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Advocis News ·

November 17, 2021·

Banks’ product shelf restrictions face scrutiny at Advocis event

Michelle Schriver, Advisor’s Edge November 17, 2021 – Banks restricting product shelves at the branch advice level came under fire on Tuesday during a panel…

Advocis News ·

October 26, 2021·

Advocis Invites Advisors, Families and Youth to ‘Get Started’ with Financial Literacy for Financial Literacy Month 2021

October 26, 2021, Toronto – Advocis, The Financial Advisors Association of Canada, has announced its Financial Literacy Month initiatives for 2021, with highlights including a…

In the News ·

September 20, 2021·

Advocis: What are some of the major life changes Canadians are contemplating this fall? Ask their advisors.

September 20, 2021 – As vaccinations rise and vaccination passport mandates emerge, an atmosphere of increased confidence is faced with the continuing complications of the Delta variant, generating a mix of emotions…

In the News ·

July 23, 2021·

How the pandemic has transformed mentorship in the investment industry

HELEN BURNETT-NICHOLS – SPECIAL TO THE GLOBE AND MAIL July 23, 2021 – The absence of in-person mentorship during the pandemic resulted in fewer opportunities…

In the News ·

July 16, 2021·

How advisors are faring more than a year into the pandemic

DEANNE GAGE, SPECIAL TO THE GLOBE AND MAIL [divider height=”30″ style=”default” line=”default” color=”” themecolor=”0″] July 16, 2021 – The COVID-19 pandemic caused many financial advisors…

In the News ·

July 6, 2021·

You’re the Top: The Value of Advice as Your Differentiator – How to Stand Out from the Crowd

Jennifer Kuta, Caldwell Investment Management Ltd. July 6, 2021 – In all of the economics, business and marketing training I’ve been exposed to over the…

In the News ·

July 5, 2021·

From COVID-19 windfalls to property investment pitfalls?

Leo Almazora – Wealth Professional July 5, 2021 – As experts that people consult on financial decisions, advisors are in a good position to get…

2021_ADV_Board_Member_Social_Banner_Rob_Eby

In the News ·

June 28, 2021·

Advocis appoints Robert Eby as Chair of Board of Directors

June 28, 2021 – Advocis, The Financial Advisors Association of Canada, is pleased to announce the appointment of Robert (Rob) Eby as Chair of the…

In the News ·

June 25, 2021·

One-fifth of Canadians interested in using saved-up money for home renovations

Insurance Journal: June 25, 2021 – Canadians tired of being locked down and their pocketbooks locked up are eager to spend their saved-up funds from the pandemic and are…

Blog ·

June 21, 2021·

Member Article: Truth & Reconciliation in Financial Planning

By Mike Carlson As an Indigenous person who is also a QAFP, I feel alone. I believe that I am one of only a handful…

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