The Advocis Podcast

Episode 16 - AI in the Advisor’s Chair: Technology, Trust, and the Future of Financial Advice

Fri, 10 Apr 2026 12:00:00 +0000

In this episode of the Advocis Podcast, host Kelly Gustafson leads a forward-looking conversation on how Canadian financial advisors and financial planners are integrating technology and AI into their practices, not as a replacement for human advice, but as infrastructure that supports better service, stronger compliance, and more resilient businesses.

Featuring real-world insights from Advocis members and partners, the discussion highlights how digital tools are being used to streamline workflows, enhance client engagement, and reduce cognitive load. The panel also explores the importance of industry collaboration in helping advisors adopt new technologies with confidence.

With a strong focus on responsible and ethical AI use, this episode addresses key considerations around privacy, client consent, data handling, and advisor due diligence within the Canadian regulatory environment. It also examines how the use of third-party tools can impact E&O coverage and cyber risk, underscoring the need for education and clear guardrails.

This episode is sponsored by Continuum.

Continuum is the Relationship Operating System for financial advisors, built to help you deliver on every client promise. Purpose-built for Canadian firms, Continuum captures every interaction privately and compliantly, across any platform or in person, with no meeting bots. It turns conversations into living client intelligence, so you’re always one step ahead. Learn more at oncontinuum.com.

Download the full episode transcript here: https://www.advocis.ca/wp-content/uploads/2026/04/ADVOCIS-PODCAST-2026_V2.pdf

Episode 15 - Money Talks in Uncertain Times: Building Financial Resilience Amid Economic Challenges

Wed, 5 Nov 2025 00:00:00 +0000

Host Stacy Brooks sits down with Carmela Lombardi, Tina Tehranchian, and Julie Laferriere for a candid discussion on how Canadians can stay financially resilient amid inflation, market volatility, and economic uncertainty.

As we mark the 15th anniversary of Financial Literacy Month in Canada, our guests share insights on why open conversations about money matter more than ever, and how working with a financial advisor or financial planner can help you navigate change with confidence.

🎧 Learn more about our Financial Literacy Month campaign: financialadviceforall.com

👥 Connect with a financial advisor or planner: https://www.advocis.ca/find-an-advisor/

📄 Download the full transcript here: https://www.advocis.ca/wp-content/uploads/2025/11/2025-10-14-ADVOCIS-PODCAST.docx

Episode 14 - What you didn't know about Reverse Mortgages

advocismedia@gmail.com (Cindy Marques, Andrew Cairns, Jeff Thorsteinson) — Wed, 18 Sep 2024 00:00:00 +0000

Host Cindy Marques, CFP, is joined by Andrew Cairns and Jeff Thorsteinson from HomeEquity Bank to discuss reverse mortgages, home equity loans, and financial security.

Episode 13 - What's new with GAMA Global Canada

advocismedia@gmail.com (Jason McMahon, Jaclyn Nemethy, Stacy Brooks) — Wed, 27 Mar 2024 17:00:00 +0000

Our Host, Stacy Brooks, Education & Professional Development Director, GAMA Global Canada is joined by Jason McMahon, President of GAMA Global Canada and Jaclyn Nemethy, Membership Director, GAMA Global Canada, to discuss the value of GAMA, and navigating the unchartered seas of heading up boardroom meetings, spearheading critical strategy sessions, and covering off areas such as succession planning, client segmentation, and team accountability, while managing all of your regular day-to-day activities.

Episode 12: Investing in your clients - Why Financial Education is Key for Canadians

Wed, 22 Nov 2023 14:00:00 +0000

Host Kelly Gustafson is joined by Saskia Vermeulen, Melissa Harrell and Chyanne Hodgson to discuss positive PR for financial advisors in support of Canadian consumers, strategies they can share with their clients & the importance of working with a professional financial advisor or financial planner. Our guests talk about their best advice for Canadian families who are challenged by how expensive everything has become, how businesses can navigate financial pressures & uncertainties, in addition to so much more! Learn more about our Financial Literacy Month campaign here: https://financialadviceforall.com/ Connect with a financial advisor or financial planner here: https://www.advocis.ca/find-an-advisor/ Visit: https://www.advocis.ca/wp-content/uploads/2023/11/2023-11-03-ADVOCIS-TRANSCRIPTION.docx to download the full transcript!

Episode 11 - The Advisor Growth Journey

advocismedia@gmail.com (Will O'Neill, Todd Fithian) — Wed, 18 Jan 2023 00:00:00 +0000

Host Will O’Neill is joined by Todd Fithian Co-Founder & CEO of The Legacy Companies to discuss what The Advisor Growth Journey is and what inspired him to create it.

Todd breaks down all five separate modules and the value they each provide. He also explains where the Advisor Growth Journey fits for someone in their twenties and just starting to begin their career in the industry.

Learn more about the Advisor Growth Journey here: https://www.advocis.ca/legacy-advisor-growth-program/

Visit: https://www.advocis.ca/wp-content/uploads/2023/01/2022-12-17-ADVOCIS-PODCAST-TRANSCRIPT.docx to download the full transcript!

Episode 10 - The Advocis Technology & Innovation Committee

advocismedia@gmail.com (Advocis, Kelly Gustafson, Herman Chan, Brandon Chapman) — Mon, 28 Nov 2022 00:00:00 +0000

Host Kelly Gustafson, a Director at Large on the Advocis National Board of Directors is joined by Herman Chan, Chair and Brandon Chapman, Vice Chair of the Advocis Technology and Innovation Committee to discuss who the TIC are, what projects their actively working on, and Herman provides a sneak peek into DigiCat 3.0!

Episode 7 - The Tech Task Force Data Security Report

advocismedia@gmail.com (The Advocis Podcast) — Wed, 3 Jun 2020 11:40:34 +0000

Host Al Jones is joined by Brandon Chapman and Kelly Gustafson from the Tech Task Force to discuss the key topics that financial advisors need to understand within the world of data security.

The Advocis Podcast - Laurie Martin and Cindy Marques - Are You Crisis Ready?

advocismedia@gmail.com (The Advocis Podcast) — Thu, 7 Nov 2019 19:37:49 +0000

In this episode of the Advocis podcast, we talk to Laurie Martin, a Certified Trauma Treatment Specialist and Elder Planning Counselor about how advisors can prepare for the first conversation with someone experiencing a sudden loss or death. Also joining the conversation is Cindy Marques, Certified Financial Planner and Financial Literacy advocate.

You can find more information about Laurie at http://www.lifeinterrupted.ca and Cindy at http://www.cindymarques.com.

You can also hear our conversation with Laurie and Cindy about financial literacy at https://soundcloud.com/financialadviceforall/episode6

To learn about the CE courses mentioned in this episode, visit: http://www.advocis.ca/ALC/ProtectYourPractice.aspx (Making Choices) and http://www.advocis.ca/ALC/ManageYourPractice.aspx (Strategic Selling with Social Media)

The Advocis Podcast - Ellen Bessner - Advisor at Risk

advocismedia@gmail.com (The Advocis Podcast) — Tue, 10 Sep 2019 11:03:00 +0000

Do you ever wonder how you can protect yourself and your business from litigation and reputation risk? In this special program for financial advisors, Ellen Bessner, a leading expert on the topic of the risks facing advisors, provides a wealth of practical suggestions for how you can do just that.

Ellen Bessner is a litigation and regulatory defence lawyer, partner at Babin Bessner Spry, LLP and author of two books: the best-selling Advisor at Risk and its sequel, Communication Risk, available at BabinBessnerSpry.com.