October - December 2009
Dec. 11, 2009 Caution urged on pension overhaul – Toronto Star [More]
Dec. 10, 2009 You don't need millions to need help – Hamilton Spectator [More]
Dec. 2, 2009 Zavitz to take the helm of Advocis’ 2010 board of directors: New slate of directors elected – Investment Executive [More]
Dec. 2, 2009 McKenster to serve another year as CLU Institute chairman. 2010 board of trustees announced – Investment Executive [More]
Nov. 27, 2009 MGAs must "know your advisor" – Advisor.ca [More]
Nov. 27, 2009 Advisors urged to adopt self regulation: Advocis Symposium. Advisor-client relationship should be based on trust, Wilkinson says. – Investment Executive [More]
Nov. 25, 2009 Salvaging your savings; With the worst apparently behind us, now is a good time to regroup and choose investment vehicles that can rebuild your portfolio – The Globe and Mail print edition.
Nov. 24, 2009 Advocis to host symposium on the future of financial services distribution – Investment Executive [More]
Nov. 17, 2009 SIO launches advisor education course – Advisor.ca [More]
Nov. 6, 2009 You won’t live forever ... so read this – The Globe and Mail [More]
Nov./Dec. 2009 Advice channel under pressure –The Insurance Journal
Nov. 2009 Advisors are under the microscope, guest column – print edition of Investment Executive
Oct. 2009 Regulators’ report on MGAs postponed – The Insurance Journal
Oct. 19, 2009 Anti-spam law restricts freedom to conduct legitimate business, says Advocis – Investmentexecutive.com [More]
Oct. 2009 Fixing Canada’s pension problems – print edition of Investment Executive
Oct. 2009 Anti-spam law called too broad – print edition of Investment Executive
September 2009

Sep. 30, 2009 RESPs are rock solid – The Toronto Star [More]
Sep. 27, 2009 Take responsibility for financial literacy – North Shore News [More]
Sep. 23, 2009 Decline in pension coverage must be reversed, advisors told – Investmentexecutive.com [More]
Sep. 19, 2009 The great advisor shuffle – National Post
Sep. 19, 2009 Stiffer sentences for financial fraud only a first step, victims say – Waterloo Region Record [More]
Sep. 18, 2009 GETTING PERSONAL CDA: Reforming The Pension System, Wallstreet Journal Online [More]
Sep. 17, 2009 Briefly: "Canadians not prepared for retirement: Advocis" and more news – Advisor.ca [More]
Sep. 17, 2009 Canadians not prepared: Advocis report, Seniors Daily Online [More]
Sep. 17, 2009 Advocis Report: Canadians not prepared for retirement – Insurance-canada.ca [More]
Sep. 17, 2009 Advocis report: Canadians not prepared for retirement – smartmoney.com [More]
Sep. 17, 2009 Canadians not prepared for retirement: report – Benefitscanada.com [More]
Sep. 17, 2009 Canadians not prepared for retirement: Advocis – Advisor.ca [More]
Sep. 17, 2009 Advocis report: Canadians not prepared for retirement – smartmoney.com [More]
Sep. 17, 2009 Advocis report: Canadians not prepared for retirement – Finance.Alpha Trade.com [More]
Sep. 17, 2009 Canadians not prepared for retirement: Advocis Report recommends measures to foster DC pension plan participation – Investmentexecutive.com [More]
Sep. 17, 2009 Advocis report: Canadians not prepared for retirement – Canadianbusiness.com [More]
Sep. 17, 2009 Advocis report: Canadians not prepared for retirement – globeinvestor.com [More]
Sep. 1, 2009 Financial Literacy Task Force Starts Work – Wall Street Journal Online
July & August 2009

