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March 23, 2022·

Financial Planner and Financial Advisor title protection moving forward in Ontario, Minister of Finance approves Rule

Advocis has applied to be a FSRA-approved credentialing body to grant and oversee Financial Planner and Financial Advisor title use TORONTO, ON – March 23,…

Advocis News ·

February 18, 2022·

A Record-Breaking Insure Your Love Twitter Chat

Insure Your Love Month, Life Happens February 18, 2022 – Life Happens celebrated Insure Your Love month with a Twitter chat on February 15! The…

Advocis News ·

February 17, 2022·

How middle-aged Canadians can make up for lost time on RRSPs

Deanne Gage, Special to The Globe & Mail February 17, 2022 – With less than a couple of weeks until the annual deadline for contributing…

Advocis News ·

February 16, 2022·

‘Reality check’: Top tips to tame household debt

Jennifer Ferreira, CTV News February 16, 2022 – While the Bank of Canada’s trendsetting interest rate target remains at just 0.25 per cent, Canadians have…

Advocis News ·

January 28, 2022·

Is detecting clients’ cognitive decline tougher in a virtual world?

Leo Almazora, Wealth Professional Canada January 28, 2022 – Through their intimate relationships and in-depth conversations with clients, financial advisors and planners have traditionally been…

Advocis News ·

January 26, 2022·

Reverse mortgages deserve careful consideration, says Advocis

Leo Almazora, Wealth Professional Canada January 26, 2022 – For house-rich Canadians facing liquidity challenges in retirement, the idea of unlocking an alternative income stream…

Advocis News ·

November 19, 2021·

Medavie Blue Cross wins Advocis Award for Life and Health Insurer of the Year at 2021 Insurance Business Awards Canada

Medavie Blue Cross, 2021 Insurance Business Awards November 19, 2021 – Medavie Blue Cross is thrilled to announce that it has been named Life and…

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…

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