by The Advocis Podcast
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 myadvocis.ca/podcasts for more information.
Language
🇺🇲
Publishing Since
9/10/2019
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April 10, 2026
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 members and partners, the discussion highlights how digital tools are being used to streamline workflows, enhance client engagement, and reduce cognitive load. The panel also explores the importance of industry collaboration in helping advisors adopt new technologies with confidence. With a strong focus on responsible and ethical AI use, this episode addresses key considerations around privacy, client consent, data handling, and advisor due diligence within the Canadian regulatory environment. It also examines how the use of third-party tools can impact E&O coverage and cyber risk, underscoring the need for education and clear guardrails. This episode is sponsored by Continuum. Continuum is the Relationship Operating System for financial advisors, built to help you deliver on every client promise. Purpose-built for Canadian firms, Continuum captures every interaction privately and compliantly, across any platform or in person, with no meeting bots. It turns conversations into living client intelligence, so you’re always one step ahead. Learn more at oncontinuum.com. Download the full episode transcript here: https://www.advocis.ca/wp-content/uploads/2026/04/ADVOCIS-PODCAST-2026_V2.pdf
November 5, 2025
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 with a financial advisor or financial planner can help you navigate change with confidence. 🎧 Learn more about our Financial Literacy Month campaign: financialadviceforall.com 👥 Connect with a financial advisor or planner: https://www.advocis.ca/find-an-advisor/ 📄 Download the full transcript here: https://www.advocis.ca/wp-content/uploads/2025/11/2025-10-14-ADVOCIS-PODCAST.docx
September 18, 2024
Host Cindy Marques, CFP, is joined by Andrew Cairns and Jeff Thorsteinson from HomeEquity Bank to discuss reverse mortgages, home equity loans, and financial security.
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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 myadvocis.ca/podcasts for more information.
This podcast updates daily.
This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
Yes, this podcast regularly features guests.
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