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About Us
Advocis is the brand name of The Financial Advisors Association of Canada - the largest association
of professional financial advisors in the country.
The Advocis name represents
what our members do best - provide Advice and Advocacy services on behalf of their clients. Advocis carries on the tradition
of effectively representing its members' interests with all levels of government regulators and industry, always with the
intention of putting the interests of consumers first.
As a single organization, Advocis represents thousands of professional advisors from coast to coast
through our 43-chapter network.
Our Members
Membership in Advocis
is voluntary. Professional advisors who choose to be members of Advocis must:
- adhere to the Association's Code of Professional Conduct
- either hold, or be working towards a recognized designation, and
- must maintain their knowledge through mandatory continuing education
Advocis
members advise their clients on the short- and long-term financial needs of individuals, families and owners of small- and
medium-sized businesses. Our members provide financial services that are limited only by the needs of their clients.
Those services include financial planning, estate planning, tax preparation, tax planning and consultation on employee group
benefits, pensions and retirement plans.
What
unites our members is the common activity of helping Canadians to realize their financial goals and protect what is at stake--the
savings of Canadians and the financial security of their families and themselves.
Chapter Geographic
Area
The
Saugeen Chapter of Advocis covers an area of approximately 1,200 km. The area boundaries are Stratford to the south;
Lake Huron to the west; Georgian Bay to the north and up to Owen Sound in the east (but not including Owen Sound).
