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 Cross Border Planning + Pitfalls

Organized by: Advocis Toronto Chapter
Event Inventory: limited 2026-01-15 Start: 09:30:00 End: 11:00:00
Timezone: America/Toronto Capacity: 490

Description

Cross border planning, consequences of ex-patriotism, the cost of leaving and more!

Advocis Toronto's Legal Series 2026

Organized by: Advocis Toronto Chapter
Event Inventory: limited 2026-01-22 Start: 09:30:00 End: 11:00:00
Timezone: America/Toronto Capacity: 490

Description

Estate Planning Essentials: Joint Tenancy Risks, Severing Joint Tenancy, and Ontario’s New Probate Fast Track.

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