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G
9 il y a des mois

👌 I have been a customer of Advocis for a while no...

👌 I have been a customer of Advocis for a while now, and I can say that their services are excellent. The team is always responsive and helpful, and they have helped me with my financial planning needs. I highly recommend their services. 👌

N
10 il y a des mois

👍 Advocis is a trustworthy and reliable company. T...

👍 Advocis is a trustworthy and reliable company. Their team is always responsive and goes above and beyond to provide the best customer service. I have been a loyal customer for years and have never been disappointed. Keep up the good work! 👍

J
10 il y a des mois

I have been a customer of Advocis for quite some t...

I have been a customer of Advocis for quite some time now and I am extremely satisfied with their services. The knowledgeable team at Advocis has helped me make informed decisions regarding my financial planning. I highly recommend Advocis to anyone looking for expert financial advice.

J
10 il y a des mois

I recently had a positive experience with a financ...

I recently had a positive experience with a financial services company. The team was professional and knowledgeable, and they provided me with all the information I needed. I would definitely consider using their services again in the future.

L
10 il y a des mois

I recently received excellent service from a compa...

I recently received excellent service from a company I found online. The website was easy to navigate, and I was able to quickly find the information I needed. The customer support team was very helpful and responded to my inquiries in a timely manner. Overall, I had a great experience with this company and would definitely recommend their services.

J
Il y a 1 an

I had a great experience with Advocis. The team wa...

I had a great experience with Advocis. The team was very knowledgeable and helped me make informed decisions about my financial future. They provided excellent customer service and were always available to answer my questions. I would highly recommend their services to anyone in need of financial advice.

P
Il y a 1 an

I recently had a positive experience with a financ...

I recently had a positive experience with a financial planning company. The team was knowledgeable and provided me with valuable insights into my financial situation. Their advice has helped me make informed decisions about my future. I would definitely recommend their services to others.

M
Il y a 1 an

Advocis is a great company. Their services are top...

Advocis is a great company. Their services are top-notch and their team is very professional. I have been a customer for several years and I am always impressed with their knowledge and expertise. They have helped me navigate the complex world of insurance and financial planning, and I couldn't be happier with the results. I highly recommend Advocis to anyone in need of financial advice.

A
Il y a 1 an

👍 Advocis is a reliable company that provides exce...

👍 Advocis is a reliable company that provides excellent financial planning services. I have been a customer for years and have always been satisfied with their expertise and customer service. I highly recommend Advocis to anyone looking for reliable financial advice. 👍

À propos de Advocis

Advocis : la principale association professionnelle de membres pour les conseillers financiers

Advocis est une association de membres professionnels au service des conseillers financiers au Canada depuis 1906. Avec plus de 13 000 membres à travers le pays, Advocis est la plus grande et la plus ancienne organisation bénévole de son genre. L'association fournit une gamme de ressources et de soutien pour aider les conseillers financiers à réussir dans leur carrière et à fournir le meilleur service possible à leurs clients.

Advocis a été fondé sur les principes de professionnalisme, d'intégrité et d'éducation. Ces valeurs continuent de guider l'organisation aujourd'hui alors qu'elle s'efforce de promouvoir l'excellence en matière de conseil et de planification financière. Les membres d'Advocis s'engagent à respecter des normes éthiques élevées et à fournir des conseils impartiaux qui placent les intérêts de leurs clients au premier plan.

L'un des principaux avantages de l'adhésion à Advocis est l'accès à un large éventail de ressources éducatives. L'association propose des cours, des séminaires, des webinaires et d'autres opportunités de formation conçues spécifiquement pour les conseillers financiers. Les membres peuvent également obtenir des titres professionnels tels que Certified Financial Planner (CFP) ou Chartered Life Underwriter (CLU) via Advocis.

En plus de l'éducation, Advocis offre à ses membres une variété d'outils et de ressources pour les aider à gérer des entreprises prospères. Cela inclut l'accès à la recherche de l'industrie, aux supports marketing, aux opportunités de réseautage avec d'autres professionnels du domaine, et plus encore.

Un autre aspect important du travail d'Advocis est le plaidoyer au nom de ses membres. L'association travaille en étroite collaboration avec les régulateurs gouvernementaux à tous les niveaux pour s'assurer que les politiques liées aux conseils financiers sont justes et raisonnables pour les conseillers et les consommateurs.

Dans l'ensemble, Advocis joue un rôle essentiel dans le soutien de l'industrie canadienne des conseils financiers en faisant la promotion du professionnalisme parmi ses membres tout en préconisant des politiques qui profitent à la fois aux conseillers et aux consommateurs. Si vous êtes un conseiller financier à la recherche du soutien de professionnels partageant les mêmes idées qui partagent votre engagement envers l'excellence dans votre domaine - ou si vous êtes simplement intéressé à en savoir plus sur cette industrie dynamique - alors envisagez de rejoindre Advocis dès aujourd'hui !

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