Enhancing the professionalism of financial advisors in the best interests of the consumer

Advocis Protective Association (APA)

The goal of the Advocis Protective Association (APA) is to facilitate the provision of superior coverage to financial advisors and planners through our insuring partners that is comprehensive, sustainable and stable in pricing.


 

The InstituteThe Institute for Advanced Financial Education

The Institute is the leading designation body in Canada for financial services practitioners in the specialty areas of Advanced Estate and Wealth Transfer, and Living Benefits.
The Institute provides a platform of standards and advanced knowledge through designation programs and accreditation services. The Institute boasts over 4,000 designation holders in good standing across Canada.


 

GAMAGAMA

GAMA International Canada is a not-for-profit professional association that exists exclusively for leaders in the distribution of financial services.


 

CALUConference for Advanced Life Underwriting(CALU)

CALU represents Advocis Members' through its activities and consultations concerning such issues as Critical Illness Insurance & Long Term Care, Review of the Exempt Test, the Deductibility of Interest and Other Expenses, Tax Assisted Savings Plans, Capital Accumulation Plans, the Taxation of Commission Income, Charitable Donations of Life Insurance, Privacy Legislation & Financial Services, Health & Welfare Trusts, Valuation, Transfer and Distribution of Life Insurance, and Fiscal Policy & Federal Budget Roundtables.