Aug. 6, 2009 New rules for deposit brokers – Investmentexecutive.com [More]
Jul. 21, 2009 National 'securities crime' unit urged; Financial analyst Urquhart; 'Only police can administer criminal code - Montreal Gazette [More]
Jul. 20, 2009 July 20, 2009 - Alleged Quebec financial fraud highlights need to ask hard questions - MSN Symaptico Finance [More]
  The Mix – Prince Rupert [More]
Jul. 19, 2009 Alleged investment scheme prompts investor warnings: ICAC releases investment firm selection checklist – investmentexecutive.com [More]
Jul. 17, 2009 Alleged Quebec financial fraud highlights need to ask hard questions – GuelphMercury.com – National [More]
Jul. 17, 2009 Alleged Quebec financial fraud highlights need to ask hard questions – Oklahoma Securities Commission, Department of Securities. [More]
Jul. 17, 2009 Alleged Quebec financial fraud highlights need to ask hard questions
  • Winnipeg Free Press [More]
  • Amherst Daily News [More]
  • EZ Rock radio – Salmon Arm, BC [More]
  • The Waterloo Region Record [More]
  • CFRB.com [More]
  • Canoemoney.ca [More]
  • AOL news Canada [More]
  • EastOttawa.ca [More]
  • MSN Sympatico News [More]
  • Macleans.ca [More]
  • Canadaeast.com [More]
  • Prince George Citizen [More]
  • CJFW FM – Terrace, BC [More]
  • Thespec.com, Hamilton, Ontario [More]
  • Journal Pioneer – Summerside, PEI [More]
  • News 88.9 – Saint John
  • HelloQuebec.com
  • Kelowna Daily Courier, Kelowna, BC [More]
  • Lethbridge Herald – Lethbridge, Alberta [More]
  • 660 News – Calgary
  • The West Island Chronicle – Montreal, Que. [More]
  • Medicine Hat News – Alberta [More]
  • 570 news, Kitchener – Ontario [More]
  • Prince Albert Herald – Saskatchewan [More]
  • News 919 – Moncton, NB [More]
  • Newsfeed: Canada Standard [More]
  • Newsfeed: Daylife [More]
Jul. 17, 2009 Interview with Greg Pollock on ponzi schemes and their warning signs - Take 5, CIUT, 89.5, Toronto,
Jul. 16, 2009 Advocis: There are ponzi scheme warning signs – globeinvestor.com [More]
Jul. 16, 2009 Advocis: There are ponzi scheme warning signs – Yahoo Finance [More]
Jul. 16, 2009 Alleged investment scheme prompts investor warning from Advocis: Be alert for warnings signs when choosing an advisor, investors told – Investmentexecutive.ca [More]
Jul. 16, 2009 Watch for fraud warning signs: Expert - cbc.ca [More]
Jul. 16, 2009 Advocis: There are ponzi scheme warning signs [More]
Jul. 16, 2009 How to spot a ponzi scheme: Advocis, advisor.ca [More]
Jul. 15, 2009 Advice to investors: ask questions first – Montreal Gazette [More]
Jul. 14, 2009 Interview with Taylor Train on ponzi schemes and their warning signs – CBC TV 6pm News, Toronto,
January - June 2009

Jun. 28, 2009 Stewart to chair task force on financial literacy: Goal is to develop a national strategy to make all Canadians more knowledgeable. - Investmentexecutive.ca [More]
Jun. 26, 2009 Ottawa names fianncial literacy task force – Advisor.ca [More]
Jun. 19, 2009 Industry braces for “do not email” legislation – Advisor.ca [More]
Jun. 10, 2009 Tax breaks key to Canadian retirement plans: Survey - Canada.com. [More]
Jun. 10, 2009 Tax breaks key to Canadian retirement plans: Survey - The Ottawa Citizen. [More]

