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Conference > Speaker Biographies
2007 CIFPs National
Conference > Speaker Biographies
Lyle Oberg, Minister of Finance
Director Western Canada, TD Asset Management Inc.
Cheryl Bauer Hyde, Incoming Chair of FPSC
(Bill) Hill, Vice-President, Advisor Channel Sales
Cary List, CA, CFP, President & CEO - Financial
Planning Standards Council
Kim Moody, CA, TEP
Hawley, CFP, REP, TEP, CDFA
Kirk Brugger, B.A., CFP, Financial Advisor with K&R Investment Management
Timothy E. Burt, President, CEO and Chief Investment
Tal, Senior Economist, CIBC World Markets
Doug Towill, Senior Vice-President, Strategic Business
Development, CI Investments
De Goey, MPA, CIM, FCSI, TEP, CFP
David Salloum, MBA, CFP, CIM, FSCI, TEP
Gradley, B.Comm., LL.B., AVP Tax & Estate Planning
Tim Cestnick, FCA, CPA, CFP, TEP
David Baker, RHU SunLife Financial
Diana Shepherd, Hon. BA, CDF
Dereka Thibault, CA, CFP, TEP, AVP Tax & Estate
Planning Manulife Financial
Cynthia J. Kett, CA, CGA, RFP, CFP
Patrick Longhurst, CFP, FCIA
Taylor, CIM Director of National Accounts Franklin Templeton Investments
Noel Maye, CEO, Financial Planning Standards Board
Karen Henderson, Hon. BA, EPC, SM Founder/CEO,
Educator, Speaker, Consultant Long Term Care Planning Network
Don Nilson, BCom, MSc(Bus Admin), CMA, FCMA
Lyons, Managing Director, Claymore Investments
Murray, LL.B., CFE
Parker, CA, B.Sc.
Mahabir, MBA, CIM, CFP
Roxanne Eszes, PEng., CFP
Bourgeois, CEO, Mooncor Energy Inc.
Brayman, B.Sc, President, PlanPlus inc.
Guy Dauncey, Founder and President of the BC Sustainable
|Lyle Oberg, Minister of Finance
|Lyle Oberg was sworn in as Minister of Finance
on December 15, 2006. He was first elected to the Legislative Assembly
in 1993 at age 33 and is currently serving his fourth term as the MLA
for Strathmore-Brooks. Dr. Oberg is a member of the Treasury Board and
the Cabinet Policy Committee on Government Services.
Appointed to cabinet in 1997, Dr. Oberg first served as Minister of
Family and Social Services. He launched a western Canadian initiative
championing the identification and prevention of fetal alcohol syndrome.
From May 1999 to November 2004 Dr. Oberg served as the Minister of
Learning as well as the minister responsible for immigration. He was
involved in the creation of Alberta’s Commission on Learning and
implemented many of its recommendations, including the reduction of
class sizes. He initiated a daily physical activity program to improve
the health of students and also began the second-language initiative
in Alberta schools to give students an edge in the world marketplace.
Following his re-election in November 2004 Dr. Oberg was appointed
Minister of Infrastructure and Transportation. He held this position
until March 2006 and helped establish Alberta’s first public/private
partnership (P3) to assist with the construction of the Anthony Henday
freeway in Edmonton.
Dr. Oberg was born and raised in the rural community of Forestburg.
After graduating from the University of Alberta’s Faculty of Medicine
in 1983, he practised as a family physician in Brooks, where he also
served as a school trustee.
Dr. Oberg is married to Evelyn and has four children: Katy, Jillian,
Elizabeth and Scott. He enjoys a range of sports, including, sailing,
golfing and hunting.
Bauer Hyde, Incoming Chair of FPSC
| Cheryl Bauer Hyde, CFP, has an extensive background
in the field of financial planning, having worked in the financial industry
for her entire career. She assists individuals and families to reach their
financial and life dreams through her own financial planning business,
Bauer Hyde Financial Services, and through her affiliation with Tyler
and Associates Financial Services.
Cheryl served on the local, provincial and national boards of the Canadian
Association of Financial Planners as a director and ultimately becoming
chair at each level. She served as Past Chair of Advocis (The Financial
Advisors Association of Canada) national board, and has represented that
organization on the Financial Planners Standards Council Board since 2004.
She is the FPSC's incoming chair and will
officially assume the role of chair on June 14th. |
In 2005, the Saskatchewan Business Magazine listed Cheryl as one of the
10 Women of Influence in the province, and she received both the Saskatchewan
Centennial Leadership Award and the Saskatchewan Centennial Medal.
Koss, Director Western Canada, TD Asset Management Inc.
| Gary Koss, Director Western Canada, TD Asset
Management, holds a Bachelor of Commerce Degree with a major in Finance
from the University of Lethbridge, and his CIM designation.
He began his career in 1995 as a wholesaler servicing the TD branch network.
