Directory of Community Programs and Services in Barrie Ontario

Advocis

Site: Mailing Address

Service: Simcoe-Muskoka Chapter

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

Contacts

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
X (Twitter) X (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

Addresses

Address & Map
ON
Canada
Mailing Address c/o Advocis 
10 Lower Spadina Rd 
Toronto, ON 
Canada M5V 2Z2
Physical Access Not Applicable

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

Legal Status (50) Non Profit
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

Every effort is made to ensure that the information in this directory is accurate, up-to-date and comprehensive. However, Information Barrie cannot assume liability resulting from errors or omissions. Inclusion or omission of a program or service is not a comment on its quality.