why we give
gives life meaning
connect to your community
your legacy
business building
CANADA
giving back
Non Solis Nobis
(not for ourselves alone)
2014
Membership
Newsletter
why we give
We asked some MDRT Foundation Canada members why they give.
Here is some of what they said:
“I give because I can. I give because I care.”
did you know?
As an MDRT Foundation CANADA supporter or grant sponsor,
“I was brought up to believe that ‘everyone needs
a helping hand’ and ‘giving is receiving’. I recall the
very many good deeds that others have done which
benefited me personally... because of these kinds of
people, there is goodness, peace and hope. I am blessed
with these thoughts and memories and I will always be
giving until my last day.”
“It’s a reflection of my values and perspectives. It
brings smiles all round and back to yourself when
you see that you can make a difference in someone’s
life... how in good conscience, can we not share some
of that!”
“I give to my community because it is this very
community that supports me and my family through
the work that I do.”
CANADA
“I get a feeling of belonging to something
worthwhile. I can make a difference by giving. I
express my passion by where I give. The result of
giving is joy and appreciation. Giving back establishes
a great example for my kids, my peers.”
you have a unique opportunity to showcase your charitable
efforts to current and future clients in your community.
Foundation supporters are recognized as charitable leaders and
agents of change. Donors and volunteers receive recognition
in the Foundation’s Annual Newsletter, as well as at the MDRT
Annual Meeting.
In addition, the MDRT Foundation CANADA promotes grant
“I am blessed.
Because it is the right thing to do.
With everything we have, we should give back.
Makes for happy people.”
sponsors’ philanthropic involvement to local community media
and public officials.
what mdrt means to me
I
n June of 1982, my career in the
Life Insurance business was at a
crossroad. I had left management in
1981, feeling like a failure, (mostly
because I had failed) and was
struggling to make a living and decide
on my future, when I received a call
from Ron Barbaro, my good friend
and mentor. He had just returned
from the MDRT meeting where he
had been nominated to the Executive
Committee, meaning he would be
President in five years. After the
appropriate congratulations, he
told me his first assignment was to
select the Canadian flag bearer for
the Annual Meeting in Dallas the
following year. I offered to help with
some suggestions when he told me he
had already submitted the name and
it was me! I was taken aback and let
him know that at the midway point
in the year, I had less than 1/3 of the
required production. How could I
do more than twice as much in the
next six months as I had done in the
previous six? That’s when he told me,
“You are the best there is at what
you do best and you will be there.”
Almost every working day for the
next six months my phone would ring
and when I answered, I would hear
just two words from Ron, “Be there”
and a click. On December 12th, I had
$977,000 of business and through
another lifelong friend got a referral
to whom I sold a $25,000 policy (nonmedical) and qualified to attend the
1983 AGM in Dallas. When I walked
onto the stage of the convention
center in Dallas proudly waving the
Canadian flag and stood beside the
star of Annie, belting out the hit
song, Tomorrow, I knew that I would
always be a member of MDRT and
have qualified every year since. The
Main Platform of that Dallas meeting
has gone down in history as one of
the best of all time and I had driven to
Dallas with a friend who decided to fly
back to Toronto. I bought six of the
best main platform tapes and listened
to them for three days as I drove back
to Toronto and that entire experience
changed my life and was responsible
for whatever success I have today.
In 1991, as President of the Toronto
Life Underwriters Association (now
Advocis), I wanted to give back to the
community and forged a charitable
gifting program modeled after the
MDRT Foundation, requiring members
to nominate local charities with which
they were involved, in order to receive
a grant from a pool of funds I had
raised for that purpose. One member
brought forward the Palliative
Care Program at SickKids Hospital,
which was grossly underfunded and
in danger of being dismantled by
the hospital for political and public
relations reasons. After hearing of
the plight of many of the families
who wanted to bring their terminally
ill children home for their last weeks
of life, I not only approved the grant
but went about personally raising
additional funds for the Program.
However, that gave rise to the
companies who contributed getting
two receipts from SickKids, which
was against the mandate of their
own charitable gifting program. If
they were going to give any more
money to the Program, they needed
a separate and distinct charitable
receipt. I had to go out and start a
new charitable foundation and so
Care For Kids (Toronto) was born.
Since then, we have raised over
half a million dollars and more
importantly, the awareness of the
hospital and the community to the
needs of families of children with
life limiting illnesses. The Program
at SickKids has now grown from a
single nurse in 1991 into the Paediatric
Advanced Care Team (PACT) with
two doctors, several nurses, social
workers and bereavement counsellors
and an educational arm that teaches
professionals in other hospitals about
advanced care for children with life
limiting illnesses and providing help
to their families. Another foundation
took up the cause and funded and
built Emily’s House, a ten bed, state of
the art temporary home for children
whose parents need some respite from
caring for them or as an alternative
for their end of life care. All of this
has come from my involvement with
MDRT.
Sonny Goldstein, CLU, CH.F.C., CFP
G
iving and giving back, what does that mean to you?
As a founding member of the
Calgary Development Task Force in
1976 I helped assure the survival of
Chinatown and its transition into
to one of Canada’s most dynamic
communities. Further, through the
CANADA
Calgary Chinatown Development
Foundation, we built 88 low cost
housing units. In 1981 I received the
Manulife Prestige Community Service
Award for helping fund Cristopher
Koch’s education—he was born
limbless, a victim of thalidomide. At
the Lee Annual Banquet we raise
charitable funds, such as to help
save Hospice Calgary NW, where I
also serve as a Foundation Board
Director. I have done, and continue
to do these things because I believe
it is important to improve our health,
leverage our wealth, and make the
world a better place. I always look
for the best products for all my
clients and inform my colleagues so
they are able to achieve a higher
standard.
Name one great thing about MDRT.
When seeking pertinent information
I can go to a fellow MDRT member
and get correct answers I seek.
Words of encouragement to join
MDRT. The benefits you have gotten
from MDRT.
