Meet our Board of Directors

Our Board of Directors contribute their knowledge, experience and influence to advocate for the financial wellness of individuals, families and business owners across Canada. Through their dedication and service, we provide a collaborative community to our members – helping them connect, stay informed and turn ideas into action.

Officers

Chair

Jeffrey (Jeff) Wilson
Sabre Strategic Partners
Mississauga, ON

Vice-Chair

Sterling Rempel
CFP, CIM, CLU, TEP
Future Values
Estate & Financial Planning
Calgary, AB

Secretary-Treasurer

Laura Klaehn
CFP, CLU, CDFA, CHS, TEP
Vision Financial Partners Inc.
Vaughan, ON

Past Chair

Robert McCullagh
CFP, CLU, CH.F.C, RHU
Benefit Planners Inc
Calgary, AB

Directors

Jessica Arakgi
CIM, CFP, CLU, CHS, FEA
Nicola Wealth
Toronto, ON

Scott Beckett
MBA
Edgewater Financial Group
Toronto, ON

Diane Everett
LLB, CLU, TEP, FEA, CS
PPI Advisory
Toronto, ON

Steve Meldrum
B.Mgt., CFP, CLU, FEA
Swell Private Wealth
Medicine Hat, AB

Gurjeet S. Rai
B.A., CFP
Iron Financial Planning
Delta, BC

Jake Sheehan
CLU, TEP, FEA
Life Design Systems
Toronto, ON

Samuel Waxman
CFP, CLU, CHS, CEA
Waxman Planning
Toronto, ON

Melanie Weinberg
BCom
Le Groupe Green
Westmount, QC

Become a CALU member!

When you join CALU, you become part of a national community of industry leaders dedicated to strengthening the financial well-being of Canadians.