Newsletter may 2009 - MDRT Foundation Canada

Life’s most persistent and urgent question is,
‘What are you doing for others?’
- Martin Luther King, Jr.
Be the change you want to see in the world.
- Ghandi
Do not wait for leaders--do it alone,
person to person.
- Mother Teresa
CANADA
Newsletter may 2009

CMDRT FOUNDATION NEWSLETTER may 2009
CMDRT & MDRT Volunteers
Build A Playground In
Toronto
From May 19 to 23, 2008, more than 30 CMDRT and
MDRT members along with their family and friends gathered
in Regent Park, a low-income community in downtown
Toronto, to create a safe and colorful playground for the
children and families of this community.
As a result of the generous investment of volunteers’
sweat equity, hundreds of children and families now have a
fun place to come together to celebrate the joys of childhood.
This playground construction marks the sixth playground
built by MDRT members in partnership with Kids Around the
World, a nonprofit organization committed to building playgrounds
for children in under served communities worldwide.
The CMDRT Foundation extends a sincere thank you to
Sun Life Financial, the lead corporate sponsor for this event,
and our additional corporate sponsors, including Daystar
Financial Group Inc., Creative Planning Financial Group and
RBC Insurance.
Here are some of our fabulous volunteers!
Just one story from one
family you helped last year...
(Monica is non-verbal and so this was spoken through
an augmentative device)
What it means to me. When I go to my school.
My name is Monica, I am 11 years old. I am shy,
awkward, loud and a bit clumsy at times. I feel happy,
loved and accepted for who I am at Shining Through.
I have many school mates that are just like me. One
even looks like one of the Jonas Brothers. I am so
lucky.
We are not judged and my teachers take the time to
teach us how to do simple tasks at our own speed. I
just learned how to tie my shoes. I love my friends and
teachers at school.
(From Pamela Staines, whose daughter Monica attends
Shining Through Centre, Beecroft Campus)
Without individual programming from Shining Through, we
would be lost in a world out of control! The hardest part is
trying to figure out the pieces of the puzzle. This phrase is so
true. One problem, you only get one random piece at a time.
Working in partnership with qualified, caring staff makes her
daily life more fulfilled. This is very important to us. Learning
simple tasks are very hard. They can be repeated more than
3000 times before she has mastered it. Thanks to Shining
Through she has just learned to tie her shoes. We are so proud
of her.
Monica is a sweet, passionate kid that understands many
things. She does not want to be different. Shining Through
Centre’s support helps her have a positive place to learn and
succeed. Simple tasks of buttoning her sweater to having a
simple conversation are part of her daily programming.
Never knowing how many pieces of the puzzle are in the package
is the real question.
We love our family at Shining Through.
Thank you.

“...a testament to how much we can accomplish
when we work together.”
It doesn’t feel like two years have passed since I started my
presidency of CMDRT, however here we are after sharing another
exciting year of giving to worthwhile causes. Even though we
are currently experiencing a challenging economic climate, I am
proud to report that such is not the case in regards to the generous
donations we have received. In fact we were able to allocate
$120,000.00 among 43 Canadian Charities in 2008; bringing the
total allocated since 1995 to $1,292,000.00. This is truly a testament
to how much we can accomplish when we work together.
In May 2008 in conjunction with MDRT Foundation US and Kids
Around the World we completed the Regent Park playground build
in Toronto. I am pleased to say that the board was well represented
among the volunteers; which also included past MDRT
President, Jim Rogers.
In addition to thanking the volunteers for generously donating
their time, I would like to give an immense thank you to SunLife
Financial for their sponsorship of the build.
At our 2008 Annual Meeting in Toronto we enjoyed sharing a
booth with our American Foundation counterparts. I look forward
to seeing them again this June in Indianapolis, along with our
many CMDRT Foundation members. Please visit us at our booth
this year and meet our new Executive Director, Joanne Taylor, who
I am sure many of you have had the pleasure of speaking with
over the phone.
While you are there, please take a moment to pick up your Canadian
Member Gift. I would like to thank our 2008-2009 CMDRT
Foundation booth sponsor, Manulife Financial, and Miles Morin in
particular for arranging their generous donation.
We are just one of 67 countries around the world that benefit from
the leadership and generosity of MDRT Foundation year after year.
They just wrapped up their Spring Phone-A-Thon, having raised
an incredible US$365,000. Here at home we’re going to take up
the same challenge for our Phone-A-Thon on May 25th and 26th,
with volunteers in 5 districts across Canada for a truly nationwide
effort! Our Foundation’s ability to distribute grants to worthy charities
is heavily dependent on the success of our Phone-A-Thon
each year, so I urge you to participate. We are also grateful for the
support of companies such as Desjardins Financial Security, who
are not only donating their office space but who are also providing
refreshments for our volunteers.
On behalf of myself and Vice President Deborah Wood, CFP, CLU,
I would like to take a moment to thank our fellow board members
for their hard work and noble dedication to the Foundation. In particular
I would like to thank our treasurer Michael Links, FLIA, TEP,
for extending his stay with us and insuring the financial operations
are kept running efficiently.
A very special welcome and thanks goes out to Joanne Taylor who
has done, and continues to do, an outstanding job in her role. She
fully supports members and the board alike, and has taken on a
very difficult task this year of realigning the daily operation of the
foundation. I would be remiss if I didn’t also thank the volunteer
work of our former Director Jeri Reason, who has been a great
resource to Joanne.
We are always deeply appreciative of the support of Advocis, as
they continue to donate our office space.
The goal of our foundation is to distribute funds donated by
members like you to as many worthy not-for-profit charities across
Canada as possible. Each year your generosity touches many
lives, and so the last and greatest thank you is saved for you. May
you continue to be the heroes that you are.
Cordially,
Leslie J. Canavan CLU, RHU, RFC, CSA,
President 2007-2009.
CANADA

