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.
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 being the largest chapter in Canada with over 1,200 members provides professional advisors with fellowship and resources.
Learn and collaborate with a network of over 1,200 advisors across Toronto and the surrounding area.
Knowledge and proficiency is key to sustainability of advisors in today's competitive landscape, Advocis offers programs that lead to top industry standard designations such as CFP, CLU, CHS.
Code of Professional Conduct
The Advocis Professions Model would require all financial advisors to: belong to a recognized professional association; meet initial and ongoing proficiency standards; satisfy strict CE requirements; adhere to a code of professional conduct and maintain appropriate levels of E&O insurance.
Advocis members get access to exclusive industry content, education and MemberPerks® which gives you discounts to over 1,200 perks for brand name stores, local shops, tickets, restaurants and more...
Learn more about our amazing team of professionals.
Sara La Gamba
BA, CFP, CLU, CHS, EPC
Sara La Gamba
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.
Roland Chan is director of operations of Liland Insurance Inc. where he leads a team of over 150 financial advisors who are committed to achieving unsurpassed client satisfaction via the delivery of high quality insurance and investment services to families and business owners all across Ontario.
Roland's career, which began in technology, saw him holding various software development and management roles at IBM, INEX Corporation, InfoSpace, CaseBank Technologies and eventually starting his own consultancy in 2003. In 2008 he took his passion for managing organizations and solving complex business problems to running his family's now 23 year old life insurance MGA.
Roland is a Chartered Life Underwriter (CLU) and a Certified Health Insurance Specialist (CHS). He currently sits on the Board of Trustees for The Institute for Advanced Financial Education, as well as the Audit & Finance Committee for Children's Treatment Network.
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.
CFA, CPA, CGA
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.
CFP, CLU, CHS, ChFC, FLMI, MBA
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).
Program Chair/Vice President
Robbie has been with Stonehaven Financial Group since 2007, helping clients to protect, accumulate and transfer their wealth. By exploring the relationship between life and money, he works with clients to align their financial objectives with their overarching visions and goals to facilitate moving toward a life and future they want.
Robbie received his CLU in 2014 and is actively pursuing further professional designations. He is a proud member of Advocis, which holds him to a code of ethics designed to protect clients and uphold a professional standard of behaviour.
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.
Professional Development Chair/Professional Conduct Chair
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 designation and is currently working towards obtaining the CLU and CFP designations.
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.
BSc, IMBA, CHS, CLU
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.
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the largest association of financial advisors and planners in Canada