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G
9 meses antes

👌 I have been a customer of Advocis for a while no...

👌 I have been a customer of Advocis for a while now, and I can say that their services are excellent. The team is always responsive and helpful, and they have helped me with my financial planning needs. I highly recommend their services. 👌

N
9 meses antes

👍 Advocis is a trustworthy and reliable company. T...

👍 Advocis is a trustworthy and reliable company. Their team is always responsive and goes above and beyond to provide the best customer service. I have been a loyal customer for years and have never been disappointed. Keep up the good work! 👍

J
10 meses antes

I have been a customer of Advocis for quite some t...

I have been a customer of Advocis for quite some time now and I am extremely satisfied with their services. The knowledgeable team at Advocis has helped me make informed decisions regarding my financial planning. I highly recommend Advocis to anyone looking for expert financial advice.

J
10 meses antes

I recently had a positive experience with a financ...

I recently had a positive experience with a financial services company. The team was professional and knowledgeable, and they provided me with all the information I needed. I would definitely consider using their services again in the future.

L
10 meses antes

I recently received excellent service from a compa...

I recently received excellent service from a company I found online. The website was easy to navigate, and I was able to quickly find the information I needed. The customer support team was very helpful and responded to my inquiries in a timely manner. Overall, I had a great experience with this company and would definitely recommend their services.

J
1 ano atrás

I had a great experience with Advocis. The team wa...

I had a great experience with Advocis. The team was very knowledgeable and helped me make informed decisions about my financial future. They provided excellent customer service and were always available to answer my questions. I would highly recommend their services to anyone in need of financial advice.

P
1 ano atrás

I recently had a positive experience with a financ...

I recently had a positive experience with a financial planning company. The team was knowledgeable and provided me with valuable insights into my financial situation. Their advice has helped me make informed decisions about my future. I would definitely recommend their services to others.

M
1 ano atrás

Advocis is a great company. Their services are top...

Advocis is a great company. Their services are top-notch and their team is very professional. I have been a customer for several years and I am always impressed with their knowledge and expertise. They have helped me navigate the complex world of insurance and financial planning, and I couldn't be happier with the results. I highly recommend Advocis to anyone in need of financial advice.

A
1 ano atrás

👍 Advocis is a reliable company that provides exce...

👍 Advocis is a reliable company that provides excellent financial planning services. I have been a customer for years and have always been satisfied with their expertise and customer service. I highly recommend Advocis to anyone looking for reliable financial advice. 👍

Sobre Advocis

Advocais: A principal associação profissional para consultores financeiros

A Advocais é uma associação profissional que presta serviços a consultores financeiros no Canadá desde 1906. Com mais de 13.000 membros em todo o país, a Advocais é a maior e mais antiga organização voluntária desse tipo. A associação fornece uma gama de recursos e suporte para ajudar os consultores financeiros a terem sucesso em suas carreiras e a oferecer o melhor serviço possível a seus clientes.

A Advocais foi fundada com base nos princípios de profissionalismo, integridade e educação. Esses valores continuam a guiar a organização hoje, à medida que ela trabalha para promover a excelência em consultoria e planejamento financeiro. Os membros da Advocais estão comprometidos em manter altos padrões éticos e fornecer conselhos imparciais que colocam os interesses de seus clientes em primeiro lugar.

Um dos principais benefícios de ser membro da Advocais é o acesso a uma ampla gama de recursos educacionais. A associação oferece cursos, seminários, webinars e outras oportunidades de treinamento projetadas especificamente para consultores financeiros. Os membros também podem obter designações profissionais, como Certified Financial Planner (CFP) ou Chartered Life Underwriter (CLU) por meio da Advocais.

Além da educação, a Advocais fornece aos membros uma variedade de ferramentas e recursos para ajudá-los a administrar negócios de sucesso. Isso inclui acesso a pesquisas do setor, materiais de marketing, oportunidades de networking com outros profissionais da área e muito mais.

Outro aspecto importante do trabalho da Advocais é a advocacia em nome de seus membros. A associação trabalha em estreita colaboração com os reguladores do governo em todos os níveis para garantir que as políticas relacionadas à assessoria financeira sejam justas e razoáveis ​​tanto para os consultores quanto para os consumidores.

No geral, a Advocacis desempenha um papel essencial no apoio à indústria de consultoria financeira do Canadá, promovendo o profissionalismo entre seus membros e defendendo políticas que beneficiem tanto os consultores quanto os consumidores. Se você é um consultor financeiro em busca de apoio de profissionais com ideias semelhantes que compartilham seu compromisso com a excelência em seu campo - ou se você está simplesmente interessado em aprender mais sobre esse setor dinâmico - considere ingressar na Advocacis hoje!

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