CALU joins forces with leaders in pharmacare advocacy
CALU has joined with other important players in the health and health insurance space as part of the Together for Better Health coalition. Together for Better Health is committed to informing Canadians about alternatives to a universal single-payer pharmacare system. It promotes the wisdom of ensuring coverage for all who need it by keeping and building on the coverage that is already working for 26 million Canadians. The initiative features a social media campaign called Keep My Plan, which urges Canadians who like the plan they have now to visit keepmyplan.ca and let their Member of Parliament know they want choice in ...
FINA APPEARANCE ON BILL C-208
CALU chair Cindy David and tax advisor Kevin Wark appeared before the Standing Committee on Finance (FINA) on March 9th to comment on Bill C-208.
Groups call for small business to be the focus of the federal budget
CALU President and CEO Guy Legault is among the Canadian business and investment industry association executives interviewed about their pre-budget recommendations to the federal government in this recent article in The Globe and Mail.
Cindy David named as CALU’s third female chair
OTTAWA, ON, May 11, 2020 Cindy David, CFP, CLU, FEA, TEP, has been elected Chair of the Board of the Conference for Advanced Life Underwriting (CALU) for the 2020-2021 term. As the third female chair in the board’s 29-year history and the second in eight years, Cindy’s appointment reflects CALU’s commitment to the advancement of women advisors in the industry. Cindy brings over 25 years of experience in financial, retirement and succession planning and is a well-known voice across Canada’s business landscape. She is the President of Cindy David Financial Group Ltd., a boutique estate planning firm serving the financial, ...
CALU Welcomes BMO Insurance – Financial Hardship Life Advance Program
Ottawa, October 15, 2019 — The Conference for Advanced Life Underwriting (CALU) welcomed a new program launched by BMO Insurance earlier this week that will support life insureds who have a limited life expectancy and are in financial need. “CALU applauds BMO Insurance for their leadership with this industry leading program. We have been actively advocating for solutions that support individuals with serious long-term health issues and who are in financial need. This new program is an innovative solution to the bigger problem of people outliving their savings,” said Roger Sinclair, Chair, CALU. The BMO Insurance Financial Hardship Life Advance ...
Roger Sinclair new Chair of the CALU board
May 7, 2019 – Roger Sinclair, CFP, has been elected Chair of the Board of the Conference for Advanced Life Underwriting (CALU) for the years 2019-2020. Based in Dartmouth, Nova Scotia, Roger is a Founder and Partner at SBW Wealth Management & Employee Benefits. He has spent 37 years providing practical financial advice to clients throughout Atlantic Canada and is recognized as a national industry leader. Roger is the first Nova Scotian to chair CALU. During his term, Roger will focus on promoting civic and political involvement as a core value of the CALU membership. “In recent years, our industry ...
