Granting Hope - MDRT Foundation Canada

Generosity begins with our recognition
of our debt to others.
Leslie J. Canavan
Live every day to its fullest.
Debbie Wood
You are the only one who knows you have won.
Judy Byle Jones
2 0 1 1 M E M B E R S H I P N E W S L E T T E R
If I had my life over.... I’d dare to make
more mistakes next time.
Sam Midha
If you want to share my tea,
you have to empty your cup.
Michael J. Links
Success comes easy when you
have the right resources.
Kerreigh Ernst
Granting Hope
Non Solis Nobis
Joanne E. Taylor
CANADA

Canada hosts its global
members in Vancouver
Canada played host in 2010 to the annual MDRT meeting, for the
first time in Vancouver. The wonderful new Canada Place with the
picturesque backdrop of the mountains provided an awesome venue
for the meeting. We were still on our “Olympic High” and by all
accounts the meeting was a huge success with many of our international
members visiting the Canadian west coast for the first time.
Over 2,000 members participated in the “Million Meals Challenge”.
Groups of 8-10 members rubbed shoulders in groups, often a mixture
of cultrues and languages, but with one common goal... to pack
one million meals, that would later be shipped around the world to
feed the hungry. The goal was reached before the final day Main
Platform!
We have completed our first year
partnership with Special Olympics.
A few Board members witnessed
the excitement and enthusiasm at
the opening cermonies for the Canadian
Games held in London, Ontario
last summer. Athletes and their families
were no less excited than those
who participated in the traditional
Olympic Games held in Vancouver
earlier in the year. It is inspiriing to
see these athletes reach their potential
through sport and truly heart warming to witness the support
and love of thier families and friends.
We are very excited to welcome our new Gold sponsor SunLife
Financial, and Empire Financial our Bronze sponsor, who came
on board with us in 2010. Their commitment to the
MDRT Foundation Canada has enhanced our profile
in the industry and allowed us to use their example to
encourage others in the Insurance and Financial services
field to join in the work we do... supporting locally based
charities that impact the lives of people living and working
in the communities where our members are based.
Our annual phone-a-thon was sponsored by Manulife Financial
in 2010 and will be again this spring. This is our most significant
fundraising initiative, held over 2 days each spring. Manulife’s contribution
allows us to use their offices and telephones to contact
our members, thank them for contributing to the Foundation and
to bring on board new Knights. We thank Manulife. We would also
like to express our appreciation for the office space afforded us by
Advocis.
As we continue to receive more grant applications from the grass
roots charities that we have traditionally supported, we have made
a strategic decision to make the grants we give more significant.
Please see the new details enclosed in this newsletter
I would like to thank the current board for their continued efforts
on behalf of your Foundation and also to commend our capable
Executive Director Joanne Taylor for her enthusiastic management
of the office.
Most importantly, we thank you, our Knights for your support.
Sincerely,
Debbie
Deborah Wood CFP, CLU
President, MDRT Foundation Canada
MDRT FOUNDATION CANADA NEWSLETTER april 2011
Membership Reflections
When Sydney Crosby laced up his first pair of skates; Mozart first
hummed a tune and Dr. Jonas Salk aspired to medical school little
did they know that their rink; concert hall and lab would produce
an Olympic Gold Medal and Stanley Cup; some of the world’s most
beautiful music and the cure to polio, the disease which in 1952 in the
United States of America was contracted by over 58,000 people, killing
3,145, leaving 21,269 with mild to disabling paralysis and representing
America’s greatest fear apart from an atom bomb.
Sydney Crosby was gifted athletically with superb co-ordination and
peripheral vision. Mozart had a phenomenal ability to convert his creative
genius into complex musical compositions that resulted in soaring,
beautiful and timeless gifts to the world. Dr. Salk had an intellect,
compassion and humility that shunned the front line medical limelight
to research a cure for a disease that he felt should not be shattering
the lives of young children and their families around the world.
We can only imagine their combined determination, drive and commitment
when thousands of pucks hit goal posts or hundreds of laborious
scores did not quite come together or when time after time encouraging
research avenues proved false.