Lifetime learner, repetition from
MDRT to Top of the Table and learn
to adapt and change. Today, MDRT
is like one huge family. Through my
volunteering, I have met people from
around the world, have considered
them great friends from as far away
as Australia, Mumbai, Beijing, Malta,
and many more to come.
What does the MDRT Foundation
mean to you, and what do you hope
to accomplish?
By sitting on the Board of
MDRTFoundation Canada, we
leverage each other’s knowledge and
connections, are able to raise more
funds, and so fulfill the principle
of the Foundation, which is to
encourage members to participate
in giving back, to help in their own
respective communities, Canada and
the World.
Your top life lesson of being an
outstanding member in your
community.
The service to humanity is the best
work of life. To stay motivated I had
designated a time management
system that re-inforces healthy
habits, and make sure I spend/invest
my time wisely.
Richard Y. Lee, MDRT Top of the
Table Member
F
rom the time I joined the
life insurance industry, I
was dreaming of qualifying
and becoming a member of the
Million Dollar Round Table. I
did qualify in the very first full
year. Now, I was asked to attend
these meetings. It seemed like an
expensive proposition. I made many
sacrifices to attend the meeting .
These meetings changed my entire
perspective of how I view my
profession and the world. I became
a better professional and a better
person. I was taught ethics and I
also learnt that the noblest thing
to do is to do, what is right for the
client. I learnt many more things
that helped me in my profession, my
family life and also my involvement
in the community. One of those
meetings introduced me to the
Canadian Million Dollar Foundation.
I gave them some money. Later,
I volunteered to be a part of the
telethon; one of their fund raising
events. I met some very talented and
brilliant people who were there to
give to this foundation and much
more to the communities around the
country. Now, I was hooked; to the
work of the Foundation and all their
activities. They are in the business of
giving and granting hope to many
that are needy and deserve help , all
throughout the country. I have seen
and heard of the stories of successes
from some of the recipients of the
Grant. You are performing miracles
every day, The Canadian Million
Dollar Round Table. Thank you for
letting me have a minor role in the
activities of this foundation. I now
know, that “giving” is as rewarding
and satisfying as receiving.
It has been a thrill and an honour
being a part of this organization.
I have come to know so many
wonderful people that give so much
of themselves to this wonderful
organization.
My sincerest admiration and
appreciation to all these people and
also to those that endorse, support
and give to this and many other
great causes.
Gopala Alampur
gifts of hope are changing lives
Through the generosity of our membership, The Million Dollar Round Table Foundation Canada awards grants
annually to a variety of charities in communities across Canada. Funded by top life insurance professionals, the
Foundation awards up to $5,000 per request to worthy grassroots charitable projects recommended by MDRT
Foundation Canada’s members.
The Foundation operates on the basis that successful people in the life insurance industry want to BE THE
CHANGE, give back to their communities, and that joining together in this effort is far more effective than going
it alone. We often give grants to smaller charities that do not receive government or corporate funding. We also
target more well-known charities such as Red Cross and Special Olympics.
Grassroots Charities supported by the MDRT Foundation Canada reflect the caring and sharing spirit of the
profession and industry.
Be sure to have your application in before the deadline of July 15, 2014 and keep Being The Change in your
Community.
Our 2013 Grant Recipients
ORGANIZATION
AMOUNT
KNIGHT SPONSOR
Care for Kids (Toronto)
$5,000.00
Sonny Goldstein
Coastal Squash Organization
$5,000.00
Clay Gillespie
Colts Cricket Club Society
$5,000.00
Alphonso Franco
Community Living Toronto
$5,000.00
Bruce Etherington
Learning Disabilities Association Ottawa Carleton (LDAO-C)
$5,000.00
Gino Sauve
Music BC Charitable Foundation
$3,500.00
Robert Gawthrop
Music Heals Charitable Foundation
$5,000.00
Richenda Crawford
Partners for Youth Inc.
$5,000.00
Carole Hovey-Smith
Sports For Kids - Timmins
$5,000.00
Bill Andrew
The Caring Place Regina Inc.
$5,000.00
Abram Toews
The Lighthouse Program For Grieving Children
$5,000.00
Bruce Caplan
The Peoples Church - Peoples Basketball
$5,000.00
Kerreigh Ernst
Women’s Addiction Recovery Mediation
$4,107.00
Rob Ledingham
Red Cross - Typhoon Haiyan Relief
$5,000.00
On behalf of all Knights
$30,000.00
On behalf of all Knights
Special Olympics Canada - 3rd year of 3-year pledge
$99,107.00
there are so many ways you can be the change
pick a cause, apply for a grant
This is a big part of what makes MDRT
Foundation Canada so special. Our members
directly select worthwhile charities within
their communities, or around the world,
apply for a grant, and these become the
charities your Foundation focuses on.
There is nothing like the feeling of showing
up at the charity’s door with a cheque in
your hand.
The gratitude is real. The memory is long.
And should someone connected to the
charity need financial advice there is a good
chance they will turn to you.
The need is great. Some of our Knights
uncover very worthwhile charities that may
not have reached the size or status of a
federally funded charity.
Be the Knight this year and embrace the
desire to make a difference in the lives of
others. Create your legacy of hope and
change for a better tomorrow.
donate your expertise
Anthony Morris Bhupinder Anand Michael Morrow George Goulet
MDRT Foundation Canada’s Speakers
Showcase is comprised of members
who are internationally recognized as
leaders in their respective investment
specialties and in demand as speakers
at various corporate and association
meetings and forums.
They also strongly support the ideals
embodied in MDRT Foundation
Canada’s mission—that as successful
entrepreneurs they have a moral
obligation to give back to their
communities.
pick up the phone
Sandro Forte
CANADA
life insurance gift
Brian Burlacoff
We honour these Knights for having
made the commitment to use their
speaking engagement fees to donate
$5,000 per year for 10 years to MDRT
Foundation Canada and thus become
Excalibur Knights.
Using the carrier of your choice you
can donate an existing or new life
insurance policy.
