FOR ADVISORS & PLANNERS
Benefits of membership include advocacy, standards, designations programs (CFP and CLU), quality designation based and best practices based continuing education programs and networking opportunities, and practice management tools including the Best Practices Manual for financial advisors.
Becoming a member
When the name is Advocis, it says a lot about the member. New financial channels are emerging. But at Advocis, we believe that clients will continue to value personal contact with informed advisors they can trust. The Advocis brand name provides this assurance. To discuss your questions and comments with our membership development team, contact us at:
Advocis
390 Queens Quay West, Suite 209,
Toronto, Ontario M5V 3A2
Tel: (416) 444-4449 or 1-877-773-6765
Fax: (416) 444-8031
membership@advocis.ca
Advocis Membership Application
Applying for your Advocis Membership is now easier and faster.
Please review your MEMBERSHIP CATEGORY OPTIONS before you apply.
Membership Fees
We have two convenient payment options for your membership fee:
- Annual Fee
- Pre-Authorized Payment Plan
View more information on membership categories and fees.
Forms are stored in a PDF format and you will need a copy of Adobe Reader to view and print them.