In addition to their enormous skills and positive resolve ; each of these
great men were able to learn from their peers; study the accepted
parameters of the day of their respective crafts and then consciously
attempt to redefine them. They themselves supplied the grit, energy;
and willingness to enter the dust of the arena but they were armed
with the vision, integrity, hopes and devotions of those who had gone
before.
Our industry is blessed with so many people around the world
who bring discipline; creativity; entrepreneurial spirit and
hope for their clients through the guaranteed fulfillment of
such dreams as education; homes; businesses and philanthropic
legacies via the financial instruments we represent.
But equally the Million Dollar Round Table, as stated in its
mission, serves as an “international network of leading insurance
and investment financial services’ advisors who are committed
to providing exemplary client services and who display the highest
standards of ethics and professional knowledge.”
As a young man entering our industry 43 years ago, I aspired to have
access to the empathy; passion; example; successes; failures; encouragement
and diverse methodology of those giants who had gone
before me and who were members of the MDRT.
Suddenly, after first qualifying , I was never again alone when on the
road to a client meeting or early in the day after another prospective
meeting was cancelled or when I was struggling to find the correct
solution to a prospective client’s objectives.
MDRT has provided me over the years access to the heartbeats of
peers both past and present; it has enlarged me as a person and it has
provided me membership in an international organisation whose real
mandate might best be summed up in the words of a great Canadian,
Harry “Red” Foster:
“Make no small plans, they have no magic to stir a man’s blood and
probably themselves will not be realized. Make big plans, aim high in
hope and work, remembering that a noble diagram once recorded will
not die”.
Forever grateful,
Brian Etherington

making a
difference
The MDRT Canada Foundation
entered into a three-year partnership
with Special Olympics
Canada in 2010, which will
see 20% of dispersable donations
committed to the sport
movement and its programs.
Special Olympics
was founded on the simple
notion that sport has an incredible opportunity
to make lives better, change attitudes and
strengthen communities.
For this incredible sport movement, 2010 was an exceptional
year. From new programs targeting children and
youth to the launch of additional sports and a successful national
competition, there were many notable milestones.
“With the support of the MDRT Foundation Canada and its generous
members, meaningful differences are being made in the lives of children,
youth and adults with an intellectual disability in communities across Canada,”
says Neil Glasberg, interim president and CEO of Special Olympics Canada.
One of the year’s single most exciting activities, for example, was the national launch of two programs,
Active Start and FUNdamentals, targeting children. The goal? To provide early instruction in essential motor
skills like walking, running, jumping and balancing, all with an eye to improving the child’s physical, social
and cognitive abilities in everyday activities while building a solid foundation for the long-term.
Coordinators are now in place in each province and territory to recruit even more athletes ages 2 to 21 to the
movement, whether through schools or in the community. While Active Start focuses on athletes between the
ages of two and six, FUNdamentals is designed for children ages six through nine. In total, there are now
more than 2,700 children and youth registered in these programs.
“Special Olympics is often the only place where children, youth and adults with an intellectual disability
have the opportunity to participate in their communities and to develop a strong belief in themselves,”
says Mr. Glasberg. “We thank MDRT Canada Foundation and its members for their
support in making this happen.”
CANADA

Home sweet home, thanks to our friends at Advocis.
“The first
Friday night
the kids
told me
get to
lost.”
Many of our knights are unaware of how much CMDRT relies on the wonderful generosity of Advocis.
They provide us with our office space and we rely on some of their office administration services such as
computer technical support. We always look forward to any opportunity to partner with them on charitable
events.
I was 56 and prosperous.
They were 13 to 18 and
disadvantaged. Many
were being raised by
single mothers or their
extended family. They
were living in a community
adversely affected
by a violent culture of
drugs and gangs.
It was June 1998 and I
had volunteered to work
at a Drop‐In Centre at
Yonge Street Mission.
The Centre reached out
to the youth of Regent
Park, one of Toronto’s
most troubled areas.
