Financial Advice
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 […]
July 18, 2022
July 18, 2022 – Advocis, The Financial Advisors Association of Canada, is pleased to announce the appointment of Catherine Wood, MBA, MISt, ICD.D., CFP, CLU, TEP, CHS, […]
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 […]
March 25, 2022
Dale Jackson, BNN Bloomberg March 25, 2022 – You need a licence to drive a car or earn money as an electrician, a plumber and even […]
March 23, 2022
Advocis has applied to be a FSRA-approved credentialing body to grant and oversee Financial Planner and Financial Advisor title use TORONTO, ON – March 23, 2022 […]
July 16, 2021
DEANNE GAGE, SPECIAL TO THE GLOBE AND MAIL July 16, 2021 – The COVID-19 pandemic caused many financial advisors to rethink how they run their practices […]