Providing Advice to Canadians — New Research Study for Advocis Members 

Advocis continually strives to provide our members with thought leadership in the financial advice industry. In light of these ongoing efforts, Advocis teamed up with Strategic Insight to conduct a comprehensive research study on financial advice in Canada from both an advisor and consumer perspective. We've used this information to inform public policy makers on the scope and importance of the financial advice industry.

This research provides individual advisors a unique perspective on where they stand within the broader landscape of financial advisors in Canada. You can compare your practice to the practices of thousands of advisors across various channels in terms of number of clients, books of business and client assets.

As a valued member of Advocis we are pleased to provide you a copy of the report which will give you a composite view of the financial advice sector in Canada, the current trends and future prospects to better help you serve your clients and grow your business.

Strategic Insight Report Highlights