FOR THE PUBLIC
Many Canadians need and want help with their finances. According to a 2011 survey by Ipsos Reid for ABC Life Literacy Canada:
- Only 20 percent of Canadians have confidence in their math and money skills as they relate to helping plan for a secure financial future.
- Canadians save an average of only $211 per month for long-term savings. Many Canadians save even less.
- Almost 8 out of 10 Canadians lack confidence in their ability to teach others about money, saving and budgeting.
Advocis members help their clients monitor and update their financial plan, to truly understand their finances and stay on course to meeting their long-term financial goals.
Financial help … a click away!
Click here or on the Find an Advisor link on the left.
If you want some suggestions on what to ask your new advisor, click here or on the Interviewing Your Advisor link on the left.
Advocis advisors and planners:
- are committed to a Code of Professional Conduct
- are required to complete 30 hours of professional development each year’ and
- uphold a high best practices standard
Advocis offers advanced and specialized financial advice designations.