In 1999, Gary began working with external financial planners and brokers
in Western Canada. Gary's responsibilities as the local wholesaler for
Northern Alberta and Southern Saskatchewan involved working with many
financial professionals providing sales service and support to help them
build their businesses. |
Gary is the Director of Sales for Western Canada, and works with the TD
wholesaling teams from Manitoba to British Columbia. He resides in Edmonton
with his wife and daughter and enjoys fly fishing and hiking.
|William (Bill) Hill, Vice-President,
Advisor Channel Sales
|William Hill leads a team of regional
managers who service the country coast to coast. He has been in the
industry for 30 years. Bill completed the CFP designation in 1992. He
is a father of three (all boys).
|Cary List, CA, CFP, President
& CEO - Financial Planning Standards Council
| President and CEO of Financial Planners Standards
Council, the organization conferring CFP® certification in Canada.
Mr. Cary List, CFP, CA, brings to the helm of Canada’s leading authority
and standard-setter for financial planning in Canada almost two decades
experience and proven dedication to the advancement of the
profession. Prior to his appointment to President and CEO in April 2007,
Cary was FPSC’s
Executive Vice-President - Standards and COO with
responsibilities for the ongoing development and integrity of all aspects
of the CFP certification process.
In 2007, Cary was elected to a three-year
term on the board of the National Association for Competency Assurance
(NOCA), an organization dedicated to
setting quality standards for credentialing
organizations and in 2006. He also has represented Canada on the financial
planning Technical Committee to the
International Organization for Standardization
(ISO) on matters concerning the development of international ISO guidelines
for financial planning. Before joining
FPSC in June 2002, he was Director
of the Centre for Financial Services Education at George Brown College
in Toronto. In addition to his professional
credentials, Mr. List holds
an honours mathematics degree from the University of Waterloo.
Kim Moody, CA, TEP
Kim G C Moody, CA, TEP is a Chartered Accountant,
Registered Trust and Estate Practitioner and a tax specialist practicing
in Calgary under the partnership of RSM Richter LLP. His main area of
expertise is tax and estate planning for the owner-manager of private
corporations, executives, professional athletes and other high net worth
individuals. Kim obtained his Bachelor of Management degree from The
University of Lethbridge and his CA designation from The Institute of
Chartered Accountants of Alberta. Kim is a member of the Canadian Tax
Foundation and The Canadian Petroleum Tax Society and he sits on the
Board of the Calgary Chapter of The Society of Trust and Estate Practitioners
("STEP"). In addition, Kim is Treasurer and Deputy Chair for
STEP in Canada and Past Chair of the Technical Committee for STEP Canada.
Kim has a keen interest in planned charitable giving. He is a past Chair
for the Southern Alberta Round Table for the Canadian Association of
Gift Planners. Kim is also a Governor of the Board of Governors of the
Canadian Tax Foundation. Kim is the author of numerous articles, papers
and courses on tax and estate planning and he has lectured extensively
for a number of organizations on estate planning and planned giving.
He is a past instructor for the Certified Financial Planners designation
and the Institute of Chartered Accountants of Alberta’s Professional
Development Program. He has also lectured extensively for a number of
organizations including universities, various colleges, STEP and the
Canadian Tax foundation.
Hawley, CFP, REP, TEP, CDFA
|Dawn is a Wealth & Estate Specialist with
the Alberta Treasury Branch Investor Services Division. In her role, Dawn
provides training and technical support to the Insurance and Investment
teams throughout Alberta. Dawn has over 25 years of experience in insurance,
legal and financial fields. Her expertise encompasses
Wills and Estate
Planning, Trusts, Tax Planning, Risk Management and Insurance solutions.
Dawn is and has been involved with the ongoing preparation and
of education to licensed advisors in all areas of financial planning.
She is an instructor for courses under both the Certified Financial Planner
(CFP) and Professional Financial Planner (PFP) programs. Most recently
Dawn developed and instructed a new 3-day CFP Prep Course. In recent years
Dawn has been
a guest lecturer for many financial institutions, government
departments, related associations and corporations on topics related to
Estate and Financial Planning.
Dawn remains a longtime member of the Estate Planning Council of Edmonton
and a volunteer on the Steering Committee for Will Power – Wills
by the Edmonton Community Foundation. Dawn has also received
her designation as a Certified Divorce Financial Analyst (CDFA). This
new financial planning designation identifies those trained to assist
divorcing individuals with the long-term financial consequences of divorce.
