Cathy Harman has been a financial services industry professional for over 10 years, working closely with strategic partners and their clients to provide comprehensive insurance solutions.

Cathy’s background as a financial advisor and estate planning associate has helped her to identify and support insurance opportunities with our business partners in TD Wealth.

With an extensive background in the insurance industry, Cathy has worked with investment advisors and financial planners to identify business-building opportunities in their existing block from an insurance perspective, helping them to develop insurance solutions for their high net worth and mass affluent clients.

Her approach to marketing and business development has contributed to the success of our business partners, and her thorough understanding of the insurance sales and underwriting process positively impacts on the client experience.

Cathy holds the CFP, CLU and CHS designations.

Michael is the president at CSI Brokers Inc. and holds a number of professional designations: CFP, CLU, CHS, CH.F.C., FLMI, MBA.

Michael was raised in Toronto and obtained his degrees at the University of Toronto and Dalhousie University. Between 1990 and 1995, he worked with the London Life Insurance Company. Michael joined World Travel Protection Canada Inc. (Zurich Insurance) in 1995 as an account manager. In 2000, he joined CSI Brokers Inc. and became president in 2001. Michael was a founding member of the Travel Health Insurance Association of Canada (1997/1998).

Arthur graduated from the University of Waterloo with a Master of Accounting degree and wrote his UFE in 2013, leading to his CPA & CA designation in 2015. While obtaining his accounting designation, he worked at small and medium size firms with owner-managed clients, helping them to take their business to the next level. He also spent 2 years abroad at PwC Bermuda, where he worked with insurance companies listed on the United States Securities and Exchange Commission.

Arthur moved into the financial services field in late 2015 and is currently pursuing his CFP designation. He currently serves as the VP of communication of the University of Waterloo School of Accounting and Finance Alumni Association.

Kathryn Bennett is a Senior Regional Sales Director with Desjardins Wealth Management. Kit uses her expertise as a tax and estate planning lawyer when working with advisors to provide high net worth individuals and business owners with sophisticated insurance-based solutions in the areas of wealth protection, business continuation and succession, and advanced insurance planning. She has a special interest in the strategic use of insurance products for farm estate planning, planning for persons with a disability, and cross-border planning.

Kit is an accomplished presenter and frequent author on topics such as personal and corporate estate planning and charitable giving using life insurance, segregated funds, and annuities, beneficiary designation planning, using insurance and annuities in Wills and trusts, and retirement planning.

Her professional memberships include the Law Society of Upper Canada, the Society of Trust and Estates Practitioners (STEP), Advocis, the Conference for Advanced Life Underwriting (CALU), the Canadian Bar Association, and the Ontario Bar Association.

After seeing the issues the industry faces first-hand as an advisor with London Life and his role as a coach and manager with ivari, Graham believes that change is needed to give advisors the tools and resources they need now and will need tomorrow to succeed. He hopes to be able to help shape the learning environment for new and established advisors alike through his role as GAMA rep for the Toronto Chapter. His ultimate goal is to give back and provide advisors the opportunity to get the best possible support that encourages consistent and sustainable growth.

Graham was born in Chatham, ON but grew up in Toronto, his family moving to Lawrence Park when he was 7. He’s spent time around North America and the world for University and work, but he has always been attached to the city and his excited to help give back in his role with the Advocis Toronto Board.

Throughout his life, sports have played a large role in shaping Graham. Whether it’s through hockey, football, baseball or lacrosse, he’s always pushed himself to be better and to compete at the highest levels. As a collegiate and national level lacrosse player, his competitive fire was flamed, he learned about loss and adversity, and learned the importance of working together with others to achieve a common goal. These experiences helped him discover a true passion: coaching. This passion for coaching drew him to his current role with the ivari and the Convergis program.