Get More from Your Membership: Explore Advocis Member Benefits

Maximize Your Membership:
Discover Advocis Member Benefits

As a member of Advocis are you aware of all the benefits and resources you have available with your membership?

Whether you're a seasoned financial advisor or just starting in the industry, Advocis is dedicated to supporting your professional development and helping you achieve your goals. From exclusive networking opportunities to industry-leading education and advocacy, we are committed to providing our members with the tools and support they need to succeed.

On a bi-monthly basis we will be sending an email showcasing the various resources and opportunities available to you as an Advocis member.

Find an Advisor

Our Find an Advisor tool allows consumers to search directly by location, name, area of expertise and designation, either through a dropdown menu or the dedicated designation buttons. Either way, potential new clients have an easy and convenient way to contact their local advisor – and that could be you!

As an Advocis member, you qualify to be listed in this tool on a complimentary basis.

Advocis Coffee Talks

Advocis Coffee Talks is a series of espresso-sized webinars offered exclusively to Advocis members. These webinars cover a variety of topics related to the financial services industry, such as tax planning, retirement planning, investment strategies, and risk management.

Advocis Coffee talks are designed to provide financial advisors with insights and practical tips to help them better serve their clients. All Advocis Coffee Talks webinars have been accredited by The Institute for CE credits.

View our Coffee Talks Archive

Questions?

If you have any questions or wish to explore additional information about utilizing your member benefits, please feel free to contact us at bd@advocis.ca.