Advocis

A fresh perspective: Meet the Young Achievers of the Year

Hear from industry up-and-comers as they share their path to success, challenges facing young advisors and views on current industry issues.

From COVID-19 windfalls to property investment pitfalls?

Amid seller's market for residential properties, Advocis president and CEO lays out hidden costs buyers could be missing

Advocis names new board chair

Robert Eby announced to lead 2021-2022 board overseeing professional membership association for financial advisors

NEO poised ‘to have an even bigger impact on the industry’

Proud CEO Jos Schmitt reflects on his career so far after receiving lifetime achievement honour at the 2021 WP Awards

11 winners announced on day one of the 2021 WP Awards

After insightful panel discussions with our finalists, we crowned 11 deserving winners; don't miss today's packed agenda, starting 12pm ET

WP Awards, day one: winners revealed

After insightful panel discussions with our finalists, 11 award winners were announced; don’t miss day two’s packed agenda

WP Awards to put industry's stars in the spotlight

Taking place on June 2-3, our free-to-attend annual awards extravaganza will honour those in wealth management who have excelled this past year

'It's an emotional roller coaster out there for clients'

Advocis President and CEO sounds off on Canadians’ worst financial missteps and how advisors are proving their worth

Canadians admit pandemic financial mistakes

Survey of financial advisors also reveals the smart moves made by those that thrived in the past year

Education first

With a background in education and administration, Greg Pollock has been able to bring those values to Advocis and help shape the image of financial advice in Canada