Advisors supporting advisors ... that's Advocis
The Financial Advisors Association of Canada provides a platform of knowledge, advocacy, community and promotion enhancing the professionalism of financial advisors and planners in the best interest of the consumer.
Advocis Saugeen is a local chapter of Advocis, the Financial Advisors Association of Canada. 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.
We’re a voluntary professional association of financial advisors, committed to representing the interests of our members and their clients.
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.