My first responsibility was to referee the basketball games and give
the young people an example they could look up to. I began to attend
their high school basketball games and was invited to become
an assistant coach. The Team won the Ontario Senior Boys High
School Championship in 2002.
Working at the drop in centre was difficult and emotionally draining.
Some of our kids were jailed. Tragically, others were shot. But they
saw that we truly cared about them. I felt a connection and there
were many opportunities to make a difference in their lives.
In June of 2002 the varsity coach of Eastern Commerce Collegiate
and I met to form an American Athletic Union Travelling Team with
the support of Yonge Street Mission. We have never looked back.
Neither have the kids.
A number of the kids from the Regent Park Drop In Centre played on
the travelling team. So far, 34 young people have obtained full athletic
academic scholarships from Division One NCAA colleges in the
USA. Many others from our team have gone on to post secondary
education in Canada too.
Working with Yonge Street
Mission at the Christian Community
Centre has been a
privilege and a blessing. The
lives of these young adults
have been given a pathway
to develop their character and
mold their lives. They have
become positive role models
and a source of pride for their
community.
The Canadian MDRT Foundation
has supported Yonge
Street Mission programs.
Submitted by Kerreigh Ernst,
Kerreigh Ernst Insurance
Agencies Ltd., Oakville, Ontario.
Kerreigh has been in the insurance
industry for 41 years and
has 32 MDRT qualifications,
including 15 Court of the Table
and 5 Top of the Table appearances.
Charitable Gifts using the Tax Deductibility of life insurance.
By Sam Midha
The MDRT Foundation Canada would like to thank both its corporate
and individual sponsor who allow us to make meaningul,
annual contributions to local and national charities.
As life insurance professionals, we need to implement different
starategies for our clients. We also want to make a difference in
our communities. Consider using the unique financial attributes of
charitable life insurance on an individual basis or via your corporation,
to benefit the Foundation.
MDRT FOUNDATION CANADA NEWSLETTER april 2011
Here is our “corporate” insurance tip for you! Donate premiums and
face amounts to the Foundation, while benefittig from charitable tax
credits and corporate tax deductions. Feel free to implement this
strategy to donate your millions or billions.... and make a difference!
We look forward to receiving your donations in this creative way. If
you have any questions please feel free to contact us.

2010 has been a strong year for
the foundation even in challenging
economic times. As we continue to restructure,
streamline and implement new fundraising
strategies, time and time again I am inspired by
the dedication of our membership. Your efforts are
uplifting, and I feel privileged to work for people that empower and
celebrate the communities that we live in. Through our collective action
across Canada we offer our charities of choice the powerful gift of
strength and hope for the future. As a Knight with MDRT Foundation
Canada your dollars are put to the best use and when you participate
as a volunteer, your impact is even more far reaching. Not only are
communities better off for your involvement, so is each person whose
path you cross. Thank you for your continuing commitment to future
excellence in all that we do!
In closing, I would like to thank our Executive Board members for their
strategic counsel, active support and ongoing dedication to strong
corporate governance.
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
Come Join The Phone-A-Thon!
May 16-17
Sponsored by Manulife Financial
There’s no better year, than THIS year for you to volunteer at our Annual
Phone-a-thon. The is our biggest and only fundraiser of the year,
so we count on your participation. It is the perfect way for you to get
involved, meet fellow members and have two
days, or two hours of fun fun fun, all
for a worthy cause.
Besides our wonderful knights
we would like to thank our corporate
sponsor in Toronto, Manulife
Financial who is generously donating
phone lines, office space, parking
and refreshments for our volunteers.
CANADA
Event Calendar
Phone-a-thon
May 16 and 17 in Toronto
MDRT Annual Meeting
June 5-8 in Atlanta
Top of The Table Annual Meeting
October 6-9 in Naples, Florida
September 21-24 in Indian Wells, California
MDRT Experience
Date to be announced in Hamilton ON
Inspiration,
ideas and
solutions
to carry you
through your year.
