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.

Advocis Calendar

Upcoming Events

Advocis Ottawa PD Day
Practice Management and Compliance
An Advocacy Update will be included in this PD day.

Estimated 5 CE credits & 5 PDUs

Located at Infinity Conference Centre

Date: Thursday, November 16 (8:00 am – 3:30 pm)

Register for the event here.

Advocis Ottawa 2018 Economic and Market Update

Economic Update – RRSP’s – Investments – Compliance – Symposium Content – Updated Advocis Conduct – New Tax Rules
Bringing together experts in the industry to share market updates, forecasts and ideas for your practice.

Estimated 5 CE credits & 5 PDUs

Located at Infinity Conference Centre

Date: Thursday, January 25 (8:00 am – 3:30 pm)

Register for the event here.