CENTURY INITIATIVE

Introduced in 2006, the Century Initiative (CI) program ensures Advocis has a strong financial foundation and adequate resources to effectively represent the interests of financial advisors and planners in the face of threats

To participate, CI members commit to an additional five-year membership, over and above their Advocis membership fees. Fees from this premium membership are used to ensure the Association is well-capitalized now - and in the future - through a fund governed by a board of stewards. Over the past 5 years, the CI Fund has committed over $1.5 million to critical Advocis initiatives – initiatives that would not have been possible without their support. This level of significant support has continued into 2023.

2022 Results

2022 investment performance results achieved by the Fund’s investment advisor – Connor Clark & Lunn – were in line with established benchmarks and considered ‘satisfactory’ with a 3-year compound return of 7%.

As a December 31, 2022, the balance of the fund stood at $5.5 million.

Advocis would like to express its gratitude to the CI Stewards and CI members for their ongoing support of the organization and its entire membership.