July 12, 2021

Truth & Reconciliation in Financial Planning

(From the July 2021 Edition of eFORUM) By Mike Carlson As an Indigenous person who is also a QAFP, I feel alone. I believe that I […]
July 5, 2021

From COVID-19 windfalls to property investment pitfalls?

Leo Almazora – Wealth Professional  July 5, 2021 – As experts that people consult on financial decisions, advisors are in a good position to get on-the-ground […]
June 28, 2021

Advocis appoints Robert Eby as Chair of Board of Directors

June 28, 2021 – Advocis, The Financial Advisors Association of Canada, is pleased to announce the appointment of Robert (Rob) Eby as Chair of the Board […]
June 25, 2021

One-fifth of Canadians interested in using saved-up money for home renovations

Insurance Journal: June 25, 2021 – Canadians tired of being locked down and their pocketbooks locked up are eager to spend their saved-up funds from the pandemic and are talking […]
June 21, 2021

Member Article: Truth & Reconciliation in Financial Planning

By Mike Carlson As an Indigenous person who is also a QAFP, I feel alone. I believe that I am one of only a handful of […]
June 21, 2021

Advocis: How should Canadians handle big-ticket summer purchases with savings from the pandemic? Ask their advisors.

June 21, 2021 – The combined effects of sizzling weather, falling COVID-19 case counts, steady progress in vaccinations and healthy savings from the pandemic have created a perfect storm for Canadians to look […]
June 7, 2021

In Conversation with Greg Pollock of Advocis – The Financial Podcast: Episode 35

Sponsored by Customplan Financial Advisors, Greg Pollock, President and CEO of Advocis joined in for an episode of The Financial Podcast with Darlene Poier, Host. Among […]
June 3, 2021

Advocis Celebrates 115 Anniversary

For 115 years, Advocis has stood for the professionalization of financial advice and the security of Canadians from coast to coast. Please join us in celebrating […]
June 2, 2021

Every Child Matters

Advocis encourages our members, partners, sponsors and staff to wear orange and lower flags this week in recognition of the 215 Indigenous children whose remains were […]
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