When Financial Advice Gets Tough, Financial Advisors Matter
What can a financial advisor offer when economic circumstances seem to matter more than your …
Tag Archives: Chartered Life Underwriter
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 …
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 …
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 …
New rules force financial planners to be qualified by 2026
Dale Jackson, BNN Bloomberg March 25, 2022 – You need a licence to drive a …
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 …