For Advisors - General Information
Advocis Kingston is a Chapter of The Financial Advisors Association of Canada, and as such, we work to fulfill the association's mission of "enhancing the professionalism of financial advisors in the best interests of consumers". We do so primarily through local grassroots initiatives in the areas of professional development, mentoring, advocacy, financial literacy, and public awareness.
In addition to providing timely and relevant continuing education opportunities that speak to the most pressing needs and desires of our members, we are also developing 'group study' opportunities for those who are pursuing professional designations.
At several events throughout the year, we provide the senior and junior advisors to connect on an informal basis, to develop natural rapport and form mutually beneficial mentorship arrangements that help newer advisors learn from the invaluable experiences of those who have found success in this industry.
We work to maintain open lines of communication with elected officials, ensuring that the voice of our local advisors is heard at the municipal, provincial and federal level. With a primary focus on the best interests of our clients, we engage regulators to ensure that consumers continue to have access to financial advice that is affordable and best suits their personal circumstances.
Recognized as one of the largest deficiencies in our society today, the delivery of Financial Literacy programming is just one of the ways that our Association can give back to, ensuring that our community has the information and working knowledge necessary to reach their personal goals. Partnerships with Junior Achievement and local school boards have provided opportunities for advisors to help educate Kingston & Area students and residents.
Efforts continue to be taken to ensure that consumers are aware of the benefits of working with an Advocis member in good standing, as well as the contributions that our members make to our community. Advocis members have built a career on understanding the needs of their clients, and providing the advice that best suits their clients' needs.