John's passion for the financial industry was originally fuelled by the search of his own financial advisor. Stunned of the lack of care, support and guidance he received from some advisors and as a person who believes in taking pride in your work, going above and beyond any set of expectations, he recognized an opportunity to make a difference. 

John has been a member of Advocis since April 2015. Originally he was attracted to Advocis’ belief of setting higher professional standards and the education programs. John is currently working as he studies through CSI and Advocis to meet the CFP core curriculum requirement prior to beginning his journey in the industry. Recently completing IFIC license and began his next set of courses, John has excitement to learn and eagerness to contribute.

Jarrett grew up in Kingston, Ontario where hockey was his ultimate dream. This dream earned him a scholarship to the Ivy League where he played hockey for the Brown University Bears. After graduating in 2006, before transitioning into the financial services industry, he spent two and half years playing semi-pro hockey throughout the U.S trying to make the big leagues.

Jarrett consistently says that "he loves what he does, it's not work". He loves helping people, their families and their businesses. His "job" is to speak with as many people as possible, learn about their unique situation, learn about their goals, help identify their risks (if there are any) and provide efficient, practical, reasonable and achievable solutions.

His purpose is to help others by educating and providing professional counsel in his area of expertise. He helps motivate people by always looking for a solution on how to achieve success or solve a problem and by always being positive. Jarrett currently lives in the Toronto area with his wife and son.

Based out of Toronto, Adrian has upwards of eight years of experience in various roles within the financial industry; predominantly as an investment and insurance advisor.

In 2012, Adrian explored the distribution channel by managing key relationships in the brokerage community. In late 2015, Adrian accepted a position at PPI Solutions as director of sales, Ontario with one core mandate; increase the region's production by delivering bottom-line value to PPI advisors through consultative financial planning and business development strategies.

Adrian throughout the years has achieved a number of industry courses to provide clients and advisors alike holistic financial council including achieving his Chartered Investment Manager (CIM®) designation in 2012.

Adam O'Neill is a holistic financial advisor with Sun Life Financial. As one of our newest board members, Adam designs financial, coverage and planning solutions to meet all of his clients’ needs, focusing on the medical and professional market in Toronto. 

Adam and his team represent experts in every aspect of financial planning. They help business owners with succession planning, group benefits and tax minimization. They work with professionals such as doctors, dentists and architects through the incorporation process, and also help families plan for their future.

In addition, Adam delivers speaking engagements across Canada on a variety of topics. His most recent was at a retirement symposium at the Canadian Orthopaedic Surgeons Association' annual meeting in Quebec City.

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.