Brugger, B.A., CFP, Financial Advisor with K&R Investment Management
|Kirk Brugger, B.A., C.F.P. has been an advisor
in the financial planning industry for over 15 years. Kirk is married
to his wife Robyn for the past 14 years, and
they have two children, a
daughter, Kayleigh (13 years old), and a son Cameron (12 years old). His
business is situated in Brandon, Manitoba. He has experience
on many boards
Brandon University Senate
Brandon University Board of Governors
Calvary Temple Board of Directors
Christian Heritage School Board of Directors-Treasurer
Brandon University Alumni Association-President
Manitoba Special Olympics-Brandon Chapter
Commonwealth Air Training Museum Board of Directors
Keystone Board of Manitoba-appointed by the Minister of Agriculture
Kirk was appointed to FundEX’s Advisory Board
Kirk also was appointed to the T.W.C. Advisory Board and served on
it for its entire existence. He worked with advisors concerns and issues,
meeting with the management of TWC Financial, and reporting back to
the advisors at all conferences. Kirk has recently been appointed to
the FundEX National Advisory Council.
Kirk also has taken the Canadian Securities Course and the IFIC Branch
Manager’s Course. His family’s company, Brugger Wealth Management,
serving clients for over 40 years. Kirk is licensed in mutual
funds in B.C., Alberta, Saskatchewan, and his home province of Manitoba.
Kirk also works with his study group of colleagues that meets regularly
to discuss industry related issues. Members of this study group are
from B.C., Alberta, Saskatchewan, and Manitoba. Kirk is passionate about
the industry and working with his clients.
Kirk runs a larger MFDA practice and employs three full-time staff
(secretary/administrator, an administrator, and associate advisor).
Timothy E. Burt, President, CEO and Chief Investment Officer|
|Tim has over 30 years experience in the investment
industry. In 1974 he joined the investment department of a large Illinois
bank. From 1976 to 1980, he worked
as a security analyst for brokerage
firms in St. Louis, Missouri and Minneapolis, Minnesota. In 1980, Tim
moved to Winnipeg where he joined Richardson
Greenshields as their senior
U.S. equities analyst. He left Richardson Greenshields in 1986 to manage
the U.S. stock portfolio for London Life Insurance Co. in
Tim returned to Winnipeg in 1992 to start Cardinal Capital Management,
Inc. Tim possesses Bachelors and Masters degrees in Finance from the University
of Illinois and also holds the Chartered Financial Analyst (CFA) designation.
He is a past president of the Winnipeg Society of Financial Analysts and
of the Investment Counsel Association of Canada (ICAC).
|Benjamin Tal, Senior Economist,
CIBC World Markets
|Benjamin Tal is a Senior Economist at CIBC World
Markets. In this capacity Benjamin is responsible for analyzing economic
developments and their implications for North American fixed income, equity,
foreign exchange and commodities markets. He also acts in an advisory
capacity to Bank Officers on issues related to household and business
credit and risk, and has lectured in the economics and business programs
of various Canadian universities. Benjamin is also a regular commentator
on financial and economic trends in the Canadian and American media with
regular appearances on CNBC, Bloomberg TV and Radio. Benjamin also speaks
frequently to business groups, in Canada and the US, with a view to translating
economic forecast and analysis into information that can be used for their
planning process. Benjamin holds a Master's degree in Economics in Economics
from York University.|
|Doug Towill, Senior Vice-President,
Strategic Business Development, CI Investments
|Doug Towill is Senior Vice President, Strategic
Business Development at CI Investments.
In this role he is responsible for the development and delivery of business
solutions to complement the broad array of financial solutions available
from CI. The business solutions are designed to help advisors align their
businesses and offerings to current investor needs and are tailored to
specific market and industry trends (such as Retirement Planning) as well
as the strategic goals of the advisors that CI works with. Doug has been
in the investment management industry for 10 years and spent the 10 years
before that as a professional consultant with a major international firm.
He has addressed countless audiences across Canada on various topics in
the investment industry examining the challenges and opportunities investors
face and how advisors, as trusted professionals, can best help them meet
the challenges and take advantage of the opportunities.
|John De Goey, MPA, CIM, FCSI, TEP, CFP
|John J. De Goey, MPA, CIM, FCSI, TEP, CFP is
a Senior Financial Advisor with Burgeonvest Securities Ltd., a member
of CIPF. John enjoys a national|
reputation as an authority on professional,
unbundled financial advice in Canada. A frequent commentator on financial
matters, he has written for a number of media sources including Advisor’s
Edge, Canadian MoneySaver, the Globe and Mail and the National Post. He
has made numerous appearances on a variety of
personal finance television
programs, including CBC’s Marketplace, ROBTv, and Canada AM. John
has won the National Multi-Media Award conferred by the Canadian Association
of Financial Planners and he has spoken at numerous conferences throughout
Canada as well as in Ireland, the United States, and the
A former employee at Consumer and Corporate Affairs Canada and a passionate
voice for consumer interests, John believes in aligning the interests
advisors with the interests of their clients, not their
employers or product suppliers. This includes fee transparency, consistent
professional training, a focus
on independent research, and unbiased
financial advice. He also believes that qualified financial advisors
are a valuable resource and that people should willingly
pay for good
John decided to become a STANDUP Advisor in 1999 after growing tired
of waiting for the industry to transform itself voluntarily. Today,
he rather enjoys
pointing out the many inconsistencies within the industry
but has never yet rolled his eyes at an interviewer when asked about
John is also the President of STANDUP Advisors Ltd., a company committed
to bringing all industry stakeholders together to transform the financial
industry into a profession. He lives in Toronto with his wife,
Marina, and daughter, Sophie. Although he is an avid hockey fan, it
has been many years since he has accepted tickets from product suppliers
as a means of “enhancing the relationship.” He invites everyone
to get involved in the business of transforming the financial
industry into a bona fide profession.
|David Salloum, MBA,
CFP, CIM, FSCI, TEP
|After completing his MBA in 1992 David joined
his father at what was then Richardson Greenshields.
