Advocis

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

How mentorship can empower next generation of female advisors

Just days from our Women in Wealth Management virtual event, speaker explains the importance of support networks

Meet the Young Achievers of the Year

Hear from the best up-and-comers in the industry as they share their paths to success, the challenges facing young advisors, and their views on current industry issues

Time for a single SRO is now, says CEO Pollock

Head of Advocis talks to WP about the importance of Financial Literacy Month for advisors, potential regulatory changes and adapting to COVID-19

Advisors to interview children for 'fresh perspective' on finance

Advocis announces 2020 initiatives for Financial Literacy Month, including results from COVID-19 survey

WP Awards 2020: winners revealed

A total of 23 awards were handed out at yesterday’s virtual event, which celebrated the industry's best in class

What challenges must young advisors overcome?

Ahead of the virtual WP Awards 2020, we hear from some of our panel moderators, including on what it takes to be a high achiever

Advocis puts specialized planning expertise within members' reach

Partnership with recognized education provider begins with program focused on strategic philanthropy

FSRA seeking comments on title protection

Regulatory authority of Ontario proposes minimum standards for 'financial planner' and 'financial advisor' titles

Industry groups weigh in on senior-protection proposals

Advocis and IFIC submit comments to consultation on measures focusing on older and vulnerable clients