Enhancing the professionalism of financial advisors in the best interests of the consumer

Advocis in the News

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November 2015

Advocis CEO Greg Pollock quoted on the role of advice in Investment Executive
November 2015

Advocis vice president of regulatory and public affairs Ed Skwarek quoted in Wealth Professional on disclosure and commissions
November 23, 2015

The Toronto Star features OurAdvisor.ca as a resource to find a financial advisor
November 23, 2015

Advocis CEO Greg Pollock shares tips when looking for a financial advisor in this Money Monitor video
November 20, 2015

Advocis CEO Greg Pollock's guest blog on Advocis' consumer survey findings and the importance of preserving access to advice on Findependence Hub
November 20, 2015

Advocis CEO Greg Pollock quoted in The Vancouver Sun on what to look for in an advisor
November 20, 2015

Advocis vice president of regulatory and public affairs Ed Skwarek quoted in Wealth Professional on the regulation of advisors
November 20, 2015

Coverage of Advocis' 7th annual symposium and the CRM2 panel in The Insurance Journal
November 20, 2015

Advocis' national consumer survey and position on banning commissions covered in International Adviser (U.K.)
November 19, 2015

Advocis' national consumer survey and position on banning commissions covered in Money Management (Australia)
November 19, 2015

Results from Advocis' national investor survey featured in Wealth Professional
November 18, 2015

Advocis' position on Cumming report and mutual funds in Wealth Professional
November 18, 2015

Coverage of Advocis' 7th annual symposium and the robo-advice presentation on Wealth Professional
November 17, 2015

Advocis' position on mutual fund fees on Everything Zoomer
November 16, 2015

Advocis CEO Greg Pollock discusses Advocis' consumer survey on BNN
November 16, 2015

Coverage of Advocis' 7th annual symposium in Investment Executive
November 16, 2015

Advocis Kingston's Financial Literacy Month event educates youth about finances
November 7, 2015

Advocis' elegant proposal for a professional body discussed in The Insurance Journal
November 6, 2015

Advocis position on embedded fees mentioned in the Financial Post
November 4, 2015

Advocis Kingston celebrates Financial Literacy Month by bringing money program to local school
November 2, 2015

February 2015
March 2014

Advocis vice-president of education and member services Kathy Kaskiw interviewed in the Financial Post on the Life License Qualification Program (LLQP)
March 27, 2014

Advocis CEO Greg Pollock comments on the second reading passing of bill 157, the Financial Advisors Act, 2014, in Investment Executive
March 21, 2014

Coverage of the Financial Advisor's Act, 2014 in the Insurance & Investment Journal
March 17, 2014

Advocis member Victor Godhino discusses millennials and real estate investing in the Globe and Mail
March 17, 2014

Advocis CEO Greg Pollock speaks to BNN's Mark Buntley about Ontario's Financial Advisors Act, 2014
March 13, 2014

Advocis member Will Britton interviewed about Canadians and debt on Yahoo! Finance
March 12, 2014

Coverage of the Financial Advisors Act, 2014, in the Chronicle Herald (Read more)
March 11, 2014

Greg Pollock speaks about Advocis's Professions Model on The World Today with Sean Leslie on CKNW Talk Radio, Vancouver AM980 (Download the audio)
March 9, 2014

Advocis CEO Greg Pollock discusses Ontario's Financial Advisors Act, 2014 in the Vancouver Sun
March 7, 2014

Preet Banerjee discusses Ontario's Financial Advisors Act, 2014 in this podcast
March 7, 2014

Advocis member Jason Saikaley interviewed for Yahoo! Finance about Canadian women investors
March 7, 2014

Advocis member Lee Helkie interviewed for Metro news on financial planning for small businesses
March 4, 2014

Past Advocis chair Dean Owen interviewed in the Globe and Mail on RRSP deadlines
March 3, 2014

Advocis member Chris Dewdney discusses RRSPs vs. TFSAs on Yahoo! Finance's Money Minute
March 3, 2014

Advocis CEO Greg Pollock's guest column on fees in Windsor Biz magazine
March 2014

February 2014

Advocis members Andrew Guilfoyle, Tanya, Herman-Vanthuyne, Richard McKenster and Lee Helkie share their investing philosophies in the Globe and Mail
February 26, 2014

Advocis member Andrew Sherbin interviewed in the Globe and Mail on RRSP withdrawals
February 26, 2014

Coverage of Advocis's position on the introduction of bill 157, the Financial Advisor's Act, 2014 in

February 18, 2014

Advocis member Wade Baldwin interviewed on retirement mistakes in the Globe and Mail
February 18, 2014

Advocis member Aaron Keogh interviewed on saving for retirement in Metro News
February 17, 2014

Advocis member Chris Dewdney interviewed on saving strategies in Metro News
February 17, 2014

Advocis CEO Greg Pollock discusses fees and fiduciary duty on 880AM CKLW (Download the audio)
February 11, 2014

Advocis CEO Greg Pollock speaks to Alberta Venture about women investors
February 10, 2014

Past Advocis Chair Dean Owen interviewed in Metro news on TFSAs
February 10, 2014

Advocis position on fees and fiduciary duty discussed in Financial Post Magazine
February 6, 2014

Advocis CEO Greg Pollock's opinion piece on fees and fiduciary duty in the Globe and Mail
February 5, 2014

Advocis member Lee Helkie consults on personal finance profile in the Toronto Star
February 3, 2014

Past Advocis Chair Dean Owen interviewed in Metro news on saving with RRSPs and TFSAs
February 3, 2014

October 2013

Coverage of Advocis's 2013 Regulatory Affairs Symposium on

Coverage of Advocis's 2013 Regulatory Affairs Symposium in Investment Executive on October 28, 2013

Advocis chair Harley Lockhart and Advocis member Al Jones interviewed in The Globe and Mail
October 21, 2013

Ed Skwarek, Advocis's vice president of regulatory and public affairs, discusses the Association's position on proposals to update advisor disciplinary system in Investment Executive
Mid-October, 2013

Advocis chair Harley Lockhart weighs in on the issue of couples not discussing retirement with CBC radio's Philip DeMont (Download the audio)
October 3, 2013