J Atlanta, Georgia, USA
UNE
5–
8,
2011
The Executive Board of Directors extends a heartfelt
invitation for you to join them down in Atlanta for another
exciting and worthwhile MDRT Annual Meeting.
This is your chance to:
• Learn from the finest minds in the financial
services industry.
• Re-energize with motivational and inspirational
presentations.
• Exchange ideas with the world’s most successful
advisors.
Please drop by the MDRT Foundation Canada, booth
#823 and receive a warm welcome and a Free Gift. We
look forward to seeing you in Atlanta!
Please mark May 16 and 17 in your calendar. and keep your
phone lines open and donate when we call! Better yet call
ahead, DONATE and miss the rush!!
We love to have you join us. Please come out and help.
CANADA

Our 2010 Grant Recipients - 43 Grants, $ 93,237.09
ORGANIZATION KNIGHT SPONSOR
Admiral Desmond Piers Naval Association $500.00 Kenneth Cassis
Almost Home Mission $1,177.20 Martin Stover
Alzheimer Society of Greater Simcoe County $1,177.20 Beth Lachance Hesson
Big Brothers Big Sisters of Toronto $1,177.20 John Kucher
Brigadoon Children's Camp Society $1,177.20 Roger Sinclair
Camp Quality Manitoba $1,177.20 Simon Hiebert
Canuck Place Children's Hospice $1,177.20 Jim Rogers
Centaur Theatre Co. $1,177.20 Paul K. Marchand
Children's Therapy & Family Resource Centre (CTFRC) $1,177.20 Carl Abbott
Daily Bread Food Bank $1,177.20 W. Michael Thomas
Daytrippers Children's Charity $1,177.20 Richard Cooper
Georgian Bay General Hospital Foundation $1,177.20 Tom Hazell
Gillian's Place $1,177.20 Aurora Tancock
Habitat for Humanity $1,177.20 Pierre Campeau
Habitat for Humanity Edmonton Society $1,177.20 Daniel Dean
Haliburton Highlands Health Services Foundation $1,177.20 Shawn Hagerman
Harmony In Action $1,177.20 Richard Benson
JACS Toronto $1,177.20 Michael Links
Kerr Street Community Services/Kerr Street Ministries (KSM) $1,177.20 Michael D. Sinclair
Make-A-Wish Foundation of Southwestern Ontario $1,177.20 David Rounthwaite
Manitoba Paraplegia Foundation Inc. $1,177.20 Gerry Hodson
Moncton Youth Residences Inc. $1,177.20 Frank Wild
Partners for Youth Inc. $1,177.20 Carole Hovery Smith
Pilgrims Hospice $1,177.20 Steve Robson
Port Cares (Port Colborne Association for Resource Extension) $1,177.20 Robert Ferrara
Portage Atlantic $1,177.20 Peter Legere
Richmond Addiction Services Society $1,177.20 Leslie J. Canavan
Ridge Meadows Hospital Foundation $1,177.20 David Boyce
Seasons Centre for Grieving Children $1,177.20 Craig Lilley
TEAD Equestrian Association for the Disabled $1,177.20 Stephen J. Pustai
The Good Neighbours' Club $1,177.20 Jeffrey Dawson
The Salvation Army Corps 614 $1,177.20 Kerreigh Ernst
University Settlement $1,177.20 Donald Kibblewhite
Urban Pardes $1,177.20 Larry Joseph
Victoria Quilts Canada $1,177.20 Deborah Wood
WARM Women's Addiction Recovery Mediation $1,177.20 Rob Ledingham
Wellspring Cancer Support Foundation $1,177.20 Dennis Caponi Sr.
West Park Healthcare Centre Foundation $1,177.20 Ross M. Durant
YMCA of Edmonton $1,177.20 Gerry Segger
Youth In Motion $1,177.20 Jodi Weber
Canadian Red Cross Donation to Haiti $9,419.89
Special Olympics $25,000.00
MDRT Foundation (U.S.) - Million Dollar Meals $12,406.40
Your Foundation has a wider focus for
2011: corporate sponsorships and more
significant grants.
