Welcome to Advocis Ottawa

Welcome to Advocis Ottawa, one of the largest chapters in Canada with approximately 500 members. We seek to serve the interests of financial advisors and their clients by providing a series of front-line services such as professional development and professional education while fostering a spirit of collegial engagement and community. At least four times a year we host major professional development days where over a hundred advisors from the Ottawa area get together to learn, interact and share experience. A combination of local and national and international level speakers provide content chosen and directed by advisors for advisors.

Your suggestions are most welcome and your support on the organizing committees is even more welcome. Three times a year we get together for recreation, fun and charitable fundraising. Whether it is 144 advisors enjoying the outdoors for a day of golf in June, a smaller group curling in the winter, or the festive atmosphere of the Ottawa Senators 65 Roses Gala, Advocis members know how to have fun and raise serious money for the Ottawa Cystic Fibrosis Foundation. As you explore this web site you will find out how much Advocis Ottawa does and how much opportunity there is for you to participate. Welcome!

Register Today for the 2017 PD Day Pass!

If you attend all 5 PD days paying individually, your investment is $470 (member) or $805 (non-member).

The 4 PD Day Pass plus Update is $285 + HST. This includes a total of 5 PD days including Day of Excellence! Total savings by purchasing the PD Day Pass is $185 + HST for members.

Register for the PD Day Pass Here.

Another Blockbuster Line-up for Day of Excellence 2017!

When can you see eight great financial and business speakers on the same day, right here in Ottawa for the price of single good seat to a hockey game? Sign up now for the third Day Of Excellence titled “Where Do We Go From Here?” scheduled for Tuesday June 27, 2017 and join 400 advisors from the region and across Canada in a world class event organized for you by the Advocis Ottawa Chapter!

Read more about the event here.
Register for the event here.

Advocis Calendar

Upcoming Event

Under 5 After 5: 3 Proven Steps to Not Asking for a Referral

Adam Enright from Dynamic Funds will share Three Proven Steps to NOT asking for a Referral.

Under 5 After 5 events are specifically designed for Advisors who are new to the business (less than 5 years), however seasoned advisors may also benefit and can attend if they bring one or more new advisors with them. This is a great opportunity to mentor a new advisor in your office.

Date: Thursday, May 4th from 5 pm to 7 pm

Location: Infinity Conference Centre – 2901 Gibford Drive, Ottawa, ON K1V 1C3