Vision Statement
The Association is a voluntary professional association of financial advisors, committed to representing the interests of its members and their clients. The Association is the premier provider of professional development programs, sets ethical and market conduct standards and is a strong advocate for the financial services sector.
Our Pledge - Code of Professional Conduct
As a condition of membership in Advocis™, all members agree to abide by the Advocis™ Code of Professional Conduct (COPC):
- An Advocis™ Member shall offer and provide services with integrity.
- An Advocis™ Member shall provide services competently.
- An Advocis™ Member shall provide services in a diligent manner.
- An Advocis™ Member shall not disclose any confidential information without expressed consent.
- An Advocis™ Member shall strive to provide services that meet a client’s best interests.
- An Advocis™ Member shall disclose any conflict of interest in providing services.
- An Advocis™ Member's conduct shall reflect positively upon all other Advocis™ Members.
- An Advocis™ Member shall respect and protect the privacy of others.
- An Advocis™ Member shall respect the spirit and the letter of the law.
The COPC is part of an overall framework that includes Performance Standards, Application Standards, and Disciplinary Procedures.
President’s Message
We are the Financial Advisors Association of Canada.
Our brand name, Advocis™, stands for what our members do best — Advice and Advocacy. And our slogan, Listening First, underscores our commitment to professionalism. Advocis™ represents its member financial advisors with all levels of government, regulators, and industry — always with the intention of putting the interests of consumers first.
I am proud of the good things happening in the North Central Saskatchewan Chapter of Advocis™. Two things we are especially good at are raising funds for worthy causes and providing continuing education for our members.
The 300 members of our chapter donate time and money to support several excellent causes. Every June, we donate the proceeds of our annual golf tournament to Cystic Fibrosis Foundation. When we hold our annual Fall Education Day, we donate all surplus revenue to the Canadian National Institute for the Blind (CNIB). We participate in semi-annual blood donor clinics at Canadian Blood Services.
In November, we invite the public to join our members for our annual "poor persons' luncheon" of wieners and beans at the Sheraton Cavalier Hotel. All proceeds of admission go to support Denny Carr's Secret Santa Fund.
The volunteer spirit of our local members was shining brightly in 2000 when we hosted the National Conference of the Canadian Association of Insurance and Financial Advisors (CAIFA). A few years earlier our members hosted the 1992 National Conference of the Canadian Association of Financial Planners (CAFP). We look forward to hosting more great events.
As you may know, CAFP and CAIFA officially merged to form Advocis™ (The Financial Advisors Association of Canada) in 2003. Even before the merger was announced, our local financial planner CAFP and CAIFA members jointly hosted semi-annual Education Days. These events feature high calibre speakers who provide continuing education for members in the areas of estate planning, tax planning and investment management.
Our members have their professional Certified Financial Planner (CFP) or are taking courses to attain this necessary designation. Advocis™ also provides the training for, and grants, the Chartered Life Underwriter (CLU) designation, a sign of specialized knowledge in estate planning.
You can count on the North Central Saskatchewan Chapter of Advocis™ to keep up its good work in raising funds for worthy causes. We will continue to provide education opportunities that are essential for financial planners who want to provide professional service.
Advocis Executive 2008
| Position | Name | Phone | |
|---|---|---|---|
| President | David Fairlie | 242-1188 | |
| Past President | Terry McBride | 651-4291 | |
| 1st Vice-President | Greg Campbell | 934-7060(522) | |
| Treasurer | Greg Moe | 384-7217 | |
| Secretary | Terry McBride | 651-4291 | |
| Membership Co-Chair | Greg Campbell | 934-7060(522) | |
| Membership Co-Chair | Mike Carey | 955-9190 | |
| Program Co-Chair | Laurianne Osmak | 233-5330 | |
| Program Co-Chair | Dave Fairlie | 242-1188 | |
| Program Committee | Dean Owen | 653-2313 | |
| Program Committee | Todd Hardy | 934-7331 | |
| Regulatory Affairs | Tim Squire | 653-3207 | |
| Governance | Sean Morton | 665-5157 | |
| Public Awareness | David Fairlie | 242-1188 | |
| Communications | Jennifer Dick | 975-9500 | |
| Attendance | Gloria Leite | 934-7060 | |
| Professional Development | |||
| Chair | Vince Wiegers | 244-0949(203) | |
| Totem Pole Chair | Evan Drisner | 244-0949(226) | |
| Sponsorship Chair | Todd McLay | 657-5733 | |
| Sponsorship Committee | Bob Dobrinski | 921-2623 | |
| Sponsorship Committee | Wilma Halstrom | 934-7003 | |
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Recent Articles about Advocis™
The following articles are in pdf format and require Adobe® Reader® software (free download).
- President's Christmas Message 2006 (17 KB)
- Designations a sign of competence (23 KB)
