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Advocis Toronto

A proud chapter of the largest association of financial advisors in Canada.


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Our Services

Advocis is the premier association for financial advisors and planners.
We provide a platform of knowledge, advocacy, community and protection advancing the professionalism of financial advisors and planners in the best interest of the consumer.

 

Advocacy 

In an ever-changing landscape Advocis is committed to taking proactive bold steps to protect both consumer and the financial advice profession. 

 

Strength in Numbers

With well over 11,000 members, Advocis is the voice of our profession. Toronto is the largest chapter in Canada with over 2,000 members.

 

Best Practices

Learn and collaborate with a network of over 2,000 advisors across Toronto and the surrounding area.

 

Education

Knowledge and proficiency is key to sustainability of advisors in today's competitive landscape, Advocis offers programs for top industry standard designations such as CFP, CLU, CHS.

 

Code of Professional Conduct

The Advocis Professions Model requires all financial advisors uphold themselves to the top industry standards.

 

Member Perks

Advocis members get access to exclusive industry content, education and MemberPerks® 

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Our Team

Learn more about our amazing team of professionals.

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Jaclyn Nemethy

President

B.Sc., CFP, CLU, CHS

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Jaclyn Nemethy

Jaclyn Nemethy is a graduate of the University of Toronto with an Honours degree in Human Biology. She joined IA Financial Group as the Inside Sales Associate and has been the Sales Director for Living Benefits servicing Ontario for the past 5 years. Jaclyn’s experience also includes 3 years as the Ontario representative for North America’s leading provider of laboratory services for medical underwriting. Jaclyn is known for her thorough knowledge and providing her advisors with exceptional support and training on all the living benefits solutions IA Financial Group can offer. She recently attained her CLU designation and is now working toward her CFP. She joined the Toronto Advocis Board as Membership Chair in 2017 and is now the Co-Programing Chair. 

Bio

Tony Kim

Treasurer

CFA, CPA, CGA

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Tony Kim

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.

Bio
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Arthur Wang

Program Co-Chair

MAcc, CPA, CA, CFP, CLU, CHS, TEP

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Arthur Wang

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.

Bio
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Jacqueline Smollan

Program Co-Chair

CFP, CLU

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Jacqueline Smollan

Bio
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Cindy Marques

Membership Chair

CFP

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Cindy Marques

Bio
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Ron Fox

Advocacy Chair

CFP CIM

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Ron Fox

Ron believes that there is no replacement for the important human role that professional financial advisors serve in helping people fund and protect what they value most in life - that money, planning, good management and the right behavior can support.

In his role as the CEO of Glidepath Portfolio Services, Ron is leading the movement towards financial planning professionals being supported directly by discretionary portfolio manager specialists – enhanced by great technology to deliver confidence, comfort and personal care for each client.

“Personal, professional care cannot be commoditized.  I am grateful to be given the opportunity to serve as the Advocacy Chair to continue to champion the cause of advancing our honorable profession and valuable personal service.”

Bio
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Michael Camacho

Sponsorship Chair, Institute Representative

MBA, CFP, CLU, Ch.F.C., CHS, FLMI

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Michael Camacho

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).

Bio
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Adrian Altamirano

Communications Chair

CFP, CIM, FEA, CEA, FCSI

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Adrian Altamirano

Based out of Toronto, Adrian has upwards of 9 years of experience in various roles within the financial industry; predominantly as a financial planner and sales executive.

Adrian started his career as an Insurance Advisor with Sun Life Financial in late 2007; was awarded the "Quick Start Award" for exceeding sale expectations. He later spent one year at State Farm developing the go-to-marketing strategy for life insurance before transitioning to BMO Nesbitt Burns becoming one of the youngest Investment Advisors at the firm.

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 and most recently promoted to Assistant Vice-President, Ontario in 2018 – he now leads a team of directors and associates with one key mandate, increase the firm’s value to advisors and end-clients 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 and Certified Financial Planner (CFP®) in 2016. In 2017 Adrian achieved the Fellow of CSI (FCSI®) which is the highest honour and most senior credential with the Canadian Securities Institute.

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Kathryn "Kit" Bennett

Best Practices Chair

LL.B, TEP

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Kathryn "Kit" Bennett

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.

Bio
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James O’Connell

GAMA Representative

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James O’Connell

Bio
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Cathy Harman

Past President

CFP, CLU, CHS, TEP

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Cathy Harman

Cathy develops Estate Planning and Insurance solutions for clients of TD Private Wealth Management, by working closely with TD Wealth Private Investment Advice and TD Wealth Private Investment Counsel.

She holds the Chartered Life Underwriter (CLU), Certified Financial Planner (CFP) and Certified Health Specialist (CHS) designations and is currently working towards obtaining the Trust and Estate Practitioner (TEP) designation.

Cathy is also a member of the Conference for Advanced Life Underwriting (CALU), STEP Canada - Society of Trust and Estate Practitioners, Financial Planning Standards Council (FPSC), Women in Capital Markets, and Lean In Canada.

When she's not working, Cathy spends her time gardening, hiking and shoe shopping.

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Phone: 416-444-5251
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Email: Toronto@AdvocisChapter.ca

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