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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…

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…

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