Nominees Announced for 6th Annual National Magazine Awards: B2B
National Magazine Awards Foundation (NMAF) April 30, 2024 – Advocis’ FORUM Magazine is nominated at the …
Tag Archives: Financial Advice
CanadianSME Announces Finalists for the 2023 Small Business Awards
Globe Newswire, CanadianSME April 29, 2024 – Excitement is in the air as we share the …
Volunteer Week 2024: Thank You Message from Eric Lidemark
April 15, 2024 – My life has been unbelievably enriched by being an Advocis volunteer. FORUM …
Rekindling connections
Manal Ali, Wealth Professional Canada March 18, 2024 – The power of in-person connection remains unparalleled, …
When Financial Advice Gets Tough, Financial Advisors Matter
What can a financial advisor offer when economic circumstances seem to matter more than your …
Advocis appoints Eric Lidemark as Chair of Board of Directors
July 25, 2023 – Advocis, The Financial Advisors Association of Canada, is pleased to announce …
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 …
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 …
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 …
Advocis appoints Catherine Wood as Chair of Board of Directors
July 18, 2022 – Advocis, The Financial Advisors Association of Canada, is pleased to announce …
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 …
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 …
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, …
Wealth Professional Canada: Hot List 2021
Wealth Professional Canada – Digital Magazine (May 2021) Thank you to Wealth Professional Canada for …
Nominees Announced for the 2021 National Magazine Awards: B2B
National Magazine Awards: B2B Advocis is pleased that our September 2020 issue of FORUM Magazine …
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 …
‘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 …
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 …
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, …