Board of Directors

Curtis Kimpton is a Senior Wealth Advisor at Wellington-Altus Private Wealth, based in Saskatoon, Saskatchewan. With over 28 years of experience in the financial services industry, Curtis specializes in holistic financial and legacy planning for pre-retirees, professionals, and business owners. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Life Underwriter (CLU), and Chartered Investment Manager (CIM®).

Curtis is currently pursuing the Institute of Corporate Directors – Director designation (ICD.D), a highly respected credential that prepares directors for effective governance and board leadership in the corporate and nonprofit sectors.

His commitment to public service extends beyond the financial world. Curtis proudly serves as an Honorary Colonel in the Canadian Armed Forces, a role that builds bridges between military units and the civilian community, promoting mutual support and understanding.

Born and raised in Saskatoon, Curtis has been deeply involved in community leadership. A long-time member of the Kinsmen organization, he served as National President of Kin Canada in 2004/05, during which he played a pivotal role in establishing the Kin Canada Foundation and advancing the Portraits of Honour project. He was later recognized as a Life Member, the highest distinction awarded by the association. He also supports the military community through initiatives like Saskatoon’s annual “Vimy Dinner,” fostering relationships between military personnel and civilians.

In addition to his professional and community roles, Curtis has held leadership positions at local, provincial, and national levels in multiple organizations, successfully securing critical financial support for charitable and civic initiatives.

Curtis is married to Candace, and together they have two children, Sierra and Kelan. The Kimptons enjoy an active family life and are involved in various sports and community events.

Al began his career with London Life in 1996 and is currently the President of A. Jones Wealth and Estate Planning Inc. in Barrie. Al has maintained a longstanding affiliation with Advocis and is an active member of the Simcoe Muskoka Chapter. Nationally, Al is a Past Chair of the TFAAC Board and a Past Chair of the Institute. He was the first to complete the national trifecta by being the Past Chair of the Chapter Leadership Council, responsible for the 45 Advocis chapters across Canada. Al earned his ICD.D designation in 2018 and was recognized by his peers as class valedictorian of the Director Education Program. The ICD.D designation represents a lifelong commitment to excellence in the boardroom. A Qualifying Life Member of Million Dollar Round Table (MDRT), Al shared his thoughts and tips at MDRT’s annual meeting in Boston in 2022.

“Tenacious & Versatile” is the mantra of the Grey & Simcoe Foresters Regiment, Al has been a member of the Grey & Simcoe Forester Honorable Guard for more than 10 years and is committed to the regiment’s mantra to promote, educate, and support our Canadian Armed Services.

In April 2019, Her Majesty officially appointed Al to be the Honorary Lieutenant-Colonel of the Grey & Simcoe Foresters Regiment for a three-year term. The Jones family has a significant military history dating back to the Empire Loyalists. In December 2022, Mary Simon, the Governor General of Canada, officially appointed Al to be the Honorary Colonel of the Grey & Simcoe Foresters Regiment for a three-year term.

“Non-Solis Nobis” Passionate about giving back to his community and a trail blazer, Al was a two-term President of the Innisfil Chamber of Commerce and a past Chairman of the Board of the People’s Credit Union, the first person of colour to chair all the aforementioned boards. Always enjoying a good dram, he is a Past-Convenor of the Simcoe Scotch Nosing Society, and a long-time supporter of Theatre By The Bay, a local theatre company in Barrie.

He has been married to Sue for more than 35 years and together they have raised their sons Adam and Connor.

With over 32 years’ experience in the Wealth Management Industry, Ejaz has a passion for helping individuals realize their dreams of financial success and independence. He specializes in developing successful sales people, leading sales teams to outperform, managing distribution channels and developing strategic relationships.

Ejaz entered the financial services industry in 1990 through London Life’s University Training Program in Edmonton, Alberta. In 1993, he joined Prudential of America as a Sales Manager in the Edmonton office. He also served on the board of directors of Edmonton Life Underwriters Association from 1991-1994 where he was the Editor of ELUA magazine.

In 1995, Ejaz moved to Saskatchewan to help credit unions establish their wealth management distribution system, including life insurance, mutual funds and securities, through Credential Financial Inc., a credit union system owned wealth management dealer. Ejaz’ success in Saskatchewan resulted in his appointment and move to Ontario in 2001 as Regional Vice President, Sales and Distribution for Ontario and Eastern Canada. He left Credential in 2009 to join FirstOntario Credit Union as Vice President and Managing Director of the Wealth Management division. After 12 years at FirstOntario, Ejaz started his own consultancy firm to help credit unions in the areas of wealth management strategy, Advisor development and sales management.

