The Greater Niagara Chapter of Advocis provides a number of services for members as well as activities that benefit the community. 

This page contains information on our Meetings, Membership, Professional Development, Public Awareness and Community activities. You can scroll down or click on each word to go directly to the topic.

 

Meetings

Periodically the Greater Niagara Chapter holds meetings for its members covering a broad range of topics related to the financial services sector. In addition information on the regulation of financial advisors, ethical practices, community events and awards are included as part of the meeting agenda... for a summary of meetingsPeriodically click here ... for the name and phone number of the Program Chair click here

 

Membership

Membership in the Greater Niagara Chapter provides members with access to the services referred to here as well as the full range of membership services provided by The Financial Advisors Association of Canada (Advocis). 

For the name and phone number of the Membership Chair click here.

To access to the Advocis web site click here. 

 

Professional Development

Members of Advocis Greater Niagara have access to professional development programs that include basic training courses such as the Insurance & Financial Advisors Training Course (IFATC) as well as courses leading to the titles and designations: Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), Chartered Financial Consultant (CH.F.C.), Registered health Underwriter (RHU), and Registered Employee Benefits Consultant (REBC). In addition courses are available for a number of other special interest areas such as the Segregated Funds Course.

For more detailed information on the course content click here. 

To contact the Professional Development Chair click here

 

 

Public Awareness

The members of the Greater Niagara Chapter, through the public awareness program, maintain regular contact with Federal and Provincial elected representatives. These contacts ensure that new legislative initiatives are structured in such a manner that they do not adversely affect the consumers that are served by the members of the Greater Niagara Chapter. For the name and phone number of the Public Awareness Chair click here

 

 

Community Programs Such As Cystic Fibrosis

The Greater Niagara Chapter raised over $20,000 for Cystic Fibrosis Foundation. 

Nancy Clayton, Vice-President of the Canadian Cystic fibrosis Foundation thanked the Greater Niagara Chapter for its generous donation and acknowledged that the funds raised will help children and young adults with CF to live longer and healthier lives.

To obtain more information about The Canadian Cystic Fibrosis Foundation and the work it does connect to their web site click here