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: Planning Using Corporate-Owned Life Insurance

Organized by: Advocis Toronto Chapter
Event Inventory: limited 2026-04-30 Start: 12:00:00 End: 14:30:00
Timezone: America/Toronto Capacity: 400

Description

Join us for a high-level discussion on taxation aspects of corporate-owned life insurance including examples and a case study.

Advocis Toronto's Financial Planning Case Studies (Sponsor PD Day)

Organized by: Advocis Toronto Chapter
Event Inventory: limited 2026-05-14 Start: 09:30:00 End: 13:30:00
Timezone: America/Toronto Capacity: 490

Description

Join us for insightful, real-world case studies with our Advocis Toronto Sponsors.

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Officers and Directors
  • PresidentAlaeddine Jabri, CLU, CHS
  • TreasurerFasiha Maryam Sukhram, CLU
  • Membership ChairKendall Harris
  • Sponsorship ChairCindy Marques, CFP
  • GAMA RepJaclyn Nemethy, CLU, CHS, CFP
  • Program ChairTara Suzanne Pollard, CFP
  • DirectorAdrian Altamirano, CFP,CIM,CEA,FCSI,FEA
  • DirectorAnna Khan, CHS, CLU
  • Professional Development ChairKusum Sen, CLU, CHS, RIS
  • AdministratorFrank Mastroianni
  • Communications ChairHsiao-Chieh Yang
  • Advocacy ChairMichael Camacho, CFP,CLU,CH.F.C.,CHS,
  • Mentorship ChairJames M. O'Connell, CIM