Ejaz is an Advocis member since 1990. He has been an Institute Trustee since 2014. Previously, he has served on the boards of directors of GAMA International Canada, Advocis Greater Hamilton Chapter and Canadian Association of Gift Planners (CAGP) Golden Horseshoe. Ejaz was also a member of Hamilton-Burlington United Way Campaign Cabinet.

Besides a Master’s degree in Economics from University of Alberta, Ejaz has completed Levels I and II of the CFA program, and holds CFP and CLU designations.

Arun is a management consultant with myndwerx. He works with C-Suite teams on transforming their organizations by collaboratively developing and executing their strategy, marketing, operations, and talent management plans. Arun is currently a Director at large the Advocis, The Financial Advisors Association of Canada. He is the past President of the Simcoe-Muskoka Chapter and the Advocacy Liaison for Ontario Central Region with Advocis.

Recently, Arun sat on the University of Toronto’s College of Electors Executive Committee who recruit and select Board Governors for Governing Council as well as the Chancellor. He is also active with the Faculty of Applied Science and Engineering raising funds for student scholarships and the re-construction of Survey Camp. Arun is also a volunteer fire fighter for the Toronto Indy. He is a Past Chair of the Richmond Hill Board of Trade, and Past Chair of Habitat for Humanity York Region.

He has summited Mt. Kilimanjaro and completed the Disney Goofy’s Race and a Half Challenge.

Tannis is Vice President, High Net Worth Planner within the Wealth Advisory Services team at TD Wealth, where she has served since 2015. Based in Winnipeg, Manitoba, Tannis specializes in delivering sophisticated and personalized wealth strategies to high and ultra-high net worth clients, including business owners, corporate executives, and family enterprises. Her extensive expertise spans retirement income strategies, business succession planning, estate planning (including cross-border Canada-US scenarios), advanced tax management, philanthropic planning, and the structuring of complex financial instruments.

Prior to her role at TD Wealth, Tannis accumulated over two decades of experience as a senior manager in the tax groups of prominent national accounting and investment firms, including KPMG, MNP, and IG Wealth Management. Her responsibilities included providing tailored tax advisory services to Canadian private corporations and their stakeholders, both domestically and internationally. Throughout her distinguished career, Tannis has been recognized for her deep knowledge in farm succession planning, corporate reorganizations, and estate planning for affluent families and entrepreneurs.

Tannis holds a Bachelor of Commerce (Honours) degree from the University of Manitoba and earned her Chartered Accountant (CPA, CA) designation shortly thereafter.

An accomplished presenter, Tannis has shared her insights nationally, appearing on platforms such as BNN and Money Talk, and is frequently quoted in Canadian media. She actively contributes to her professional community, previously serving on the Board of STEP Canada and chairing STEP Winnipeg, alongside numerous volunteer initiatives. She has won the volunteer award for STEP Canada.

Kelly is a Certified Financial Planner and Certified Cash Flow Specialist with two decades of experience serving her community through financial planning and promoting financial literacy to Canadians. As a Partner at DLD Financial Group Ltd. in Vancouver, Kelly specializes in personalized financial strategies for professionals and business owners, earning a reputation for trust, leadership, and a genuine passion for helping others.

Her expertise is widely recognized, with frequent media appearances in outlets such as The Globe and Mail, Financial Post, CTV, and CBC Radio, and she is a sought-after speaker and writer on financial literacy, diversity, and industry best practices.

Kelly believes that access to credible financial advice shouldn’t be a luxury. She hopes that by promoting financial literacy through various channels, more individuals will take control of their finances by getting proper advice from a professional. Kelly’s commitment to professional excellence is further demonstrated by her consistent qualification for the Million Dollar Round Table and her service on advisory councils for industry improvement.

Beyond her professional life, Kelly is deeply dedicated to community service. She has played a pivotal role in the Kiwanis Club of Vancouver for nearly two decades, mentoring youth, organizing charitable fundraisers, and launching literacy programs for local schools. Her leadership has been recognized with the Canada Life Community Builder Award and multiple nominations for Wealth Professional’s Female Trailblazer and Charitable Impact Awards. Kelly’s board experience includes serving on the Advisory Committee for the Federation of Asian Canadian Lawyers (BC), where she championed equity and professional advocacy. Balancing her career and volunteerism Kelly remains actively involved in her children’s school community.

