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: CLU
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 …
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, …
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 …
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 …
Advocis announces Board of Directors Appointments
Advocis, The Financial Advisors Association of Canada, is pleased to announce the appointment of Sara …
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 …