CMDRT FOUNDATION NEWSLETTER may 2009
Join the Indy 6000
Join 6000 of your colleagues
expected to attend the
MDRT Annual Meeting in Indiannapolis
On from June 7 to 11, this is your opportunity to attend the insurance
and financial industry’s best Annual Meeting in the world.
Come network with members, attend industry related sessions,
learn the latest trends, and get wowed by more than 80 wellknown
motivational speakers.
Did you know that Annual Meeting attendees increase their
second-half production by 12 percent, compared to an increase of
only 4 percent by members who don’t attend?
With the changing economy, your clients need you more than ever,
and no other meeting gives you the same level of knowledge, skills
and motivation to help you continue to provide value to your clients.
So, get ready, get set and go to the 2009 MDRT Annual Meeting.
For more information visit:
http://ihs.mdrt.org/meetings/mdrt/2009/index2.cfm
Your 2007-2008 Board Of Directors
Chair:
Christopher H.W. Facey, BA, CLU, CFP, CH.F.C.
St. John’s NL
President:
Leslie J. Canavan, CLU, RHU, RFC, CSA
Vancouver, BC
Vice President:
Deborah Wood, CFP, CLU
Toronto, ON
Treasurer:
Michael J. Links, FLIA, TEP
Markham, ON
Ross M. Durant, CFP, CLU,CH.F.C.
North York, ON
Pierre L. Campeau, RHU, EPC
Winnipeg, MB
Carl W. Abbott, F.L.M.I., CFP, CLU, CH.F.C.
Kamloops, BC
Judy Byle-Jones, CFP, CLU,CH.F.C.
Toronto, ON
Sam Midha
Toronto, ON
Paul Marchand
Montreal, QC
Your 2007-2008 Grants Committee
Chair:
Leslie Canavan, CLU, RHU, RFC, CSA,
Vancouver, BC
Michael J. Links, FLIA, TEP
Markham, ON
Leonard Morgan, CFP, CLU
St. John’s, NL
Beth Lachance Hesson, CFP, CLU, CEBS
Barrie, ON
Sam Midha
Toronto, ON
Paul Marchand
Montreal, QC

May 25-26 :
PHONE-A-THON
Vancouver, Winnipeg, Toronto,
Montreal, Halifax
June 7-11 :
MDRT ANNUAL MEETING
Indianapolis, Indiana.
www.mdrt.org
July 15 :
GRANTS SUBMISSION DEADLINE
December :
GRANTS AWARDED
January 31, 2010 :
PHOTO CONTEST DEADLINE
Event
Calendar
COME JOIN THE PHONE-A-THON!
Come on out for our annual Phone-A-Thon which promises to be
bigger and better than
ever this year. We’ve
divided the country
into 5 districts
and we’ll be on
the phones in
5 different cities
trying to drum up
donations. This is our
biggest fund-raiser
of the year so it’s the
perfect way for you to
get involved, meet fellow
members and have 2 days or
2 hours of fun with them for a worthy cause. We would like to thank
our corporate sponsor in Toronto, Desjardin Financial Security who is
generously donating phone lines, office space, parking and refreshments
for us to use.
We’d love to have you join us. Please come out and help!
A message from your Executive Director
What an honour it is to be settling into my new position as Executive
Director of The Canadian Million Dollar Round Table Foundation.
Thank you to the Executive Board for offering me the opportunity to
join this remarkable organization.
I feel privileged to work for people that empower and celebrate the
communities that we live in. Through our collective efforts across
Canada we offer our charities of choice the powerful gift of strength
and hope for the future.
Though I have only been in my position for a short time, I have been
working hard to improve the day-to-day operations and communications
to you, to better reflect the charitable efforts of our members. I
find the passion, dedication and talent of our members to be inspiring
and I have enjoyed speaking with so many of you. Please call any
time with questions or needs: we’re trying to make the Foundation
more responsive to the needs of its members. After all, you’re the
ones who make it all possible!
The unwavering commitment and support of our generous members
allowed us to allocate $120,000.00 among 43 charities in 2008!! In
2009, the current economic climate means that your generosity is
needed more than ever before.
I thank everyone for their support and for making CMDRT What it is
Today and What it will be Tomorrow!!
Warm Regards,
Joanne E. Taylor,
Executive Director
CANADA

