Advisors - ADVISORS

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Advisor.ca is free to advisors, as long as they fill out the information below. Our Web site is financed through advertising so we need to have a clear understanding about the advisors who use this service to help advertisers ensure their messages to you are relevant. The profile helps us accomplish this task.

Remember, registering for Advisor may qualify you for CFP or CAFP CE credits!

Fields with an asterisk (*) must be completed, but please consider completing the other fields as well. This will allow us to deliver more relevant and useful content to you.

Please provide your contact information.

*First name:	*Last name:

*Company Name:	*Job Title:

*Street Address:

Suite/Unit:	*City:

*Province/Territory:	*Postal Code (no spaces please):

*Primary e-mail:	*Confirm primary e-mail:


*(Area code) Telephone:	*(Area code) Fax:

Priority Code (if available):

Forum Screen Name:
In order to post to the forums, you must enter a unique Screen Name between 5 and 12 characters. Once your Screen Name has been selected, you cannot change it. Advisor.ca reserves the right to delete users who use inappropriate language, make personal attacks on other forum users or write libellous statements, based both on their Screen Name and also in the messages they post within the forums. So please keep it clean. Users will only be warned once and repeat offenders will have their user profile deleted from the system.


*What is your primary business? Financial Planning Insurance Securities Brokerage Investment Management Accounting Law Firm Financial Education Banking Regulator/Government Credit Union Other

*Which of the following best describes your job title?

Put the other description below

*Total investments under management:


*Income Source (Check all that apply): Commission Fee and Commission Fee Only (hourly or per project) Asset Based Fee (a percentage of client assets) Base Salary and Commission Salary and Bonus Other (please specify)


*Which products do you recommend or are licensed to sell? Mutual Funds Equities Bonds Insurance Segregated Funds Wrap Products Group Retirement Plans Education Plans Alternative Investments(Derivative/Hedge/Futures and Options/Private Equity etc.) Term Deposits Loans Mortgages Other (please specify)


*Total number of clients: < 50 50 - 100 101 - 200 201 - 300 301 - 400 401 - 500 Over 500


*Earned designations (check all that apply):
CA CFA CFP CGA CHFC CIM CLU FCSI	IC PFP RFP None Other (please specify)


*Where do you process your investments? IDA MFDA Other (please specify)


*Where do you process your insurance? MGA MFDA IDA Direct Other (please specify)



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