Office address: 10 Lower Spadina Ave, Toronto, Ontario, M5V 2Z2, Canada
Website: www.myadvocis.ca
Year established: 1906
Company type: Membership Organizations; Non-Profit & Charitable Organizations
Employees: 60
Expertise: Financial Services
Parent company: N/A
CEO and key people: Harris Jones (interim CEO)
Financing Status: N/A
Advocis is a leading financial services association in Canada that was established in 1906. The organization's mission is to empower financial advisors to serve their clients better by providing them with the knowledge, skills, and tools they need to succeed. In this article, we will explore the history, products, services, culture, and CEO of Advocis.
Advocis was established in 1906 with the goal of promoting professionalism and ethical standards in the financial services industry. Over the years, Advocis has evolved to become a leading association for financial advisors in Canada, providing them with the resources and support they need to succeed. Today, Advocis has over 13,000 members, including financial advisors, insurance agents, and financial planners, who are dedicated to serving their clients with the highest level of professionalism and expertise.
Advocis offers a wide range of products and services designed to help financial advisors succeed in their careers. These include:
The organization's goal is to provide financial advisors with the tools and resources they need to provide their clients with the best possible service. Advocis also offers a range of insurance and financial planning products, including life insurance, critical illness insurance, and disability insurance, to help financial advisors meet the needs of their clients.
The culture at Advocis is centered around a commitment to empowering financial advisors to serve their clients better. The organization's employees are dedicated to providing financial advisors with the knowledge, skills, and tools they need to succeed, and they are passionate about helping them make a positive impact in their clients' lives. The company values professionalism, ethical behavior, and a strong work ethic, and these values are evident in the quality of service that Advocis provides.
Harris Jones serves as the interim CEO at Advocis, bringing over 40 years of expertise in financial security. He is also president of Harris Jones Advisory and a board director at the Toronto branch of STEP. His previous roles include board director positions at West Toronto Community Legal Services and North Toronto Community Housing.
Jones is a chartered professional accountant from the Canadian Institute of Chartered Accountants and the Institute of Chartered Accountants of Ontario. He holds a BCom (Honours) in finance and marketing from Queen's University.
In conclusion, Advocis is a leading financial services association in Canada that is dedicated to empowering financial advisors to serve their clients better. With a wide range of products and services, a commitment to professional development, and a passion for helping financial advisors succeed, Advocis is well-positioned to continue its success in the years to come. The organization's commitment to promoting professionalism and ethical standards in the financial services industry makes it an important resource for financial advisors and their clients.
Wondering if the LLQP course is essential to your career as a financial planner? Check out this guide to find out how it can push your career to the next level
How Brandon Durant cultivates talent and relationships in the wealth management space
The changing financial advice industry needs a strong regulatory advocate
New chief has more than two decades of leadership experience
Is the title of CLU appropriate for your career path? Get to know whether the Chartered Life Underwriter is a designation you should work to obtain
Al Jones, the new chair of Advocis, brings experience and dedication to his leadership role
The Chartered Financial Consultant is one of many possible career options for financial planners. Is this the right one for you? Find out more here
Advocis Toronto's latest event spotlights the essential role of personal networking, mentorship, and gender parity in shaping the future of financial advising
Investor advocates raise concerns over reduced clarity, questions around enforcement
Financial Services Regulatory Authority of Ontario (FSRA) unveils SRO as fifth credentialing body
