The Advocis Podcast

Education EN ↓ 5 episodes

Advocis, The Financial Advisors Association of Canada, is the largest voluntary professional membership association of financial advisors in Canada. This is where we post our expert interviews and other audio resources for advisors. Visit advocis.ca/podcasts for more information.

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The Advocis Podcast

Episodes

Episode 16 - AI in the Advisor’s Chair: Technology, Trust, and the Future of Financial Advice 10.04.2026 51:41

In this episode of the Advocis Podcast, host Kelly Gustafson leads a forward-looking conversation on how Canadian financial advisors and financial planners are integrating technology and AI into their practices, not as a replacement for human advice, but as infrastructure that supports better service, stronger compliance, and more resilient businesses. Featuring real-world insights from Advocis me...

Episode 15 - Money Talks in Uncertain Times: Building Financial Resilience Amid Economic Challenges 04.11.2025 1:14:56

Host Stacy Brooks sits down with Carmela Lombardi, Tina Tehranchian, and Julie Laferriere for a candid discussion on how Canadians can stay financially resilient amid inflation, market volatility, and economic uncertainty. As we mark the 15th anniversary of Financial Literacy Month in Canada, our guests share insights on why open conversations about money matter more than ever, and how working wit...

Episode 7 - The Tech Task Force Data Security Report 03.06.2020 35:40

Host Al Jones is joined by Brandon Chapman and Kelly Gustafson from the Tech Task Force to discuss the key topics that financial advisors need to understand within the world of data security.

The Advocis Podcast - Laurie Martin and Cindy Marques - Are You Crisis Ready? 07.11.2019 30:22

In this episode of the Advocis podcast, we talk to Laurie Martin, a Certified Trauma Treatment Specialist and Elder Planning Counselor about how advisors can prepare for the first conversation with someone experiencing a sudden loss or death. Also joining the conversation is Cindy Marques, Certified Financial Planner and Financial Literacy advocate. You can find more information about Laurie at ht...

The Advocis Podcast - Ellen Bessner - Advisor at Risk 10.09.2019 32:43

Do you ever wonder how you can protect yourself and your business from litigation and reputation risk? In this special program for financial advisors, Ellen Bessner, a leading expert on the topic of the risks facing advisors, provides a wealth of practical suggestions for how you can do just that. Ellen Bessner is a litigation and regulatory defence lawyer, partner at Babin Bessner Spry, LLP and a...