For more information please visit:
www.cmdrtfoundation.org
If you are planning a corporate
meeting or investment learning event
please consider inviting one or more of
these original thinking professionals to
motivate your audience, and by doing
so you will also be helping generate
funding for your Million Dollar Round
Table Foundation Canada.
matching gift program
give holiday spirit
send your love
Don’t forget to enquire at your
company and join their corporate
program to match charitable gifts.
donate online
Christmas
You want to contribute, and give your
life more meaning.
But you simply don’t know anyone at
a deserving charity, and don’t have the
time to research one.
As contributing Knight, you can still take
comfort in knowing that the Foundation
also contributes to the funding of good
works chosen at the Board level.
Sometimes it’s emergency disaster relief,
like when we contributed to Haiti, Japan
and The Phillipines in their times of need.
Every general donation received at
our webstie is valued just as highly as
those associated with a specific grant
application.
Sponsored by
Manulife Financial
Make the calls at our annual
Phone-A-Thon, or be ready to
give when we call.
Our deepest gratitude goes out to our
volunteers who make the calls at our
Annual Phone-A-Thon. It’s the perfect
way for you to get involved, meet fellow
members and have two days, or two hours
of fun for a very worthy cause.
Please call our Executive Director at 1-800563-5822 ext 9878 to volunteer on May
12th and/or 13th.
Campaign
In the spirit of
giving that we
all
experience
over the holiday
season, it’s nice to
know we can always
count on our membership to dig a
little deeper, and help contribute to
our annual end-of-year push.
Valentines
Silent Auction
Our Valentines
Silent Auction
was a big success
this year, its first
year in operation.
CANADA
president’s message
It has been an honor, and I have learned much in my 1st year as President alongside my fellow Directors on the
Foundation’s Board. As a collective voice we are striving to reach out to more of your communities, TO BE THE
CHANGE. I encourage all of our membership to support their grassroots charity of choice so your Foundation can help
you grant the financial assistance needed to create brighter futures for those in need.
Your Foundation has implemented new initiatives this year, such as a redesigned website and our 1st Annual
Valentine’s Silent Auction. It was indeed a special Valentines celebration this year for many of our members who not
only treated their loved ones with a gift, but granted hope at the same time…. We thank all those who donated and
all those who placed bids. Next year it will be even bigger and better.
Our 4th Christmas Campaign was another growing success story for our membership.
This year your Board of Directors is also focused on strengthening relationships with insurance and financial
companies to further enhance MDRT Foundation Canada’s efforts.
Overall our strategic efforts are yielding increased visibility for the Foundation, and this in turns feeds back into our
ability to attract the funds needed to continue to help change lives for the better. It’s a virtuous loop.
I would like to thank my fellow Board members for their continued efforts on behalf of your Foundation and also
commend our capable Executive Director, Joanne Taylor, on her enthusiastic passion and outstanding management
skills.
Through the generous commitments of long time members the Foundation is able to reach out and be the change in
our communities across Canada. We look forward to seeing you all at the MDRT Annual Meeting in Toronto this year.
Sincerely,
ALPHONSO B. FRANCO RHU, RCIS
Victoria, BC
executive director’s message
What I love about MDRT Foundation Canada is it offers the powerful gift of strength and hope for the future of those
in need. Each day I am humbled by the generosity and support from our membership. Each day I am thankful for the
incomparable job I have: helping people help other people.
I am blessed again this year to work with an inspiring and dedicated Board of Directors that continue to deepen and
expand the Foundation’s impact on charitable organizations. I feel privileged to work for people that empower and
celebrate the communities we live in. Through our collective action of giving across Canada we offer our charities of
choice the powerful gift of strength and hope for the future.
Donating to MDRT Foundation Canada enables you to provide help, hope and compassion to people struggling
through a crisis or ongoing need. Your continuing support makes a real and tangible difference. Know that your
donations matter.
In the coming year we will continue to forge ahead with passion and vision to establish an even broader reach to
those in need in our communities, and elevate the public profile of financial and insurance advisors across Canada.
I am looking forward to seeing everyone in Toronto at MDRT Annual meeting June 8-11, 2014. Please be sure to drop
by the MDRT FOUNDATION BOOTH. It is going to be a GREAT Meeting!!
Thank you for making MDRT Foundation Canada, WHAT IT IS TODAY AND WHAT IT WILL BE TOMORROW!
Joanne E. Taylor
Executive Director, MDRT Foundation Canada
you helped Typhoon Haiyan victims.
Across Canada and around the
world, the Red Cross provides help
and hope whenever and wherever
vulnerable people need it most.
Last year MDRT Foundation Canada
stepped up and provided a $5000.00
grant on the memberships’ behalf
event calendar
Phone-A-Thon
May 12 and 13 in Toronto, ON
SPONSORED BY MANULIFE FINANCIAL
MDRT Annual Meeting
June 8–11, in Toronto, ON
MDRT Top of The
Table Meeting
September 17-20, 2014
San Francisco,
California, USA
to Typhoon Haiyan that ravaged the
Philippines.
Your Board of Directors believed by
donating to the Canadian Red Cross
Fund for Typhoon Haiyan helped
to enable the Red Cross to provide
help, hope and compassion to
people struggling through a crisis.
Know MDRT Foundation Canada’s
donation enables us to accelerate
our response in disasters and
directly helps the most vulnerable
during times of emergencies.
