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

Kelly Adams
CFP, CLU, CH.F.C., FEA
Barrington Wealth Partners Inc
Lower Sackville, NS

Vice-Chair

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

Secretary-Treasurer

Jeffrey (Jeff) Wilson
Sabre Strategic Partners
Mississauga, ON

Past Chair

Barry Pascal
MFA-P, TEP, FEA
Bell Pascal Insurance Services
Westmount, QC

Directors

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

Ian Burns
David Burns & Associates
Ottawa, ON

Jonathan Hanser
B.A., CLU
Hanser Financial Insurance Agency
Toronto, ON

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

Katherine (Kate) Pal
B.Comm, CLU, CFP, FEA, CHS
Pal Insurance Services Limited
Toronto, ON

Sterling Rempel
CFP, CLU, TEP, CKA
Future Values Wealth Management of Aligned Capital Partners Inc
Calgary, AB

Jay Wintraub
B.B.A., CLU, CH.F.C
Win-Life Insurance Agencies Inc.
Toronto, ON

Call for nominations 2022-2023

The call for nominations for the board of directors is currently closed.

See also:

For any questions, contact us at calu@calu.com.

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