Tony is a CFA charter holder and Certified General Accountant with seven years of cash management, treasury and corporate financial analysis experience.

He has a proven track record of creating complex financial models to provide analytical support for negotiating long-term leases, capital project investments and fee/pricing strategies.

Tony has successfully completed multiple financial projects involving interdepartmental teams and providing advice to senior executives. He has extensive experience with credit analysis and pro-forma financial statement analysis.

Sara started her career as an advisor with Freedom 55 Financial soon after graduating in 2009 from the University of Western Ontario. Her passion for financial planning goes hand-in-hand with her strong desire to help her clients achieve their financial goals. Learning is a life-long process and education continues to play an integral role in her professional journey and development. She is currently working towards her TEP and also holds the CHS (2011), CFP (2014) and CLU (2014) designations. In 2012 she became president of King Financial and Benefits Inc.

Sara is a proud and enthusiastic member of Advocis. It's a membership she holds with great pride since the time she joined the association in the early days of her career. During that time she began volunteering with The Institute of Advanced Financial Education and currently is the Ontario Central Quarterback for The Institute. She joined the Toronto Advocis Chapter as communications chair in 2012.

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 CHS,  CLU and CFP designations.

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.