CANADA
2013-14 Board
of Directors
2013 Executive
Grants Committee
PRESIDENT
CHAIR/VP Finance
Alphonso Franco, RHU, RCIS
Victoria BC
Kerreigh Ernst
Oakville ON
VP FINANCE/TREASURER
Kerreigh Ernst
Oakville ON
SECRETARY
Joanne E. Taylor
Toronto ON
MEMBERS AT LARGE
Gopala Alampur
Richmond Hill ON
Brian Burlacoff, M.Acc, MBA, CFP, CLU, RHU
Toronto ON
Corry Collins CFP, RHU
Halifax NS
Richenda Crawford, BA, CFP
Vancouver BC
Clay Gillespie, BBA, CFP, CIM, FCSI
Vancouver BC
Sonny Goldstein CLU, CHFC, CFP
Toronto, ON
Carole Hovey-Smith
Frederticton, NB
Richard Lee
Calgary, AB
George Sigurdson, BA, CFP
Winnipeg, MB
COMMITTEE MEMBERS
Brian Burlacoff, M.Acc, MBA, CFP, CLU, RHU
Toronto ON
Richenda Crawford, BA, CFP
Vancouver BC
Sonny Goldstein CLU, CHFC, CFP
Toronto ON
Carole Hovey-Smith
Frederticton, NB
Richard Lee
Calgary AB
George Sigurdson, BA, CFP
Winnipeg MB
THE INNER CIRCLE
SOCIETY
Annual gifts of $5,000 or more
R. W. “Bill” Andrew, CLU
Peter
F. Cote
THE
INNER CIRCLE
Frank A. and Sheelagh Creaghan
SOCIETY
Clay Gillespie BBA, CFP, CIM, FCSI
ROYAL
ORDER
Sonny
Goldstein CLU,
CHFC, CFP
Peter
JF Nicholson
EXCALIBUR
THE
INNER CIRCLE
KNIGHT
SOCIETY
ROYAL ORDER
EXCALIBUR
KNIGHT
LEGION
OF HONOUR
ROYAL
ORDER
Lifetime contribution of $250,000 or more
EXCALIBUR
EXCALIBUR
KNIGHT
Alphonso
KNIGHTB. Franco, RHU, RCIS
LEGION OF HONOUR
LEGION
OF HONOUR
EXCALIBUR
EXCALIBUR
KNIGHT
KNIGHT
EXCALIBUR
LifetimeKNIGHT
contribution of $100,000 to $249,000
Currently no one at this donor level
EXCALIBUR
EXCALIBUR
KNIGHT
SOCIETY
Home Sweet Home, thanks to our friends at Advocis.
EXCALIBUR
KNIGHT
Many of our knights are unaware of how much MDRT Foundation
PLATINUM
ROYAL ORDER
EXCALIBUR
Lifetime contribution of $50,000 to $99,999
KNIGHT
KNIGHT
R. W. “Bill” Andrew, CLU
Richard Y. Lee
Peter F. Cote
Kevin M.D. McLaughlin, CLU
PLATINUM
LEGION
OF HONOUR
Frank A. and Sheelagh
Creaghan
KNIGHT
EXCALIBUR
KNIGHTBA, CM, CLU
Brian Etherington
Clay Gillespie BBA, CFP, CLU
**James Rogers CLU, CFP
DIAMOND
**Karl Krokosinski
KNIGHT
Teresa Y.K. Tang CLU
Anonymous
Beth Lachance Hesson CFP, CLU, CEBS
DIAMOND
KNIGHT
Lifetime contribution of $10,000 to $29,999
Carl W. Abbott, CFP, CLU, CH.F.C.
Rick J.W. Lubbers
Ron D. Barbaro
Leslie Macdonald Francis, CLU, CH.F.C.
Patrick J. Barry, CFP, CLU, CH.F.C.
Glenn F. McHugh, CLU, CH.F.C.
David E. Brown
Richard E. McKenster, CFP, CLU, CH.F.C.
Brian Burlacoff, M.Acc., MBA, CFP, CLU, RHU
Kirk Polson, CLU, CH.F.C.
Ian Burns, CLU, CH.F.C.
Stephen J. Pustai
James A. Burton
Alain Sagi
Bruce Caplan, CFP, CLU CH.F.C.
Mark A. Schneider, CFP, CLU, CH.F.C., CFSB
Nick Cassis BSc,KNIGHT
CFP
Gerry Segger
Calogero A. Cicero, CFP, CLU, CH.F.C.
George B. Sigurdson, BA, CLU
Gordon D. Clark
Warren A. Smith
Richenda Crawford BA, CFP
Martin L. Sobocan, CFP, CLU, CH.F.C., RHU
Susan M. Creasy, CLU , B.P.H.E., B.Ed.
Pat Soulliere
*Mary Lou Taylor, CLU, CH.F.C.
GOLD
KNIGHT
SILVER
PLATINUM
KNIGHT
GOLD
Lifetime contribution of $25,000 to $49,999
KNIGHT
Gopala Alampur
**Michael H.J. Evers, CFP, CLU, CH.F.C.
Jeff Burchill CFP,
CLU, Ch.F.C.
DIAMOND
Christopher H.W. Facey, BA, CLU, CFP, CH.F.C.
**Jeffrey A. Dawson, CFP, CLU, CH.F.C., BRONZE
RHU, ACS, FLMI, TEP
Lorraine A.M. Gauthier, BA
Kerreigh Ernst
Nick Humeniuk
**W. Grant Fairley, CLU
Pascale Cauchi, CLU, CH.F.C.
Brian Noonan, CLU, CFP, RFP
John T. Firstbrook
Wayne W. Cotton, CLU
Richard D. Propp, CFP, CLU, CH.F.C.
Desjardins Financial Security
R. Michael Sellors, CLU
Ross M. Durant,
CLU, CH.F.C.
GOLD
**Julian N. Wise, TEP
in memory ofKNIGHT
Ted Campeau
Leslie J. Canavan, CLU, RHU, RFC, CSA
SILVER
KNIGHT
KNIGHT
services such as computer technical support. We always look forward to
Thomas McQuillan BA, CLU, CFP, TEP
Peter JF Nicholson CFP, RHU
KNIGHT
with our office space and we rely on some of their office administration
any opportunity to partner with them on charitable events.
Robert W. Meldrum CLU, CH.F.C.
**Bruce Etherington BA, CFP, CLU, CH.F.C.
Thomas I. EXCALIBUR
Hull, CLU
Canada relies on the wonderful generosity of Advocis. They provide us
KNIGHT
Sonny Goldstein, CLU, CH.F.C. F.C., CFP
Tom P. Hazell, CFP, CLU, CH.F.C.