Our 2008 Grant Recipients: 43 Grants, $120,000
ORGANIZATION KNIGHT SPONSOR
Alzheimer Society of Greater Simcoe County, Barrie ON $1,200 Beth Lachance Hesson
Area “A” Seniors Housing Project, Outreach Healthy Meal Program,
Madeira Park BC $1,500 Rick Parranto
Big Brothers & Sisters of Fredericton and Oromocto Inc.,
Fredericton NB $1,600 Peter Legere
Brigadoon Children’s Camp Society, Halifax NS $2,588 Roger Sinclair
British Columbia Blind Sports and Recreation Association (BCBSRA),
Vancouver BC, $2,588 Leslie Canavan
Camp Quality Manitoba, Winnipeg MB $2,588 Simon Hiebert
Canadian Mental Health Association, Kamloops BC $2,588 Mark Bertoli
Envision Community Living, Steinbach MB $2,588 Leonard Klassen
Erinoaks Kids Centre for Treatment and Development,
Mississauga ON $2,588 Jerrrey Dawson
Gilda’s Club Barrie Ontario, Barrie ON $2,588 Thomas McBride
Grimsby Life Centre, Grimsby ON $2,588 Bert Schertzing
Habitat for Humanity Kamloops, Kamloops BC $2,588 Carl Abbott
Haliburton Highlands Health Services Foundation,
Haliburton ON $2,588 Shawn Hagerman
Harmony in Action, Windsor ON $2,588 Richard Benson
Hope Foundation of Alberta, Edmonton AB $2,588 Paul Shelemey
Hospice of London Inc., London ON $2,588 Barry Johnson
Kerr Street Community Services, Oakville ON $2,588 Michael Sinclair
Leave Out ViolencE Nova Scotia (LOVE), Halifax NS $2,588 Laurie Stephenson
Make-A-Wish Southwestern Ontario, London ON $1,675 David Rounthwaite
Maryvale Adolescent and Family Services, Windsor ON $925 Kathy Simard
Moncton Crisis Pregnancy Centre Inc., Moncton NB $2,588 Hal Cormier
Moncton Youth Residences Inc., Moncton NB $2,588 Frank Wild
Mood Disorders Association of British Columbia,
Vancouver BC $2,588 Rob Gawthorp
Niagara Life Centre-Fort Erie, Fort Erie ON $1,250 David Randall
Niagara Life Centre-Hannah House, Niagara Falls ON $1,250 Bert Schertzing
Ontario Track 3 Ski Association for the Disabled,
Etobicoke ON $2,588 Walter Simone
Partners for Youth Inc., Fredericton NB $1,150 Carole Hovey-Smith
Pediatric Oncology Group of Ontario (POGO), Toronto ON $2,588 Joe Gilinsky
Rainbows Canada, Barrie ON $2,588 Shirley Sawyer
Shinning Through Centre for Children with Autism,
Woodbridge ON $2,588 Samir Midha
Sir Richard McBride Elementary Parental Advisory Council
Vancouver BC $2,588 Billy Dong
St. Leonard’s Society of Toronto, Toronto ON $2,588 Ron Barbaro
STARS (Student Theatre Active Representatives Society)
Burlington ON $2,588 Brian Weatherdon
Sunnybrook Health Sciences Centre, Toronto ON $2,588 Ross Durant
University Settlement, Toronto ON $2,588 Donald Kibblewhite
WDDS (Woodstock and District Developmental Services)
Woodstock ON $2,588 David Coad
Wesley Urban Ministries Inc., Hamilton ON $2,588 Rick Nelson
West Park Health Care Centre, Toronto ON $1,700 Ross Durant
Women’s Addiction Recovery Mediation, Fort Erie ON $2,588 Rob Ledingham
Woodgreen Red Door Family Shelter, Toronto ON $1,598.03 Michael Links
YMCA of Edmonton, Edmonton AB $1,500 Gerry Segger
Yonge Street Mission, Toronto ON $2,000 Kerreigh Ernst
Playground Build, Toronto ON $25,000 CMDRT Foundation
TOTAL $119,988.03