Tina has over three decades of experience advising business owners, professionals, and philanthropic Canadians on wealth, estate, and charitable tax planning. A Senior Wealth Advisor at Assante Capital Management Ltd., Tina holds numerous designations, including CFP®, CLU®, CHFC®, and CIM®, and was appointed to the Order of Canada in 2024 in recognition of her leadership in financial services and community engagement.

Tina is a FP Canada TM Fellow and was among the first cohort of financial planners in the country to receive this designation in 2011. Her expertise is regularly sought by major media, including The Globe and Mail, The Wall Street Journal, and BNN Bloomberg, and she has been a contributor to several national publications. She also spent more than a decade teaching personal financial planning at Centennial College’s Centre for Entrepreneurship.

A passionate advocate for philanthropy, Tina is a Planned Giving Consultant with The Donor Motivation Program and has helped raise millions of dollars for Canadian charities. She has served on the boards of prominent cultural and healthcare organizations including the McMichael Canadian Art Collection, Mackenzie Health Foundation, Fort York Foundation, and Seneca College. She currently sits on the Fundraising Advisory Board of The Princess Margaret Cancer Foundation and chaired its ONE LIFE gala in 2022 and 2023.

Tina has been widely recognized for her contributions, earning accolades such as Canada’s Most Powerful Women: Top 100 by WXN, Financial Advisor of the Year by Women in Finance Awards, and the IAOTP’s Top Senior Wealth Advisor of the Decade and Lifetime Achievement Award. She continues to be a leading voice in advancing financial literacy, the arts, and charitable giving in Canada.

Chris began his career as an advisor with London Life in Oshawa Ontario in 1997. Chris moved into a Management role with Freedom 55 Financial in 2001 working with new advisors, coaching and mentoring them to success. In 2006 he moved into a different role and was responsible for working with established advisors coaching and helping them to grow their businesses, incorporating their practices and growing their organizations. Chris was also responsible for attracting and hiring new talent to Freedom 55 Financial and creating succession and partnering opportunities for established advisors.

In January 2020 Chris returned to full-time financial planning practice after almost 19 years in Field Management to work with his daughter Brittany who joined Freedom 55 Financial in 2017.
Their firm, B & C Financial and Estate Planning Services Ltd, serves clients in the Durham Region, Kawarthas and Peterborough areas. Many of their clients consist of multi-generation families. They also work with a number of families with special needs and disabled children helping them to plan for their well being now and in the future.
Chris has been a proud member of Advocis since Jan 1998 and has served on local chapter boards in Peterborough and Durham Region for many years in various roles. Chris served as President for 3 years in Durham Region and is currently serving as a director at large in the Durham Region Chapter.

Chris has also worked with the Chapter Leadership Council as a Membership Committee member for many years and in 2018 became the CLC Membership Chair and then served in the role as CLC Regional Leader for Central Ontario region At the end of June 2024 Chris returned to his role as the CLC Membership Chair and works closely with Chapter Membership Chairs across the country with the goal of growing membership at Advocis. Chris is now the incoming chair of the CLC for the 2025-2027 term. He is also the CLC liaison to the Government Relations Committee.
Chris holds several industry designations including CFP (2002), CLU (2008) and CHS (2012) and was the recipient of the J.G. Taylor Award in 2020.

Chris lives in Peterborough, Ont. with his spouse Lisa and they have 2 daughters, Brittany and Melissa and are the proud grandparents of their granddaughter Olivia.

Sara La Gamba has led an impressive career as a financial advisor since 2009. She joined the industry with Freedom 55 Financial and then became President of King Financial and Benefits Inc in 2012. At SPM, Sara works as a Senior Advisor to help her clients achieve their financial goals with personalized, professional service. Learning has been a life-long passion for Sara and education continues to play an integral role in her professional journey and development.

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. She currently chairs the Standards and Accreditation Committee, sits on the Awards committee and is a member of the Advocis Legal Regulatory Policy committee. Sara also allocates her time as Chair for The Institute. She played a key role in her local Advocis chapter, joining the board in 2012 and serving as Toronto Chapter President from 2015-2017. Sara is also a proud member of CALU.

Sara graduated from the University of Western Ontario with a Bachelor of Arts in Political Science and lives in London Ontario with her husband Nathan and her two sons, Jackson and Owen. She enjoys golfing, skiing, volleyball, and cycling in her free time.