Advocis The Financial Advisors Association of Canada Greg Pollock President & CEO, Advocis June 22, 2016.

Slides:

Advertisements

Similar presentations

Who Is a Financial Planner? Chapter 2 Tools & Techniques of Financial Planning Copyright 2009, The National Underwriter Company1 Professional Financial.

Advertisements

Specialists in Executive & Corporate Benefits 10 Dorrance St., Suite 524, Providence, RI Phone:(401) Facsimile:(401)

HOME Investment Management Inc is an Alberta based discretionary Portfolio Manager and Exempt Market Dealer, owned and operated by its principals. HOME.

A call for membership in the Institutes of Certified Management Consultants and CMC-Canada

USAA.COM Estate Planning Basics June 28, 2011 Joseph “J.J.” Montanaro CERTIFIED FINANCIAL PLANNER ™

American Legion Auxiliary Member Benefits Program October 16, 2012.

Take the Pulse of Your Financial Future prepared by Financial Planning Standards Council (FPSC) Name, DESIGNATION Title, Company Name Date.

Commercial Focus Advisory Services Inc.

AMERICAN MARKETING ASSOCIATION STUDENT CHAPTER UNIVERSITY OF MISSOURI-ST. LOUIS COLLEGE OF BUSINESS ADMINISTRATION

Australian Computer Society Helping Students Launch a Successful Career.

American Planning Association and American Institute of Certified Planners William Anderson, FAICP, APA Board of Directors Lance Schulte, AICP, AICP Commission.

® Registered trademark of The Empire Life Insurance Company. Policies are issued by The Empire Life Insurance Company. Rick Forchuk, MBA, CFP, CLU, CH.F.C.

WF Green Team MN Brenda Lindell Senior Project Manager Co-Chair Green Team MN.

Sales & Marketing Executives International Messaging Platform.

The Standard of Excellence in Employee Benefits Presented by: Wayne Murphy, CEBS (The PBAS Group) ISCEBS, Toronto Chapter - Fundamentals May, 2011.

Monitoring Attitudes of the Public 2002 ACLI Webcast December 12, 2002 By Brian Perlman, Ph.D., CLU, ChFC, FLMI Mathew Greenwald & Associates.

Copyright © 2013, Society of FSP. The Elements for Your Success The Society of Financial Service Professionals.

Three professional associations Nation’s institute of public relations (CIPR, PRSA, IPRM) An international body for business communicators (IABC) Consultants’

oTools of Governance oBoard Responsibilities oPractical Tips/ Board Meetings oFinancial Issues oRisk Management oProfessional Standards TOPICS.

Tchavdar Elenkov BA Econ, Certified Financial Planner Why Work With a Financial Advisor?

1 Seattle University Actuarial Presentation November 8, 2012.

APICS Certification: Why How Maintenance Karen Schiebout, CPIM, CSCP.

2 Overview With active participation from individuals and chapters all over the world, the Information Systems Security Association (ISSA)

How can we assist you both as an employee and an employer? Excellence through Professionalism.

Get into something BIG Advocis The Financial Advisors Association of Canada Chapter Name Presentation Date.

1 NATIONAL ASSOCIATION OF ESTATE PLANNERS & COUNCILS Presenter’s Name Address Phone National Association of Estate Planners & Councils 1120 Chester Avenue,

Robert Hodgkinson, Executive Director, Technical Thought Leadership.

ASSE Student Member Benefits. Student Membership dues are $15/year o Includes a Free Practice Specialty and Free Common Interest Group o Includes online.

Putting Informatics Skills Development in to Perspective Alison Singleton, Informatics Skills Development Programme Lead.

Stuart Scullion, Chairman AMII Protection Association 20 th November 2015.

15-01/Tillisch/Brand Case Study  Highest Financial Ratings Moody, Standards & Poor, Fitch, and A.M. Best  Most Admired Company Fortune  World’s.

Russell Luna, ChFC, CLU, CDFA, AEP, CLTC (800) Investment Advisor Services Offered Through First American National.

Chapter 18: The Practice of Financial Planning Chapter 18 The Practice of Financial Planning.

Global Support For Librarians in Asia Through SLA Sue Henczel President Australia and New Zealand Chapter.

Ohio Valley Chapter of the International Association of Clinical Research Nurses February 17, 2016.

