& Member Survey
wins Bronze at FCS
Portfolio Awards
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
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
Happy Easter from Advocis 🌷
Wishing our members and partners a joyful Easter and a bright start to the spring season!
The future of financial advising is here! DigiCat 2.5 is now available, bringing you the latest advisor-approved technology to help you work smarter, not harder. 💡
📲 Available now in your Advocis Member Portal!
Thank you to our Advocis Symposium 2025 sponsors! ✨
Platinum Sponsor: Canada Life
Gold Sponsors: Sun Life & Manulife
Media Sponsors: http://Advisor.ca & Investment Executive
#AdvocisSym2025