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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.

 

President
Kirk McMillan
Officers and Directors
First Vice President Sarah Smith, CFP
Treasurer Louisa Majoros, BBE, CFP, R.F.P.
Secretary
Membership Chair

Kaitlyn Davis

Program Chair Sarah Smith, CFP
Professional Development Chair

Irene Walsh, CFP, CLU

Karen Low, CLU, CHS

Public Awareness Chair
Communication Chair Sarah Smith, CFP
Best Practices Chair Sarah Smith, CFP
Professional Conduct Chair Louisa Majoros, BBE, CFP, R.F.P.
Advocacy Chair

Karen Low, CLU, CHS

Irene Walsh, CFP, CLU

The Institute

Karen Low, CLU, CHS

Irene Walsh, CFP, CLU

Sponsorship Chair

 

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

Brent Holmes, CFP

Under 5/After 5
GAMA Representative

Chris Hudson, CFP, CLU, CHS

Totem Pole Chair
Past President Chris Hudson, CFP, CLU, CHS
Directors Shaun Persaud, CFP, CHS
 
 

 

 

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