Since we began in 1995, MDRT Foundation Canada has
granted close to 2 million dollars to worthy charities across
Canada. This past year your Executive Board has worked
hard to expand on this success, asking “how can we make
donations more effective?” and “how can we increase our
overall level of donations?”.
One thing we hear from charities is that it’s difficult to conduct
operations consistently from year to year when the amount of
funding varies and is unknown ahead of time. To that end we
have entered into a 3-year partnership with Special Olympics
Canada, which does its work across Canada, serving many
communites where our members live. We have pledged 20%
of our dispersable funds to this national charity, and in 3 years
another national charity will be selected by our membership.
We also made a donation in 2010 on your behalf to the Red
Cross, in order to help victims of the Haiti earthquake.
Aside from these national-level grants, we would like to make
donations to our member-sponsored charities more meaningful.
With more applicants each year, the amount we can
give each has become smaller and does not represent the
work involved in completing a grant application. Therefore the
Board of Directors is very excited to announce that where
appropriate we will give $5,000 grants to the grassroots charities
that typically apply for assistance. The Executive Grant
Committee’s mandate will be to focus on the qualified, smaller
charities first, those that typically do not receive government
funding. We look forward to receiving completed applications
no later than July 15, 2011.
In addition to fine-tuning the way we “Grant Hope,” the second
major initiative this year has been to put in a tremendous
effort to attract corporate sponsorships and thereby magnify
the power of our members’ donations to do good works. We
are pleased to announce two new corporate sponsors:
GOLD SPONSOR: $50,000 Sun Life Financial
BRONZE SPONSOR: $10,000 Empire Financial
We thank all our member and corporate sponsors for keeping
the dream Also....Special alive and Thanks enabling MDRT Foundation Canada to
continue
goes
to grant
out to
hope
those
across
Knights
our great nation.
that gave over and above...
Bruce Etherington BA, CFP, CLU, CH.F.C.
Karl Krokosinski
Alphonso Franco RHU RFC
Julian Wise TEP
Mike Evers CLU, CH.F.C.
Richard Lee
Larry Kinlin
Michele Wilson CLU, CH.F.C.
Deborah Wood CFP, CLU
Jeffrey Dawson

CANADA
2010-2011
Board Of Directors
Chair:
Leslie J. Canavan, CLU, RHU, RFC, CSA Vancouver, BC
President:
Deborah Wood, CFP, CLU Toronto, ON
Vice President:
Judy Byle-Jones, CFP, CLU, CH.F.C. Toronto, ON
Treasurer:
Sam Midha Toronto, ON
Members At Large:
Michael J. Links, FLIA, TEP Markham, ON
Ross M. Durant, CFP, CLU,CH.F.C. North York, ON
Paul Marchand Montreal, QC
Leonard Morgan St John’s, NL
Karl Krokosinski Vancouver, BC
Kerreigh Ernst Oakville, ON
EXCALIBUR mEmBERs - $50,000 oR moRE
Frank A., and Sheelagh Creaghan, CLU
**Bruce Etherington, BA, CFP, CLU CH.F.C.
Alphonso B. Franco, RHU, RFC
**Karl Krokosinski
Beth Lachance CFP, CLU, CEBS
Kevin M.D. McLaughlin, CLU
Peter JF Nicholson CFP, RHU
Anonymous
PLATINUm mEmBERs - $25,000 To $49,000
MDRT FOUNDATION CANADA NEWSLETTER april 2011
R. W. “Bill” Andrew, CLU
Leslie J. Canavan, CLU, RHU, RFC, CSA
Pascale Cauchi, CLU, CH.F.C.
Wayne W. Cotton, CLU
Desjardins Financial Security in memory of Ted Campeau
Ross M. Durant, CLU, CH.F.C.
Thomas I. Hull, CLU
Nick Humeniuk
Richard Y. Lee
Thomas P. McQuillan, BA, CLU, CFP, TEP
Brian Noonan, CLU, CFP, RFP
Richard D. Propp, CFP, CLU, CH.F.C.
