November 1, 2022

Advocis Invites Canadians to Explore the Role of Financial Literacy in Challenging Economic Times for Financial Literacy Month 2022

November 1, 2022, Toronto – Advocis, The Financial Advisors Association of Canada, has announced its Financial Literacy Month initiatives for 2022, with highlights including a new […]
October 18, 2022

Voice of the Member: Curtis Kimpton says It’s Time for Saskatchewan to, Once Again, Raise the Bar

Consumers deserve to understand the service they’re receiving.  When a consumer wishes to purchase an investment fund or insurance product, they can meet with someone who […]
October 6, 2022

Greg Pollock Appointed to the FSRA Stakeholder Advisory Committee for Financial Planners and Financial Advisors

October 6, 2022 – Greg Pollock, President and CEO of Advocis, The Financial Advisors Association of Canada, has been appointed to the Financial Services Regulatory Authority […]
July 18, 2022

Advocis appoints Catherine Wood as Chair of Board of Directors

July 18, 2022 – Advocis, The Financial Advisors Association of Canada, is pleased to announce the appointment of Catherine Wood, MBA, MISt, ICD.D., CFP, CLU, TEP, CHS, […]
June 7, 2022

The Big Q: How Advisors Can Harness Technology to Exceed Customer Expectations

Deanne Gage, May 30, 2022   When advisors require a technology solution for their practices, their inquiries often start in one of two ways: asking their […]
May 12, 2022

Tech Tools for Advisors to Elevate Their Practice in the Digital Age

Written By: AdvisorFlow & Advocis   As a financial advisor, having a suite of tech tools handy can streamline your business and help you better serve […]
April 25, 2022

National Volunteer Week 2022 – A message from Greg Pollock

Greg Pollock, April 25, 2022 As we emerge from the pandemic, the value of volunteering has never been greater, and Advocis is proud to voice our […]
April 11, 2022

Two Credentialing Bodies Approved for Financial Planner and Financial Advisor Title Use in Ontario

The Financial Services Regulatory Authority of Ontario (FSRA) New title protection framework will make it easier for financial services professionals to communicate their value to consumers […]
April 5, 2022

New rules coming for financial advisors in Ontario. This is what they’ll mean for you

Pat Foran, CTV News Toronto March 30, 2022 – Anyone in Ontario can call themselves a financial planner or financial advisor, but now under new rules […]
March 30, 2022

Ontario ramps up life insurance agent oversight amid advisor-planner title standards uncertainty

Jameson Berkow, Globe Advisor March 30, 2022 – Life insurance agents in Canada’s most populous province are facing a new oversight regime after a pair of […]
March 25, 2022

New rules force financial planners to be qualified by 2026

Dale Jackson, BNN Bloomberg  March 25, 2022 – You need a licence to drive a car or earn money as an electrician, a plumber and even […]
March 23, 2022

Financial Planner and Financial Advisor title protection moving forward in Ontario, Minister of Finance approves Rule

Advocis has applied to be a FSRA-approved credentialing body to grant and oversee Financial Planner and Financial Advisor title use  TORONTO, ON – March 23, 2022 […]
February 18, 2022

A Record-Breaking Insure Your Love Twitter Chat

Insure Your Love Month, Life Happens  February 18, 2022  – Life Happens celebrated Insure Your Love month with a Twitter chat on February 15! The life […]
February 17, 2022

How middle-aged Canadians can make up for lost time on RRSPs

Deanne Gage, Special to The Globe & Mail  February 17, 2022  – With less than a couple of weeks until the annual deadline for contributing to […]
February 16, 2022

‘Reality check’: Top tips to tame household debt

Jennifer Ferreira, CTV News  February 16, 2022  – While the Bank of Canada’s trendsetting interest rate target remains at just 0.25 per cent, Canadians have been […]
January 28, 2022

Is detecting clients’ cognitive decline tougher in a virtual world?

Leo Almazora, Wealth Professional Canada  January 28, 2022  – Through their intimate relationships and in-depth conversations with clients, financial advisors and planners have traditionally been in […]
January 26, 2022

Reverse mortgages deserve careful consideration, says Advocis

Leo Almazora, Wealth Professional Canada  January 26, 2022  – For house-rich Canadians facing liquidity challenges in retirement, the idea of unlocking an alternative income stream using […]
November 19, 2021

Medavie Blue Cross wins Advocis Award for Life and Health Insurer of the Year at 2021 Insurance Business Awards Canada

Medavie Blue Cross, 2021 Insurance Business Awards  November 19, 2021  – Medavie Blue Cross is thrilled to announce that it has been named Life and Health […]
November 17, 2021

Banks’ product shelf restrictions face scrutiny at Advocis event

Michelle Schriver, Advisor’s Edge  November 17, 2021  – Banks restricting product shelves at the branch advice level came under fire on Tuesday during a panel discussion […]
October 26, 2021

Advocis Invites Advisors, Families and Youth to ‘Get Started’ with Financial Literacy for Financial Literacy Month 2021

October 26, 2021, Toronto – Advocis, The Financial Advisors Association of Canada, has announced its Financial Literacy Month initiatives for 2021, with highlights including a continued […]
September 20, 2021

Advocis: What are some of the major life changes Canadians are contemplating this fall? Ask their advisors.

