Group Inc., to describe himself and the […]
March 30, 2020

Advocis launches free online service to connect financial advisors with small business owners in wake of COVID-19

March 30, 2020, Toronto – As the COVID-19 pandemic continues to disrupt the Canadian economy, Advocis – The Financial Advisors Association of Canada – has been […]
March 13, 2020

Advocis response to COVID-19 developments

As the situation with COVID-19 continues to evolve, and new information becomes available, Advocis recognizes its responsibility to be proactive in our response. Accordingly, we have […]
March 4, 2020

New PFA credential benefits Canadian financial advisors and their clients

By: Greg Pollock, March 4, 2020 – There’s never been a more important time for financial advisors to be able to demonstrate they have the essential […]
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 […]
November 29, 2019

How Advocis aims to flip financial attitudes

By: Leo Almazora, November 11, 2019 Whether it’s debt management, saving for retirement, or wealth planning, Canadians face financial challenges. But for the entire month of […]
November 6, 2019

It’s Financial Literacy Month throughout November

by Steve Randall 01 Nov 2019 November is Financial Literacy Month, encouraging Canadians to take charge of their finances by making a budget, having a savings […]
November 6, 2019

Advocis builds its content to make finance approachable

The Financial Advisors Association of Canada aims to change millennial mindsets about money. By Christopher Lombardo The Financial Advisors Association of Canada, also known as Advocis, […]
October 31, 2019

Advocis Challenges Canadians to Take Charge of Their Finances

Advocis, The Financial Advisors Association of Canada, has announced its Financial Literacy Month initiatives for 2019, centered on an interactive 30-Day Challenge, and a special financial […]
October 29, 2019

Majority of Newfoundlanders and Labradorians Believe Financial Advisors Need Professional Regulation

Opportunity exists to mirror Ontario’s recent actions to protect Financial Advisor title October 29, 2019 08:30 ET | Source: Advocis, The Financial Advisors Association of Canada Toronto, Ontario, Oct. […]
October 3, 2019

Greg Pollock on whether succession planning should be regulated

October 2, 2019 / Wealth Professional by Roland ChanFounder and CEO of FindBob, a provider of transition management platforms for the financial services industry In the […]
July 3, 2019

Advocis appoints Abe Toews as Chair of Board of Directors

Advocis, The Financial Advisors Association of Canada, is pleased to announce the appointment of Abe Toews as Chair of the Board of Directors. A Chartered Financial […]
July 3, 2019

Standards needed for financial advisers

Now that Ontario has moved to regulate financial advisers, other provinces should do the same. TORONTO/JUNE 19, 2019/POLICY OPTIONS/ – A young family turns to their […]
July 3, 2019

You shouldn’t have to wonder if your financial adviser is qualified

Other provinces should adopt Ontario’s approach to ensuring financial advisers and planners are regulated and recognized, writes Greg Pollock. TORONTO/JUNE 11, 2019/HAMILTON SPECTATOR/ – A young […]
July 3, 2019

‘Provinces must follow Ontario’s lead on title protection’

TORONTO/JUNE 5,2019/WEALTH PROFESSIONAL – Canadians across the country should be able to turn to their advisor with the same confidence and trust they have in their […]
July 3, 2019

Advocis meets with provincial governments to protect titles

TORONTO/JUNE 4, 2019/INSURANCE JOURNAL – Members of Advocis have been meeting with provincial governments across the country to encourage them to adopt a similar approach to Ontario and […]
June 17, 2019

Greg Pollock: Opinion Piece about Title Protection

What’s in a title? More than you know. Is your financial advisor qualified to give you advice? You shouldn’t have to wonder. By Greg Pollock A […]
May 9, 2019

Global News Consumer Matters: Calls to Regulate Financial Advisors

Momentum is growing across the country! Nearly 90 percent of British Columbians would support their Government following Ontario’s lead by taking a concrete step to #raisethebar by protecting the title of “financial advisor.”
May 7, 2019

Majority of British Columbians Believe Financial Advisors Need Professional Regulation

TORONTO, May 7, 2019 /CNW/  Almost half of British Columbians wrongly believe that the title ‘financial advisor’ is currently regulated and requires some form of accreditation, […]
April 11, 2019

Advocis supports the Government of Ontario taking action on title protection

TORONTO, April 11, 2019 /CNW/ – Advocis applauds the Government of Ontario for taking long overdue action to protect titles for financial advisors and financial planners through proposed legislation that […]
March 12, 2019

Research confirms Canadian financial advisors are reliable barometers for broader economy

Toronto, February 12, 2019 – Canadian financial advisors are remarkably attuned to changes across a wide range of broad economic indicators – from GDP and inflation […]
March 12, 2019

2018 Media Releases

2018 Media releases Majority of Manitobans believe financial advisors need professional regulation.Nov. 23, 2018 Advocis Welcomes Fall Economic Statement from Minister Fedeli.Nov. 15, 2018 Majority of […]
March 12, 2019

2017 Media Releases

2017 Media releases Advocis Launches TV & Digital Commercial for Financial Advice for All Nov. 1, 2017 Advocis helping Canadians build financial savvy to shape their futures May […]
March 12, 2019

2016 Media Releases

2016 Media releases Protect Yourself Against the Risks of Being an ExecutorJune 6, 2016 Advocis Responds to Financial Advisory Policy RecommendationsApril 6, 2016 A Commission Ban […]
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