Advocis and many Corporate Leaders in the industry have partnered because they share the same vision, a vision to raise the level of professionalism to help advisors serve their clients better.

Our members provide financial and product advice to millions of Canadians across a variety of distinct areas, including: estate and retirement planning, wealth management, risk management, and tax planning. Members adhere to a strict Code of Conduct, subscribe to standards of best practice, meet ongoing continuing education requirements, maintain appropriate levels of professional liability insurance and are committed to putting their client interests first. With all that membership has to offer, why wouldn’t you join?  Advocis’ Corporate Partner affiliates receive a rebate when joining Advocis as a new member. To become a member of Canada’s leading association for financial advisors, click here.

Under these corporate partner relationships, we are pleased to extend discounts and rebates on our educational programming and services for affiliates of our Corporate Partners. 

If you are an affiliate of an Advocis Corporate Partner and would like to learn more about your company’s affiliate corporate partner entitlements, please contact Kathy Kaskiw, Vice President, Education & Member Services.

For more information on how your organization can join Advocis’ Corporate Partnership program, please contact Kathy Kaskiw, Vice President, Education & Member Services.

Advocis’ Corporate Partners