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 15, 2019

Budget 2019: New Annuities for Registered Plans

By Jamie Golombek and Debbie Pearl-Weinberg The 2019 federal budget announced a few measures directed at retirees. Included in these measures was the introduction of two […]
April 15, 2019
An image of a checklist of things to do when buying a book of business

5 Spot Checks to Conduct before Buying a Book

By Afsar Shah Due diligence, or the lack thereof, will ultimately determine the success or failure of any business acquisition. Before you agree to buy a […]
Join Advocis