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Media release

CALU reacts to Federal Budget 2022

Ottawa, April 7, 2022 – CALU took note of the various measures included in Budget 2022 of interest to leaders in the life insurance and financial advisory industry – notably in relation to rules to facilitate intergenerational business transfers following the legislative passage of Private Member’s Bill C-208 last June. Budget 2022 announced a consultation process for stakeholders to share their views as to how the existing rules could be strengthened to protect the integrity of the tax system while continuing to facilitate genuine intergenerational business transfers. The government indicated it would bring forward legislation, as necessary to address this ...

April 7, 2022|Categories: Media release|

Nomination de Barry Pascal à titre de président de CALU

OTTAWA (Ontario), le 5 mai 2021 — Barry Pascal, MFA-P, TEP, a été élu président du conseil d’administration de CALU pour le mandat de 2021 à 2022. Barry est un associé chez Bell Pascal Services Assurance, une entreprise de la région de Montréal spécialisée dans la planification successorale et le financement de conventions d’actionnaires pour les entrepreneurs et les entreprises familiales. En plus de ses 38 années au sein de l’industrie des assurances avancées et des conseils financiers, Barry apporte une expérience considérable en tant que membre du conseil d’administration et de comités de CALU au rôle de président, ayant ...

May 5, 2021|Categories: Media release|

Barry Pascal appointed CALU chair

OTTAWA, ON, May 05, 2021 — Barry Pascal, MFA-P, TEP, has been elected chair of the board for the Conference for Advanced Life Underwriting (CALU) for the 2021-2022 term. Barry is a partner at Bell Pascal Insurance Services, a Montreal-area firm specializing in estate and succession planning and the funding of shareholder agreements for entrepreneurs and family businesses. In addition to his 38 years in the advanced insurance and financial advisory industry, Barry brings extensive CALU board and committee experience to the role of chair, having served on the board for a total of six years, and serving on more ...

May 5, 2021|Categories: Media release|

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, ...

May 11, 2020|Categories: Media release|

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 ...

October 15, 2019|Categories: Media release|

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 ...

May 7, 2019|Categories: Media release|

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