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

Vice-Chair

Secretary-Treasurer

Past Chair

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

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

Scott Beckett
MBA
Edgewater Financial Group
Toronto, ON

Jeffrey (Jeff) Wilson
Sabre Strategic Partners
Mississauga, ON

Directors

Jos Herman
CPA, CA, CFP, CLU, TEP
Resources & Solutions
Calgary, AB

Steve Meldrum
CFP, CLU, FEA, TEP
Swell Private Wealth
Medicine Hat, AB

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

Saundra Roll
CFP, CLU, ChFC
Canada Life
London, ON

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

Kevin R. Williams
CLU, CFP, RHU
Sun Life
Moncton, NB

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.

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