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
🚨 Advocacy in Action: Ontario’s proposed MGA Rule Paused! 🚨
Thanks to coordinated advocacy by Advocis, alongside @CALUcanada, @CLHIA, and other key stakeholders, the Ontario Ministry of Finance has decided not to proceed with the June 1, 2026 implementation date.
@CALUcanada @CLHIA This pause reflects the power of coordinated advocacy. Thank you to all our Advocis Members who participated in discussions, attended consultations, shared input, or supported policy submissions. Your voice made a measurable impact.
February marks the 30th anniversary of Black History Month in Canada, a time to recognize and celebrate the achievements, leadership, and lasting contributions of Black communities across generations.
This year’s theme, Honouring Black Brilliance Across Generations: From Nation Builders to Tomorrow’s Visionaries, invites us to reflect on the past while looking ahead to a more inclusive future.
At Advocis, we believe meaningful progress comes from listening, learning, and taking action. Throughout this month, we encourage reflection, education, and dialogue as we continue working toward a profession, and a society, where everyone can thrive.
#BHM2026
In his latest FORUM Magazine article, @KWarkb2j, LLB, CLU, TEP, Managing Partner of Integrated Estate Solutions and a Tax Advisor to @CALUcanada, breaks down the complex tax and estate considerations that can arise on death, particularly for clients who own private corporations.
As Wark emphasizes, “fact finding is critical,” especially when advisors are navigating layered corporate structures, succession plans, and insurance arrangements that may not be fully documented or well understood by clients.
For advisors supporting business owners, this article is a strong reminder of why proactive planning and asking the right questions early can make all the difference.
👉 Read the full article in the online 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...
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