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 Seema Sharma, Chair - Membership at seema.sharma@wefci.com or by phone at  (647)968-9334,  Advisor Plans Other Plans

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Best Practice 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

Manager Member

Legacy Member

$0* /first year

$853 /first year

$143 /first 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

Member's Assistant

Student Member

$682 /year

$170 /year

$0 /year

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