Advocis

Site: Mailing Address

Service: Simcoe-Muskoka Chapter

Record #: BAR0627
Last Modified: 26 Apr 2024
Last Full Update: 25 Apr 2024

Description

Description (Service) 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

Service Details

Hours General meetings held 4 times a year, call for more information or see website
Areas Served Muskoka District ; Simcoe County
Boundaries Newmarket/Keswick in the south, Parry Sound/Huntsville in the north, Thornbury south to Orangeville in the west, Brechin in the east
Eligibility 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
Application Email or visit website
Languages English
Fees Membership - see website for details

Address and Location

Address & Map
ON
Canada
Physical Access Not Applicable

Contact Information

Office Phone No public telephone number
E-Mail SimcoeMuskoka@AdvocisChapter.ca
Website myadvocis.ca/
Social Media Facebook Facebook: https://www.facebook.com/advocis?ref=ts
LinkedIn LinkedIn: https://www.linkedin.com/company/advocis?trk=top_nav_home
Twitter Twitter: https://twitter.com/Advocis/
YouTube YouTube: https://www.youtube.com/user/AdvocisTFAAC
Primary Contact Elaine Erhart, President; Email: elaine.erhart@sunlife.com
Alternate Contact Peter Royster, Program Chair; Email: peter_royster@cooperators.ca
Mailing Address c/o Advocis 
10 Lower Spadina Rd 
Toronto, ON 
Canada M5V 2Z2

Agency Overview