January 28, 2022
Published by Lucas Di Rocco on January 28, 2022
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Is detecting clients’ cognitive decline tougher in a virtual world?

Leo Almazora, Wealth Professional Canada  January 28, 2022  – Through their intimate relationships and in-depth conversations with clients, financial advisors and planners have traditionally been in […]
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January 26, 2022
Published by Lucas Di Rocco on January 26, 2022
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Reverse mortgages deserve careful consideration, says Advocis

Leo Almazora, Wealth Professional Canada  January 26, 2022  – For house-rich Canadians facing liquidity challenges in retirement, the idea of unlocking an alternative income stream using […]
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June 7, 2021
In Conversation with Greg Pollock of Advocis - The Financial Podcast: Episode 35
Published by Will O'Neill on June 7, 2021
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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 […]
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May 13, 2021
Wealth Professional Canada Hot List 2021
Published by Will O'Neill on May 13, 2021
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Wealth Professional Canada: Hot List 2021

Wealth Professional Canada – Digital Magazine (May 2021) Thank you to Wealth Professional Canada for recognizing Greg Pollock, President and CEO of Advocis in the top […]
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July 9, 2020
Saskatchewan Government building - on the passage of Title Protection Legislation
Published by Gregory Furlong on July 9, 2020
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Advocacy Matters. Here’s Why.

Advocis is pleased to report that the province of Saskatchewan’s Bill 203 – The Financial Planners and Financial Advisors Act – has passed and received Royal Assent! For […]
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July 6, 2020
Saskatchewan Government building - on the passage of Title Protection Legislation
Published by Will O'Neill on July 6, 2020
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FP Canada™ and Advocis applaud the Saskatchewan Government on the passage of Title Protection Legislation

Legislation represents a positive step forward for consumer protection in Saskatchewan TORONTO, ON – July 6, 2020 – Today FP Canada and Advocis, the Financial Advisors […]
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April 24, 2020
Blocks of wood on a table being knocked down by man one after another in a domino manner
Published by Will O'Neill on April 24, 2020
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Why advisors should be considering their business emergency preparedness

By: Kira Vermond (Globe Advisor), April 24, 2020 – Ask Eric Lidemark, financial advisor and owner of Lidemark Financial Group Inc., to describe himself and the […]
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