This story also appeared in:
Jun. 10, 2009 See an advisor (Letter to the editor by Greg Pollock) - The National Post [More]
Jun. 2, 2009 NL: One-stop insurance shopping questioned - The Daily Business Buzz. [More]
Jun. 2, 2009 Consumers warned of pitfalls of one-stop shopping - The Telegram (St. John’s, NL). [More]
Jun. 1, 2009 NL government compromises consumer protection under guise of more choice, Advocis says - Investmentexecutive.ca. [More]
May 11, 2009 Living benefits designates and students say knowledge is the key: Advocis - Insurancecanada.ca. [More]
May 11, 2009 RHU adds to advisors’ income: survey. Designation eases entry into living benefits market - Investmentexecutive.com. [More]
Apr. 28, 2009 Teresa Black Hughes, former chair of Advocis, did an interview with Adler Onlline, a nationally syndicated radio show heard in 14 cities across Canada, about loaning money to relatives and friends - courtesy of CJOB Winnipeg and Corus Radio Network [More] [Download mp3 audio file]
Apr. 24, 2009 Economy discussed at meeting of financial advisers - Peterborough Examiner. [More]
Apr. 20, 2009 The Value of Advice - The Globe and Mail [More]
Apr. 3, 2009 Clients to carry cost of harmonized tax - Advisor.ca [More]
Mar. 26, 2009 March 26 – - ADVOCIS: Encouraged by budget's red tape reduction; but, consumers will continue to see less return on investments, Canadianbusiness.com [More]
Spring 2009 RRSP Rescue - Globe Investor [Download PDF - 485KB]
Mar. 27, 2009 Ontario budget gets mixed reviews - Advisor.ca [More]
Mar. 27, 2009 Financial crisis too important to let politicians resolve, says CIFA head - Investment Executive [More]
Mar. 26, 2009 Ontario offers tax cuts, sales tax harmonization - Advisor.ca [More]
Mar. 26, 2009 ADVOCIS: Encouraged by budget's red tape reduction; but, consumers will continue to see less return on investments – Canoe Money [More]
Mar. 26, 2009 Ontario pledges $10.6 billion in tax relief over three years. Provincial deficit to balloon to $14.1 billion – Investment Executive [More]
Mar. 26, 2009 ADVOCIS: Encouraged by budget's red tape reduction; but, consumers will continue to see less return on investments – Smartmoney.com [More]
Mar. 26, 2009 ADVOCIS: Encouraged by budget's red tape reduction; but, consumers will continue to see less return on investments – tmcnet.com [More] 
Mar. 26, 2009 ADVOCIS: Encouraged by budget's red tape reduction; but, consumers will continue to see less return on investments – Globeinvestor.com [More]
Mar. 26, 2009 ADVOCIS: Encouraged by budget's red tape reduction; but, consumers will continue to see less return on investments – Daily Commercial News website [More]
February 2009 Government’s TFSA ads riles financial advice industry – The Insurance Journal
Feb. 24, 2009 Ontario urged to restructure regulatory regime – Advisor.ca [More]
Feb. 23, 2009 You've lost all my money – Globe and Mail [More]
Feb 21, 2009 Senior wants compensation for investment losses – The Toronto Star [More]
Feb. 17, 2009 Diversify to succeed – Metro News [More]
Feb. 4, 2009 A long view and a consistent strategy help investors avoid “buyer’s remorse” – Globe and Mail
Feb. 1, 2009 Single regulator long overdue, panel says: Patchwork of regulation called unfair to financial advisors – Investmentexecutive.com [More]
Jan. 31, 2009 National securities regulator viable even if only B.C., Ontario on board: Expert panel member says two represent enough market share – The Toronto Star [More]
Jan. 30, 2009 Financial services industry and consumer protection, Fairchild TV (in Cantonese)
Jan. 30, 2009 Commission unique : les règles actuelles « injustes » pour les conseillers – finance-investissement.com [More]
Jan. 28, 2009 Putting experts to the test: Advisors can’t always keep investors in the black, but good communications skills can go a long way when markets plunge – Globe and Mail [More]
Jan. 27, 2009 Budget 2009: Industry associations cautiously optimistic – Advisor.ca [More]
Jan. 20, 2009 Keep Regulation Fair: Advocis - Advisor.ca [More]
Jan. 19, 2009 Advocis calls on Ontario to reduce regulatory burden on advisors: Cost-benefit analysis would be welcome [More]
Jan. 2009 Industry wants permit for incidental insurance sellers - Insurance Journal. [More]
Jan. 2009 Online continuing education for advisors is picking up steam, Insurance Journal [More]
October to December 2008

Dec. 29, 2008 Even in a recession, financial advisers still in high demand - Metro Calgary (the same story appeared in Metro papers in Vancouver, Edmonton, Toronto and Halifax) [More]
Dec. 17, 2008

Federal bankruptcy legislation affords new RRSP creditor protection - Globe and Mail
Dec. 5, 2008 CLU Institute names new board of trustees - Advisor.ca [More]
Dec. 5, 2008 CLU Institute announces new chair and board for 2008-2009 - Breaking News, The Insurance Journal
Dec. 4, 2008 Advocis elects new board of directors, Advisor.ca [More]
Dec. 3, 2008 Leadership changes as a result of Advocis annual general meeting - Breaking News, The Insurance Journal
Dec. 3, 2008 Advocis elects new directors at annual general meeting: Birchard steps into chairman’s role - Investment Executive [More]
Dec. 2008 Education is key for new Advocis CEO - Investment Executive, print edition [More]
Dec. 2008 Onus on advisors to spot money laundering - Investment Executive, print edition [More]
Nov. 14, 2008 Advocis responds to insurance report - Advisor.ca [More]
Nov. 14, 2008 Advocis: CCIR/CISRO miss the opportunity to set the bar higher – Insurance-Canada.ca [More]
Nov. 12, 2008 Planning for a healthy retirement, Calgary Herald [More]
Nov. 12, 2008 Lifelong wealth management requires holistic, informed plan; An information series on personal finance, The Edmonton Journal [More]
Nov. 6, 2008 Retiring the debt; Taking debt into retirement means you'll have less money for lifestyle expenses and probably have to continue working – The Toronto Star [More]
Oct. 30, 2008 Dollars and cents just one part of the big picture; Financial Planning – National Post [More]
Oct. 29, 2008 It doesn't slice or dice, but it can save you money; The Tax Free Savings Account is the most revolutionary savings vehicle since the RRSP, experts say – Globe and Mail
Oct. 29, 2008 Financial planning: it's never too late to map out your goals, Montreal Gazette (repeated in the Calgary Herald) [More]
Oct. 27, 2008

