Volunteer Week 2024: Thank You Message from Eric Lidemark
April 15, 2024 – My life has been unbelievably enriched by being an Advocis volunteer. FORUM …
Tag Archives: Financial Planner
Attracting & Nurturing Clients in the Digital Age
(From the March 2024 Edition of eFORUM) By Angelina Hung & Zainab Williams When …
As inflationary pressures grow, Canadians increasingly struggle to make monthly mortgage & credit card payments
November 1, 2023, Toronto – Canadians of all ages are feeling the pinch of inflation, and …
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 …
Advocis appoints Julie Martini as new Chief Operating Officer
May 16, 2023, Toronto – Advocis, The Financial Advisors Association of Canada is pleased to announce …
Advocis’ ‘Financial Advice for All’ campaign wins Bronze at FCS Portfolio Awards for Corporate Imagery
May 9, 2023, Toronto – Advocis, The Financial Advisors Association of Canada, is proud to …
National Volunteer Week 2023 – A message from Greg Pollock
Greg Pollock, April 17, 2023 As the importance of professional financial advice continues to grow for Canadians, the need …
Greg Pollock on The Ivari Podcast
ivari presents…On the go! Interview with Greg Pollock, CEO of Advocis February 9, 2023 – Greg …
Making wise financial decisions when inheriting money
Content from Globe & Mail, Financial Planning Report November 25, 2022 – If the estimates prove …
Advisors observe positive shift in clients’ attitudes toward financial planning
Susan Yellin, Insurance Journal November 18, 2022 – 2022 started out with a healthy dose …
Advocis Invites Canadians to Explore the Role of Financial Literacy in Challenging Economic Times for Financial Literacy Month 2022
November 1, 2022, Toronto – Advocis, The Financial Advisors Association of Canada, has announced its …
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 …
The Big Q: How Advisors Can Harness Technology to Exceed Customer Expectations
Deanne Gage, May 30, 2022 When advisors require a technology solution for their practices, …
Tech Tools for Advisors to Elevate Their Practice in the Digital Age
Written By: AdvisorFlow & Advocis As a financial advisor, having a suite of tech …
National Volunteer Week 2022 – A message from Greg Pollock
Greg Pollock, April 25, 2022 As we emerge from the pandemic, the value of volunteering …
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 …
‘Reality check’: Top tips to tame household debt
Jennifer Ferreira, CTV News February 16, 2022 – While the Bank of Canada’s trendsetting interest …
Is detecting clients’ cognitive decline tougher in a virtual world?
Leo Almazora, Wealth Professional Canada January 28, 2022 – Through their intimate relationships and in-depth …
Banks’ product shelf restrictions face scrutiny at Advocis event
Michelle Schriver, Advisor’s Edge November 17, 2021 – Banks restricting product shelves at the branch …
Advocis Invites Advisors, Families and Youth to ‘Get Started’ with Financial Literacy for Financial Literacy Month 2021
October 26, 2021, Toronto – Advocis, The Financial Advisors Association of Canada, has announced its …
Advocis: What are some of the major life changes Canadians are contemplating this fall? Ask their advisors.
September 20, 2021 – As vaccinations rise and vaccination passport mandates emerge, an atmosphere of increased …
How the pandemic has transformed mentorship in the investment industry
HELEN BURNETT-NICHOLS – SPECIAL TO THE GLOBE AND MAIL July 23, 2021 – The absence …
Truth & Reconciliation in Financial Planning
(From the July 2021 Edition of eFORUM) By Mike Carlson As an Indigenous person who …
From COVID-19 windfalls to property investment pitfalls?
Leo Almazora – Wealth Professional July 5, 2021 – As experts that people consult on …
Advocis appoints Robert Eby as Chair of Board of Directors
June 28, 2021 – Advocis, The Financial Advisors Association of Canada, is pleased to announce …
One-fifth of Canadians interested in using saved-up money for home renovations
Insurance Journal: June 25, 2021 – Canadians tired of being locked down and their pocketbooks locked …
Member Article: Truth & Reconciliation in Financial Planning
By Mike Carlson As an Indigenous person who is also a QAFP, I feel alone. …
Advocis: How should Canadians handle big-ticket summer purchases with savings from the pandemic? Ask their advisors.
June 21, 2021 – The combined effects of sizzling weather, falling COVID-19 case counts, steady progress in vaccinations and healthy …
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 …
Advocis Celebrates 115 Anniversary
For 115 years, Advocis has stood for the professionalization of financial advice and the security …
Every Child Matters
Advocis encourages our members, partners, sponsors and staff to wear orange and lower flags this …
Pride Month 2021
Advocis would like to thank and recognize the professional associations and financial institutions who are …
Finalists for the 2021 WP Awards revealed
April 1, 2021, Toronto – Providing financial advisors with superior service is a core part …
What financial mistakes did Canadians make during the pandemic? Ask their advisors.
April 12, 2021, Toronto – With COVID-19 vaccine distribution in full swing across the country, …
Advocis Spotlights the Next Generation for how to get Back to Basics during Financial Literacy Month
October 29, 2020, Toronto – Advocis, The Financial Advisors Association of Canada, has announced its …
Advocacy Matters. Here’s Why.
Advocis is pleased to report that the province of Saskatchewan’s Bill 203 – The Financial Planners …
Advocis announces Board of Directors Appointments
Advocis, The Financial Advisors Association of Canada, is pleased to announce the appointment of Sara …
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 …
Ontario regulator provides update on title regulation
By: Michelle Schriver, November 13, 2019 Advisors and planners can expect a flexible approach as …