Volunteer Week 2024: Thank You Message from Eric Lidemark
April 15, 2024 – My life has been unbelievably enriched by being an Advocis volunteer. FORUM …
April 15, 2024 – My life has been unbelievably enriched by being an Advocis volunteer. FORUM …
November 1, 2023, Toronto – Canadians of all ages are feeling the pinch of inflation, and …
What can a financial advisor offer when economic circumstances seem to matter more than your …
July 25, 2023 – Advocis, The Financial Advisors Association of Canada, is pleased to announce …
TORONTO, ON – July 20, 2023 – Advocis congratulates the Government of New Brunswick on …
May 16, 2023, Toronto – Advocis, The Financial Advisors Association of Canada is pleased to announce …
May 9, 2023, Toronto – Advocis, The Financial Advisors Association of Canada, is proud to …
Greg Pollock, April 17, 2023 As the importance of professional financial advice continues to grow for Canadians, the need …
ivari presents…On the go! Interview with Greg Pollock, CEO of Advocis February 9, 2023 – Greg …
The Assuris Podcast – Let’s Talk Life… Insurance Episode 1: Financial Advice for an Increasingly …
Leo Almazora, Wealth Professional Canada Advocis poll reveals how looming recession and inflation fears are …
Bethan Moorcraft, Insurance Business Canada December 2, 2022 – The Insurance Business Canada Awards 2022 (IBCA) did not …
Content from Globe & Mail, Financial Planning Report November 25, 2022 – If the estimates prove …
Susan Yellin, Insurance Journal November 18, 2022 – 2022 started out with a healthy dose …
November 1, 2022, Toronto – Advocis, The Financial Advisors Association of Canada, has announced its …
Consumers deserve to understand the service they’re receiving. When a consumer wishes to purchase an …
October 6, 2022 – Greg Pollock, President and CEO of Advocis, The Financial Advisors Association …
July 18, 2022 – Advocis, The Financial Advisors Association of Canada, is pleased to announce …
Deanne Gage, May 30, 2022 When advisors require a technology solution for their practices, …
Written By: AdvisorFlow & Advocis As a financial advisor, having a suite of tech …
Greg Pollock, April 25, 2022 As we emerge from the pandemic, the value of volunteering …
The Financial Services Regulatory Authority of Ontario (FSRA) New title protection framework will make it …
Pat Foran, CTV News Toronto March 30, 2022 – Anyone in Ontario can call themselves …
Jameson Berkow, Globe Advisor March 30, 2022 – Life insurance agents in Canada’s most populous …
Dale Jackson, BNN Bloomberg March 25, 2022 – You need a licence to drive a …
Advocis has applied to be a FSRA-approved credentialing body to grant and oversee Financial Planner …
Insure Your Love Month, Life Happens February 18, 2022 – Life Happens celebrated Insure Your …
Deanne Gage, Special to The Globe & Mail February 17, 2022 – With less than …
Jennifer Ferreira, CTV News February 16, 2022 – While the Bank of Canada’s trendsetting interest …
Leo Almazora, Wealth Professional Canada January 28, 2022 – Through their intimate relationships and in-depth …
Leo Almazora, Wealth Professional Canada January 26, 2022 – For house-rich Canadians facing liquidity challenges …
Medavie Blue Cross, 2021 Insurance Business Awards November 19, 2021 – Medavie Blue Cross is …
Michelle Schriver, Advisor’s Edge November 17, 2021 – Banks restricting product shelves at the branch …
October 26, 2021, Toronto – Advocis, The Financial Advisors Association of Canada, has announced its …
September 20, 2021 – As vaccinations rise and vaccination passport mandates emerge, an atmosphere of increased …
HELEN BURNETT-NICHOLS – SPECIAL TO THE GLOBE AND MAIL July 23, 2021 – The absence …
DEANNE GAGE, SPECIAL TO THE GLOBE AND MAIL [divider height=”30″ style=”default” line=”default” color=”” themecolor=”0″] July …
Jennifer Kuta, Caldwell Investment Management Ltd. July 6, 2021 – In all of the economics, …
Leo Almazora – Wealth Professional July 5, 2021 – As experts that people consult on …
June 28, 2021 – Advocis, The Financial Advisors Association of Canada, is pleased to announce …
Insurance Journal: June 25, 2021 – Canadians tired of being locked down and their pocketbooks locked …
By Mike Carlson As an Indigenous person who is also a QAFP, I feel alone. …