must seeTeresa Black Hughes’ op-ed emphasizes knowledge of financial advisors in the IFIC - Globe and Mail investment fund information supplement [More]
Oct. 22, 2008 Planning with perspective, Calgary Herald [More]
Oct. 22, 2008 Retirement planning requires more than smart investment choices, The (Montreal) Gazette [More]
Oct. 21, 2008 Time to review professional liability coverage is now: Advocis.  Small business week is a great time for advisors to look at financial protection for their own businesses, Investment Executive [More]
Oct. 20, 2008 Industry debates who should regulate planning, Advisor.ca [More]
Oct. 18, 2008 It looks more like freedom 95 today, Hamilton Spectator [More]
October 2008 The Do Not Call List is here: Know the rules, Investment Executive, print edition, October 2008 [More]
Oct. 14, 2008 Advocis: Talk to your financial advisor or planner [More]
Oct. 14, 2008 Advocis urges Canadians to talk to financial advisors. Don’t panic, investors told [More]
Oct. 8, 2008

Broker's World Canada: Financial Planning Rule Now Under Review - A Dow Jones Newswires Column
Oct. 7, 2008 Greg Pollock: New President and CEO of Advocis, The Financial Advisors Association of Canada - Breaking News [More]
Oct. 6, 2008 Advocis names new president and ceo - Advisor.ca [More]
Oct. 6, 2008 Retirement income planning - The StarPhoenix [More]
Oct. 6, 2008 Briefly: "Advocis names new president, CEO" and more of Monday's news [More]
Oct. 6, 2008 Advocis Names New President and CEO [More]
Oct. 2, 2008 Interview with Teresa Black Hughes on what advisors should be doing for clients – CTV network
Oct. 2, 2008 P.E.I. Allows Incorporation [More]
Oct. 1, 2008 Advisor incorporation in PEI approved: Advocis’ representations help win the day – Insurance-canada.ca [More]
Oct. 1, 2008

P.E.I. allows advisors to incorporate: Newfoundland and Labrador and Alberta are the two remaining holdouts in allowing advisors to adopt the business structure [More]
June to September 2008

Sep. 30, 2008 Advocis committed to educating advisors about Do Not Call [More]
Sep. 29, 2008 Advocis moves forward on Do Not Call List legislation [More]
Sep. 16, 2008 Advocis, MFDA clash over proposed amendments [More]
Sep. 15, 2008 MFDA’s proposed client relationship model adds to regulatory burden: Advocis [More]
Sep. 8, 2008 Advocis: IIROC's proposed regulation of financial planners ill-conceived [More]
Sep. 8, 2008 Briefly: "Advocis slams IIROC planning proposal" and more of Monday's news [More]
Sep. 8, 2008 IIROC’s proposed regulation of financial planners ill-conceived: Advocis [More]
Aug. 19, 2008 Advocis updates RHU program. Content of disability and group benefits course revised [More]
Aug. 18, 2008 Advocis, The Financial Advisors Association of Canada: Helping Canadians Prepare for the Future [More]
Aug. 18, 2008 RHU Program: Responding to the ever-changing marketplace. Canadian Business On-line
Aug. 18, 2008 RHU Program: Responding to the ever-changing marketplace. SmartMoney.com
Aug. 2008 Advocis aims to get bankers licensed [More]
Jun. 13, 2008 High Fuel Prices Don't Have to Ruin your Vacation Plans, Experts Say [More]
Jun. 4, 2008 Alberta sole holdout on incorporation [More]
Jun. 4, 2008 Advocis applauds NBSC decision on advisor incorporation: Regulator approves payment of commissions into corporations [More]
June 2008 Advocis Applauds Decision on Advisor Incorporation: NB Securities Commission Approves Payment of Commissions into Corporations [More]