What's New @ Advocis

March 2010

Advocis also issued a trade media release on the matter. [More]

We are currently seeking a professional and experienced Senior Manager, Accreditation & Audit, to join our team. This position will be responsible for managing content accreditation services as a revenue generating service to the CLU Institute as well as conducting an annual CE audit for Institute designation holders (CLU® and RHU). [More]

February 2010

Advocis has offered the Canadian Council of Insurance Regulator (CCIR) input into its five year strategic plan. [More]

Advocis also issued a media release on the matter. [More]

Advocis is on Twitter, the microblogging website. To find out more about Twitter, here is a short instructional video.

Click here, to see the Advocis most recent tweets. To set up an account and follow Advocis directly, click on Sign Up Now on the Twitter homepage or click on Join Today on the Advocis page.

Last fall, Advocis sent out a comprehensive survey to all members to guage opinions about Advocis’ products and services offerings [More].  

Advocis has sent a pre-budget submission to the Ontario government. The recommendations focus on creating a business environment that supports financial advisors and planners and, in turn, benefits the consumer. [More]

Advocis also issued a media release on the matter. [More]

January 2010

December 2009

Advocis chair Kris Birchard speaks about 2009 at Advocis. The challenges and successes of the past year are the subject of Kris Birchard's online video presentation. In his address, Kris speaks about the importance of Advocis' advocacy work over the past year, Advocis' efforts to speak to consumers, among other topics. More

November 2009

Taylor Train, Advocis’ COO, penned the guest column in November’s Investment Executive. Taylor posits that given that the financial services industry is under increased scrutiny because of the global financial market meltdown and the recent spate of rogue “advisors,” it is more important than ever that advisors and planners have access to timely and relevant continuing education. More.

September 2009

For a second year, Taylor Train, Advocis’ COO was a featured speaker at the World Critical Illness Insurance Conference, held this year in Montreal.  To see Taylor speak about financial literacy, click here.

August 2009

Attend Canada's First LTC Insurance Conference for Advisors
A one-day conference designed for advisors who realize there is a need for LTC insurance but who are not totally comfortable with the product and how to position it with their clients.

With the current economic situation, the importance of having your clients protect their assets is an essential aspect of the financial planning services you provide and you owe it to your clients to explain how Long Term Care insurance can help them. [More]

July 2009

Want help solving the CFP licensing exam? Then make it MISSION POSSIBLE.
Prep with Course 5 of the CFP® Education Program from Advocis® and CCH.

NOTICE: Anyone planning to write the CFP licensing exam in November 2009 or June 2010, before the certification guidelines change in July 2010, should consider this preparation course.

June 2009

April 2009

The Globe and Mail on Monday April 20 published an information supplement, The Value of Advice. This was the outcome of a partnership between The Globe and Mail and Advocis. To view the supplement, click here.

To order additional copies of the supplement, please visit The Globe and Mail’s website.

CBC News Sunday aired a story on Sunday April 12 "Can you trust your financial advisor?" Greg Pollock did an interview with the host, Evan Solomon, about how and why Canadians can trust their financial advisor. In the end, Greg’s portion was not used. However, members are encouraged to view the story, particularly the last four or five minutes (which starts around the 18 minute mark).

March 2009

A letter has been sent to the editor of the National Post about the importance of having a complete financial picture when deciding to buy mortgage insurance. [More]

Greg Pollock has sent a letter to the editor of The Toronto Star about Ellen Roseman’s March 22 column Investors must watch advisers. More ...

February 2009

Greg Pollock and Kris Birchard appeared today before the Standing Committee on Government Agencies reviewing the operations of the Ontario Securities Commission (OSC). View the media release, and the remarks to the committee – Feb. 23, 2009

January 2009

Greg Pollock addressed The Toronto Board of Trade on Friday January 30, 2009 about a common securities regulator.  More...

Members in the Toronto region are encouraged to come and hear Greg Pollock speak about a common securities regulator at the Toronto Board of Trade, Friday January 30, 2009, 7:30 a.m. – 9:00 a.m. More...

Greg Pollock, President and CEO of Advocis, has written to the deputy minister of finance to express dissatisfaction over how the newly introduced tax free savings accounts (TFSA) are being explained to Canadians in government television and radio ads and on government websites. More...

October 2008