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


Find an Advisor

Consumers can use the Find an Advisor search to locate an Advocis member who works in their community. Members in good standing who wish to be presented to the public are listed on Find an Advisor and may also offer a customized introduction.

Advocis makes this resource available to help the public find a professional financial advisor in their area who will assist individuals or small business owners with their financial needs. Any other use of this resource is strictly forbidden.

Search Tips
Find an Advisor will return a maximum of 150 names. You can narrow down your search for an advisor by entering information in additional search fields.

  • Searches are not case-sensitive.
  • Must choose at least two search criteria: Province and one other field
  • Refine your Search by selecting additional criteria
  • Partial entry is allowed to broaden your Search: (For example, Smith = sm)

Disclaimer
The Institute for Advanced Financial Education (The Institute), a wholly owned subsidiary of Advocis, is responsible for the administration of the Disciplinary Procedures for Advocis members. The Institute investigates all allegations of unprofessional conduct regarding an Advocis member. The Institute does not seek monetary compensation on behalf of consumers for any financial loss suffered during a client-advisor relationship with an Advocis member. The Institute and Advocis have no authority to strip an advisor of their license to practice and sell product; this is the responsibility of industry and provincial regulators. For more information on the Disciplinary Procedures Advocis members are subject to, please visit http://iafe.ca/disciplinary.html.



 
Advisor Information
* Required fields
* Province
  City
  Postal Code
A partial entry allowed
(For example, M4W 3W8 = M4)
  Last Name A partial entry allowed (For example, Smith = sm)
  First Name
  Company Name
Refine your Search by selecting additional criteria
Click checkbox or checkboxes to select designation  and desired area/s of specialty.
Leave boxes unselected for a broader search.
 
Financial designation Select area of specialty

Chartered Life Underwriter, CLU®
The CLU designation is an internationally recognized credential for professional financial advisors specializing in advanced planning areas of wealth transfer and estate planning for individuals, business owners and professionals. The CLU designation, granted in Canada by The Institute for Advanced Financial Education, is Canada’s premier wealth and estate planning designation. A CLU professional is qualified to help you with estate planning, wealth transfer, income replacement, risk management and succession planning.

Certified Health Insurance Specialist, CHS™
The CHS designation is a credential obtained by professional financial advisors specialized in meeting the growing demand for informed living benefits advice including income replacement and risk management solutions for individuals, business owners and professionals. The CHS designation, designed exclusively for the Canadian marketplace, is granted by The Institute for Advanced Financial Education. A CHS professional is qualified to help you with managing risks associated with illness and disability.

Chartered Financial Consultant, CH.F.C.®
The CH.F.C. designation provides professional financial advisors with advanced knowledge in wealth accumulation and retirement planning for individuals, professionals and business owners. A CH.F.C. professional is qualified to help you with advanced financial planning needs.

Certified Financial Planner®, CFP®
CFP certification is an internationally recognized standard for financial planning. It is granted in Canada by Financial Planning Standards Council (FPSC). A CFP professional is qualified to help you with personal financial planning.


New search