The Advocis Podcast

Advocis Podcast

About the Show

The Advocis Podcast offers an evolving series of guests and topics dedicated to all things in the world of financial advice. With episodes that are alternately focused on advisor and public audiences, our show seeks to continuously raise the bar for financial advisors and advocate for a Canada in which financial advice is available to all.


Subscribing

The best way to keep up with our podcast is by subscribing through iTunes, Spotify, Soundcloud or by plugging our RSS feed directly into the service of your choice.


Latest Episodes

Financial Advice for All – Episode 6

In this special Financial Literacy Month episode of the Financial Advice For All podcast, Cindy Marques, a Certified Financial Planner and Financial Literacy Advocate, and Laurie Martin, a Certified Trauma Treatment Specialist and Elder Planning Counselor, talk about the financial challenges millennials face, the changing meaning of retirement, the differences between tracking your spending and having a budget, and more. 

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Financial Advice for All – Episode 5

In Episode 5 of the Financial Advice for All Podcast, best-selling author and commercial litigator Ellen Bessner of Babin Bessner Spry LLP talks about how to close the communication gap between yourself and your financial advisor. She examines why it is important for you to open up about your personal experiences, spending habits and goals to get the best financial advice.

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Financial Advice for All – Episode 4

In Episode 4 of Financial Advice for All, we talk to Elke Rubach of Rubach Wealth about women in finance, the importance of leaving a legacy, and more.

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Financial Advice for All – Episode 3

In this episode, we talk with Jane Blaufus, CLU and author of the best-selling book “With The [Stroke] Of A Pen, Claim Your Life,” about how to be financially prepared for an unexpected death or illness in the family.

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Financial Advice for All – Episode 2

In this episode, we talk with Curtis Findlay, CFP and Chair of the Advocis Technology Task Force, about the impact of financial technologies on personal finance.

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The Advocis Podcast – Episode 2

In this episode of the Advocis Podcast, Laurie Martin and Cindy Marques discuss crisis-readiness for advisors.

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Financial Advice for All – Episode 1

In our first episode, we talk about the importance of financial advice with Devin Cattelan, Portfolio Manager at HollisWealth, a division of Industrial Alliance Securities, Inc.

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The Advocis Podcast – Episode 1

In this episode of the Advocis Podcast, Ellen Bessner discusses the Advisor at Risk.

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