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
In the latest edition of Advocis' eFORUM, Kevin Wark, tax advisor to @CALUcanada, breaks down recent Canada Revenue Agency (CRA) guidance on foreign life insurance and the tax considerations advisors should understand when working with affected clients.
For advisors with clients who own, or are considering purchasing, foreign life insurance, this article provides a timely overview of the CRA's latest interpretations and the practical tax considerations that may arise before and after a policy is acquired.
Do your clients own, or are they considering purchasing, a foreign life insurance policy?
CRA Updates on Foreign Life Insurance - Advocis
A recent court decision serves as a cautionary tale for private corporations: calculate your capital dividend account (CDA) carefully
bit.ly
Could upcoming changes to the Disability Tax Credit (DTC) make it easier for more Canadians to access important federal disability benefits and open a Registered Disability Savings Plan (RDSP)?
Pending Disability Tax Credit Changes: Who Might Qualify in 2027? - Advocis
Here’s what advisors need to know about the latest changes, including reporting requirements
bit.ly
In the latest edition of Advocis' eFORUM, @JamieGolombek and Debbie Pearl-Weinberg explain proposed changes announced in the April 2026 Spring Economic Update and what they could mean beginning in 2027.
@JamieGolombek For advisors working with clients living with disabilities and their families, this article provides a timely overview of the proposed changes and the opportunities they may create if implemented in 2027.
