In the News

All
Advocis News
Blog
In the News
Press Release

Blog ·

May 11, 2021·

Nominees Announced for the 2021 National Magazine Awards: B2B

National Magazine Awards: B2B Advocis is pleased that our September 2020 issue of FORUM Magazine “Breaking the Silence” has been named a finalist in the…

Blog ·

May 5, 2021·

Simply the Best: How Financial Advisor Designations Can Affect Customer Experience

Jennifer Kuta, Caldwell Investment Management Ltd. It is important for your prospective clients to know that their potential Advisor has sufficient training, knowledge and experience…

Blog ·

April 21, 2021·

‘It’s an emotional roller coaster out there for clients’

Leo Almazora, Wealth Professional Canada 2020 was a year like no other, marked by seismic changes to society and people’s lives left by the COVID-19…

Blog ·

April 19, 2021·

In Recognition of National Volunteer Week 2021

As National Volunteer Week begins, all of us at Advocis are reflecting on the challenging climate of the past year, and considerate of how instrumental…

In the News ·

April 13, 2021·

Finalists for the 2021 WP Awards revealed

April 1, 2021, Toronto – Providing financial advisors with superior service is a core part of who we are. Advocis is proud to announce our…

In the News ·

April 12, 2021·

What financial mistakes did Canadians make during the pandemic? Ask their advisors.

April 12, 2021, Toronto – With COVID-19 vaccine distribution in full swing across the country, many Canadians are beginning to look back on how the…

In the News ·

October 29, 2020·

Advocis Spotlights the Next Generation for how to get Back to Basics during Financial Literacy Month

October 29, 2020, Toronto – Advocis, The Financial Advisors Association of Canada, has announced its Financial Literacy Month initiatives for 2020, including a video feature…

Blog ·

September 3, 2020·

KNOWLEDGE BUREAU AND ADVOCIS PARTNER TO OFFER MFA-P™ DESIGNATION PROGRAM TO MEMBERS

TORONTO, ON – September 3, 2020 – Knowledge Bureau, a pre-eminent national financial education institute and Advocis, The Financial Advisors Association of Canada, are pleased…

Blog ·

July 9, 2020·

Advocacy Matters. Here’s Why.

Advocis is pleased to report that the province of Saskatchewan’s Bill 203 – The Financial Planners and Financial Advisors Act – has passed and received Royal Assent!…

Advocis News ·

July 9, 2020·

Advocis announces Board of Directors Appointments

Advocis, The Financial Advisors Association of Canada, is pleased to announce the appointment of Sara Gelgor and John Hamilton to the TFAAC Board of Directors.…

v 2.0

In the News

In the News

Nominees Announced for the 2021 National Magazine Awards: B2B

Simply the Best: How Financial Advisor Designations Can Affect Customer Experience

‘It’s an emotional roller coaster out there for clients’

In Recognition of National Volunteer Week 2021

Finalists for the 2021 WP Awards revealed

What financial mistakes did Canadians make during the pandemic? Ask their advisors.

Advocis Spotlights the Next Generation for how to get Back to Basics during Financial Literacy Month

KNOWLEDGE BUREAU AND ADVOCIS PARTNER TO OFFER MFA-P™ DESIGNATION PROGRAM TO MEMBERS

Advocacy Matters. Here’s Why.

Advocis announces Board of Directors Appointments

Thank you for your order!

Questions or difficulties downloading?

Thank you for your order!

Questions or difficulties downloading?

Thank you for your order!

Questions or difficulties downloading?

Thank you for your order!

Questions or difficulties downloading?

Thank you for your order!

Questions or difficulties downloading?

Thank you for your order!

Questions or difficulties downloading?

2022 Advocis membership
renewal is here

Thank you for your order!

Questions or difficulties downloading?

Thank you for your order!

Questions or difficulties downloading?

Thank you for your order!

Questions or difficulties downloading?

Thank you for your order!

Questions or difficulties downloading?

Thank you for your order!

Questions or difficulties downloading?

Want to grow and retain your clientele?

Want to grow and retain your clientele?