BRADLEY ASSOCIATES

©2014 Kaplan, Inc. Modern Real Estate Practice in Illinois Eighth Edition Chapter 1: Introduction to the Real Estate Business.

FBLA stands for the Future Business Leaders of America. It is a non-profit organization that prepares today’s students for success in business leadership.

Why Become a Financial Adviser? Time: 10am – 12.30pm Date: Thursday, 14 th April 2016 Venue: Wawasan Open University, Penang Registration Fee: RM50/pax.

IEEE Membership Benefits

CSAE Ottawa-Gatineau Chapter New Member Orientation

Careers in Finance Intro slide.

AFN Insurance Brokers Inc. Alliance of First Nations

AFN Insurance Brokers Inc.

Business Planning Update: Developing Business Insurance Opportunities with HCB Resources

©2015 International Society of Nurses in Cancer Care (ISNCC)

Neutral Aviation Specialists

LECTURE 4 Professionalisation of Corporate Communication

AUPHA Leaders Conference March 15, 2016

March 9, 2017 Information Session

IFMA Southeast Michigan Strategic Plan Summary Report

American Society for Engineering Education

South African Independent Financial Advisors Association

GOAL OF FAPSA TO PROMOTE THE BEST PRACTICE FOR STUDENT FINANCIAL AID ADMINISTRATION IN THIS FIELD OF SERVICE.

The A to Z of NODA Membership

Fee Income Through Wealth Management

"Promoting Microinsurance Through Education"

PUT YOUR WEALTH IN EXCEPTIONAL HANDS.

Professional and Industrial Organizations in the Human Services Career Cluster.

Good <morning, afternoon, evening>

BENEFITS OF COMMUNICATIONS SOCIETY MEMBERSHIP

Good <morning, afternoon, evening>

The risk management association

National Association of Insurance and Financial Advisors

Good <morning, afternoon, evening>

Figure 1. Three of Five Health Care Opinion Leaders Feel that Mixed Private-Public Group Insurance Is an Effective Approach to Achieving Universal Health.

Independent Professional Advice for Today and Tomorrow

One relationship. Many resources for business owners.

(1888 PressRelease) Infinite Insurance & Financial Services-Isaac-Serenity Rodarte-Leads the pack in Retirement Insurance planning-In Southern California-5 Star-29 Years combined Experience-Safety is priority-best Rated

Presentation transcript:

Advocis The Financial Advisors Association of Canada Greg Pollock President & CEO, Advocis June 22, 2016

TFAAC Group of Companies

Advocis Most established professional membership association of financial advisors and planners in Canada Over 11,000 members across Canada 40 Chapters in communities across the country Committed to professionalism – Members adhere to a professional Code of Conduct

The Institute for Advanced Financial Education Leading designation body in Canada for practitioners in the specialty areas of Advanced Estate, Wealth Transfer, and Living Benefits Over 5,000 CLU, CHS and CH.F.C designates in good standing in Canada Designation holders adhere to a professional Code of Conduct Accreditation Services

GAMA International Canada (GAMA) Not-for-profit professional association – exclusively for leaders in the distribution of financial services Offering professional development resources and networking opportunities Field Leadership Series – PD workshop designed exclusively for leaders LAMP Conference

Advocis Protective Association (APA) Association offering errors and omissions insurance to financial advisors Competitive pricing Superior coverage to fit individual practice needs Not-for-profit model means a focus on long- term sustainability “Protect Your Practice” seminars

Advocis Broker Services Inc. (ABS) For-profit insurance brokerage offering corporate solutions, association solutions, and individual solutions Licensed to provide insurance solutions across Canada Brokerage to Advocis Protective Association

Our Relationship with CALU

Advocis Members – Who We Are Less than 519% % 11 – 2022% 21+46% Note: Data is only based on the individuals who responded to our member survey (approximately 10%) CFP25% CLU22% CHS/RHU13% CH.F.C10% Years in the Business Designations

Dual-Licensed Financial Advisors December % of our respondents were dual-licensed December % of our respondents were dual-licensed December % of our respondents were dual-licensed Note: Data is only based on the individuals who responded to our member survey (approximately 10%)

Financial Advisors and Specializations

Supporting Canadians

Value of Advice

Special Needs

“If they had been covered by a long-term care insurance policy before her father got sick, they would have been able to afford additional nursing help that could have preserved his dignity and lengthened his life.” - “Special Needs Planning” by Alison MacAlpine FORUM magazine, March 2016

Questions?