Find an Advisor

 


Find an Advisor

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

Disclaimer
The Advocis Find an Advisor referral service provides contact information for financial professionals in your community who have opted to be included in this service.

You are using this service at your own risk. Advocis makes no representation, warranty, or guarantee that the listed individuals are members in good standing of their respective profession, or that they are currently located at the contact information provided. In no circumstances are Advocis, its officers, employees or agents responsible or liable for any direct, indirect or incidental loss or damage whatsoever arising from or in connection with your use of this referral service.

If you do not wish to be bound by the conditions set out above, please do not use the “Find an Advisor” service.

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 lease 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)

 
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


New search  



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