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Meet the New CALU Board

It’s official! Here is the CALU Board for 2019-2020:

Officers

Chair – Roger Sinclair, CFP, SBW Wealth Management & Employee Benefits Dartmouth, NS
Vice-Chair – Cindy David, CFP, CLU, FEA, TEP, Cindy David Financial Group Ltd, Vancouver, BC
Secretary-Treasurer – David Wm. Brown, CLU, CH.F.C, CHS, TEP, Al G. Brown & Associates, Toronto, ON
Past-Chair – Marty McConnell, CFP, CLU, CH.F.C., Creaghan McConnell Group Ltd., Toronto, ON

Directors

Kelly Adams, CFP, CLU, CH.F.C., FEA, Barrington Wealth Partners Inc., Lower Sackville, NS
Warren Blatt, CLU, CHS, WDB & Associates, Toronto, ON
Keith N. Brown, CFP, CLU, CH.F.C, FEA, CExP, Financial Confidence Advisors Inc., Vancouver, BC
Jennifer Jacobs, CFP, CLU, CHS, EPC, LTCI Consulting Inc., Oakville, ON
Christine Lengvari, BSc, MBA, CPA, CA, CBV, CLU, EPC, Lengvari Financial Inc, Montréal, QC
Robert McCullagh, CFP, CLU, CH.F.C, CHS, Benefit Planners Inc., Calgary, AB
Barry Pascal, TEP, Bell Pascal Financial Services, Westmount, QC

View the news release regarding Roger Sinclair’s election as Chair. (French available here.)

Also, take a moment to view the CALU 2018-2019 Year in Review video.