2021 Financial Literacy Month – DRAFT



The Junior Financial Advisor Fin Lit Kit

Get started with your very own Fin Lit Kit!

Turning Over a New Leaf with Nick Giovannetti

Nick Giovannetti, CFP, CLU, CHS, CCS discusses some fall-themed financial moves you should make now – including having an exit strategy in place for summer purchases & how you can incorporate the FIRE strategy into your plan!


Financial Literacy on Social Media

#Hanukkah Sameach! Sending warm wishes from all of us at Advocis to everyone celebrating the Festival of Lights.

Our very own Christie Coltman , CLU, CFP was featured in The Globe and Mail's article, discussing meeting the financial planning needs of millennial's.
https://www.theglobeandmail.com/business/adv/article-meeting-the-financial-planning-needs-of-millennials-in-face-of-the/

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About Financial Literacy Month

During the month of November, financial services organizations throughout Canada will be participating in Financial Literacy month. Created by the Financial Consumer Agency of Canada, the goal of this initiative is to share information that will help Canadians achieve their financial goals, including managing debt wisely, saving for the future, and understanding their rights and responsibilities.


Throughout November, Canadian organizations combine to educate and engage the public regarding the need for financial literacy and to promote several different services. The overall theme for the month is “Back to Basics.”

If you’re interested in learning more about financial literacy, check out the latest resources on our website, as well as new resources releasing throughout November 2020.