Serves Canadian financial advisors and planners, their clients and the public at large through advocacy and education

• members adhere to a Code of Professional Conduct and carry professional liability insurance
• oldest and largest voluntary professional membership association of financial advisors and planners in Canada

General meetings held 4 times a year, call for more information or see website

Open to any practitioner in the financial services industry or life underwriter

Residency Requirements: Newmarket/Keswick in the south, Parry Sound/Huntsville in the north, Thornbury south to Orangeville in the west, Brechin in the east

Email or visit website

No public telephone number