Find an Advisor



Advisor Information  
Choose at least two search criteria: Province and one other field
* Province * Required fields
  City
  Postal code (ex: M5V 3A2 = M5)
  Last name (ex: Smith = sm)
  Company
  Method of Compensation
  Service in other language
 
Search Tips
 
Choose at least two search criteria: Province and one other field
Searches are not case-sensitive
Partial entry is allowed to broaden your Search:
(For example, Smith = sm)
Financial advisors work within many different payment models. If you have a preference in the way you would like to pay a financial advisor, please indicate
Refine your Search by selecting additional criteria

How can we help you?

Individual Financial Needs
Here are the most common reasons that Canadians seek guidance from a professional financial advisor. Please select all that apply to find an advisor near you to discuss your needs.

The area(s) I would like to discuss are:
 
Individual Liability Protection
Here are the most common liabilities that Canadians seek to protect. Please select all that apply to find an advisor near you to discuss your needs.

Financial designation


Disclaimer - The Institute for Advanced Financial Education (The Institute), a wholly owned subsidiary of Advocis, is responsible for the administration of the Disciplinary Procedures for Advocis members. The Institute investigates all allegations of unprofessional conduct regarding an Advocis member. The Institute does not seek monetary compensation on behalf of consumers for any financial loss suffered during a client-advisor relationship with an Advocis member. The Institute and Advocis have no authority to strip an advisor of their license to practice and sell product; this is the responsibility of industry and provincial regulators. For more information on the Disciplinary Procedures Advocis members are subject to, please visit http://www.iafe.ca/disciplinary.html.