He recently earned the designation of Portfolio Manager which is awarded
by the IDA to Investment Advisor’s who meet stringent and ongoing
qualifications and standards. Investment decisions are made on behalf
of the client by the Investment Advisor within specific guidelines that
are set out in an Investment Policy Statement.
Since 1996 he has served on the Board of Directors for the Northern
Lights Scout Foundation. In 1999 he joined the Board of Directors for
the Telus World of Science (a.k.a. the “Odyssium”) serving
on various committees. David is also the morning and noon financial
commentator on CBC radio. He is a member of the FCSI (Fellow of Canadian
Security Institute), which is the most senior designation attainable
in the financial services industry, and a member of the Society of Trust
and Estate Practitioners. |
He taught the Canadian Securities Course for 5 years and was an instructor
at Grant MacEwen Community College for 2 years in the Certified Financial
In 1998 he was selected as the Investment Dealers Association Distinction
Award winner for Alberta, in 1999 he was chosen as Advisor’s Edge
Magazine “Advisor of the Year – Prairies” and in 2002
he received the national AIM Funds Award for Excellence in Professional
Financial Planning for Contributions to the Community.
|Floyd Gradley, B.Comm., LL.B., AVP Tax
& Estate Planning
|Floyd is a trust and estate lawyer.
He was called to the Bar of British Columbia in 1984, having obtained
both a Bachelor of Commerce degree and a Bachelor of Laws degree from
the University of British Columbia. He continues his education through
regular attendance at meetings of estate planning professional associations
and at continuing legal education courses.|
Floyd was in private practice for nineteen years, and after 1992 specialized
in estate law (both planning and administration) and adult guardianship
law. He has extensive experience in the preparation of estate planning
documents such as wills, insurance declarations, trusts, enduring powers
of attorney and representation agreements, as well as significant experience
in corporate reorganizations and estate freezes.
Floyd joined Mackenzie Financial in July 2006, having previously worked
for three years at RBC Dominion Securities where he provided in-depth
estate planning reviews for the high net worth clients of investment
advisors. He now provides estate planning and associated tax information
to the financial advisors and investors who use Mackenzie Financial
products, through presentations, advisor support, and preparation of
tax and estate planning informational materials.
Floyd is a member of the Vancouver Wills & Trusts section and the
Taxation section of the British Columbia branch of the Canadian Bar
Association. He has led workshops for lawyers in various areas of estate
planning and administration, including document drafting, and has given
presentations and seminars on estate planning to financial advisors
and their investors, and to various community and charitable groups.
|Tim Cestnick, FCA, CPA,
| Tim Cestnick enjoys a reputation as one of Canada's
most recognized tax experts. Prior to co-founding WaterStreet Family Wealth
Counsel, he was a senior executive with one of Canada's largest privately
counsel firms. Prior to that, he was founder and President of a tax consulting
and education firm which he sold in 2000; Tax Partner at accounting firm
Bateman MacKay; and Tax Specialist at international
accounting firm Deloitte. Tim is a Fellow of the Institute of Chartered
Accountants, a tax columnist for the Globe & Mail, has written several
Canadian best-sellers, and appears regularly on national television and
|David Baker, RHU Sun Life Fianacial
David Baker, Sun Life Financial Director,
Individual Health Product Development
David leads health product development for Sun Life Canada's individual
business unit. David has a diverse background spanning 20 years in the
industry which includes time as an advisor, investment analyst, and
sales and marketing director. The majority of his career has been devoted
to product development in both life and health. He currently participates
on LIMRA's Canadian Living Benefits Study Group and is a member of the
executive team of the Canadian Living Benefits Seminar.
In addition to his RHU, he is a graduate of both the University of Waterloo
and Wilfrid Laurier University. David is married with two children and
when not playing hockey himself enjoys coaching his son's team.
|Diana Shepherd, Hon.
|Diana Shepherd, CDFA, is an award-winning editor,
published author, and a nationally-recognized expert on divorce, remarriage,
and stepfamily issues. She has been interviewed by The LA Times, The New
York Times, The Chicago Tribune, The Globe & Mail, The Toronto Star,
The National Post, Financial Post Review, The London Guardian, Harper’s
Magazine, Forbes Magazine, and Maclean’s Magazine, to name a few,
and has been a guest on dozens of national television shows, including
“NBC Nightly News” “CBC Newsworld” “Canada
a.m.” “Money Matters” and “Report on Business”.
