& 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
The cover story in the latest edition of FORUM Magazine features @CurtisKimpton, Chair of Advocis’ Board of Directors, in a thoughtful conversation with FORUM Editor @alisonmacalpine about his journey, his commitment to service, and the priorities guiding his term as Chair.
In the article, Curtis speaks candidly about what matters most as Advocis looks ahead, from modernizing governance and strengthening the organization’s financial foundation, to rebuilding trust and advocating for a brighter future for members and the industry.
📖 Read the full cover story in the latest issue of FORUM Magazine:
FORUM Magazine - December 2025
FORUM is the magazine of influence for financial advisors across the country. FORUM has evolved over the years int...
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Advocis was featured today in the @globeandmail in an article examining industry reaction to the Financial Services Regulatory Authority of Ontario’s (FSRA) proposed Life and Health Insurance Managing General Agent (MGA) Rule. https://tgam.ca/4pwSDib
In the article, Advocis President and CEO Kelly Gorman noted that “the latest version appears to have additional compliance obligations for these advisors, even though compliance is already undertaken by the MGAs with which they’re associated.”
The coverage reflects Advocis’ continued advocacy, alongside @CALUcanada, @CLHIA and other stakeholders to ensure the MGA rule is targeted, proportionate, and focused on addressing real risks without creating unnecessary duplication, cost, or barriers to accessing trusted advice.
Tax planning doesn’t stop when the calendar flips, and some of the most valuable insights are the ones advisors carry forward.
@JamieGolombek @cibc Jamie outlines 10 practical ways to save clients taxes by acting before year-end… strategies that also serve as a useful checklist when reviewing planning opportunities in the year ahead.
@JamieGolombek @cibc Read the full article from the latest edition of FORUM Magazine ➡️
FORUM Magazine - December 2025
FORUM is the magazine of influence for financial advisors across the country. FORUM has evolved over the years int...
issuu.com