Advocis (Financial Advisor’s Association of Canada)
Ken Thom: Member from 1993 – 2013
Advocis, The Financial Advisor’s Association of Canada, is the oldest and largest voluntary professional membership association of financial advisors and planners in Canada. They are the home and the voice of Canada’s financial advisors. Through its predecessor associations Advocis proudly continues a century of uninterrupted history of serving Canadian financial advisors, their clients, and the nation.
With more than 11,000 members organized in 40 Chapters across Canada, Advocis members serve the financial interests of millions of Canadians.
As a voluntary organization, Advocis is committed to professionalism among financial advisors. Their members are professional financial advisors who adhere to an established professional Code of Conduct, uphold standards of best practice, participate in ongoing continuing education programs, and maintain appropriate levels of professional liability insurance and are committed to putting their client’a interests first.
Advocis members are experts who can provide a full range of financial services including estate and retirement planning, wealth management, risk management and tax planning.