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!

Get Excited About the 2017 Advocis Conference Coming to Ottawa!

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.

Upcoming Events

Latest News

Update 2016

Register for the next Advocis PD Day – Small Business Month – Dealing With the Business Owner

Guest Speaker: Alan Mallory

Date: October 13, 2016 – 8:00 AM – 3:30 PM

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

Dealing with the Business Owner client including Employee Benefits, corporate structure insurance, taxation rules, Group RRSPs & managing costs in Group Health Plans. A day filled with tidbits of information that will certainly be appreciated by the attendees.