Enhancing the professionalism of financial advisors in the best interests of the consumer

Toronto Chapter

 Upcoming Event Registration

Passport-Practice Development Series


The Practice Development Series is based on content pulled from the Advocis Getting Established

Program. This learning content focuses exclusively on the practical skills and knowledge that newer

advisors need to be successful; skills such as Business Planning, Sales Process, Prospecting, Marketing

and much more.

What makes the Practice Development Series so unique, is the combination of having experienced

members involved in the Under 5/After 5 events, alongside participating advisors. The moderator runs

the group through the learning material and the associated activities for the group to complete. The

mentor (a seasoned financial advisor) is invited to work with the group on the activities associated with

the learning and share best practices. The result? Participating advisors receive applied knowledge in

critical skills required for success, and mentors receive the satisfaction of giving back and sharing their

skills with the future of our industry.


Wednesday, February 5th – 5pm-8pm – Business Planning

Wednesday, March 25th – 5pm-8pm - Marketing

Wednesday, June 3rd - 5pm-8pm - Prospecting

Wednesday, July 22nd  – 5pm-8pm - Preparation

Wednesday, September 30th  – 5pm-8pm – Client Engagement

Wednesday, November 11th  – 5pm-8pm – Analysis


Hosted at The Pilot

Address22 Cumberland St, Toronto, ON M4W 1J5

The series of 6 U5A5 events are now at the early bird discount price, don't miss out! Once the passport is purchased you automatically get registered to all individual U5A5 events.


Wednesday, February 5, 2020

Advocis Toronto International Women's Day Breakfast

Our 2nd annual International Women's Day event is fast approaching!

Please join us for a morning of education and networking, as we celebrate International Women's Day, March 4th 2020 from 8:00 AM to 11:30 AM.

We will feature Shannon Lee Simmons, founder/owner of Toronto's advice-only financial planning practice - The New School Finance. She won the 2014 Notable Award for Best In Finance and appears regularly as a financial expert in the media, contributing to the Toronto Star's 'Money Makeover', Cityline, BBC Capital and is host of Coral TV's, 'Money Awesomeness'.

We will also feature a panel of women in the industry who will share their stories, successes, lessons, and experiences.


Last year we sold out a month early, so this year we are moving to a bigger venue, The Sheraton Centre Hotel in Toronto's Financial Core. 

Become a Sponsor


There are plenty of ways to get involved in this exciting event.


Buy a table

Tables of 10 are just $450. Bring 10 of your top female advisors or bring 10 young women just getting started. Or buy 2 tables and bring both.


Become a Silver sponsor 

for $750, you get a booth to set up in the atrium with a potential audience of 250 advisors. This also includes 2 tickets to the event.


Become a Gold sponsor 

for $1,500 get a booth and a table of 10, plus 5 minutes podium time.


Gold and Silver Sponsor spots are very limited.


Individual Tickets are $50



  8:00 AM - Breakfast and Registration

  8:45 AM - Opening Remarks

  9:00 AM - Talk on Financial Planning

10:00 AM - Networking Break

10:30 AM - Women in the Industry Panel

11:30 AM - Close


If you are purchasing a table of ten, you must contact National Office with the names, company and email addresses of all guests sitting at your table. info@advocis.ca or calling 416 444 5251

You must be registered online prior to the event to attend 

There is no refund for this event, however, you can transfer your ticket to another colleague by contacting member services at the National Office info@advocis.ca or calling 416 444 5251

Wednesday, March 4, 2020

Under 5 After 5 - Practice Development Series Module 2


Under 5/After 5

Practice Development Series

Module 2


Hosted by Image preview


As a newer advisor, you likely do not possess advanced skills in marketing strategy and execution. However, having an effective marketing plan in place is critical to building your business and will help distinguish you from your competition.

Upon completion of this Module and the accompanying Practice Development Activities, you will be able to:

  1. Define your value proposition using a two-step process.
  2. Craft an effective elevator speech you can use when meeting a targeted prospective client.
  3. Create a personal biography that showcases your strengths and expertise.
  4. Enhance your professional image, including a comprehensive view of your personal presence, workplace and communications.



5:00 PM: Registration

5:15 PM: Opening remarks

5:30 PM: Guest Speaker Sean Karow with Top Broker, ­­Cindy Marques

7:00 PM: Networking Reception

9:00 PM: Adjourned

If you already bought the passport for the U5A5 Modules you will be automatically registered for this event

Upcoming modules

Wednesday, June 3rd - 5pm-8pm - Prospecting

Wednesday, July 22nd  – 5pm-8pm - Preparation

Wednesday, September 30th  – 5pm-8pm – Client Engagement

Wednesday, November 11th  – 5pm-8pm – Analysis


All hosted at The Pilot

22 Cumberland St, Toronto, ON M4W 1J5

Wednesday, March 25, 2020

Cathy Harman CFP, CLU, CHS, TEP
 Officers and Directors
First Vice President
Second Vice President
Tony Kim CFA
Membership Chair
Cindy Marques
Program Chair
Jaclyn Nemethy CLU, CHS
Ya-Ri (Arthur) Wang CFP, CLU, CHS
Professional Development Chair
Kathryn Bennett LL.B,TEP
Public Awareness Chair
Jennifer Luu
Communication Chair
Adrian Altamirano CFP, CIM, FCSI
Best Practices Chair
Kathryn Bennett LL.B,TEP
Professional Conduct Chair
Advocacy Chair
Ronald Fox CFP, CIM
Financial Literacy Chair
Jennifer Luu
Institute Representative
Michael Camacho CFP,CLU,CH.F.C.,CHS, MBA (FS),FLMI
Sponsorship Chair
Michael Camacho CFP,CLU,CH.F.C.,CHS, MBA (FS),FLMI
GAMA Representative
Graham Bergsma
Totem Pole Chair
Past President
Robert Fleischacker CLU
Warren Brown
Jannet Gibson
 Contact Information
Jannet Gibson