September 20, 2021 – As vaccinations rise and vaccination passport mandates emerge, an atmosphere of increased confidence is faced with the continuing complications of the Delta variant, generating a mix of emotions and […]
July 23, 2021

How the pandemic has transformed mentorship in the investment industry

HELEN BURNETT-NICHOLS – SPECIAL TO THE GLOBE AND MAIL July 23, 2021 – The absence of in-person mentorship during the pandemic resulted in fewer opportunities for […]
July 16, 2021

How advisors are faring more than a year into the pandemic

DEANNE GAGE, SPECIAL TO THE GLOBE AND MAIL July 16, 2021 – The COVID-19 pandemic caused many financial advisors to rethink how they run their practices […]
July 6, 2021

You’re the Top: The Value of Advice as Your Differentiator – How to Stand Out from the Crowd

Jennifer Kuta, Caldwell Investment Management Ltd. July 6, 2021 – In all of the economics, business and marketing training I’ve been exposed to over the last […]
July 5, 2021

From COVID-19 windfalls to property investment pitfalls?

Leo Almazora – Wealth Professional  July 5, 2021 – As experts that people consult on financial decisions, advisors are in a good position to get on-the-ground […]
June 28, 2021

Advocis appoints Robert Eby as Chair of Board of Directors

June 28, 2021 – Advocis, The Financial Advisors Association of Canada, is pleased to announce the appointment of Robert (Rob) Eby as Chair of the Board […]
June 25, 2021

One-fifth of Canadians interested in using saved-up money for home renovations

Insurance Journal: June 25, 2021 – Canadians tired of being locked down and their pocketbooks locked up are eager to spend their saved-up funds from the pandemic and are talking […]
June 21, 2021

Member Article: Truth & Reconciliation in Financial Planning

By Mike Carlson As an Indigenous person who is also a QAFP, I feel alone. I believe that I am one of only a handful of […]
June 21, 2021

Advocis: How should Canadians handle big-ticket summer purchases with savings from the pandemic? Ask their advisors.

June 21, 2021 – The combined effects of sizzling weather, falling COVID-19 case counts, steady progress in vaccinations and healthy savings from the pandemic have created a perfect storm for Canadians to look […]
June 7, 2021

In Conversation with Greg Pollock of Advocis – The Financial Podcast: Episode 35

Sponsored by Customplan Financial Advisors, Greg Pollock, President and CEO of Advocis joined in for an episode of The Financial Podcast with Darlene Poier, Host. Among […]
June 3, 2021

Advocis Celebrates 115 Anniversary

For 115 years, Advocis has stood for the professionalization of financial advice and the security of Canadians from coast to coast. Please join us in celebrating […]
June 2, 2021

Every Child Matters

Advocis encourages our members, partners, sponsors and staff to wear orange and lower flags this week in recognition of the 215 Indigenous children whose remains were […]
June 2, 2021

Pride Month 2021

Advocis would like to thank and recognize the professional associations and financial institutions who are showing support to the LGBTQ2+ community this Pride Month, and are […]
May 13, 2021

Wealth Professional Canada: Hot List 2021

Wealth Professional Canada – Digital Magazine (May 2021) Thank you to Wealth Professional Canada for recognizing Greg Pollock, President and CEO of Advocis in the top […]
May 11, 2021

Nominees Announced for the 2021 National Magazine Awards: B2B

National Magazine Awards: B2B Advocis is pleased that our September 2020 issue of FORUM Magazine “Breaking the Silence” has been named a finalist in the National […]
May 5, 2021

Simply the Best: How Financial Advisor Designations Can Affect Customer Experience

Jennifer Kuta, Caldwell Investment Management Ltd. It is important for your prospective clients to know that their potential Advisor has sufficient training, knowledge and experience to […]
April 21, 2021

‘It’s an emotional roller coaster out there for clients’

Leo Almazora, Wealth Professional Canada 2020 was a year like no other, marked by seismic changes to society and people’s lives left by the COVID-19 pandemic. […]
April 19, 2021

In Recognition of National Volunteer Week 2021

As National Volunteer Week begins, all of us at Advocis are reflecting on the challenging climate of the past year, and considerate of how instrumental volunteers […]
April 13, 2021

Finalists for the 2021 WP Awards revealed

April 1, 2021, Toronto – Providing financial advisors with superior service is a core part of who we are. Advocis is proud to announce our nomination […]
April 12, 2021

What financial mistakes did Canadians make during the pandemic? Ask their advisors.

April 12, 2021, Toronto – With COVID-19 vaccine distribution in full swing across the country, many Canadians are beginning to look back on how the pandemic […]
November 19, 2020

Government of Ontario provides $51,000 for Advocis Connect program to assist small businesses affected by COVID-19

November 19, 2020, Toronto – Advocis is pleased to announce the provision of $51,000 from the Government of Ontario to augment and further develop Advocis Connect, a free online service launched in March 2020 that matches […]
October 29, 2020

Advocis Spotlights the Next Generation for how to get Back to Basics during Financial Literacy Month

October 29, 2020, Toronto – Advocis, The Financial Advisors Association of Canada, has announced its Financial Literacy Month initiatives for 2020, including a video feature in […]
September 3, 2020


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

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

‘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 and STEP Canada partnership brings new programing to the Advocis Learning […]
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