Certika Financial Group Ltd.

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You are here: Home / About Us / Code of Professional Conduct

Code of Professional Conduct

As a condition of membership in Advocis, all members agree to abide by the Advocis Code of Professional Conduct (CPC).

  1. An Advocis Member shall act with integrity.
  2. An Advocis Member shall act competently.
  3. An Advocis Member shall act diligently.
  4. An Advocis Member shall not disclose any confidential information without expressed consent.
  5. An Advocis Member shall act in a client’s best interests.
  6. An Advocis Member shall disclose any conflict of interest in providing products and services.
  7. An Advocis Member shall act in a manner that reflects positively upon all other Advocis Members.
  8. An Advocis Member shall respect and protect the privacy of others.
  9. An Advocis Member shall act in accordance with the spirit and the letter of the law.

Ottawa

Al Warren, CHS
Consultant

6270 Perth St.
Richmond, ON K0A 2Z0

Office: 613-257-6240
Mobile: 613-229-6179

E-mail: awarren@certika.ca

Smiths Falls

Sean J. Lawrence, CHS
Consultant

94 Beckwith St N
Smiths Falls, ON K7A 2C1

Office: 613-257-6229
Mobile: 613-880-2941

E-mail: slawrence@certika.ca

Perth

49 Herriott St.
Perth, ON K7H 1T5

Office: 613-267-8836
Mobile: 613-229-6179

Employee Benefits
Group Benefit Programs

Office: 613-416-2444

E-Mail: awarren@certika.ca

 

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