Enhancing the professionalism of financial advisors in the best interests of the consumer
Practicing Advisor Member

Practicing Advisor Members are those who provide financial planning, financial advice, and/or product sales to consumers.

Requirements:

Privileges:

  • Paying members in this category receive one vote
  • Full access to all membership benefits, value and all resources
  • Option to register their assistant(s) for a flat fee per person. Assistants would need to adhere to the Advocis Code of Professional Conduct and would have access to member resources and member pricing but do not have voting privileges.

Membership Fee

Number of years in practice Annually Monthly

Year 1

Complimentary*
*If one is newly licensed (life or mutual funds or securities) and newly practicing and are within their 1st year in the business.
 Complimentary* 
*If one is newly licensed (life or mutual funds or securities) and newly practicing and are within their 1st year in the business.

Year 2 - 4

$275 $22.92

Year 5+

$879 $73.25
Manager Member

Manager Members are leaders in the financial services industry in Canada who are directly or indirectly responsible for recruiting/retaining, coaching, training, education, business development, or managing financial advisors and/or planners.

The role of a Manager Member should include some or all of the following concepts:

  • Coaching & leadership
  • Business development (including marketing, practice management, compliance and technology)
  • Training and education
  • Recruitment, selection and retention

Requirements:

Privileges:       

  • Paying members in this category (excluding Member’s Assistants) receive one vote
  • Full access to all membership benefits, value and all resources
  • Membership with GAMA International Canada and affiliate membership with GAMA International US.
  • Option to register their assistant(s) for a flat fee per person. Assistants would need to adhere to the Advocis Code of Professional Conduct and would have access to member resources and member pricing but do not have voting privileges.

Membership Fee

Annually $879.00
Monthly $73.25
Member's Assistant

Members' Assistants are in the employ of, or are directly supervised by, a Practicing Advisor or Manager member of Advocis. Regardless of whether a Member's Assistant is licensed, they do not offer independent financial advice to clients.

Requirements:

Privileges:       

  • Full access to all membership benefits, value and all resources
  • Member's Assistant Members do not have voting privileges

Membership Fee

Annually $176.00
Monthly $14.67
Student Member
  1. LLQP Student Members
    LLQP Student Members are those registered in the Advocis/Foran LLQP program, are entering the financial services industry for the first time, have never offered financial advice and are not mutual funds or securities licensed.
  2. Student Members
    Student Members are those who are registered in a full-time financial services program of study at a recognized post-secondary institution and do not hold any other licenses (proof of course registration is required)

Requirements:

Privileges:

  • Student Members do not have voting privileges
  • Full access to all membership benefits, value and all resources

Membership Fee

Annually Complimentary
Monthly Complimentary
Associate Member

Associate Members are those who are involved in a related profession or are interested in working within the financial services industry, but they are not eligible for membership in any other membership category. They may be in an executive management or specialist role within an organization in the financial services industry.

Requirements:

Privileges:

  • Full access to all membership benefits, value and all resources
  • Associate Members do not have voting privileges

Membership Fee

Annually $703.00
Monthly $58.58
Legacy Member

Current Categories: Retired Member, Life Member

Legacy Members are those with more than 35 years of membership in Advocis (and/or its predecessor organizations) who are either retired or working no more than 30 hours per month in the financial services industry in activities such as servicing clients, but are not actively pursuing new business.

Requirements:

Privileges:

  • Paying members in this category receive one vote
  • Full access to all membership benefits, value and all resources

Membership Fee

Annually $143.00
Monthly $11.92
Reduced Fee/Disability/Maternity

Reduced Fee Category – is for those Members who are not able to work due to Maternity/Paternity or Medical necessity/grounds. It must be applied for each year, with a three (3) year maximum over life time of Membership.

With this category you can request an exemption for that year from your CE requirement for Advocis and the Institute.

Click here to download the Reduced Fee Application ».



Become a member:

Online Application
Download PDF

All membership fees are

  • prorated, non-refundable and non-transferable
  • exclusive of applicable taxes and a $3/month Pre-Authorized Payment Plan (PAP) fee

If your current Advocis membership category no longer reflects your role or function, complete the Change in Membership Category form.