Financial Resources

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: The Links page gives you quick access to various Financial and Insurance Web-Sites of Interest.


Click Here: The Institute administers and promotes the CLU designation. It also administers the Code of Professional Conduct for all Advocis members, including CLU advisors. The Practice Standards committee of the Institute is responsible for the development of insurance practice standards. These standards set out the professional behaviour that is expected of Advocis members when they deal with their clients involving life, health and group insurance matters.


Click Here: Welcome to Financial Planners Standards Council (FPSC).
We are the not-for-profit organization established in 1995 to benefit the public by leading the evolution of the financial planning profession in Canada. We develop, enforce and promote the highest competency and ethical standards in financial planning as defined by CERTIFIED FINANCIAL PLANNER� (CFP�) professionals.


Click Here: GAMA International Canada is a not-for-profit professional association that exists exclusively for leaders in the distribution of financial services.


Click Here: Financial Advisors Association of Canada

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What Council Can Do For You

Council can provide you with the following information:

Whether an individual or company is licensed as an insurance agent, salesperson, or adjuster in British Columbia (referred to as a "licensee");
The type of insurance a licensed person or company is allowed to conduct;
Whether or not they have restrictions or conditions on their licence; and
Whether or not they have been subject to disciplinary action.


Click Here: To Order your LLQP course;

Ment-R Com/Learning Library :
16 Lafonde Crescent
St. Albert, AB T8N 2N6
Telephone: 1-877-994-9019 or 780-991-8580


Click Here: Use this handy tool to do a quick insurance check-up.

Contact your local agent for a full review.

Protecting Families for Generations