David R. Hildreth
Dwaine P. King, CFP, CLU, CH.F.C.
Ross T. Taylor, CFP, CLU, CH.F.C.
Ron Van Rybroeck
D. Jack Wenaus
Ted Wernham, BA, CLU C.
Michele Wilson, CLU, CH.F.C.
Murray Yaffe
Anonymous
SILVER
GOLD
KNIGHT
KNIGHT
Lifetime contribution of $5,000 to $9,999
Lifetime contribution of $3,000 to $4,999
Dan A. Anders, TEP
Peter M. Legere, CFP
J.D. Atkinson
Michael J. Links, FLIA, TEP
SILVER
KNIGHT
*Gilles Beausejour
Joe Gilinsky, F.C.I.S.
Antonio J. Pereira
Peter Bennett, CLU,
CFP, CH.F.C.
KNIGHT
Dwight Goertz, CFP, CLU, CH.F.C.
Gordon E. Pilkington, CFP, CLU, CH.F.C.
William J. Benson, CLU, CH.F.C.
Paul J. Greene
Francois Plante
BRONZE
**Paul S. Avenius, CLU, CH.F.C.
Grant S. Little, CLU, CH.F.C.
James L. Baker
Leslie Machan Sr.
James Bazillion
Fernando M. Marcial
Herb R.O. Braley, Jr.
Felix M. Guerrero, CLU, CH.F.C.
Ed L. Postrozny, CFP, CLU
D. Mark Bertoli
*Paul K. Marchand
Gordon W. Brandon
Shawn L. Hagerman, CFP, CLU, CH.F.C.
James Bruce Prince
Pat Bewley
Rayner E. McCullough, CFP, CLU, CH.F.C.
Shawn R. Bjornsson
BRONZE
Douglas G. McTaggart, BA, CLU, LIMI
Peter Brown
Philip J. Hale
Mario Re
KNIGHT
Andrew J. Brook,
MLIA (DIP) CMS
Sam Midha BA
Douglas G. Buss
Paul G. Haslam, CFP, CLU, CH.F.C.
Robert L. Robinet, CLU, CH.F.C.
Gregory R. Brown
Joe Moffat
W. Brian B. Callery, CFP, CLU
Tim Haunn
Joseph Sask
Neil Burton
James Morgan, CFP, CLU, CH.F.C.
Judy Byle-Jones, CFP, CLU, CH.F.C.
Michael Morrow, CFP
Alex Campbell
Francoise Hepworth
Ted B. Snider, CFP, CLU, CH.F.C.
Pierre L. Campeau, RHU, EPC
Dave N. Mouat
Corry Collins CFP, CLU
Simon Hiebert
Raymond Soroka, CLU
Heather M. Courneya, CFP, CLU, CH.F.C., RHU
John L. Murray, CLU, CH.F.C.
Richard J. Cooper
Eric W. Holt
David Stockall, CFSB, CFP
Dennis F. Caponi Sr., CLU, CH.F.C.
Robert J. Neil
**Kenneth R. Cassis, CFP, CLU, CH.F.C.
John P. Orviss, CFP, CLU, CH.F.C.
H.E. (Hal) Cormier, CLU, CH.F.C.
Alvin Jones, CFP, CLU
Sheldon Taerk
**Frank DeFederico, CLU, CH.F.C.
J.M. Pal, CLU, CHF.C.
David B. Cowper Jr.
W. Frank Kent, CLU
Aurora L. Tancock, FLMI
Edgar L.S. De Souza, CFP, CLU, CH.F.C.
Rick Parranto
Geoff Cross
Leonard Klassen
Ronald Thivierge, AVC
Billy Dong
Peter N. Pearson, CFP
Allan Dorfman, CFP, CLU, CH.F.C, CA
Bruce D. Peckover, CFP, CLU, CH.F.C.
Andre Cyr
John J. Kneeland, CFP, CLU, CH.F.C.
Jon R. Toogood, B.Comm., CFP, CLU, CH.F.C.
John Drieger, P.Eng., CFP, CLU, CH.F.C.
Pierre Potvin Jr.
Trevor D’Mello
Bao Lam, B.A., CFP, CLU, RHU, FMA
Judy Tranter
P. N. (Pat) Gill
Barry G. Prosser, CA, CFP, CLU, CH.F.C.
Dan Dean
Jim Larmond, B.Ed.
Peter G. Tremblay, B.A., F.I.C.
Patrick (Rick) D. Goldring, CFP, CLU, CH.F.C.
Robert L. Rizzuto, CFP, CLU, CH.F.C.
Mario DeLisi, CLU, CFP
Bevin R. Leipert, CFP, CLU, CH.F.C.
Paul J. Vaneyk
Sydney Harmon, CLU, CFP, CH.F.C., RHU
Murray I. Robins, CLU
Jeannie Haslett, RHU
**David G. Rounthwaite, CFP, CLU, CH.F.C., RHU
Donald R. Drinkwalter, CFP, CLU, CH.F.C.
Frank Mastrocola
J. Lewis Warke Jr., CFP, CLU, C.H.F.C.
Stephen Hill
P. Bernard Rowe, CFP, CLU
Stephen John Edmison
Gerard E. Matte, CLU, CFP, CH.F.C., RFP
Frank R. Wild
William M. Hodgson
Paul Shelemey, CFP, CLU, CH.F.C.
Dale A. Ens, CFP, CLU, CH.F.C.
Kenneth G. McNaughton, CFP, CLU, CH.F.C., RHU, CSA
Michael E. Wild, CFP, CLU
Gerald T. Hodson, CLU
Donald F. Sinclair, CLU, CH.F.C.
Carole Hovey-Smith
Michael D. Sinclair, CFP, CLU, CH.F.C.
H. Alex Fischer
**Damon R. Merredew, CFP, CLU, CH.F.C.
Andrew D. Wilkin, CFP, CLU, CH.F.C.
