1) The importance of education for financial advisors.
2) The importance of title regulation for financial advisors.
3) What Advocis does for its members.
Guest: Greg Pollock is the President and CEO of Advocis, The Financial Advisors Association of Canada.
Greg is responsible for providing effective strategic leadership and direction and oversees all aspects of Advocis’s day-to-day activities. He is also the Chief Operating Officer of The Institute, the leading designation body in Canada for financial services practitioners in the areas of wealth transfer, estate planning and living benefits.
Prior to joining Advocis in 2008, Greg was general secretary of the 43,000-member Ontario English Catholic Teachers’ Association (OECTA).
Greg is a CERTIFIED FINANCIAL PLANNER® Professional and has a Chartered Director designation from McMaster University’s DeGroote School of Business. He has both a Master of Laws degree from York University’s Osgoode Hall Law School and a Master of Educational Administration from the University of Toronto. In 2012, he was awarded the Diamond Jubilee Medal for his contribution to the teaching profession in Canada.