Lucas Di Rocco
November 1, 2022
November 1, 2022, Toronto – Advocis, The Financial Advisors Association of Canada, has announced its Financial Literacy Month initiatives for 2022, with highlights including a new […]
October 18, 2022
Consumers deserve to understand the service they’re receiving. When a consumer wishes to purchase an investment fund or insurance product, they can meet with someone who […]
October 6, 2022
October 6, 2022 – Greg Pollock, President and CEO of Advocis, The Financial Advisors Association of Canada, has been appointed to the Financial Services Regulatory Authority […]
June 7, 2022
Deanne Gage, May 30, 2022 When advisors require a technology solution for their practices, their inquiries often start in one of two ways: asking their […]
May 12, 2022
Written By: & Advocis As a financial advisor, having a suite of tech tools handy can streamline your business and help you better serve your […]
April 25, 2022
Greg Pollock, April 25, 2022 As we emerge from the pandemic, the value of volunteering has never been greater, and Advocis is proud to voice our […]
April 11, 2022
The Financial Services Regulatory Authority of Ontario (FSRA) New title protection framework will make it easier for financial services professionals to communicate their value to consumers […]
April 5, 2022
Pat Foran, CTV News Toronto March 30, 2022 – Anyone in Ontario can call themselves a financial planner or financial advisor, but now under new rules […]
March 30, 2022
Jameson Berkow, Globe Advisor March 30, 2022 – Life insurance agents in Canada’s most populous province are facing a new oversight regime after a pair of […]