1. Skip to Menu
  2. Skip to Content
  3. Skip to Footer>
A- A A+

Upcoming Events

Connect with Advocis


Cystic Fibrosis Canada


Who we are

Advocis, The Financial Advisors Association of Canada, is the association of choice for financial advisors and planners. With more than 11,000 members across the country, Advocis is the definitive voice of the profession, advocating for professionalism and consumer protection. Professional financial advisors and planners are critical to the economy, helping consumers make sound financial decisions that ultimately lead to greater financial stability and independence.

Advocis works with decision-makers and the public, stressing the value of financial advice and striving for an environment in which all Canadians have access to the advice they need. Advocis is the oldest and largest voluntary professional membership association of financial advisors and planners in Canada. The Association was founded in 1906 as the Life Underwriters Association of Canada. With over 5,000 advisors and planners across Ontario, Advocis members are provincially licensed to sell life and health insurance, mutual funds and other securities.

Working cooperatively with government;

Advocis has a long-standing tradition of working cooperatively with government and regulatory bodies such as the Financial Services Commission of Ontario and the Ontario Securities Commission, to ensure consumers of financial services are adequately protected and have ample choice and access to professional financial advice, and that the financial advisory business continues to be an important part of Ontario's economy.

Advocis members are resourceful;

Our members have a great deal of expertise in areas of importance to the government, including retirement planning, pension plans, health care, and employee benefit programs. Over the past few years, Advocis has made representations to the government and regulatory agencies on a wide range of subjects, including improving the pension and retirement system, securities regulation, insurance regulation and inter-provincial trade and cooperation negotiations.


Irene Walsh, CFP, CLU, RIS
Officers and Directors
First Vice President Katie Davis
Treasurer Louisa Majoros, BBE, CFP, R.F.P.

Membership Chair

Co-Membership Chair

Katie Davis

Chris Hudson, CFP, CLU, CHS

Program Chair

Co-Program Chair

Karen Low, CLU, CHS

Kirk McMillan

Professional Development Chair

Brent Holmes, CFP

Public Awareness Chair Shaun Persaud, CFP, CLU, CHS
Communication Chair Irene Walsh, CFP, CLU, RIS
Best Practices Chair Chris Hudson, CFP, CLU, CHS
Professional Conduct Chair Shaun Persaud, CFP, CLU, CHS
Advocacy Chair

Karen Low, CLU, CHS

Ron Fennell, CFP, CLU, CH.F.C.

The Institute

Brent Holmes, CFP

Sponsorship Chair


Ron Fennell, CFP, CLU, CH.F.C.

Brent Holmes, CFP

Under 5/After 5 Katie Davis
GAMA Representative

Chris Hudson, CFP, CLU, CHS

Chapter Excellence Chair Irene Walsh, CFP, CLU, RIS
Past President Kirk McMillan
Directors Stacy Brooks, CHS



Platinum Sponsor

Articles View Hits