About Financial Advice for All
During the month of November, financial services organizations throughout Canada participate in Financial Literacy Month.
Now in its sixth year of operation as one of the best family and consumer resources for financial literacy in the country, Financial Advice for All is an award-winning campaign brought to you by Advocis, The Financial Advisors Association of Canada.
In a year marked by financial uncertainty, recent polling by Advocis has revealed that Canadians continue to struggle with emergency fund adequacy and debt management, indicating potential challenges ahead. This month, we hope to shed light on common concerns raised by financial advisors and planners across the country about the pressing financial situations of their clients.
Financial Literacy on Social Media
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Financial Literacy Month has wrapped – but keep following us for info on taxes, and @FCACan to learn about managing your money! Here’s some of the topics we covered: https://ow.ly/CbB350UigrF #CdnTax #MoneyOnYourMind #FLM2024
Whether it’s managing day-to-day expenses, building long-term wealth or planning for retirement, understanding the basics of investing is key to securing your future.
Check out CIRO’s investing basics section: https://ow.ly/NHgh50UfSNU
#Investing101 #MoneyOnYourMind #FLM2024
"Technology should empower, not control!" - Mesi, founder of #CCFWE. She discusses Economic Abuse in the Digital Era and the role of government and industry. Learn more: https://ccfwe.org/for-advocates/ #CCFWE #EAAD #FLM2024
Advocis is excited to officially welcome our newly elected 2025-26 board members. As we stand on the cusp of an exciting chapter for the association, we look forward to working with this exceptional group of leaders.
Read the full release here: https://bit.ly/4lLj7et
Advocis Coffee Talks Presents: Transforming Client Conversations with @MarkOFarrell9, CEO of @CICEABoard.
Join us on Thursday at 11:00 a.m. EDT for a thought-provoking session that will explore how powerful (and subtle) shifts in language can radically impact client conversations, especially in estate planning.
📅 Secure your spot today:
Advocis Coffee Talks: Transforming Client Conversations
Coffee Talks is a webinar series by Advocis featuring 1-hour talks on subjects of interest for advisors. Exclusive to Advocis members.
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We are pleased to announce @CurtisKimpton as the new Chair of the Board of Directors at Advocis.
We also extend our sincere thanks and deep appreciation to @AlJones19, whose term as Chair has come to a close. Al's leadership and commitment to Advocis through a period of meaningful transformation ensures that we continue to grow as the voice of the profession.
@AlJones19 Please join us in thanking Al and welcoming Curtis to this important role.
#Advocis #FinancialAdvice