Ms. Shepherd is the former Editorial Director and co-founder of Divorce
Magazine, the co-author of "The IDFA Divorce Survival Guide",
and she has written and edited hundreds of articles about divorce-related
issues since 1995 – including an online advice column entitled “Ask
Diana”. She holds a Certified Divorce Financial Analyst (CDFA) designation
and an Honors English Specialist degree from the University of Toronto.
|Barry LaValley is a twenty-five year veteran
of the Canadian Financial Services Industry. In that time he has been
a speaker, writer, investment advisor, senior mutual funds executive and
educator. Barry is a founding member of the Canadian Initiative for Elder
Planning Studies and currently is a faculty member for The Canadian Academy
of Senior Advisors (CSA). Barry consults with a number of major investment
firms in both Canada and the United States on implementation of the Wealth
Advisory Approach to Financial Planning. He was a contributing author
in 2002 to the book “Your Clients for Life” with Mitch Anthony
and wrote "Put the Life into Your Practice" in 2005. In addition,
Barry is on the advisory board for The Canadian Securities Institute and
has written extensively for their Wealth Management designation program.
Barry is President of the Retirement Lifestyle Center , a research and
education company focusing on the issues associated with today's retirement.
He is also a partner in the LifeFirst Approach, a communications and marketing
company providing tools for North American financial advisors on the life
planning approach to financial planning.
|Dereka Thibault, CA, CFP, TEP, AVP
Tax & Estate Planning, Manulife Financial|
|Dereka spent many years as a tax partner
with a national accounting firm. Her experience includes owner-manager
taxation, estate and succession planning, including corporate reorganizations;
family trusts; estates and trusts. A graduate of the University of Alberta,
she received her CA designation in 1977.
Dereka joined Manulife Financial in 1998 as a regional member of the
Tax and Estate Planning group.
She develops and implements advanced tax and estate planning strategies
and provides consulting support to advisors. Dereka specializes in generating
innovative and tax-effective life insurance solutions.|
Dereka is a council member of the Institute of Chartered Accountants
of Alberta and chairs the Gift Planning Committee for the Calgary Health
|Cynthia J. Kett, CA, CGA, RFP,
|Cynthia Kett is a Principal of Stewart &
Kett Financial Advisors Inc., an “advice-only” financial planning,
accounting and tax services firm in downtown Toronto.|
Cynthia is a Chartered Accountant (CA), Certified General Accountant (CGA)
and a Certified Financial Planner (CFP). She holds a Bachelor of Commerce
(B Comm), Accounting and Management Information Systems, from the University
of British Columbia. She completed the Canadian Securities Course with
Cynthia has been practicing accounting and tax since 1984, with a focus
on financial planning since 1990.
She advises business owners, professionals, executives, families and retirees
in planning for cash management, taxation, investments, retirement, insurance
and estates. She and her firm also provide tax return preparation and
accounting services for individuals, corporations and trusts.
Cynthia is a former instructor for Personal Financial Management, an MBA
course at the Schulich School of Business at York University. She also
taught a Financial Management Certificate program for a division of the
Ontario government from 2003 - 2006. She presents tax and financial planning
seminars for various business groups.
Cynthia was the host and primary advisor for Money Makeover, a program
produced by Global Communications Limited for the Global and Prime television
networks. She also serves on the editorial board for Advisors Edge, a
Rogers Communications Inc. magazine, whose primary audience is the financial
advisory community. She is frequently interviewed for financial articles
and television programs.
|Patrick Longhurst, CFP, FCIA
| Following a thirty year period as a consulting actuary in Toronto,
Patrick Longhurst obtained his Certified Financial Planner (CFP ) designation
in August 2003. He has spent the last two years establishing his own company,
Patrick Longhurst Advisory Services Inc. (PLASI), and developing approaches
to provide retirement education and financial planning to individuals
and groups. During his consulting career Patrick specialized in the design,
funding and communication of major private and public sector pension plans.
He was also active in the design and implementation of many defined contribution
plans. Most recently, Patrick was a senior consultant at Watson Wyatt.
Patrick is a frequent speaker on retirement topics, and has served as
Chair of the Association of Canadian Pension Management, and a member
of the editorial advisory board of The Benefits and Pensions Monitor.
He was joint author, with Rose Marie Earle, of Looking After the Future.
The Complete Guide to Pension Planning in Canada, subsequently reissued
as Your Pension. Patrick is currently writing a regular column on "The
New Retirement" for the Canadian Moneysaver Magazine. In recent months
he has worked with many public and private sector plan members to help
them make their own financial planning decisions. He is a firm believer
that lifestyle issues are as important as financial considerations when
planning your future.
|Tim Taylor, CIM Director of
National Accounts Franklin Templeton Investments
| Tim Taylor is the Director of National Accounts
for Franklin Templeton Investments, responsible for broadening relationships
with National Firms from both a sales management and advisor perspective.
