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Company: Advocis

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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The PST is being repealed retroactively to Aug. 1, 2017, the date the tax was implemented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 April 16, 2018
  • 11:15

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

New name of relaunched CLU could create confusion with IAFP, ruling states

Much debate on new CE proposals

The collaboration offers Advocis members an expanded range of continuing education and professional development opportunities

  • By: IE Staff
  • December 14, 2017 December 14, 2017
  • 14:30

The MyMoneySmarts program is the start of a long-term plan by Advocis to promote financial literacy in support of the national financial literacy strategy

  • By: IE Staff
  • November 1, 2017 November 1, 2017
  • 11:35