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Advocis
Advocis, The Financial Advisors Association of Canada (TFAAC) is the largest voluntary professional membership association of financial advisors in Canada, representing more than 13,000 members and 40 chapters across the country. History On June 4, 1906, members of the Life Underwriters Associations of Montreal, Quebec City, Prince Edward Island and Toronto met and founded the Life Underwriters Association of Canada (LUAC) in the interest of life insurance agents, and to represent their views to government and the public. On October 1, 1997, a resolution was passed to change the name of LUAC to the Canadian Association of Insurance and Financial Advisors (CAIFA). On November 7, 2003, CAIFA merged with the Canadian Association of Financial Planners (CAFP) via the passage of a special act through the Federal Parliament of Canada and was formally incorporated as Advocis, The Financial Advisors Association of Canada. Advocacy Through member-driven committees, Advocis eng ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Financial Adviser
A financial adviser or financial advisor is a professional who provides financial services to clients based on their financial situation. In many countries, financial advisors must complete specific training and be registered with a regulatory body in order to provide advice. Relationships between clients and financial advisors can be characterized by principal-agent problems, as financial advisors may possess information and conflicts of interest that lead to dishonest advice and misconduct. Role Financial advisers typically provide financial products and services, depending on the qualification examinations they hold and the training they have. Financial advisers are registered, not licensed. For example, a licensed insurance agent may be qualified to sell both life insurance and variable annuities, because the insurance agent holds an insurance license and holds the Series 7 qualification examination. A broker (Series 7) may also be a financial planner. Any advisor can say ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Montreal
Montreal is the List of towns in Quebec, largest city in the Provinces and territories of Canada, province of Quebec, the List of the largest municipalities in Canada by population, second-largest in Canada, and the List of North American cities by population, ninth-largest in North America. It was founded in 1642 as ''Fort Ville-Marie, Ville-Marie'', or "City of Mary", and is now named after Mount Royal, the triple-peaked mountain around which the early settlement was built. The city is centred on the Island of Montreal and a few, much smaller, peripheral islands, the largest of which is Île Bizard. The city is east of the national capital, Ottawa, and southwest of the provincial capital, Quebec City. the city had a population of 1,762,949, and a Census geographic units of Canada#Census metropolitan areas, metropolitan population of 4,291,732, making it the List of census metropolitan areas and agglomerations in Canada, second-largest metropolitan area in Canada. French l ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Quebec City
Quebec City is the capital city of the Provinces and territories of Canada, Canadian province of Quebec. As of July 2021, the city had a population of 549,459, and the Census Metropolitan Area (including surrounding communities) had a population of 839,311. It is the twelfthList of the largest municipalities in Canada by population, -largest city and the seventh-List of census metropolitan areas and agglomerations in Canada, largest metropolitan area in Canada. It is also the List of towns in Quebec, second-largest city in the province, after Montreal. It has a humid continental climate with warm summers coupled with cold and snowy winters. Explorer Samuel de Champlain founded a French settlement here in 1608, and adopted the Algonquin name. Quebec City is one of the List of North American cities by year of foundation, oldest European settlements in North America. The Ramparts of Quebec City, ramparts surrounding Old Quebec () are the only fortified city walls remaining in the ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Prince Edward Island
Prince Edward Island is an island Provinces and territories of Canada, province of Canada. While it is the smallest province by land area and population, it is the most densely populated. The island has several nicknames: "Garden of the Gulf", "Birthplace of Canadian Confederation, Confederation" and "Cradle of Confederation". Its capital and largest city is Charlottetown. It is one of the three Maritime provinces and one of the four Atlantic provinces. Part of the traditional lands of the Mi'kmaq, it was colonized by the French in 1604 as part of the colony of Acadia. The island, known as Isle St-Jean (St. John's Island), was ceded to the British at the conclusion of the Seven Years' War in 1763 and became part of the colony of Nova Scotia. In 1769, St. John's Island became its own British colony and its name was changed to Prince Edward Island (PEI) in 1798. PEI hosted the Charlottetown Conference in 1864 to discuss a Maritime Union, union of the Maritime provinces; however, ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Toronto
Toronto ( , locally pronounced or ) is the List of the largest municipalities in Canada by population, most populous city in Canada. It is the capital city of the Provinces and territories of Canada, Canadian province of Ontario. With a population of 2,794,356 in 2021, it is the List of North American cities by population, fourth-most populous city in North America. The city is the anchor of the Golden Horseshoe, an urban agglomeration of 9,765,188 people (as of 2021) surrounding the western end of Lake Ontario, while the Greater Toronto Area proper had a 2021 population of 6,712,341. As of 2024, the census metropolitan area had an estimated population of 7,106,379. Toronto is an international centre of business, finance, arts, sports, and culture, and is recognized as one of the most multiculturalism, multicultural and cosmopolitanism, cosmopolitan cities in the world. Indigenous peoples in Canada, Indigenous peoples have travelled through and inhabited the Toronto area, ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Life Insurance
