What's New @ Advocis |
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June 2010 |
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At the beginning of June, Peter Tzanetakis, Advocis’ VP, regulatory and public affairs, gave the presentation "Regulation of financial advice: The game has shifted" to Advocis’ London, Ontario chapter. His presentation on the regulatory landscape was captured on video and can be accessed here. |
May 2010 |
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Advocis provided the Task Force on Financial Literacy with its solution to this critical issue. The answer? Continued access to professional financial advice. [More] Advocis has issued a media release on its position. [More] |
April 2010 |
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Greg Pollock was the only Canadian speaker to address the international association, The Convention of Independent Financial Advisors, at their annual conference in Madrid, Spain at the end of April. Greg’s well-received speech on the convergence of financial services products is here. |
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Advocis has responded to the April 26, 2010, Globe and Mail editorial, “Reform to prevent conflict of interest.” [More] |
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On April 19, the Financial Literacy Task Force held its Toronto consultations. Photos from the day have been posted to Advocis’ Facebook page here. |
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Advocis’ Alberta Legislature Day on April 14 was a success. Throughout that day, Advocis members and staff spoke with many MLAs and Ministers, including the premier and the minister of finance. In addition, Advocis’ representatives were recognized by members of the Legislative Assembly of Alberta in the video here. |
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Greg Pollock was interviewed by CTV about the work of the Task Force on Financial Literacy. This story originally appeared on Canada AM. It was also picked up by local CTV news broadcasts in Toronto and Saskatoon. The story can be seen here. (“Financial non-planning”) |
March 2010 |
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Advocis has provided the Canadian Securities Transition Office with input as they proceed in drafting legislation. [More]
Advocis also issued a trade media release on the matter. [More] |
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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 |
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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] |
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Advocis has provided comment to the Ontario Ministry of Finance on the impact to financial advisors and planners of the Trade and Cooperation Agreement between Ontario and Quebec. [More] |
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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. |
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Last fall, Advocis sent out a comprehensive survey to all members to guage opinions about Advocis’ products and services offerings [More]. |
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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 |
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On January 15, 2010, The Honourable Jim Flaherty, Canada's Minister of Finance, M.P. for Whitby-Oshawa was one of the key speakers at "The Time is Now", a conference put on in downtown Toronto by Advocis, The Financial Advisors Association of Canada. To read Minister Flaherty's speech, click here. |
December 2009 |
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Advocis Survey regarding regulation of mutual fund advisors and dealers. More |
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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 |
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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. |