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Advocis Calgary is a local chapter of the Financial Advisors Association of Canada, representing members in the City of Calgary and surrounding communities.  We are a volunteer not-for-profit professional association of financial advisors, committed to representing the interests of our members and their clients.

Upcoming Events

2016 Program

12
May
AGM & Making Choices: Ethics & Professional Responsibility in Practice and Marijuana - Myths Go Up In Smoke      Register Here 
May 12, 2016, The Ranchmen's Club,
Half Day Morning
3
Jun
NEW - Advocis Fun Casino       
June 3, The Elks Lodge & Golf Club,
For more information and to register, Click here
16
Jun
Update 2016: Insurance & Trusts: New Tax Rules, New Opportunities      Register Here 
June 16, 2016, The Ranchmen's Club,
Full Day
 
15
Sept
Annual Golf Tournament
September 15, 2016, McKenzie Meadows,
10:00am Start Time, Details to Follow
 
22
Sept
Update 2016 "Encore" (A Repeat of June 16 Event - only attend once); Insurance & Trusts: New Tax Rules, New Opportunities.     Register Here 
June 16, 2016, The Ranchmen's Club,
Full Day
 

Current Information

NEW:  Advocis Regulatory Bulletin:  Expert Committee on Financial Advisory and Financial Planning Policy Alternatives, Releases Preliminary Report.  Read here

NEW:  Advocis Regulatory Bulletin:  A Major Study Notes that Banning Embedded Fees on Financial Products Could Harm the Retirement Futures of Many Canadians.  Read more here 

Advocis eMonthly Newsletter:  Life & Taxation:  Impact of New Rules on Products and Sales Concepts  Read It Here

Advocis In The News, Consumer Voice Survey 2015 - The Results are in - Read it Here

Alberta Trustee Act Reform Project.  Read more here

Advocis Regulatory Bulletin:  CSA releases second major study on embedded mutual fund fees  Read more here

The Advocis Learning Centre, the premier provider of professional education programs for advisors, is a one-stop shop offering a wide range of continuing education and designation courses designed to align with both financial advisor competencies and practice behaviours. View the Learning Centre here

*Revised March 10, 2016*

2016 Year At A Glance

 

Join Advocis Now

2016 Advocis Calgary Charity 

PALS: Pet Access League

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