Board of Directors

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.

Michael Camacho obtained his degrees from the University of Toronto and Dalhousie University, began working in the insurance industry and joined LUATC (TFAAC) in 1990. He is licenced for Life, A&S, and General Insurance in Ontario and has earned his CLU, ChFC, CHS, CFP and FLMI designations. He has worked with London Life and World Travel Protection. In 2000, Michael joined Credit Security Insurance Brokers Inc. (now known as CSI Brokers Inc.) and has been its President since May 2001. In 2017, he co-founded Snowbird Advisor Insurance Inc.

Michael is a founding member of The Travel Health Insurance Association of Canada (in 1998), has co-chaired THIA’s annual conference, served as President between June 2022 and September 2024 and is currently Treasurer. Michael has been on the Board of Directors of Advocis Toronto since 2015, is on the Board of Directors of The National Club (since June 2024) and is an elector with The University of Toronto’s College of Electors (since September 2025).

Michael is married to Michelle, a school teacher, and has two university-aged children, and a rescue dog from Texas named Luna.

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.

President & CEO PPI

Cathy is responsible for the day-to-day leadership and management of PPI, one of Canada’s largest Managing General Agencies (MGAs), working closely with the senior leadership team to execute on the vision of being indispensable to Advisors.

Cathy joined PPI in 2021, bringing more than 30 years of insurance and investment leadership experience. Cathy began her insurance sales career in 1991 and since that time has held numerous sales and distribution roles with one of Canada’s leading insurance companies, and subsequently, with a large MGA. From recruitment to learning and development to sales/wholesaling leadership, Cathy has worked with all advisor channels. As President of a regionally based mutual fund dealership, Cathy led its conversion to a fully digitized, nominee, fee-for-service national dealership.

Cathy holds her Certified Financial Planner (CFP) and Certified Health Specialist (CHS) designations, and has completed the Canadian Securities Course, Professional Financial Planners Course, and the Partners, Directors, and Senior Officers course through the Canadian Securities Institute as well as multiple ICD courses. Cathy is serving a second term as a member of The Financial Services Regulatory Authority of Ontario (FSRA) Stakeholder Advisory Committee (SAC). Through her work, she and her peers advise the Board on FSRA’s priorities and budget, and other matters the Board deems appropriate, as they relate to the Life & Health Insurance sector. It is an important part of FSRA’s stakeholder engagement process in the Life & Health Insurance sector.

She is past President of the Cambridge/Guelph chapter 1996/1997 of CAIFA (now Advocis), served on the board of GAMA Global Canada, and is an Associate member of CALU and past LIMRA committee member. Cathy volunteers as a mentor with WillImploy, a not-for-profit organization that provides guidance in helping new professional immigrants find jobs in their field of expertise.

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.

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.

Wai-Ke Kim is a dynamic leader in the wealth management industry, committed to helping financial advisors build stronger, more efficient practices. As Head of Practice Management at Odlum Brown, she develops bespoke strategies, tools, and resources that drive growth and enhance client relationships.

Previously, as VP of Practice Management at Worldsource Wealth Management, she built the NextLevel™️ Practice Management program and launched the Advisor Delta podcast. A sought-after speaker and moderator, Wai-Ke has shared her expertise at major industry events hosted by Wealth Professional, Immigrant Women Initiative, Simon Fraser University’s Beedie School of Business, VersaFi, Ascend Canada, and more.

With more than 22 years in financial services, Wai-Ke began her career as an entrepreneur, growing a successful financial planning practice in Toronto. She is a passionate advocate for Women in Wealth, mentoring young women in finance and serving in leadership roles with Dress for Success, Ascend Canada and Advocis. She also teaches at Capilano University’s School of Business and is a member of the Insurance Council of BC.

Wai-Ke holds an Executive MBA from SFU Beedie and a Bachelor of Science from Queen’s University. She is a Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), Certified Professional Consultant on Aging (CPCA), and Certified Executor Advisor (CEA).

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), Chartered Investment Manager (CIM®) and Institute of Corporate Directors – Director designation (ICD.D).

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.

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 CI Assante Wealth 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.