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: Greg Pollock
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 …
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 …
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 …
Insurance Business Canada Awards winners: “Without them, we wouldn’t exist”
Bethan Moorcraft, Insurance Business Canada December 2, 2022 – The Insurance Business Canada Awards 2022 (IBCA) did not …
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 …
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 …
Reverse mortgages deserve careful consideration, says Advocis
Leo Almazora, Wealth Professional Canada January 26, 2022 – For house-rich Canadians facing liquidity challenges …
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 …
Wealth Professional Canada: Hot List 2021
Wealth Professional Canada – Digital Magazine (May 2021) Thank you to Wealth Professional Canada for …
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 …
Why advisors should be considering their business emergency preparedness
By: Kira Vermond (Globe Advisor), April 24, 2020 – Ask Eric Lidemark, financial advisor and …