**James E. Rogers, CLU, CFP
R. Michael Sellors, CLU
**Julian N. Wise, TEP
**Debbie Wood, CFP, CLU
2010-2011
Executive Grants Committee
Chair:
Judy Byle-Jones, CFP, CLU, CH.F.C. Toronto, ON
Leslie J. Canavan, CLU, RHU, RFC, CSA Vancouver, BC
Leonard Morgan, CFP, CLU, RHU St. John’s NL
Karl Krokosinski Vancouver, BC
Kerreigh Ernst Oakville, ON
Michael J. Links, FLIA, TEP Markham ON
Sam Midha, B.A. (Com) Toronto, ON

DIAmoND mEmBERs - $10,000 To $24,000
Ron D. Barbaro
Patrick J. Barry, CFP, CLU, CH.F.C.
David E. Brown
Ian Burns, CLU, CH.F.C.
James A. Burton
Susan M. Creasy, CLU , B.P.H.E., B.Ed.
Jeffrey A. Dawson, CFP, CLU, CH.F.C., RHU, ACS, FLMI,
TEP
Kerreigh Ernst
Brian Etherington
Michael H.J. Evers, CFP, CLU, CH.F.C.
W. Grant Fairley, CLU
John T. Firstbrook
Lorraine A.M. Gauthier, BA
Sonny Goldstein, CLU, CH.F.C.
Tom P. Hazell, CFP, CLU, CH.F.C.
David R. Hildreth
Calvin Quin Joe, BA, CFP, CLU, RHU, CH.F.C.
Dwaine P. King, CFP, CLU, CH.F.C.
Rick J.W. Lubbers
GoLD mEmBERs - $5,000 To $9,999
Dan A. Anders, TEP
J.D. Atkinson
**Paul S. Avenius, CLU, CH.F.C.
James L. Baker
James Bazillion
D. Mark Bertoli
Pat Bewley
Andrew J. Brook, MLIA (DIP) CMS
Gregory R. Brown
Brian Burlacoff, M.Acc., MBA, CFP, CLU, RHU
Neil Burton Judy
Byle-Jones, CFP, CLU, CH.F.C.
Pierre L. Campeau, RHU, EPC
Bruce Caplan, CFP, CLU CH.F.C.
Dennis F. Caponi Sr., CLU, CH.F.C.
**Kenneth R. Cassis, CFP, CLU, CH.F.C.
Calogero A. Cicero, CFP, CLU, CH.F.C.
Corry Collins, CFP, CLU
**Frank DeFederico, CLU, CH.F.C.
Edgar L.S. De Souza, CFP, CLU, CH.F.C.
Billy Dong Allan Dorfman, CFP, CLU, CH.F.C, CA
John Drieger, P.Eng., CFP, CLU, CH.F.C.
**Michael H.J. Evers, CFP, CLU, CH.F.C.
Christopher H.W. Facey, BA, CLU, CFP, CH.F.C.
P. N. (Pat) Gill
Patrick (Rick) D. Goldring, CFP, CLU, CH.F.C.
Sydney Harmon, CLU, CFP, CH.F.C., RHU
Jeannie Haslett, RHU
Stephen Hill
William M. Hodgson
Gerald T. Hodson, CLU
Donald L. Howe
David Hull, CLU, CH.F.C. T.
Geoffrey Hull
Barry E. Johnson, CLU, CH.F.C.
Donald E.P Kibblewhite
Reginald D. Lachance, CFP, CLU, CH.F.C.
Claude Legault
Peter M. Legere, CFP
Michael J. Links, FLIA, TEP
Grant S. Little, CLU, CH.F.C.
Leslie Machan Sr.
Fernando M. Marcial
*Paul K. Marchand
Rayner E. McCullough, CFP, CLU, CH.F.C.
Douglas G. McTaggart, BA, CLU, LIMI
Sam Midha
James Morgan, CFP, CLU, CH.F.C.
Dave N. Mouat
John L. Murray, CLU, CH.F.C.
