Consumer Information

Welcome to Advocis’ consumer information section

Information

Information on choosing a financial advisor, life and other insurance, retirement planning, estate planning, savings and credit, investment strategies, tax and information for small business.

Find an Advisor

Consumers can use the Find an Advisor feature to search for an Advocis member who works in their community. Members list their services on Find an Advisor and may offer a customized introduction.

Keepyourmoney.ca

On April 7, 2006, the CLU (Chartered Life Underwriter) Institute launched a consumer information website. www.keepyourmoney.ca.

The user-friendly site educates Canadians about the benefits of working with a CLU designated financial advisor – a specialist in life insurance, tax, estate planning and business succession solutions.

Advocis Code of Professional Conduct

As a condition of membership in Advocis, all members agree to abide by the Advocis/CLU Institute Code of Professional Conduct.

Financial designations

Guide to the designations to look for when choosing a financial advisor.

Take our Quick Financial Quiz
Do you have little time to attend to your personal financial affairs?
Are you confused about conflicting financial advice from several sources?
Do you feel you are paying too much in tax?
Are you confused about where to invest your money?
Are you finding it difficult to make ends meet?
Has there been a recent change in your life that could affect your financial future? Retirement, loss of a job, a change in career, an inheritance, an addition to your family or the loss of your spouse could affect your financial future.
If you checked two or more of these questions, you should consider talking to a professional financial advisor.

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