The Cornerstone of Financial Planning Week: Collaboration.
Oliver's supports the educational objectives of aspiring professionals in the financial services industry. Since 1982, it has provided course content and study-support materials that simplify effective learning. Oliver’s has evolved into a cutting-edge purveyor of core curricula education in electronic and print formats, driven by a thorough understanding of all regulatory requirements. Oliver’s deals directly with financial institutions and licenses core curricula to major community colleges and other authorized core curriculum providers.
Meridian is Ontario’s largest credit union, serving more than 263,000 Members at 61 Branches and eight Commercial Business Centres in communities across south central Ontario. With more than 70 years of banking history, Meridian delivers a full range of financial services, solutions, and advice tailored to meet each Member’s individual needs, including access to The Exchange® Network with more than 2,400 no-fee ABMs in Canada. Membership in Meridian is open to anyone looking for a financial services provider with a local, community focus that offers a viable alternative to traditional banking options.
Edward Jones Financial Advisors specialize in helping individual investors achieve their long-term financial objectives. The firm's financial advisors do this from single broker offices located in the communities where their clients live and work. These convenient locations enable financial advisors to meet and work with their clients face-to-face. The firm believes that only by knowing clients on a local, personal level can its brokers effectively provide the appropriate investments and services to help their investors achieve their financial goals.
Supporter of FPW
Advocis, The Financial Advisors Association of Canada, is the association of choice for financial advisors and planners. With more than 11,000 members across the country, Advocis is the definitive voice of the profession, advocating for professionalism and consumer protection. Professional financial advisors and planners are critical to the economy, helping consumers make sound financial decisions that ultimately lead to greater financial stability and independence. Advocis works with decision-makers and the public, stressing the value of financial advice and striving for an environment in which all Canadians have access to the advice they need.
The American Chamber of Commerce in Canada ("AmCham Canada") promotes two-way trade and investment in North America. AmCham Canada fosters the U.S.-Canada trade relationship for companies of various sizes currently operating, or interested in operating, on both sides of the Canada-U.S. border. Companies and organizations that share our vision for the expansion and enhancement of cross-border business opportunities are encouraged to join. AmCham Canada is affiliated with the US Chamber of Commerce as part of a global network of American Chambers in 115 countries. For additional information, please contact the Ontario Chapter. Follow us on Twitter @AmChamOntario.
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