Membership Plans

Wondering what your Advocis membership offers you? Want to get more out of your membership?  The Advocis Peel Halton Membership team is here for you! Please review the membership plans below. When you are ready to join or renew your membership, click here. If you have any questions, please contact Debra Schreiber, Chair - Membership at debra_schreiber@hotmail.com or dschreiber@equitable.ca  or by phone at 416-522-1604. Advisor Plans
Other Plans

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Best Practices Manual

Practising Advisor Members
Practising Advisor Members are those who provide financial planning, financial advice, and/or product sales to consumers. * Membership Fees: Year 1: Complimentary Year 2 - 4: $275/year or $22.92/month Year 5+: $853/year or $71.08/month
Manager members
Manager Members are leaders in the financial services industry in Canada who are directly or indirectly responsible for recruiting/retaining, coaching, training, education, business development, or managing financial advisors and/or planners. Membership Fees: $853/year or $71.08/month
Legacy Members
Legacy Members (Current Categories: Retired Member, Life Member) are those with more than 35 years of membership in Advocis (and/or its predecessor organizations) who are either retired or working no more than 30 hours per month in the financial services industry in activities such as servicing clients, but are not actively pursuing new business.

Practising Advisor Member

$0*/first year

Manager Member

$853/year

Legacy Member

$143/year
  • Requirements:
  • Adhere to Advocis Code of Professional Conduct
  • Carry sufficient E&O coverage
  • Privileges:
  • Full access to all membership benefits, value and all resources
  • Voting privileges
Associate Member
Associate Members are those who are involved in a related profession or are interested in working within the financial services industry, but they are not eligible for membership in any other membership category. They may be in an executive management or specialist role within an organization in the financial services industry.
Member's Assistant
Members' Assistants are in the employ of, or are directly supervised by, a Practicing Advisor or Manager member of Advocis. Regardless of whether a Member's Assistant is licensed, they do not offer independent financial advice to clients.
Student Member
Student Members are those who are entering the financial services industry for the first time, have never offered financial advice and are not mutual funds or securities licensed. They are registered in the Advocis/Foran LLQP or in a full time financial services program of study at a recognized educational institution.

Associate Member

$682/year

Member's Assistant

$170/year
  • Requirements:
  • Adhere to Advocis Code of Professional Conduct
  • Carry sufficient E&O coverage
  • Priveleges:
  • Full access to all membership benefits, value and all resources
  • No voting priveleges

Student Member

$0/year