Donald L. Howe
Hayden E. Smith, CLU
Laurent Fivez
Bob W. Middaugh, CLU, CH.F.C.
**Paul Williamson
David Hull, CLU, CH.F.C. T.
Peter So
Karen L. Flavelle
James A. Millar
John Willoughby
Geoffrey Hull
Martin J.M. Stover
Barry E. Johnson, CLU, CH.F.C.
Richard J. Thorpe, CFP, CLU, CH.F.C.
Robert W. Franklin, CFP, CLU, CH.F.C.
Serge Morel
Don Yu, CFP
Donald E.P Kibblewhite
Wayne Townsend, CLU, CH.F.C.
John A. Freund, BComm, CLU, F. Pl.
Jack T. Morris, CFP
Reginald D. Lachance, CFP, CLU, CH.F.C.
Brian R. Weatherdon, BA, MA, CFP, CLU
Melvin Gilbert, CFP, CLU, CH.F.C.
Rick Nelson, CFP
Claude Legault
**J. David Williams, CLU, CH.F.C.
BRONZE
KNIGHT
Lifetime contribution of $3,000 to $4,999
Christine M. Abarquez, BA, CFP, CLU
Dennis L. Abbott
Michael A. Adamek
Jim L. Adams, CFP, CLU, CH.F.C.
John Adkins, CLU, CH.F.C.
Frank Clayton Allen, CLU, CFP
Frank W. Andreoli
Barry R. Andrews
Hugh A. Arrison, CFP, CLU
Gerard Arsenault, CFP, CLU
Randall W. Atkins, CFP, CLU, CH.F.C.
*John T. Atkinson
Rima Awad
W. Glenn Ayrton
Wade A. Baldwin
Mark A. Bannon
Richard Barbaro
Kevin C. Barks
Scott Batson, CFP, CLU, CH.F.C.
Donna Belitzky Kane
Dianne J. Bellemare, CLU, CH.F.C.
Darril Beninger
Michael Benson, CLU, CH.F.C.
Richard A. Benson, CLU, CH.F.C.
Bradley W. Bergh, CLU, CH.F.C.
Eric Berglund, CLU
Kathleen Berglund
Stuart Bevan
John Beynon, CFP, CLU, CH.F.C.
Peter E. Black
Jocelyne A. Blais, CLU
Phillip A. Bloom
Kenneth J. Blows, CLU, CFP, CH.F.C.
Brent Boechler
Grant Boghosian, CFP, CLU, CH.F.C.
Daniel Bouchard, FIC
Paul Bourbonniere, CLU, CH.F.C.
Margot Mary Ann Bourque
Paolo Bove
Cynthia L. Bowden, CLU, CH.F.C.
John A. Bowden, CLU, CH.F.C.
John G. Brick, CLU, CFP
Roger G.T. Broeke, CFP, CLU, CH.F.C.
Al G. Brown, CLU
Colin T. Brown, CLU, CFP
David W. Brown, CFP, CLU, CH.F.C.
Golda Brown
Don R. Brownell, CFP, CLU, CH.F.C.
D. John Brownell, CLU, CH.F.C.
Jim Brownrigg, CFP, CLU, CH.F.C.
Peter J. Buckley, CLU, CH.F.C.
Denis P. Bugeja
Douglas Bumstead, CFP, CLU, CH.F.C.
Ken Burchill
Bruce W. Burnham
Judith L. Cane
Robert Carrier, CLU, CH.F.C.
Carl Carruthers, CLU
Louis-Marie Castonguay, CLU
Jacques Chabot, CLU, CH.F.C.
Yuen Yuen Chang, CLU, CH.F.C.
Amy Sou-Ping Chang, CFP
Lulu Yau Ling Cheng
Randy R. Chevalier, CFP, CLU, CH.F.C.
Willie Man-Hung Chey, CFP
Sat P. Chopra, CFP, CLU
Cecilia Chung
Rino Cipparrone
Irwin M. Claener, RHU, EPC
Thomas R.B. Clarke, CLU
David W. Coad
Keith R. Coles, CFP, CLU, CH.F.C.
David A. Collard, CFP, CLU, CH.F.C.
Carol A. Cooper, CFP, CLU, RHU
James M. Corrigan
C. J. (Chuck) Corrigan, CFP, CLU, CH.F.C.
R. J. Corrigan, CLU, CH.F.C.
John E. Courneya, CFP, CLU, CH.F.C.
Mark B. Coutts, MBA, CFP
Brad Cox, CLU, CH.F.C.
Geoff Cox, CFP, CLU, CH.F.C.
Harry W. Cox, CLU
Paul H. Craft, CLU
Peter Creaghan
Richard M. Cremasco, CLU, CH.F.C.
John Crisp, CFP
Deneen Cunningham, CFP, CLU, CH.F.C., RHU
Veena Daddar, CLU, CH.F.C.
Rob Darnbrough
Francis D’Costa
Gregory P. Deacon, CLU, CH.F.C.
John Dean, CFP, CLU
Paul E. Deeton, CFP, CLU, CH.F.C.
Nick Devere-Bennett, TEP
Dan Devin
Bernard DeZwirek
Paul E.M. Doesburg, CFP, CLU, CH.F.C.
Ada Yu Yan Dong
Patrick Donvito, BA, CLU
John E. Dougherty
Geoff F. Douglas
James E. Drover, CLU
Robert R. Duncan, CFP, CLU, RHU, LTCIS
Kevin J. Dunphy, CLU, CFP
Al Dyck
Anton (Tony) A. Dyck
Conrad T. Eagan, CFP, CH.F.C.
Edward (Ted) Ecclestone
Seymour P. Eisenberg, CLU
Kevin Emery
Gil Ennis, CLU, CH.F.C.
Dennis M. Erker, CLU
Fred W. Evans
Don D. Eyford, CFP, CLU, CH.F.C.
John M. Fahie, CFP, CLU, CH.F.C.