June 21, 2021 – The combined effects of sizzling weather, falling COVID-19 case counts, steady progress in vaccinations and healthy …
Sponsored by Customplan Financial Advisors, Greg Pollock, President and CEO of Advocis joined in for …
For 115 years, Advocis has stood for the professionalization of financial advice and the security …
Advocis encourages our members, partners, sponsors and staff to wear orange and lower flags this …
Advocis would like to thank and recognize the professional associations and financial institutions who are …
Wealth Professional Canada – Digital Magazine (May 2021) Thank you to Wealth Professional Canada for …
National Magazine Awards: B2B Advocis is pleased that our September 2020 issue of FORUM Magazine …
Jennifer Kuta, Caldwell Investment Management Ltd. It is important for your prospective clients to know …
Leo Almazora, Wealth Professional Canada 2020 was a year like no other, marked by seismic …
As National Volunteer Week begins, all of us at Advocis are reflecting on the challenging …
April 1, 2021, Toronto – Providing financial advisors with superior service is a core part …
April 12, 2021, Toronto – With COVID-19 vaccine distribution in full swing across the country, …
October 29, 2020, Toronto – Advocis, The Financial Advisors Association of Canada, has announced its …
TORONTO, ON – September 3, 2020 – Knowledge Bureau, a pre-eminent national financial education institute …
Advocis is pleased to report that the province of Saskatchewan’s Bill 203 – The Financial Planners …
Advocis, The Financial Advisors Association of Canada, is pleased to announce the appointment of Sara …
Legislation represents a positive step forward for consumer protection in Saskatchewan TORONTO, ON – July …
By: Kira Vermond (Globe Advisor), April 24, 2020 – Ask Eric Lidemark, financial advisor and …
March 30, 2020, Toronto – As the COVID-19 pandemic continues to disrupt the Canadian economy, …
As the situation with COVID-19 continues to evolve, and new information becomes available, Advocis recognizes …
By: Greg Pollock, March 4, 2020 – There’s never been a more important time for …
Toronto, ON, February 18, 2020 – Advocis, The Financial Advisors Association of Canada, today launched …
The wait is finally over for all of the finalists of the Insurance Business Canada …
By: James Burton, November 27, 2019 The Canadian wealth management industry celebrated some of its …
By: Michelle Schriver, November 13, 2019 How best to serve clients of different demographics was …
By: Michelle Schriver, November 13, 2019 Advisors and planners can expect a flexible approach as …
By: Michelle Schriver, November 13, 2019 Advisors and planners can expect a flexible approach as …
By: Leo Almazora, November 11, 2019 Whether it’s debt management, saving for retirement, or wealth …
by Steve Randall 01 Nov 2019 November is Financial Literacy Month, encouraging Canadians to take …
The Financial Advisors Association of Canada aims to change millennial mindsets about money. By Christopher …
Advocis, The Financial Advisors Association of Canada, has announced its Financial Literacy Month initiatives for …
Opportunity exists to mirror Ontario’s recent actions to protect Financial Advisor title October 29, 2019 …
October 2, 2019 / Wealth Professional by Roland ChanFounder and CEO of FindBob, a provider …
Advocis, The Financial Advisors Association of Canada, is pleased to announce the appointment of Abe …
Now that Ontario has moved to regulate financial advisers, other provinces should do the same. …
TORONTO/JUNE 5,2019/WEALTH PROFESSIONAL – Canadians across the country should be able to turn to their …
TORONTO/JUNE 4, 2019/INSURANCE JOURNAL – Members of Advocis have been meeting with provincial governments across the country …
What’s in a title? More than you know. Is your financial advisor qualified to give …
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.”
TORONTO, May 7, 2019 /CNW/ Almost half of British Columbians wrongly believe that the title …
TORONTO, April 11, 2019 /CNW/ – Advocis applauds the Government of Ontario for taking long overdue action to protect …
2017 Media releases Advocis Launches TV & Digital Commercial for Financial Advice for All Nov. 1, …
2016 Media releases Protect Yourself Against the Risks of Being an ExecutorJune 6, 2016 Advocis …