Advocis™, CLU™ and APA™ are trademarks of The Financial Advisors Association of Canada. Ottawa Chapter January 31, 2013 Advocis Working on Your Behalf.

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Presentation transcript:

Advocis™, CLU™ and APA™ are trademarks of The Financial Advisors Association of Canada. Ottawa Chapter January 31, 2013 Advocis Working on Your Behalf

Overview  Advocis Regulatory Affairs  Recent lobbying success  Raising Advocis’s profile  Advocis research initiatives  Advocis Legislature Days  Education update  APA update

Advocis Regulatory Affairs Fiduciary Duty Banning of third-party commissions

Recent Lobbying Success Manitoba’s proposed tax on critical illness insurance, disability insurance and individual corporate-owned life insurance

Advocis went public with its concerns Over 15 media outlets picked up the story

Almost 400 Advocis mentions in consumer and industry media in 2012 Media Successes in 2012

Advocis in the News Advocis was mentioned over 30 times in January 2013, including coverage in: CKNY Radio Vancouver The Globe and Mail Globe Advisor The National Post MoneySense CBC online Investment Executive Insurance and Investment Journal Yahoo! Finance Reuters Canadian Business Press St. Catharines’ Standard

Advocis in the News Globe and Mail Jan.17, 2013

Advocis Research Initiatives Advocis commissioned Investor Economics to provide information about the economic impact of financial advice

The financial advice industry in Canada [1] [1] Source: Investor Economics, February 2012[1 All data in this profile is from Investor Economics, February 2012 Report, unless otherwise indicated[1

Life and health insurance advice in Canada New Business Life & Health Insurance Premiums in Canada ($millions) Note: Represents insurance solutions provided by independent and career advisors only

Financial advice spans entire life cycle of Canadian families

Advocis Research Initiatives … continued Advocis partnered with IFIC to deliver the results of a scientific study that shows new evidence on the value of financial advice

CIRANO study on the value of financial advice

Advocis Legislature Days Ontario Legislature Day, April 24, 2012 Alberta Legislature Day, October 24, 2012

Education Update Update 2013 CHS program LLQP

APA Update No premium increases in 2013 Continued growth in certificate holders Exempt market product coverage New education programs for 2013

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