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CEO departs from industry organization for financial advisers amid financial losses

Interim CEO Harris Jones says former leader Greg Pollock likely overstated Advocis’s membership count for years

Michelle siuHarris jonesLinda illidgeCanadian investment regulatory organizationFinancial advisors association of canadaInstitute for advanced financial educationGreg pollockLog increate freeFinancial advisors associationFinancial professionals title protection ruleAdvanced financialAud url

Industry moves this week | Investment Executive

Head of Advocis resigns, and other industry moves

City ofUnited kingdomBritish columbiaNew zealand generalNew zealandWood gundyMichele santosKish kapoorPatrick oconnorHarris jonesMark healyFranklin templetonMike ankersRemy orpenHoward atkinsonChris forbes

Industry moves this week | Advisor s Edge

Head of Advocis resigns, and other industry moves

City ofUnited kingdomBritish columbiaNew zealand generalNew zealandSuzy mcdonaldHarris jonesKish kapoorKarl theardDan macinnisHoward atkinsonMike ankersChris forbesPascal wealthtechRemy orpenNeil bosch

Okanagan seniors empowered with financial planning expertise

Okanagan College alum Kayla Caruana helps seniors with planning

British columbiaKaren ericksonKayla caruanaKaren kaylaBachelor of business administrationFinancial advisors association of canada advocisSchool of businessOkanagan school of businessOkanagan collegeLake country rotary clubCertified financial plannerOkanagan schoolBusiness administrationFinancial advisors associationLake country rotary

What FP Canada in-house education means for financial planning

The move could result in more “financial planner” credentials

Keith costelloJason wattTashia batstoneAlexandra macqueenJodi letkiewiczCanadian securities instituteBusiness career collegeFinancial advisors association of canada advocisCanadian institute of financial planningYork universitySeewhy learningFinancial advisors associationCanadian instituteFinancial planning

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