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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…

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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…

In the News ·

June 21, 2021·

Advocis: How should Canadians handle big-ticket summer purchases with savings from the pandemic? Ask their advisors.

June 21, 2021 – The combined effects of sizzling weather, falling COVID-19 case counts, steady progress in vaccinations and healthy savings from the pandemic have created a perfect storm for Canadians to…

Blog ·

June 7, 2021·

In Conversation with Greg Pollock of Advocis – The Financial Podcast: Episode 35

Sponsored by Customplan Financial Advisors, Greg Pollock, President and CEO of Advocis joined in for an episode of The Financial Podcast with Darlene Poier, Host.…

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June 3, 2021·

Advocis Celebrates 115 Anniversary

For 115 years, Advocis has stood for the professionalization of financial advice and the security of Canadians from coast to coast. Please join us in…

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June 2, 2021·

Every Child Matters

Advocis encourages our members, partners, sponsors and staff to wear orange and lower flags this week in recognition of the 215 Indigenous children whose remains…

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June 2, 2021·

Pride Month 2021

Advocis would like to thank and recognize the professional associations and financial institutions who are showing support to the LGBTQ2+ community this Pride Month, and…

Blog ·

May 13, 2021·

Wealth Professional Canada: Hot List 2021

Wealth Professional Canada – Digital Magazine (May 2021) Thank you to Wealth Professional Canada for recognizing Greg Pollock, President and CEO of Advocis in the…

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…

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