Toronto

Toronto

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.

Advocis Toronto

Upcoming Events

Advocis Toronto's BizBoost 2024: Elevating Business Development Tactics

Organized by: Advocis Toronto Chapter
Event Inventory: limited 2024-10-31 Start: 09:30:00 End: 11:00:00
Timezone: America/Toronto Capacity: 250

Description

Discover how teaming with the right talent can unlock exponential growth, boost productivity, and future-proof your business.

Advocis Toronto's Tax Outlook 2025: What You (& clients) Need To Know + AGM

Organized by: Advocis Toronto Chapter
Event Inventory: limited 2024-11-21 Start: 09:30:00 End: 11:00:00
Timezone: America/Toronto Capacity: 250

Description

Conclude the year by looking forward. Preparing advisors for upcoming trends and changes.

Latest News

Platinum

Gold

Silver

Chapter Sponsors

Loading...
Officers and Directors
  • PresidentCindy Marques, CFP
  • TreasurerFasiha Maryam Sukhram, CLU
  • Membership ChairJaclyn Nemethy, CLU, CHS, CFP
  • Membership ChairKendall Harris
  • Sponsorship ChairMichael Camacho, CFP,CLU,CH.F.C.,CHS,
  • GAMA RepJames M. O'Connell, CIM
  • GAMA RepJames M. O'Connell, CIM
  • Program ChairAlaeddine Jabri, CLU, CHS
  • Program ChairDebbie A. Beaupré-Odorico, CLU, Pl.Fin, TEP
  • DirectorAdrian Altamirano, CFP,CIM,CEA,FCSI,FEA
  • Professional Development ChairKusum Sen, CLU, CHS, RIS
  • AdministratorFrank Mastroianni
  • AdministratorTerry Hammond
  • Communications ChairHsiao-Chieh Yang
  • Past PresidentJaclyn Nemethy, CLU, CHS, CFP
  • Financial Literacy ChairLauren Jeffery, RP, MA, CEA, CTDP
  • Mentorship ChairAnnie Izmirliyan