Rethinking Millennials & Wealth In this edition of Coffee Talks, Zainab Williams, Founder and Principal Financial Planner at Elleverity offers insights into how to reach out to Millennials with affordable financial solutions which reflect the challenges they face, providing advisors with concrete solutions to start serving this key demographic in a transparent and meaningful way.
June 28, 2021 – Advocis, The Financial Advisors Association of Canada, is pleased to announce …
Insurance Journal: June 25, 2021 – Canadians tired of being locked down and their pocketbooks locked …
Behavioral Strategies for Winning Client Engagements in Chaotic Times In this edition of Coffee Talks, Todd Fithian, Managing Partner of Legacy shares proven strategies for connecting with clients and future clients during these challenging times, with approaches will not only move them closer to you but have them raving to their friends about you.
Budget 2021 Tax Update In this edition of Coffee Talks, Jamie Golombek, Managing Director, Tax and Estate Planning at CIBC provides an overview of the most important changes to personal and business taxes that financial advisors will need to understand for the benefit of their clients, as well as information on key developments in CRA administration related to them.
By Mike Carlson As an Indigenous person who is also a QAFP, I feel alone. …
June 21, 2021 – The combined effects of sizzling weather, falling COVID-19 case counts, steady progress in vaccinations and healthy …
Sponsored by Customplan Financial Advisors, Greg Pollock, President and CEO of Advocis joined in for …
For 115 years, Advocis has stood for the professionalization of financial advice and the security …
Advocis encourages our members, partners, sponsors and staff to wear orange and lower flags this …
Advocis would like to thank and recognize the professional associations and financial institutions who are …
