April 15, 2024
Volunteer Week 2024: Thank You Message from Eric Lidemark
April 15, 2024 – My life has been unbelievably enriched by being an Advocis volunteer. FORUM …
In the News
November 1, 2023
As inflationary pressures grow, Canadians increasingly struggle to make monthly mortgage & credit card payments
November 1, 2023, Toronto – Canadians of all ages are feeling the pinch of inflation, and …
August 23, 2023
When Financial Advice Gets Tough, Financial Advisors Matter
What can a financial advisor offer when economic circumstances seem to matter more than your …
July 25, 2023
Advocis appoints Eric Lidemark as Chair of Board of Directors
July 25, 2023 – Advocis, The Financial Advisors Association of Canada, is pleased to announce …
June 20, 2023
Advocis Commends the Government of New Brunswick for Protecting Consumers by Passing Title Protection Legislation
TORONTO, ON – July 20, 2023 – Advocis congratulates the Government of New Brunswick on …
May 16, 2023
Advocis appoints Julie Martini as new Chief Operating Officer
May 16, 2023, Toronto – Advocis, The Financial Advisors Association of Canada is pleased to announce …
May 9, 2023
Advocis’ ‘Financial Advice for All’ campaign wins Bronze at FCS Portfolio Awards for Corporate Imagery
May 9, 2023, Toronto – Advocis, The Financial Advisors Association of Canada, is proud to …
April 17, 2023
National Volunteer Week 2023 – A message from Greg Pollock
Greg Pollock, April 17, 2023 As the importance of professional financial advice continues to grow for Canadians, the need …
February 9, 2023
Greg Pollock on The Ivari Podcast
ivari presents…On the go! Interview with Greg Pollock, CEO of Advocis February 9, 2023 – Greg …
February 7, 2023
Greg Pollock on The Assuris Podcast – Let’s Talk Life… Insurance
The Assuris Podcast – Let’s Talk Life… Insurance Episode 1: Financial Advice for an Increasingly …
December 13, 2022
Ho ho no! Why clients are cutting back on Christmas gifts
Leo Almazora, Wealth Professional Canada Advocis poll reveals how looming recession and inflation fears are …
December 2, 2022
Insurance Business Canada Awards winners: “Without them, we wouldn’t exist”
Bethan Moorcraft, Insurance Business Canada December 2, 2022 – The Insurance Business Canada Awards 2022 (IBCA) did not …
November 25, 2022
Making wise financial decisions when inheriting money
Content from Globe & Mail, Financial Planning Report November 25, 2022 – If the estimates prove …
November 18, 2022
Advisors observe positive shift in clients’ attitudes toward financial planning
Susan Yellin, Insurance Journal November 18, 2022 – 2022 started out with a healthy dose …
November 15, 2022
Advocis Invites Canadians to Explore the Role of Financial Literacy in Challenging Economic Times for Financial Literacy Month 2022
November 1, 2022, Toronto – Advocis, The Financial Advisors Association of Canada, has announced its …
October 18, 2022
Voice of the Member: Curtis Kimpton says It’s Time for Saskatchewan to, Once Again, Raise the Bar
Consumers deserve to understand the service they’re receiving. When a consumer wishes to purchase an …
October 6, 2022
Greg Pollock Appointed to the FSRA Stakeholder Advisory Committee for Financial Planners and Financial Advisors
October 6, 2022 – Greg Pollock, President and CEO of Advocis, The Financial Advisors Association …
July 18, 2022
Advocis appoints Catherine Wood as Chair of Board of Directors
July 18, 2022 – Advocis, The Financial Advisors Association of Canada, is pleased to announce …
June 7, 2022
The Big Q: How Advisors Can Harness Technology to Exceed Customer Expectations
Deanne Gage, May 30, 2022 When advisors require a technology solution for their practices, …
May 12, 2022
Tech Tools for Advisors to Elevate Their Practice in the Digital Age
Written By: AdvisorFlow & Advocis As a financial advisor, having a suite of tech …
April 25, 2022
National Volunteer Week 2022 – A message from Greg Pollock
Greg Pollock, April 25, 2022 As we emerge from the pandemic, the value of volunteering …
April 11, 2022
Two Credentialing Bodies Approved for Financial Planner and Financial Advisor Title Use in Ontario
The Financial Services Regulatory Authority of Ontario (FSRA) New title protection framework will make it …
April 5, 2022
New rules coming for financial advisors in Ontario. This is what they’ll mean for you
Pat Foran, CTV News Toronto March 30, 2022 – Anyone in Ontario can call themselves …
March 30, 2022
Ontario ramps up life insurance agent oversight amid advisor-planner title standards uncertainty
Jameson Berkow, Globe Advisor March 30, 2022 – Life insurance agents in Canada’s most populous …
March 25, 2022
New rules force financial planners to be qualified by 2026
Dale Jackson, BNN Bloomberg March 25, 2022 – You need a licence to drive a …
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 …
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 …
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 …
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 …
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 …
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 …
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 …
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 …
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 …
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 …
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 …
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 …
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, …
July 5, 2021
From COVID-19 windfalls to property investment pitfalls?