Zahir Fancy Vi Fardy
Ida Faust
*Robert A. Faust, CLU
Raimundo Favas
David Feldberg, CFP, CLU
Simon Feng, CFP
Robert M. Ferrara
Victor Ferreira
Paul W. Fincham
Derek G. Fox
Gary J. Francis, BA
Dean French
Cyril H. Fried
Tad H. Gacich, LLB, CLU, CFP
Denis R. Gagne
Denise Gallant
Robert P. Gawthrop, CFP
Walter V. Georgijev
Hal D. Gillrie, CLU, CFP
Donald M. Gilmore
John A. Gleeson, B. Comm, CA, CFP, CLU, TEP
Sheldon Goldberg
Paul Goldstein, CLU, CH.F.C.
**Steve Goodwin
Gordon J. Graham
William R. Gray, HBA, CLU, CH.F.C., RHU
Ronald Greeley, CFP, CLU F.PL.
Jonathan S. Green, CFP, CLU
Michael Green BSc, CLU, CFP,CH.F.C.
John Gribben
Wayne G. Gunderson
Brian K. Hall, CFP, CLU, RHU
Robin P. Halligey
Walter H. Hardie, CFP, CLU, CH.F.C.
Gwen K. Harvey, CFP, CLU, CH.F.C.
Howard Haskings, CFP, CLU, CH.F.C., RHU
Michael T. Hazell, CLU
Robert F. Healy, CLU, CH.F.C.
John F. Hedden
Brian Hein, CLU, RFP, CFP, CH.F.C.
Walter James Helkie
Russell A. Highfield
James T. Holland, RHU
Lance A. Howard, CFP, CLU
Peter G. Howard-Jones
Philip Howe, CFP, CLU, CH.F.C.
Dong (Daniel) Hu
Crystal Fei Yan Huang
Florence C.M. Huang
Helen Huang
Mannie W.Y. Hui
Fred G. Humber
David D. Humes, CFP, CLU, CH.F.C.
Ping T.Q. Huynh
Peter J. Izzio
C. Christopher Jackson, CFP, CLU
Amin Jamal, CLU, ACII
Nuruddin Janmohamed
Jean A. Johnson, CFP, CLU
Lloyd H. Johnson Ron Johnston
Lawrence Joseph
Jason F. Julian
Carla Kaminski
Debbie Kammerer, CFP, CLU
J. Murray Kane, CLU
Robert G. Kearns
Douglas R. Kechnie
Scott Kellett
Morton N. Kelly
Glenn P. Kelly, CLU, CFP
Tim A. Kelly Robert A. Kimel, CLU
Darren L. Klassen
Roy M. Knight
Nancy JoAnn Koebel
Gerry J. Kosior, CFP, CLU, CH.F.C., TEP
John L. Kucher, CFP, CLU, CH.F.C.
Joyce Kwa, CFP, CLU, CH.F.C.
Claude Labbé, CLU
Gene Laliberte, CFP
Alain C. Lanthier
Chuck R.L. Larter
Hugh E. Latimer
Paul Lauzon, CLU, CH.F.C.
Wade Lawrence, RHU, CFP, CLU, CH.F.C., RFP, TEP
Maurice E. LeBlanc
Rob Ledingham
Bessie Lee David Lee
**John Marshall Lee, CLU, RHU
Winson Lee, CFP, CLU
Brian L. Leipert, CLU, CH.F.C.
Cecil A. Leonard, CFP
Peter J. Leonard
R.P. Rick Letts
Gary J. Levine
Mark J. Lewans, CFP, CLU
William Lewchuk
Eric M. Leynaert
Craig Lilley, CFP
Bruce G. Lindgren
David Loucks, CFP, CLU
Robert J. Loucks
J.D. Lucier, CFP, CLU, CH.F.C.
Glen Lyster
David MacFadyen, CLU, CH.F.C.
Jennifer L. MacGregor
Leslie Machan, Jr.
*G. Cameron MacMillan, CLU A.G.
Tav MacPherson
Maurice G. Mailloux
Gabriel Mallet, CLU, CH.F.C.
Gary H. Mandel
Larry R. Mandseth, CFP, CLU, CH.F.C.
Lyle Manery
Denis Marcon
Sam Marino
Donald J. Marshall, CFP, CLU, CH.F.C.
France Martin
Laurel Martin, CLU
Michael R. Matthew
Trudy Maynard
Ellard J. McBane, CLU
Tom McBride
Jack McCarnan, CLU
R. John McCarthy
Martin J. McConnell, CLU, CH.F.C.
Robert A. McCullagh
Alan F. McDonald
Helen McIvor, CLU
Duncan McLachlan, CLU
Daniel R. McLaren
Brian J. McQuaid
Robert W. Meldrum, CLU, CH.F.C.
Chris F. Mellor, CLU
Maurice Ménard
Eric Mercier, AVC
Harold A. Mertin, CLU
John F. Miller, CLU
Allan H. Minaker, CFP, CLU, CH.F.C.
**Timothy Mitchell, CFP, CLU, CH.F.C.
Wayne Mizen
Philip V. Moller, CFP, CLU, CH.F.C.
Joe Moretto, CLU
Leonard Morgan, CFP, CLU
Donald Morrison
Charles A. Morton CLU, C.H.F.C.
Steven Mosolanczki
Orest P.S Mulka, CLU, CH.F.C.
Stephen Murdoch
Emily A. Murphy
Howard Murphy
Bill Murphy, CFP, CLU, CH.F.C.
Floyd Murphy, CFP, CLU, CH.F.C.
Scott Neil, RHU
**Vernon E. Nelson, CFP, CLU, CH.F.C.
Carolyn Nemeth
Brian R. Neville
Rich Newton
Magdalen Pik Sung Ng, CLU, CH.F.C.
**John M. Nicola, CLU, CFP, CH.F.C.
Tim Nosworthy
Lordy M. Numekevor
John R. Nypuik, CLU, CFP, CH.F.C.
Gerry O’Brien, CFP, CLU, CH.F.C.
