Is your financial advisor a member of Advocis?

Advocis is the brand name of The Financial Advisors Association of Canada, a voluntary professional organization representing 15,000 members across Canada.

Our members are financial advisors licensed to distribute life and health insurance, mutual funds and other securities. Advocis members provide financial and product advice to millions of Canadians across a variety of distinct areas including estate and retirement planning, wealth management, risk management, tax planning, and consultation on employee benefits, pension and retirement plans. What unites our members is the common activity of helping Canadians realize their financial goals and protect what is at stake – the savings of Canadians and the financial security of their families and themselves.

Advocis members are committed to understanding their client’s needs, subscribe to an established code of conduct, obtain appropriate licenses and designations, all with view to serving the best interests of their clients.

Is your advisor a member of Advocis?