Advocis calls on Ontario’s new government to take action to protect investors
Enrolment for association members will begin in November
The similarity of Advocis’ IAFE could create confusion
The PST is being repealed retroactively to Aug. 1, 2017, the date the tax was implemented
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
The collaboration offers Advocis members an expanded range of continuing education and professional development opportunities
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
There are concerns that clients won’t be able to afford life insurance or that other jurisdictions may follow suit
The association is opposed to the idea of banning embedded commissions and is asking advisors and clients to contact their MPPs and make their voices heard