评论 10
过滤器:
评分
语言
种类:
最近的
G
9 几个月前

👌 I have been a customer of Advocis for a while no...

👌 I have been a customer of Advocis for a while now, and I can say that their services are excellent. The team is always responsive and helpful, and they have helped me with my financial planning needs. I highly recommend their services. 👌

N
9 几个月前

👍 Advocis is a trustworthy and reliable company. T...

👍 Advocis is a trustworthy and reliable company. Their team is always responsive and goes above and beyond to provide the best customer service. I have been a loyal customer for years and have never been disappointed. Keep up the good work! 👍

J
10 几个月前

I have been a customer of Advocis for quite some t...

I have been a customer of Advocis for quite some time now and I am extremely satisfied with their services. The knowledgeable team at Advocis has helped me make informed decisions regarding my financial planning. I highly recommend Advocis to anyone looking for expert financial advice.

J
10 几个月前

I recently had a positive experience with a financ...

I recently had a positive experience with a financial services company. The team was professional and knowledgeable, and they provided me with all the information I needed. I would definitely consider using their services again in the future.

L
10 几个月前

I recently received excellent service from a compa...

I recently received excellent service from a company I found online. The website was easy to navigate, and I was able to quickly find the information I needed. The customer support team was very helpful and responded to my inquiries in a timely manner. Overall, I had a great experience with this company and would definitely recommend their services.

J
1年以前

I had a great experience with Advocis. The team wa...

I had a great experience with Advocis. The team was very knowledgeable and helped me make informed decisions about my financial future. They provided excellent customer service and were always available to answer my questions. I would highly recommend their services to anyone in need of financial advice.

P
1年以前

I recently had a positive experience with a financ...

I recently had a positive experience with a financial planning company. The team was knowledgeable and provided me with valuable insights into my financial situation. Their advice has helped me make informed decisions about my future. I would definitely recommend their services to others.

M
1年以前

Advocis is a great company. Their services are top...

Advocis is a great company. Their services are top-notch and their team is very professional. I have been a customer for several years and I am always impressed with their knowledge and expertise. They have helped me navigate the complex world of insurance and financial planning, and I couldn't be happier with the results. I highly recommend Advocis to anyone in need of financial advice.

A
1年以前

👍 Advocis is a reliable company that provides exce...

👍 Advocis is a reliable company that provides excellent financial planning services. I have been a customer for years and have always been satisfied with their expertise and customer service. I highly recommend Advocis to anyone looking for reliable financial advice. 👍

关于Advocis

Advocis:领先的财务顾问专业会员协会

Advocis 是一个专业的会员制协会,自 1906 年以来一直为加拿大的财务顾问服务。Advocis 在全国拥有超过 13,000 名会员,是同类中规模最大、历史最悠久的志愿组织。该协会提供一系列资源和支持,以帮助财务顾问在职业生涯中取得成功,并为他们的客户提供最好的服务。

Advocis 建立在专业、诚信和教育的原则之上。今天,这些价值观继续指导着该组织,因为它致力于促进卓越的财务建议和规划。 Advocis 的成员致力于维护高道德标准,并提供公正的建议,将客户的利益放在首位。

Advocis 会员的主要好处之一是可以访问范围广泛的教育资源。该协会提供专门为财务顾问设计的课程、研讨会、网络研讨会和其他培训机会。会员还可以通过 Advocis 获得专业称号,例如注册财务规划师 (CFP) 或特许人寿保险师 (CLU)。

除了教育之外,Advocis 还为会员提供各种工具和资源,帮助他们经营成功的企业。这包括访问行业研究、营销材料、与该领域其他专业人士交流的机会等等。

Advocis 工作的另一个重要方面是代表其成员进行宣传。该协会与各级政府监管机构密切合作,以确保与财务建议相关的政策对顾问和消费者而言都是公平合理的。

总的来说,Advocis 在支持加拿大金融咨询行业方面发挥着至关重要的作用,它通过促进其成员的专业精神,同时倡导有利于顾问和消费者的政策。如果您是一名财务顾问,正在寻求志同道合的专业人士的支持,他们与您一样致力于在您的领域追求卓越——或者如果您只是想了解更多关于这个充满活力的行业的信息——那么今天就考虑加入 Advocis!

已翻译