Financial Literacy Month 2025! |
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Each November, Advocis proudly leads the national conversation on financial literacy, championing the importance of trusted financial advice and empowering Canadians to make confident, informed decisions about their future.
Now in its seventh year, Financial Advice for All, our award-winning public education campaign, continues to be one of Canada’s leading platforms for financial learning and engagement.
This year’s theme, Building Financial Resilience: Confidence in Uncertain Times, calls on Canadians to move beyond the basics of financial literacy and focus on developing true financial resilience, the ability to adapt, recover, and thrive amid inflation, rising interest rates, and global uncertainty.
As we also commemorate 15 years of Financial Literacy Month in Canada, Advocis celebrates the progress our profession has made, while renewing our commitment to preparing Canadians for the challenges and opportunities ahead.
For quick access to Financial Advice For All, please click the link below: |
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Interested in learning more about what we've got planned? Check out our full National press release or read the key points from our poll below: |
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| 2025 Financial Literacy Month Press Release with insights from Advocis Members |
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Canadians across the country are feeling the weight of ongoing economic uncertainty, and according to our Financial Literacy Month 2025 Member Poll, many households are struggling to stay confident in their financial future. Among the findings:
- 77% of members say more than a quarter of their clients have expressed increased financial anxiety or uncertainty over the past six months, citing inflation, market volatility, and global economic tensions.
- Over 90% report that Canadians rarely or only occasionally engage in open financial conversations with family, friends, or their advisors/planners.
- 66% say their clients have made at least some adjustments to their financial plans in response to ongoing economic disruption.
- Just 1.5% of advisors believe their clients are “very confident” about their financial resilience, while 34% say Canadians are “not confident” at all.
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A message from our
President and CEO,
Kelly Gorman |
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A New Episode of
The Advocis Podcast! |
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Advocis is celebrating the 15th anniversary of Financial Literacy Month in Canada with a timely and empowering episode of The Advocis Podcast. Hosted by Stacy Brooks, this special conversation brings together three incredible financial professionals: Carmela Lombardi, Tina Tehranchian, and Julie Laferriere to unpack what financial resilience really means in today’s unpredictable world.
From inflation and high interest rates to market volatility, global trade tensions, and the rising cost of living, Canadians are navigating a complex and often stressful financial landscape. In this episode, our panel of Advocis Members dives into how open, honest conversations about money can break down stigma, reduce anxiety, and build confidence. They share real-life stories and actionable advice on how Canadians can take back control of their finances, even when the economy feels out of control. |
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| As Canadians continue to face rising costs, market volatility, and global economic uncertainty, financial anxiety is on the rise. The latest Member Poll from Advocis reveals a growing sense of unease across the country, but also an opportunity for professional advisors and planners to make a meaningful difference. We've once again created shareable graphics for Advocis Members to share across all social media networks, email newsletters and other relevant channels!
For quick access and to start sharing now, click this link! |
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Released once a week throughout November, our member articles will offer consumers insights on a variety of financial literacy topics.
We've started off November with two timely articles:
The ABCs of Smart Saving: RRSPs, TFSAs, FHSAs and RESPs Explained from Alyssa Anderson
Money-Savvy Pig: How a Simple System Is Teaching My Kids Financial Wisdom from Kelly Ho
Our upcoming articles will be posted on Financial Advice For All so make sure you keep up weekly! |
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We hope that both the new and existing resources on Financial Advice For All will be a valuable asset to you and your practice as you continue to work with your clients to navigate the challenges and opportunities of today's evolving economic landscape.
If you have any questions, please contact communications@advocis.ca. |
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