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.

Jaclyn Nemethy

Past President

B.Sc., CFP, CLU, CHS

Jaclyn Nemethy

Jaclyn Nemethy is a graduate of the University of Toronto with an Honours degree in Human Biology. Jaclyn’s insurance industry experience began with 3 years as the sales representative for North America’s leading provider of laboratory services for medical underwriting.

Jaclyn joined IA Financial Group as an Inside Sales Associate but quickly became the Sales Director for Living Benefits servicing Ontario for the past 7 years. She was recently appointed to Director of Sales for the Life Insurance Division managing several key accounts for iA. Jaclyn is known for her thorough knowledge and providing her advisors with exceptional support and training on all the life and living benefit solutions that IA Financial Group can offer.

She recently attained her CLU and CFP designations. She joined the Toronto Advocis Board as Membership Chair in 2017 and is now the Past President of the Chapter.

Bio

Kathryn "Kit" Bennett

Vice President

LL.B, TEP

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

Trevor Theobald

Advocacy Chair

CFP, CLU, CHS

Trevor Theobald

Bio

Arthur Wang

Director-At-Large

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

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

Cindy Marques

President

CFP

Cindy Marques

Bio

Arthur Wang

Program Co-Chair

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

Arthur Wang

⁠Arthur moved into the financial services field in late 2015 and is currently an Estate Planning Specialist with RBC Wealth Management Financial Services.

Bio

Michael Camacho

Sponsorship Chair

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

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

Jeffrey Yang

Communications Chair

LL.B, TEP

Jeffrey Yang

Bio

James O’Connell

GAMA Representative

CIM

James O’Connell

James O’Connell has been in the financial industry since 2009. During that time he has been a broker, worked for a chartered bank as well as a top tier insurance company and an MGA before starting with Humania. He has experience building financial plans, consulting on group benefits, issuing debt products, and building pension portfolios.

He has a Bachelor of Commerce from McMaster University and post-graduate certificate in negotiation and alternative dispute resolution from York University. He also has his Chartered Investment Manager (CIM) designation and is working towards his CFP. He is passionate about providing quality advice and solutions to all Canadians in order to preserve quality of life no matter the circumstance.

Fun facts about James are that he is an avid baseball player, golfer, curler, and enjoys the odd game of poker.

Bio

Annie Izmirliyan

Membership Chair

FMA, CFP, TEP

Annie Izmirliyan

Bio

Adrian Altamirano

Director-At-Large

CFP, CIM, FEA, CEA, FCSI

Adrian Altamirano

Adrian continues to build and lead a national business unit focused on delivering a holistic experience for strategic relationships at PPI. The focus of the offering is a unified and dedicated approach to work with firm leadership, management, business development team and most importantly, the firm’s advisors. He leads a high caliber team with tailored resources, practice management tools and unique competitive advantages in HNW marketplace, all while delivering on the ease of doing business with PPI.

Adrian joined PPI in 2012 as Sales Director in Ontario; in 2018, he was promoted to Assistant Vice-President of Sales for the region. Finally, in 2021, Adrian accepted the national mandate of Vice-President, Strategic Relationships.

Based out of Toronto, Adrian has well over a decade of experience in various roles within the financial industry, predominantly as a financial planner and sales executive. He began his career as an Insurance Advisor with Sun Life Financial in 2007 and was awarded the "Quick Start Award" for exceeding sale expectations. He then developed the go-to-marketing strategy for life insurance at State Farm before transitioning to BMO Nesbitt Burns, becoming one of their youngest Investment Advisors at the time.

Throughout the years, Adrian has achieved a number of industry designations to provide clients and advisors with holistic financial counsel including his Chartered Investment Manager (CIM) designation, Certified Financial Planner (CFP) designation, Certified Estate Advisor (CEA) designation and finally he successfully obtained his Family Enterprise Advisor (FEA) designation in June 2021.

Bio

Alaeddine Jabri

Director-At-Large

Alaeddine Jabri

Alaeddine Jabri is the managing partner at Longevity Achieved, a managing general agency and full-service boutique, insurance and investment firm delivering excellence in financial service. Alaeddine leads the New Breed Of Broker®, a community of advisors who are insatiably curious and unabashedly in love with the people they serve - who also use insurance and investments as tools to help clients achieve the life they want.

Alaeddine is regularly asked to speak at industry events, contribute on expert panels and for comment in national news publications. Committed to the adoption and growth of the insurance profession, Alaeddine mentors’ new advisors and provides the framework for established advisors to transform their business. In 2021 Longevity Achieved was nominated as Wealth Professional’s Multi-Service Advisory Team of the Year.

Bio

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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

Strength in Numbers

Best Practices

Education

Code of Professional Conduct

Member Perks

Home

Our Team

Learn more about our amazing team of professionals.

Jaclyn Nemethy

Past President

B.Sc., CFP, CLU, CHS

Kathryn "Kit" Bennett

Vice President

LL.B, TEP

Trevor Theobald

Advocacy Chair

CFP, CLU, CHS

Arthur Wang

Director-At-Large

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

Cindy Marques

President

CFP

Arthur Wang

Program Co-Chair

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

Michael Camacho

Sponsorship Chair

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

Jeffrey Yang

Communications Chair

LL.B, TEP

James O’Connell

GAMA Representative

CIM

Annie Izmirliyan

Membership Chair

FMA, CFP, TEP

Adrian Altamirano

Director-At-Large

CFP, CIM, FEA, CEA, FCSI

Alaeddine Jabri

Director-At-Large

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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.