David Ogilvie, CFP, CLU, CH.F.C.
J. William O’Kane, CFP, CLU
Wayne Olafson, CFP, CLU, CH.F.C.
Jim Otmar
Larry Owen
Robert W. Owens, CFP, CLU, CH.F.C.
Boris A. Ozbalt, RHU, CLU
Kevin Paish
Michael J. Paull
Timothy R. Paziuk, CFP, CLU, CH.F.C.
Brent Peacock, BA, RHU
D. Bruce Penny
Elise Pepin
Harry Perler
Gilles Perron, CLU, CH.F.C.
Clyde Pike, CLU
Irvin Pitch, CLU
Raymond Pitch Edwin E. Plester
Jake Poetker
Andrew Prenick
James B. Prince, RHU, EPC
Matthew G.S. Prosser
Amy Que
D. Robert Quinn, CA, CFP, CLU, CH.F.C.
Lee Raine, CLU, CH.F.C.
David C. Randall
James Glen Rea
Barry Rebuck
David J. Reckin, CFP, CLU, CH.F.C.
Donald G. Reynolds, CFP, CLU, CH.F.C.
Frank Reynolds, BA, CFP, CLU, CH.F.C., RHU
Brad Rice
Tom Rice
Kevin A. Riddell
Robert A. Ritzer, CLU
Ray Roberts, CFP
Steve Robson
Mariusz M. Rolnicki, CFP
Charlane D. Rombough
Harry Rosenberg, CLU
Stuart Rowles, CFP, CLU, CH.F.C.
Dan Roy Stephane Roy
Gary A. Rusu, CLU
Alan K. Ryall, CFP, CLU, CH.F.C., FLMI, ACS
Meyer Rypp, CLU
Larry Sabatinos
Philip G. Sallaj, CFP, CLU
Marie Sardano, CH.F.C.
René P. Sauriol CFP, CLU, CH.F.C.
Gino Sauvé
Shirley Sawyer
Bert Schertzing, CLU, CH.F.C.
Ronald C. Schmuck
Mary Ellen Schnee
Sonia Schneider, BBA, CLU, CH.F.C.
Grant W. Scott, BA
Roland Seguin, CFP, CLU, CH.F.C.
Joe Sheehan, CFP, CLU, CH.F.C.
David G. Sherwin, CFP, CLU
David Shewfelt
Robert Shiels
Gary Silverman
Kathy L. Simard, FLMI, ACS
Walter Simone, CLU, CH.F.C.
Roger Sinclair, CFP
*Wylie A. Slack
E.D. Geoff Smith, CFP, CLU
Harris A. Smith
Kent D. Smith, B.A., B. Econ.
Kevin A. Smith, B. Comm., CFP, CLU, CH.F.C.
Howard Xianghou Song
Florinda I. Sosa
Barbara E. Steele
H. Ken Steele
Laurie Stephenson, MA, CFP, CLU, CH.F.C.
Ken Stern
Elbert A. Stevenson, CLU
Sheldon P. Stier
Timothy P. Sweet, CFP, CLU
Charles E. Symes, CFP, CLU, CH.F.C.
John J. Talerico, CFP, CLU, CH.F.C.
W. Michael Thomas, CFP, CLU, CH.F.C. F.
Bert Thompson
Adeline Thomson, CLU, CH.F.C.
Abe E. Toews, CFP, CLU
John E. Tomlinson
Ed Topolniski, CLU, TEP
Bernard Toupin, Pl. Fin.
Pierre E. Trudel
Dennis Ullrich, CFP, CLU, C.H.F.C., CAFA
Terrance B. Underhill, CLU
Mark Usher
*Reg Valliere
J.R. Van, CLU, CH.F.C.
William K. Vermeulen
Paul Virgin, CLU
Vida Voroninkaitis
R.W. (Bob) Vrooman, CFP, CLU, CH.F.C.
Yogesh Wadera
David H. Webb
Jodi A. Weber
Murray H. Wellman, CFP, CLU, CH.F.C.
Rodney G. White, CFP, CLU
Jeffrey M. White, CFP, CLU, CH.F.C., RHU, TEP
Judith R. White, CFP, CLU, CH.F.C.
Libby Wildman, CLU
Kevin R. Williams, CFP
Jeffrey Willms, MBA, CFP, CLU, RHU
Harry J. Wolle
Teresa Wong
Mark A. Woofter, CLU, CH.F.C.
Irwin Wortsman
Charlie C. Wu
Melvin Wyne, CLU
Andrew Yau, CLU, CH.F.C.
Matthias Yeung, CLU
Fanny S.F. Yuen
Janet Jing Di Zhang, BS, MBA
**Member of both MDRT Foundation
Canada and MDRT Foundation
* Member of MDRT Foundation
A Million Thanks To Our Generous Corporate Sponsors:
Donate NOW, and BE THE CHANGE:
Grants to members’ favourite charities are made possible by the generous giving of our Membership across Canada. If you have not given to the Million Dollar
Round Table Foundation Canada see the chart below to show how you can become a Knight with a small contribution of $16.66 a month, or better yet, you may
expand this to $50,000.00 or more per year.
Knighthood Levels
(lifetime giving)
and example payment
schedules (over ten years):
BRONZE
SILVER
GOLD
DIAMOND
PLATINUM
EXCALIBUR
$2,000
$3,000
$5,000
$10,000
$25,000
$50,000
$16.66 per month
$75 quarterly
$250 semi-annually
$1,000 annually
$2,500 annually
$5,000 annually
Please complete the pledge card below and mail to MDRT Foundation Canada, 390 Queens Quay West, Suite 209, Toronto, ON M5V 3A2. You can also contact
the office by phone: toll free 1.800.563.5822, ext. 9878, and by email: [email protected]. Now you can also DONATE ONLINE through our website at www.cmdrtfoundation.org. Gifts to the Foundation are tax deductible as provided by Canadian law - charitable registration #89280 1978 RR0001.
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$
installments of $
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/
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