The Financial Advisors Association of Canada, currently carrying on business as Advocis, is a national voluntary association of professional financial advisors and planners whose members may be licensed by provincial regulators to sell life and health insurance, mutual funds or securities. By “An Act to Amalgamate the Canadian Association of Insurance and Financial Advisors and the Canadian Association of Financial Planners under the name The Financial Advisors Association of Canada” (TFAAC). The core activities of the Association are concerned with the education and professional development of its members, to encourage all members to obtain and promote the Chartered Life Underwriter (CLU), Certificated Financial Planner (CFP) or Certified Health Insurance Specialist (CHS) designations. The Association is a market conduct standard setting body and enforces a code of professional conduct and is engaged in the development of practice standards for Financial Advisors and Planners. TFAAC maintains and operates an advocacy program with government regulators and policy makers aimed at ensuring a positive legislative environment and climate to promote and protect financial advisors in the public interest.
Greg Pollock, President & Chief Executive Officer (CEO)
10 Lower Spadina Ave
Toronto, ON M5V 2Z2
Fax number: 416-444-8031