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: Greg Pollock (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.
Greg Pollock is the CEO of Advocis. With over 30 years of experience in the financial services industry, Greg is a highly respected figure in the Canadian financial community. He is known for his commitment to empowering financial advisors to serve their clients better, and his leadership has been instrumental in the growth and success of Advocis. Greg is a graduate of the University of Toronto and holds several industry certifications, including the Chartered Life Underwriter (CLU) designation. He is also a frequent speaker at financial industry conferences and is highly sought after for his insights into the financial services industry.
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.
Case of ex-dealing rep named as sole beneficiary to elderly client's $1.8-million estate holds lessons for firms and advisors
Other Life: Whether a business challenge or an Everest record attempt, financial planner Jason Desaulniers has no quit in him
While some defend upfront charges, DSCs 'difficult to justify' from best-interest perspective, says financial advisor
Advocis poll reveals how looming recession and inflation fears are impacting festive period
Harder to define financial advisor than financial planner, says CEO
CFL legend tells advisors they have the power to instigate real change
Industry veteran says higher bar on professionalism needed to rebuild consumer trust
Open letter highlights flaws in province's title protection regime, airs concerns of 'race to the bottom' with credentialing bodies
Could proposal under single-SRO rules place disproportionate burden on certain dealer firms and mutual fund-only advisors?
National association for advisors appoints two-time awardee of Canada’s Top 50 Most Powerful Women
