June 20, 2023
Advocis Commends the Government of New Brunswick for Protecting Consumers by Passing Title Protection Legislation
TORONTO, ON – July 20, 2023 – Advocis congratulates the Government of New Brunswick on …
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May 16, 2023
Advocis appoints Julie Martini as new Chief Operating Officer
May 16, 2023, Toronto – Advocis, The Financial Advisors Association of Canada is pleased to announce …
May 9, 2023
Advocis’ ‘Financial Advice for All’ campaign wins Bronze at FCS Portfolio Awards for Corporate Imagery
May 9, 2023, Toronto – Advocis, The Financial Advisors Association of Canada, is proud to …
April 17, 2023
National Volunteer Week 2023 – A message from Greg Pollock
Greg Pollock, April 17, 2023 As the importance of professional financial advice continues to grow for Canadians, the need …
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 …
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 …
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, …
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 …
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 …
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 …
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 …
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 …
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 …
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 …
July 12, 2021
Truth & Reconciliation in Financial Planning
(From the July 2021 Edition of eFORUM) By Mike Carlson As an Indigenous person who …
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. …
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 …
June 3, 2021
Advocis Celebrates 115 Anniversary
For 115 years, Advocis has stood for the professionalization of financial advice and the security …
June 2, 2021
Every Child Matters
Advocis encourages our members, partners, sponsors and staff to wear orange and lower flags this …
June 2, 2021
Pride Month 2021
Advocis would like to thank and recognize the professional associations and financial institutions who are …
May 13, 2021
Wealth Professional Canada: Hot List 2021
Wealth Professional Canada – Digital Magazine (May 2021) Thank you to Wealth Professional Canada for …
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 …
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 …
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 …
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 …
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 …
July 9, 2020
Advocacy Matters. Here’s Why.
Advocis is pleased to report that the province of Saskatchewan’s Bill 203 – The Financial Planners …
July 9, 2020
Advocis announces Board of Directors Appointments
Advocis, The Financial Advisors Association of Canada, is pleased to announce the appointment of 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 …
May 4, 2020
RelationSHIFTS – The Human Element & COVID-19
By: Laurie Martin, May 4, 2020 – As we all struggle to navigate through the …
April 14, 2020
Elke Rubach: Finding motivation in a world turned upside down
By: Elke Rubach, April 9, 2020 – When you read the endless negative news these …
April 1, 2020
Life Interrupted – Advisors Leading Through Traumatic Times
“A time of crisis is not just a time of anxiety and worry. It gives …
February 25, 2019
Relationship Management
This article by Deanne Gage originally appeared in the Sept. 2013 FORUM. Married folk have …
February 25, 2019
Suddenly Widowed
We all know the old adage about death and taxes. Seems very few clients want to think about eventualities, though.
February 25, 2019
Social Change: Interview with Al Jones
This article and interview by Deanne Gage originally appeared in the Sept. 2018 FORUM. Social …