& Member Survey
wins Bronze at FCS
Portfolio Awards
About Financial Advice for All
Now in its seventh year, Financial Advice for All, the award-winning campaign from Advocis, The Financial Advisors Association of Canada, continues to be one of country’s leading platforms for financial education and public engagement.
This year, under the theme Building Financial Resilience: Confidence in Uncertain Times, Advocis invites Canadians to go beyond the basics of financial literacy and focus on developing true financial resilience, the ability to adapt, recover, and thrive no matter the economic conditions. As inflation, interest rate fluctuations, and global uncertainty continue to shape our financial landscape, trusted financial advice has never been more essential.
This year’s campaign also commemorates 15 years of Financial Literacy Month in Canada, a milestone that celebrates how far we’ve come, while calling for renewed national commitment to financial education and preparedness for the next generation.
Together, let’s continue to build confidence, resilience and a financially stronger Canada.
Contributor Articles and Latest News
Financial Literacy on Social Media
Our next Financial Literacy Month webinar is here: The Truth About Credit 💳
Learn how credit works, how borrowing affects your score, common myths, and practical ways to improve your credit.
Watch the full webinar ⬇️
https://www.youtube.com/watch?v=6CFxHnxJIXg
#FinancialLiteracyMonth #FLM2025…
Financial Literacy Month is wrapping up, but many free courses and resources remain available to Canadians all year long!
Visit us online to learn more: https://www.federalretirees.ca/en/news-views/news-listing/november/talking-money-and-sharing-knowledge-this-november
#TalkMoney #FederalRetirees #FLM2025
While November may be coming to an end, that doesn't mean that the financial fun has to stop!
Follow us on social media or visit our website to stay informed: https://www.cdic.ca/
#FLM2025 #TalkMoney
ADVOCIS DIGITAL COMMUNITIES IS NOW LIVE! 🚀
We are proud to officially launch Advocis Digital Communities, a new members-only space designed to connect financial advisors and financial planners across Canada in a more meaningful way!
Communities is moderated to ensure a professional and respectful environment, and it is shaped entirely by member participation. That means the value comes directly from the insights, questions, and expertise shared by the Advocis community. 🙌
This is more than a platform. It is a new way to connect, collaborate, and contribute to the profession.
Log in to your member portal and click on Digital Communities to get started.
The conversation is already underway. We look forward to seeing you there.
🎙️⚡️ THE ADVOCIS PODCAST IS BACK! KICKING OFF THE CALENDAR YEAR WITH A LOOK AT AI AND THE FUTURE OF ADVICE! ⚡️🎙️
Advocis is thrilled to launch our first episode of 2026 with a forward-looking conversation on one of the most important topics shaping the profession today: how AI and technology are transforming financial advice. 🤖📈
🎧📲 Listen now on:
Spotify:
Apple Podcasts: https://bit.ly/4mpyz1j
SoundCloud: https://bit.ly/4tfgINi
Or watch the full video version on YouTube: https://bit.ly/48uq6nQ
#Advocis #AdvocisPodcast #AI #FinancialAdvice #Fintech
The Advocis Podcast (E:16) AI in the Advisor’s Chair: Technology,...
In this episode of the Advocis Podcast, host Kelly Gustafson leads a forward-looking conversation on how Canadian fi...
bit.ly
Advocis is proud to congratulate Phil Marsillo, CLU, President and CEO of IDC Worldsource Insurance Network, on being named the 2026 recipient of the Alexander S. Melvin Award for Inspirational & Ethical Leadership in Financial Services.
As a valued National Corporate Sponsor of Advocis, IDC Worldsource Insurance Network continues to play an important role in supporting the financial advisor community, and we are especially pleased to see Phil recognized with this honour.
We look forward to celebrating this achievement at the upcoming CAILBA National Conference.
Please join us again in congratulating Phil on this well-deserved recognition! Read the full news release here:
Phil Marsillo, CEO of IDC Worldsource Insurance Network, Recognized for Inspirational & Ethical...
Phil Marsillo, CEO of IDC Worldsource Insurance Network, a leading Managing General Agent (MGA), is the winner of ...
bit.ly