Life insurance (or life assurance, especially in the Commonwealth of Nations) is a contract A contract is an agreement that specifies certain legally enforceable rights and obligations pertaining to two or more parties. A contract typically involves consent to transfer of goods, services, money, or promise to transfer any of thos ... between an insurance policy holder and an insurance , insurer or assurer, where the insurer promises to pay a designated beneficiary a sum of money upon the death of an insured person. Depending on the contract, other events such as terminal illness or critical illness can also trigger payment. The policyholder typically pays a premium, either regularly or as one lump sum. The benefits may include other expenses, such as funeral expenses. Life policies are legal contracts and the terms of each contract describe the limitations of the insured events. Often, specific exclusions written into the contract limit the liability of the insurer; c ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Parliament Of Canada
The Parliament of Canada () is the Canadian federalism, federal legislature of Canada. The Monarchy of Canada, Crown, along with two chambers: the Senate of Canada, Senate and the House of Commons of Canada, House of Commons, form the Bicameralism, bicameral legislature. The 343 members of the lower house, the House of Commons, are styled as Member of Parliament (Canada), ''Members of Parliament'' (MPs), and each elected to represent an Electoral district (Canada), electoral district (also known as a riding). The 105 members of the upper house, the Senate, are styled ''senators'' and appointed by the Governor General of Canada, governor general on the advice of the Prime Minister of Canada, prime minister. Collectively, MPs and senators are known as ''parliamentarians''. Bills may originate in either the House of Commons or the Senate, however, bills involving raising or spending funds must originate in the House of Commons. By Constitutional convention (political custom), cons ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Ontario
Ontario is the southernmost Provinces and territories of Canada, province of Canada. Located in Central Canada, Ontario is the Population of Canada by province and territory, country's most populous province. As of the 2021 Canadian census, it is home to 38.5% of the country's population, and is the second-largest province by total area (after Quebec). Ontario is Canada's fourth-largest jurisdiction in total area of all the Canadian provinces and territories. It is home to the nation's capital, Ottawa, and its list of the largest municipalities in Canada by population, most populous city, Toronto, which is Ontario's provincial capital. Ontario is bordered by the province of Manitoba to the west, Hudson Bay and James Bay to the north, and Quebec to the east and northeast. To the south, it is bordered by the U.S. states of (from west to east) Minnesota, Michigan, Ohio, Pennsylvania, and New York (state), New York. Almost all of Ontario's border with the United States follows riv ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Saskatchewan
Saskatchewan is a Provinces and territories of Canada, province in Western Canada. It is bordered on the west by Alberta, on the north by the Northwest Territories, on the east by Manitoba, to the northeast by Nunavut, and to the south by the United States (Montana and North Dakota). Saskatchewan and neighbouring Alberta are the only landlocked provinces of Canada. In 2025, Saskatchewan's population was estimated at 1,250,909. Nearly 10% of Saskatchewan's total area of is fresh water, mostly rivers, reservoirs, and List of lakes in Saskatchewan, lakes. Residents live primarily in the southern prairie half of the province, while the northern half is mostly forested and sparsely populated. Roughly half live in the province's largest city, Saskatoon, or the provincial capital, Regina, Saskatchewan, Regina. Other notable cities include Prince Albert, Saskatchewan, Prince Albert, Moose Jaw, Yorkton, Swift Current, North Battleford, Estevan, Weyburn, Melfort, Saskatchewan, Melfort, ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Chartered Life Underwriter
The American College of Financial Services (The American College) is a private online university focused on professional training for financial practitioners and located in King of Prussia, Pennsylvania. It offers several professional certifications and master's degrees. Annually, The American College educates approximately 40,000 students, mainly through distance education. The institution was founded as The American College of Life Underwriters in 1927 by Solomon S. Huebner of the Wharton School at the University of Pennsylvania. Huebner was a professional involved in the development of economic theory. His theory of human life value is used in the field of insurance. It was his vision for a college-level professional education program for insurance agents that led to the creation of The American College. Today the college offers professional training to all types of financial practitioners. When the institution began, programs focused exclusively on providing education to l ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
LLQP
LLQP (Life Licence Qualification Program) is part of the Canadian licensing regime for life insurance sales people. Before an advisor in the financial services sector is allowed to begin selling life insurance products, they must complete and pass LLQP, and earn a certificate of completion. Once the certification exam is completed, and criminal records checks are submitted, applicants may apply to their provincial insurance council to write the licensing exam. Once the provincial exam is completed and passed, the applicant may complete the requirements to apply for a licence to sell life insurance, accident and sickness products, and life insurance related investment products like Segregated funds and annuities. The LLQP exam certificate is valid in all provinces and territories except Quebec, which uses a separate system altogether. [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
