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

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

Vice-Chair

Jeffrey (Jeff) Wilson
Sabre Strategic Partners
Mississauga, ON

Secretary-Treasurer

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

Past Chair

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

Directors

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

Ian Burns
David Burns & Associates
Ottawa, ON

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

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

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

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

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.

Become a Member