Building and preserving wealth together.




Advocis, The Financial Advisors Association of Canada, is the largest voluntary professional membership association of financial advisors in Canada, representing more than 17,000 member-clients and 40 Chapters across the country.

Advocis offers designation programs, continuing education opportunities, industry-leading publications and membership in a chapter network that includes mentorship, study groups, practice development, and more.

Canadian Association of Life Independent Brokerage Agencies (CAILBA)

The Canadian Association of Independent Life Brokerage Agencies (CAILBA) will include, as its members, a majority of the country’s life and health insurance brokerage agencies. Its mandate will be to lobby provincial and federal legislative issues affecting the industry, and establish uniform standards within the industry for efficient information processing. It will also provide an effective forum for networking and relationship building among members, insurance companies and industry vendors.

GAMA International Canada

GAMA International Canada's Mission: To provide Professional Development and Networking Opportunities for leaders involved in the distribution of financial services.

Independent Financial Brokers (IFB)

Independent Financial Brokers (IFB) is a not-for-profit Association representing independent insurance, mutual fund and other financial service professionals.

Registered Deposit Brokers Association (RDBA)

Incorporated in 1987, the Registered Deposit Brokers Association (RDBA) is the professional standards Self-Regulatory Organization (SRO) for deposit products with membership from all regions across Canada. The RDBA represents its members and is organized for the purpose of regulating the operations and business conduct of its members and their representatives, with a view to promoting investor protection and the public interest.