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Company: Advocis

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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

Paper family of four under a paper cutout insurance umbrella

The PST is being repealed retroactively to Aug. 1, 2017, the date the tax was implemented

  • By: Leah Golob
  • February 27, 2018 October 17, 2019
  • 11:15

Jim Virtue wants financial advice to be a profession and for Advocis to be at the heart of that profession