1. Advocis The Financial Advisors Association of Canada Greg Pollock President & CEO, Advocis June 22, 2016

2. TFAAC Group of Companies

3. Advocis Most established professional membership association of financial advisors and planners in Canada Over 11,000 members across Canada 40 Chapters in communities across the country Committed to professionalism – Members adhere to a professional Code of Conduct

4. The Institute for Advanced Financial Education Leading designation body in Canada for practitioners in the specialty areas of Advanced Estate, Wealth Transfer, and Living Benefits Over 5,000 CLU, CHS and CH.F.C designates in good standing in Canada Designation holders adhere to a professional Code of Conduct Accreditation Services

5. GAMA International Canada (GAMA) Not-for-profit professional association – exclusively for leaders in the distribution of financial services Offering professional development resources and networking opportunities Field Leadership Series – PD workshop designed exclusively for leaders LAMP Conference

6. Advocis Protective Association (APA) Association offering errors and omissions insurance to financial advisors Competitive pricing Superior coverage to fit individual practice needs Not-for-profit model means a focus on long- term sustainability “Protect Your Practice” seminars

7. Advocis Broker Services Inc. (ABS) For-profit insurance brokerage offering corporate solutions, association solutions, and individual solutions Licensed to provide insurance solutions across Canada Brokerage to Advocis Protective Association

8. Our Relationship with CALU

9. Advocis Members – Who We Are Less than 519% 5 -1014% 11 – 2022% 21+46% Note: Data is only based on the individuals who responded to our member survey (approximately 10%) CFP25% CLU22% CHS/RHU13% CH.F.C10% Years in the Business Designations

10. Dual-Licensed Financial Advisors December 2013 53% of our respondents were dual-licensed December 2014 59% of our respondents were dual-licensed December 2015 57% of our respondents were dual-licensed Note: Data is only based on the individuals who responded to our member survey (approximately 10%)

11. Financial Advisors and Specializations

12. Supporting Canadians

13. Value of Advice

14. Special Needs

15. “If they had been covered by a long-term care insurance policy before her father got sick, they would have been able to afford additional nursing help that could have preserved his dignity and lengthened his life.” - “Special Needs Planning” by Alison MacAlpine FORUM magazine, March 2016

16. Questions?