Mr. Taylor works closely with sales management teams providing them with
business and investment solutions that fit there clients needs.
He was also instrumental in creating Franklin Templeton Investments Invest
Today With Tomorrow In Mind program.|
Mr. Taylor joined Franklin Templeton Investments in September of 2000
and has over 13 years of experience in the Financial Services Industry.
He has worked as both an advisor with a National Firm and as a Regional
Sales Manager for Franklin Templeton Investments before entering his current
role. Mr. Taylor attended the University of Regina and holds his Canadian
Investment Manager designation (CIM).
|Noel Maye, CEO, Financial Planning
|Noel Maye is Chief Executive Officer of Financial
Planning Standards Board Ltd., a nonprofit association that benefits the
global community by establishing, upholding and promoting worldwide professional
standards in financial planning. FPSB’s commitment to excellence
is represented by the marks of professional distinction – CFP, CERTIFIED
FINANCIAL PLANNER and CFP®
Previously, Noel was Senior Vice President with Denver-based Certified
Financial Planner Board of Standards. During his nine-year tenure with
CFP Board, Noel oversaw the International, Legal, Consumer & Public
Affairs, and Communications Departments, and served as corporate spokesperson.
Prior to joining CFP Board, Noel was an Associate with Ogilvy, Adams &
Rhinehart, a New York-based public relations firm, where he specialized
in working with financial services clients including Chemical Bank, Financial
Guarantee Insurance Company and CFP Board.
Noel received the Certified Association Executive credential in 2003,
is qualified as a lead auditor for certification bodies through the American
National Standards Institute, and is a member of ISO’s International
Accreditation Forum Working Group for Personnel Certification Accreditation.
Born and raised in Ireland, Noel holds an undergraduate degree in electronic
engineering from Trinity College Dublin and a Master's in Business Administration
from the University of Colorado at Boulder.
Hon. BA, EPC, SM Founder/CEO, Educator, Speaker, Consultant Long Term
Care Planning Network
| Karen Henderson, a long term caregiver for her
father for 14 years, is the Founder/CEO of the Long Term Care Planning
Network (ltcplanningnetwork.com), Canada’s only national resource
centre for aging and long term care. She is a well-known speaker, educator,
writer, media commentator and publisher who has been featured frequently
on television and radio and in Canada’s leading newspapers, magazines
and geriatric journals.
Karen has spoken across Canada and in the US to a wide variety of organizations
from hospitals to law firms. She has worked with a variety of Canada’s
leading corporations including financial and insurance companies to
help educate employees, advisors and clients about the implications
of long term care on all aspects of life planning.
|Don Nilson, BCom, MSc(Bus Admin), CMA, FCMA
|After completing a B. Comm. with an accounting
major at UBC in 1976, Don Nilson articled with a large international accounting
firm before starting Nilson & Company in 1979. During his articling
period, he gained experience auditing large, sophisticated accounting
systems as well as smaller private businesses.|
Don returned to university in 1980 to complete a Master's degree. His
100 page thesis, entitled "Income Taxation of the Small Business
Sector in Canada" provided a valuable insight to taxation in Canada
and other countries. Don attained his professional accounting qualification
in 1981 and his financial planning designation in 1998. He is registered
as a Portfolio Manager with the BC Securities Commission.
Since 1980, Don has lectured in accounting and tax topics for the University
of BC, the Society of Management Accountants of BC, the BC Real Estate
Association and the Certified General Accountants Association of BC. He
presently is the Team Leader for the delivery of the Taxation 1 course
the Internet across Canada and internationally for the Certified General
Accountants. He has been involved in developing national exams and curricula
for the professional accounting bodies. Don delivers seminars on practice
management and taxation issues within the profession and across Canada.
received the 2005 President's Award for Education from CGA-BC for his
career contributions to education in the accounting profession. Don recently
served on the National Board of the Financial Planners' Standards Council.
He also has served as treasurer of various charitable organizations. He
has also served on the Provincial Board of his accounting body and chaired
a provincial committee which oversees the adherence to professional standards
in public accounting. In 2005, he was named a Fellow of the Certified
Management Accountants of Canada for his career contributions to the accounting
profession. Don has participated in the Press lock-ups of the federal
and provincial budgets and appeared in numerous articles in the business
press over the years. He edits two quarterly publications on taxation,
and investment management, as well as the educational websites www.nilsonco.com
|Grahame Lyons, Managing Director,
|Grahame Lyons, "Claymore Investments, Inc.
announces that Grahame Lyons has joined Claymore as managing director.
