Industry Affiliation/Memberships
Million Dollar Round Table
The Premier Association of Financial Professionals
Professional success is just one of the pillars reflective of MDRT levels of excellence. While members must meet a certain level of premium, commission or income during the year, they must also adhere to strict ethical standards. They must love helping others with their financial needs, and ensuring that they are prepared in the event of a catastrophe. MDRT members come together not for accolades and personal gain, but to share how they provide peace of mind, save lives, and protect the futures of clients.
Advocis
The Financial Advisors Association of Canada is the association of choice for financial advisors and planners. With more than 12,000 members in 40 chapters across the country, Advocis is the definitive voice of the profession, advocating for professionalism and consumer protection.