Advocis (The Financial Advisors Association of Canada)
As a voluntary organization, Advocis is committed to professionalism among financial advisors. Our 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 interests first.
Our members are experts who can provide a full range of financial services including estate and retirement planning, wealth management, risk management and tax planning.
Assuris – Protecting your life insurance
Assuris is the not for profit organization that protects Canadian policyholders if their life insurance company should fail.
Our role is to protect policyholders by minimizing the loss of benefits and ensuring a quick transfer of their policies to a solvent company, where their protected benefits will continue.
Every life insurance company authorized to sell insurance policies in Canada is required, by the federal, provincial and territorial regulators, to become a member of Assuris.