Robert J. Neil
John P. Orviss, CFP, CLU, CH.F.C.
J.M. Pal, CLU, CHF.C.
Rick Parranto
Peter N. Pearson, CFP
Bruce D. Peckover, CFP, CLU, CH.F.C.
Leslie Macdonald Francis, CLU, CH.F.C.
Glenn F. McHugh, CLU, CH.F.C.
Richard E. McKenster, CFP, CLU, CH.F.C.
Kirk Polson, CLU, CH.F.C.
Stephen J. Pustai
Alain Sagi
Mark A. Schneider, CFP, CLU, CH.F.C., CFSB
Gerry Segger
George B. Sigurdson, BA, CLU
Warren A. Smith
Pat Soulliere
Mary Lou Taylor, 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
Pierre Potvin Jr.
Barry G. Prosser, CA, CFP, CLU, CH.F.C.
Robert L. Rizzuto, CFP, CLU, CH.F.C.
Murray I. Robins, CLU
**David G. Rounthwaite, CFP, CLU, CH.F.C., RHU P.
Bernard Rowe, CFP,
CLU Paul Shelemey, CFP, CLU, CH.F.C.
Donald F. Sinclair, CLU, CH.F.C.
Michael D. Sinclair, CFP, CLU, CH.F.C.
Hayden E. Smith, CLU
Peter So
Martin J.M. Stover
Teresa Y.K. Tang
Richard J. Thorpe, CFP, CLU, CH.F.C.
Wayne Townsend, CLU, CH.F.C.
Brian R. Weatherdon, BA, MA, CFP, CLU **
J. David Williams, CLU, CH.F.C.
CANADA

sILVER mEmBERs - $3,000 To $4,999
*Gilles Beausejour
Peter Bennett, CLU, CFP, CH.F.C.
William J. Benson, CLU, CH.F.C.
Herb R.O. Braley, Jr.
Gordon W. Brandon
Peter Brown
Douglas G. Buss
W. Brian B. Callery, CFP, CLU
Alex Campbell
Richard J. Cooper
H.E. (Hal) Cormier, CLU, CH.F.C.
David B. Cowper Jr.
Geoff Cross
Andre Cyr
Trevor D’Mello
Dan Dean
Mario DeLisi, CLU, CFP
Donald R. Drinkwalter, CFP, CLU, CH.F.C.
Stephen John Edmison
Dale A. Ens, CFP, CLU, CH.F.C.
H. Alex Fischer
Laurent Fivez
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.
Gopala Alampur
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.
Shawn R. Bjornsson
Peter E. Black
Jocelyne A. Blais, CLU
Phillip A. Bloom
Kenneth J. Blows, CLU, CFP, CH.F.C.
Karen L. Flavelle
Robert W. Franklin, CFP, CLU, CH.F.C.
John A. Freund, BComm, CLU, F. Pl.
Melvin Gilbert, CFP, CLU, CH.F.C.
Joe Gilinsky, F.C.I.S.
Dwight Goertz, CFP, CLU, CH.F.C.
Paul J. Greene
Felix M. Guerrero, CLU, CH.F.C.
Shawn L. Hagerman, CFP, CLU, CH.F.C.
Philip J. Hale
Paul G. Haslam, CFP, CLU, CH.F.C.
Tim Haunn
Francoise Hepworth
Simon Hiebert
Eric W. Holt
Carole M. Hovey-Smith
Alvin Jones, CFP, CLU
W. Frank Kent, CLU
Leonard Klassen
John J. Kneeland, CFP, CLU, CH.F.C.
Bao Lam, B.A., CFP, CLU, RHU, FMA
Jim Larmond, B.Ed.
Richard Y. Lee Bevin R. Leipert, CFP, CLU, CH.F.C.
Frank Mastrocola
Gerard E. Matte, CLU, CFP, CH.F.C., RFP Kenneth G.
McNaughton, CFP,
CLU, CH.F.C., RHU, CSA
**Damon R. Merredew, CFP, CLU, CH.F.C.
Bob W. Middaugh, CLU, CH.F.C.