Lyons has been instrumental in educating the Canadian market about exchange
traded funds (ETFs) and their benefits. He most recently was principal
of Barclays Global Investors Canada responsible for iShares ETF business
development in Western Canada for the investment counsel, discount and
Lyons has been in the Canadian financial services industry for over 19
years through various senior positions at some of Canada's largest asset
managers. He received a Bachelor of Arts (Administrative and Commercial
Studies) degree from the University of Western Ontario in 1985 and is
an Associate Member of the Canadian Society of Technical Analysts (CSTA)
and Investment Management Consultants Association (IMCA).
He is a trusted market resource and has regularly appeared on various
cable television programs, radio stations and quoted in regional newspapers
across the country."
|Linda Murray, LL.B., CFE|
|Linda J. Murray has been involved in the securities
industry for more than 20 years and has had broad experience in regulatory,
legal and brokerage firm matters. She recently established her own consulting
practice, providing services to a range of clients in civil and regulatory
matters, focusing on forensic fraud examination, regulatory/compliance
matters, and litigation support. From 2002 to 2004, Linda served as the
Senior Vice President Compliance and in house counsel for a medium-sized
independent securities dealer, for both the Canadian parent and the affiliated
US dealer. Prior to joining the industry, Linda was a Manager of Investigations
with the BC Securities Commission, Enforcement Division, where she spent
more than 10 years investigating securities breaches and market fraud
issues. Linda was seconded to the Securities Fraud Office Pilot Project
for three years and, as a Special Constable, was involved in the criminal
investigation of securities fraud offences. Before joining the Commission,
Linda was a lawyer in private practice with a focus on corporate and securities
matters. Linda has held a Certified Fraud Examiner designation for more
than 10 years and is the Past-President of the Vancouver Chapter, Association
of Certified Fraud Examiners. The ACFE is a worldwide organization whose
mandate is to reduce the incidence of fraud and white collar crime and
to assist its members in detection and deterrence of fraud. Linda is committed
to continuing education initiatives and has served on degree validation
committees for forensic and fraud related courses and degrees at the Justice
Institute (most recently the Securities Compliance and Supervision Training
Program) and BCIT. She has been a speaker at many securities industry
training sessions and individual firm continuing education training sessions.
Linda has served on several securities industry committees.
|Ken parker, CA, B.Sc.|
|Ken Parker is Executive Vice President and Chief Compliance Officer
of Professional Investment Services (Canada) Inc., an expanding mutual
fund dealer currently registered in five provinces.|
Before joining PIS Ken was a consultant to the Canadian Securities Administrators’
Registration Reform Project for a year and previously worked for the Alberta
Securities Commission from 1988 to 2005. During his 11 years as Director,
Capital Markets at the ASC he was responsible for registration of dealers,
advisors and salespeople under the Alberta Securities Act, and he established
the ASC’s compliance review program for registrants. Ken was chair
of the Canadian Securities Administrators Information Technology Committee
when that committee initiated the National Registration Database project,
and was a member of the NRD Steering Committee throughout the development
and implementation of the NRD. He was a member of the CSA committee that
developed the National Registration System and was chair of the CSA Registrant
Regulation Committee when the CSA implemented the NRS.
Ken was also head of the corporate finance department at the ASC, which
reviews prospectuses for the sales of securities by mutual funds and public
companies. He established the ASC’s continuous disclosure review
program to review the filings of public companies for compliance with
securities laws and accounting and oil and gas disclosure standards. In
1999, he established the CSA Continuous Disclosure Review Committee to
harmonize the review process across Canada to ensure equivalent treatment
of all Canadian public companies. He represented the ASC throughout the
development and implementation of both the SEDAR and SEDI filing systems.
Ken received his Chartered Accountant designation in 1987 and holds a
Bachelor of Commerce degree from the University of Alberta. He is currently
a member of the Education Committee of the Alliance for Excellence in
Information Technology of the Canadian Institute of Chartered Accountants.
|Tony Mahabir, MBA, CIM, CFP|
|Tony brings a rich body of knowledge and practical solutions to his
financial planning clients that can be attributed to his diverse experiences.
He has held several positions in the past two decades with various organizations
such as: president, chief compliance officer, vice-president of marketing,
branch manager, financial planner, risk management advisor for insurance,
investment and portfolio management. He also served as a recruiting and
business development manager, trainer, coach, and lecturer for administrative
staff, independent consultants, and managers. He has a deep understanding
of both domestic and global business issues and sees the importance and
inter-connectedness of sound leadership, strategy and execution in today’s
business enterprises. Tony has his MBA in Executive Management (Royal
Roads University), CIM (Canadian Securities Institute), CFP (Financial
Planning Standards Council of Canada) and Electronics Engineering Technologist
(DeVry Institute of Technology).
