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Company: Advocis

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Couple getting financial advice

Advocis and others are offering free advice

Hand holding smartphone with launching rocket on sky background. Startup and technology concept

The designation could be an approved credential required by title regulation

  • By: IE Staff
  • February 18, 2020 February 18, 2020
  • 13:53
smiling young couple shaking hands with investment advisor

Details are few, but flexibility is a key theme

open door business

Abe Toews was previously president of the South Saskatchewan and Brandon chapters of Advocis

  • By: IE Staff
  • June 28, 2019 October 11, 2019
  • 11:57

It remains to be seen what credentials the titles would require

female advisor shaking hands with a young couple

Advocis calls on Alberta government to require that all financial advisors become members of a professional governing organization and adhere to a common code of ethical conduct

man calculates money. piggy bank and business documents on desk

Website and podcast timed with the opening week of Canada’s Financial Literacy Month

businessman in a desk with financial advisor nameplate

Advocis calls on Ontario’s new government to take action to protect investors

female advisor shaking hands with a young couple

Enrolment for association members will begin in November

The similarity of Advocis’ IAFE could create confusion