Leo Almazora – Wealth Professional July 5, 2021 – As experts that people consult on …
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 …
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 …
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. …
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 …
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 …
June 3, 2021
Advocis Celebrates 115 Anniversary
For 115 years, Advocis has stood for the professionalization of financial advice and the security …
June 2, 2021
Every Child Matters
Advocis encourages our members, partners, sponsors and staff to wear orange and lower flags this …
June 2, 2021
Pride Month 2021
Advocis would like to thank and recognize the professional associations and financial institutions who are …
May 13, 2021
Wealth Professional Canada: Hot List 2021
Wealth Professional Canada – Digital Magazine (May 2021) Thank you to Wealth Professional Canada for …
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 …
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 …
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 …
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 …
April 13, 2021
Finalists for the 2021 WP Awards revealed
April 1, 2021, Toronto – Providing financial advisors with superior service is a core part …
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, …
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 …
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 …
July 9, 2020
Advocacy Matters. Here’s Why.
Advocis is pleased to report that the province of Saskatchewan’s Bill 203 – The Financial Planners …
July 9, 2020
Advocis announces Board of Directors Appointments
Advocis, The Financial Advisors Association of Canada, is pleased to announce the appointment of Sara …
July 6, 2020
FP Canada™ and Advocis applaud the Saskatchewan Government on the passage of Title Protection Legislation
Legislation represents a positive step forward for consumer protection in Saskatchewan TORONTO, ON – July …
April 24, 2020
Why advisors should be considering their business emergency preparedness
By: Kira Vermond (Globe Advisor), April 24, 2020 – Ask Eric Lidemark, financial advisor and …
March 30, 2020
Advocis launches free online service to connect financial advisors with small business owners in wake of COVID-19
March 30, 2020, Toronto – As the COVID-19 pandemic continues to disrupt the Canadian economy, …
March 13, 2020
Advocis response to COVID-19 developments
As the situation with COVID-19 continues to evolve, and new information becomes available, Advocis recognizes …
March 4, 2020
New PFA credential benefits Canadian financial advisors and their clients
By: Greg Pollock, March 4, 2020 – There’s never been a more important time for …
February 18, 2020
Advocis launches new benchmark credential for Canadian financial advisors
Toronto, ON, February 18, 2020 – Advocis, The Financial Advisors Association of Canada, today launched …
November 29, 2019
Insurance Business Canada Awards winners revealed
The wait is finally over for all of the finalists of the Insurance Business Canada …
November 29, 2019
Women in Wealth Management award winners revealed
By: James Burton, November 27, 2019 The Canadian wealth management industry celebrated some of its …
November 29, 2019
Tips to serve clients both young and old
By: Michelle Schriver, November 13, 2019 How best to serve clients of different demographics was …
November 29, 2019
Ontario regulator provides update on title regulation
By: Michelle Schriver, November 13, 2019 Advisors and planners can expect a flexible approach as …
November 29, 2019
What’s next for title reform in Ontario
By: Michelle Schriver, November 13, 2019 Advisors and planners can expect a flexible approach as …
November 29, 2019
How Advocis aims to flip financial attitudes
By: Leo Almazora, November 11, 2019 Whether it’s debt management, saving for retirement, or wealth …
November 6, 2019
It’s Financial Literacy Month throughout November
by Steve Randall 01 Nov 2019 November is Financial Literacy Month, encouraging Canadians to take …
November 6, 2019
Advocis builds its content to make finance approachable
The Financial Advisors Association of Canada aims to change millennial mindsets about money. By Christopher …
October 31, 2019
Advocis Challenges Canadians to Take Charge of Their Finances
Advocis, The Financial Advisors Association of Canada, has announced its Financial Literacy Month initiatives for …
October 29, 2019
Majority of Newfoundlanders and Labradorians Believe Financial Advisors Need Professional Regulation
Opportunity exists to mirror Ontario’s recent actions to protect Financial Advisor title October 29, 2019 …
October 3, 2019
Greg Pollock on whether succession planning should be regulated
October 2, 2019 / Wealth Professional by Roland ChanFounder and CEO of FindBob, a provider …
July 3, 2019
Advocis appoints Abe Toews as Chair of Board of Directors
Advocis, The Financial Advisors Association of Canada, is pleased to announce the appointment of Abe …
July 3, 2019
Standards needed for financial advisers
Now that Ontario has moved to regulate financial advisers, other provinces should do the same. …
July 3, 2019
‘Provinces must follow Ontario’s lead on title protection’
TORONTO/JUNE 5,2019/WEALTH PROFESSIONAL – Canadians across the country should be able to turn to their …
July 3, 2019
Advocis meets with provincial governments to protect titles
TORONTO/JUNE 4, 2019/INSURANCE JOURNAL – Members of Advocis have been meeting with provincial governments across the country …
June 17, 2019
Greg Pollock: Opinion Piece about Title Protection
What’s in a title? More than you know. Is your financial advisor qualified to give …
May 9, 2019
Global News Consumer Matters: Calls to Regulate Financial Advisors
Momentum is growing across the country! Nearly 90 percent of British Columbians would support their Government following Ontario’s lead by taking a concrete step to #raisethebar by protecting the title of “financial advisor.”
May 7, 2019
Majority of British Columbians Believe Financial Advisors Need Professional Regulation
TORONTO, May 7, 2019 /CNW/ Almost half of British Columbians wrongly believe that the title …
April 11, 2019
Advocis supports the Government of Ontario taking action on title protection
TORONTO, April 11, 2019 /CNW/ – Advocis applauds the Government of Ontario for taking long overdue action to protect …
March 12, 2019
2017 Media Releases
2017 Media releases Advocis Launches TV & Digital Commercial for Financial Advice for All Nov. 1, …
March 12, 2019
2016 Media Releases
2016 Media releases Protect Yourself Against the Risks of Being an ExecutorJune 6, 2016 Advocis …