Currently, he is the Chairman and Chief Executive Officer of Canfin Financial
Group of Companies and Principal for Canfin Management Inc., a firm specializing
in management consulting and financial planning.
||Roxanne Eszes, PEng., CFP
|Roxanne Eszes of Cleartech Documentation and
Training ( Guelph, ON) is a technical writer and trainer, specializing
in the financial services field. She obtained her CFP designation in 1998
and became a CIFPs member when the organization was first launched in
2003. Roxanne has been writing course materials for aspiring CFP candidates
since 1996, and has written extensively for CIFP’s CFP program of
study, including materials on income tax planning, retirement planning,
investment planning, risk management and estate planning. Apart from her
work with CIFP and CIFPs, she has helped develop and deliver study aids
and exam preparation courses for CFP candidates across the country, and
authored users’ guides for professional financial planning software.
Roxanne has contributed to numerous continuing education courses for CFP
licensees, including many of those distributed by CIFPs. She is the author
of the Financial Planning Practitioner’s Guide, as well as the 2007
edition of Current Trends and Issues in Financial Planning, the continuing
education course that is provided at this year’s conference.
|Ronald Bourgeois, CEO, Mooncor Energy
| Ron Bourgeois is currently the president and
Chief Executive officer of Mooncor Energy Inc., a private company currently
in the process of “going public” on the TSX Venture Exchange.|
Mr. Bourgeois is a graduate of the University of Manitoba with a Bachelor
of Commerce (Honours) in 1973 and qualified as a Chartered Accountant
in 1976 with the Institute of Chartered Accountants of Manitoba. His career
in the oil and gas industry commenced with Suncor Inc. in 1979 and has
also included positions as VP Finance with Starvest Capital Inc., a principal
of Lakewood Capital Group and the CFO and Secretary of PetroQuest Energy
Inc., a New York Stock Exchange listed, Gulf Coast gas producer. He was
also instrumental in the founder of US Geothermal Inc., which is currently
developing a 60 MW geothermal electrical generation facility in south-central
Over the last four years, Mr. Bourgeois’ focus has been on non-conventional
sources of natural gas. He has been involved in a coalbed methane project
in the North Bohemia basin of the Czech Republic as well the Barnett shales
in the Fort Worth Basin, North Texas, and the Penn shales of the Palo
Duro Basin of West Texas.
|Shawn Brayman, B.Sc, President PlanPlus
| Shawn Brayman is the founder and president of
PlanPlus Inc., a private Canadian company that has specialized in providing
investment planning and financial planning solutions to financial advisors
for the past 15 years. Shawn has a B.Sc. in Applied and Computational
Mathematics and a Master’s Degree from York University focusing
on Predictive Expert Systems, a form of software technology commonly referred
to as “artificial intelligence.” Shawn started working in
the IT field over 20 years ago and in the 1980s became involved in the
knowledge engineering and development of an early financial planning expert
system for a Canadian insurance company. In 1990 Shawn started PlanPlus
Inc. and has been working in the financial planning field ever since delivering
software, training and business consulting services. Although not a practicing
financial planner, he has completed all of the Certified Financial Planning
courses and has been working with financial planners around the globe,
gaining a unique perspective on common challenges experienced by individual
practitioners and large financial institutions that implement advice driven
sales channels. Having worked with firms in North and South America, the
Caribbean, Asia and Europe both experienced planning organizations and
firms in the initial stages of introducing financial planning has provided
Shawn with a thorough understanding of the do’s and dont’s
of this industry. Shawn is a frequent speaker at industry events on topics
of technology, financial planning and practice management and has presented
to audiences both large and small in Canada, USA, Japan, Singapore and
Malaysia. Shawn brings a unique combination of technical, business and
financial planning knowledge to any audience. ||
|Guy Dauncey, Founder and President of
the BC Sustainable Energy Association
|| Guy Dauncey has lent his expertise to include
large corporations like HFC Banks and BC Building Corp., charities like
the United Way, urban sustainability groups like the Sheltair Scientific
Team, and associations like The Salt Spring Island Conservancy and The
City of Victoria's Environment Development Committee. Guy is founder and
President of the BC Sustainable Energy Association, whose 550 members
work to develop sustainable solutions for BC's vast energy needs. He also
works as a consultant specializing in green building, ecovillages, sustainable
energy, and sustainable community development. His most recent book, Stormy
Weather: 101 Solutions to Global Climate Change, won a Nautilus Award
at the New York Book Expo. Reviewers have called it "a rare combination
of science and activism", and "The most important ecological
book of our generation". He has also written A Sustainable Energy
Plan for the US and After the Crash: The Emergence of the Rainbow Economy,
which won an Observer Green Book of the Year Award in the UK. True to
using diverse media to get out his message, Guy has also worked as a consultant
with the Discovery Channel in the US, and for David Suzuki's The Nature
of Things special "Turning Down The Heat," which won an Earth
Vision award in Santa Cruz in 1999. He has travelled extensively through
Europe, China, West Africa, and India, and has given popular and practical
talks all across North America, where his emotionally charged presentations
help spread the a positive, charged message about the possibilities of
a sustainable future, one mind at a time.