James A. Millar
Serge Morel
Jack T. Morris, CFP
Michael Morrow, CFP
Rick Nelson, CFP
Peter Nicholson, CFP, RHU
Antonio J. Pereira
Gordon E. Pilkington, CFP, CLU, CH.F.C.
Francois Plante
Ed L. Postrozny, CFP, CLU
James Bruce Prince
Mario Re
Robert L. Robinet, CLU, CH.F.C.
Ted B. Snider, CFP, CLU, CH.F.C.
Raymond Soroka, CLU
BRoNZE mEmBERs - $1,000 To $2,999
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
MDRT FOUNDATION CANADA NEWSLETTER april 2011
Irwin M. Claener, RHU, EPC
Gordon D. Clark
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.
Heather M. Courneya, CFP, CLU, CH.F.C., RHU
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
*Frank A. Creaghan, 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
David Stockall, CFSB, CFP
Sheldon Taerk
Aurora L. Tancock, FLMI
Ronald Thivierge, AVC
Jon R. Toogood, B.Comm., CFP, CLU, CH.F.C.
Judy Tranter
Peter G. Tremblay, B.A., F.I.C.
Paul J. Vaneyk
J. Lewis Warke Jr., CFP, CLU, C.H.F.C.
Frank R. Wild
Michael E. Wild, CFP, CLU
Andrew D. Wilkin, CFP, CLU, CH.F.C.
**Paul Williamson
John Willoughby
Don Yu, CFP
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
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.
Martin L. Sobocan, CFP, CLU, CH.F.C., RHU
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 Canadian
and U.S. foundations.
CANADA

A Million Thanks To Our Generous Corporate Sponsors:
Your Invitation to Give from the Heart:
The MDRT Foundation Canada provides grants of up to $5,000 to charities across Canada with the help of your membership. With MDRT Foundation Canada membership, you
are entitled to benefits of receiving regular updates, you can sponsor a charity of your choice or your community’s, and you can also feel good knowing that the MDRT Foundation
Canada handles your donation dollars with care, just as you do. Please see below for the levels of giving, and the benefits to Canadian charities with those dollars.
Knighthood Levels
(lifetime giving)
and example payment
schedules (over five years):
BRONZE
SILVER
GOLD
DIAMOND
PLATINUM
EXCALIBUR
$2,000
$3,000
$5,000
$10,000
$25,000
$50,000
$33.33 per month
$150 quarterly
$500 semi-annually
$2,000 annually
$5,000 annually
$10,000 annually
Please complete the pledge card below and mail it to the MDRT Foundation Canada office: 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: info@cmdrtfoundation.org. Gifts to the Foundation are tax deductible as provided by
Canadian law - charitable registration #89280 1978 RR0001.
Please visit our web site at www.cmdrtfoundation.org.
PLEDGE PAYMENT CAN BE MADE ANNUALLY, SEMI-ANNUALLY, QUARTERLY OR MONTHLY.
The Foundation will process your scheduled payments until you notify the Foundation that you would like to discontinue.
NAME:
ADDRESS:
CITY/PROV/POSTAL CODE:
MDRT ID NUMBER:
I would like to be (please circle) BRONZE / SILVER / GOLD / DIAMOND / PLATINUM / EXCALIBUR KNIGHT and I will give a minimum of
$ installments of $ , payable (please circle) A / S / Q / M
First payment to begin: / (month / year)
I would like to make a one-time contribution of $
Sun Life Financial
Empire Financial
Advocis
Manulife Financial
Please charge my VISA MasterCard AMEX Amount: $
Card No.: Expiry date:
Signature: Date:
In signing this form, I understand that up to 25% of my donations will be used towards the MDRT Foundation Canada’s
Endowment Fund which is a sustainable long-term solution to ensuing that Canadian Charities receive grants for years to come.
I do not want up to 25% of my donation to go towards the Endowment Fund.
COMPANY:
EMAIL:
TEL:
FAX:
THANK YOU !