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!

Upcoming Events

Latest News


Update 2016 – Insurance & Trusts: New Tax Rules. New Opportunities.

Date: Thursday, September 15, 2016

Location: Hellenic Centre – 7000 1315 Prince of Wales Drive, Ottawa, ON K2C 1N2

2017 – The most significant changes to taxation rules in life insurance in over 30 years – ARE YOU PREPARED?

Each year the National staff at Advocis create the Update by interviewing some of the top experts in their field to provide us with about 12 high quality CE credits. It gets better every year – join the group for a truly educational day.