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 …
Tag Archives: CFP
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 …
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 …
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 …
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 …
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, …
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 …
Advocacy Matters. Here’s Why.
Advocis is pleased to report that the province of Saskatchewan’s Bill 203 – The Financial Planners …
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 …
RelationSHIFTS – The Human Element & COVID-19
By: Laurie Martin, May 4, 2020 – As we all struggle to navigate through the …
Life Interrupted – Advisors Leading Through Traumatic Times
“A time of crisis is not just a time of anxiety and worry. It gives …
Advocis response to COVID-19 developments
As the situation with COVID-19 continues to evolve, and new information becomes available, Advocis recognizes …
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 …