Insights

Industry Leadership Advocis is the largest voluntary professional membership association for financial advisors in Canada, representing over 7,400 members across 26 chapters, signaling a broad and engaged audience for financial services solutions, training platforms, and membership-only offerings.

Education & Certification The organization provides designations, continuing education, mentorship, study groups, and practice development, presenting opportunities to upsell high-value training platforms, exam prep resources, and talent development tools for both members and their firms.

Digital Transformation With a tech stack including HubSpot, WordPress, Shopify, and Microsoft 365, Advocis demonstrates active digital operations and marketing automation potential, suggesting room for CRM optimization, content monetization, and member engagement programs.

Future Leadership New and transitioning leadership roles in 2024–2026 (CEO and Board Chair appointments) indicate ongoing strategic direction changes, creating openings for advisory services, governance solutions, event platforms, and strategic consulting engagements.

Growth & Partnerships Revenue range and expansion history, plus collaboration with Digital Human Library for financial literacy, imply opportunities in scalable education partnerships, content licensing, and sponsorship integrations aligned with member education initiatives.

Similar companies to Advocis

Advocis Tech Stack

Advocis uses 8 technology products and services including HubSpot Analytics, HubSpot Content Hub, WordPress, and more. Explore Advocis's tech stack below.

Media & News

Advocis's Email Address Formats

Advocis uses at least 4 email formats:
Advocis Email FormatsExamplePercentage
FLast@advocis.caJDoe@advocis.ca
94%
FMiddleLast@advocis.caJMichaelDoe@advocis.ca
3%
Last@advocis.caDoe@advocis.ca
2%
FiLast@advocis.caJoDoe@advocis.ca
1%

Frequently Asked Questions

What is Advocis's phone number?

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You can contact Advocis's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Advocis's official website and social media links?

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Advocis's official website is advocis.ca and has social profiles on LinkedIn.

How much revenue does Advocis generate?

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As of October 2026, Advocis's annual revenue is estimated to be $10M - $25M.

What is Advocis's SIC code and NAICS code?

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Advocis's SIC code is 6282 - Investment Advice and NAICS code is 52 - Finance and Insurance.

How many employees does Advocis have currently?

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As of October 2026, Advocis has approximately 110 employees across 2 continents, including North America and South America. Key team members include Chief Executive Officer: K. G., Board Member | Sponsorship Chair, Past President - Toronto Chapter: C. M. and Bay Of Quinte Chapter Past President: S. N. Explore Advocis's employee directory with LeadIQ.

What industry does Advocis belong to?

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Advocis operates in the Financial Services industry.

What technology does Advocis use?

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Advocis's tech stack includes HubSpot Analytics, HubSpot Content Hub, WordPress, Shopify, Microsoft 365, Priority Hints, Microsoft ASP.NET and DigitalOcean Web Hosting.

What is Advocis's email format?

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Advocis's email format typically follows the pattern of FLast@advocis.ca. Find more Advocis email formats with LeadIQ.

When was Advocis founded?

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Advocis was founded in 1906.
Advocis logo

Advocis

Financial ServicesOntario, Canada51-200 Employees

Advocis, The Financial Advisors Association of Canada, operates as a professional membership organization for financial advisors, offering designations, continuing education, industry publications, and a nationwide chapter network that includes mentorship, study groups, and practice development. Based in Toronto, Ontario, Advocis positions itself within the financial services sector as a large, voluntary association representing thousands of members and dozens of chapters, providing resources that support professional development and standards within the industry. The organization serves financial professionals across Canada, with a focus on education, governance, and networking to advance practice quality and industry knowledge. Recent leadership changes include the appointment of a new chief executive officer in 2024 and ongoing governance updates through its board of directors, reflecting ongoing organizational development. Advocis operates from a central hub in Toronto and maintains a broad national footprint through its chapter network.

Section iconCompany Overview

Phone number
Website
advocis.ca
SIC Code
6282 - Investment Advice
NAICS Code
52 - Finance and Insurance
Founded
1906
Employees
51-200

Section iconFunding & Financials

  • $10M - $25M

    Advocis's revenue is estimated to be in the range of $10M - $25M

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