CMDRT FOUNDATION NEWSLETTER may 2009
CMDRT Foundation Membership: Knighthood Levels
Anonymous
Bruce Etherington, BA, CFP, CLU, CH.F.C.
Alphonso Franco, RHU, RFC
Beth Lachance Hesson, CFP, CLU, CEBS
K.J. (Karl) Krokosinski
Kevin McLaughlin, CLU
Anonymous
Bill Andrew, CLU
Leslie Canavan, CLU, RHU, RFC, CSA
Pascale Cauchi, CLU, CH.F.C.
Ross Durant, CFP, CLU, CH.F.C.
Ken Hawley, Bcomm, FLMI, CFP, CLU, CH.F.C.
Thomas Hull, CLU
Patrick Kinlin II
Thomas McQuillan, BA, CLU, CFP, TEP
Brian Noonan, CLU, CFP, RFP
Richard Propp, CFP, CLU, CH.F.C.
James Rogers, CFP, CLU
R. Michael Sellors, CLU
Julian Wise, TEP

Carl Abbott, F.L.M.I., CFP, CLU, CH.F.C.
James Baker
Ron Barbaro
David Brown
Brian Burlacoff, M.Acc., MBA, CFP, CLU, RHU
Ian Burns, CLU, CH.F.C.
Wayne Cotton, CLU
William Crawford
Frank Creaghan, CLU
Susan Creasy, CLU, B.P.H.E., B.Ed.
Donald Dick
David Engel
Kerreigh Ernst
Christopher Facey, BA, CLU, CFP, CH.F.C.
John Firstbrook
Lorraine Gauthier, BA
Sonny Goldstein, CLU, CH.F.C.
Tom Hazell, CFP, CLU, CH.F.C.
David Hildreth
Gerald Hodson, CLU
T. Geoffrey Hull
Robert Hunt
Sunanda Kikla
Dan Anders, TEP
J.D. Atkinson
Paul Avenius, CLU, CH.F.C.
James Bazillion
D. Mark Bertoli, CSA
Pat Bewley
Andrew Brook, MLIA (DIP) CMS
Gregory Brown
Jeffrey Burchill, CFP, CLU
Neil Burton
Judy Byle-Jones, CFP, CLU, CH.F.C.
Pierre Campeau, RHU, EPC
Bruce Caplan, CFP, CLU, CH.F.C.
Dennis Caponi Sr., CLU, CH.F.C.
Kenneth Cassis, CFP, CLU, CH.F.C.
Calogero Cicero, CFP, CLU, CH.F.C.
Corry Collins, CFP, RHU
Edgar De Souza, CFP, CLU, CH.F.C.
Frank DeFederico, CLU, CH.F.C.
Mario DeLisi, CLU, CFP
Billy Dong
Allan Dorfman, CFP, CLU, CH.F.C., CA
John Driedger, P.Eng., CFP, CLU, CH.F.C.
Michael Evers, CLU, CH.F.C.
P. N. (Pat) Gill
Patrick (Rick) Goldring, CFP, CLU, CH.F.C.
Sandie Gordon
Shawn Hagerman, CFP, CLU, CH.F.C.
Shawn Hagerman, CFP, CLU, CH.F.C.
Sydney Harmon, CLU, CFP, CH.F.C., RHU
Jeannie Haslett, RHU
Stephen Hill
Yasuhiro Honda
Donald Howe
David Hull, CLU, CH.F.C.
Barry Johnson, CLU, CH.F.C.
Simon Kelly
Donald Kibblewhite
Larry Kinlin
Larry Kinlin
Reginald Lachance, CFP, CLU, CH.F.C.
Alan Leath-Watson
Claude Legault
Peter Legere, CFP
Peter Legere, CFP
Grant Little, CLU, CH.F.C.
Leslie Machan
Stephen MacIntyre
Fernando Marcial
Rayner McCullough, CFP, CLU, CH.F.C.
Douglas McTaggart, BA, CLU, LIMI
Robert Meldrum, CLU, CH.F.C.
Robert Meldrum, CLU, CH.F.C.
Damon Merredew, CFP, CLU, CH.F.C.
Sam Midha
Serge Morel
James Morgan, CFP, CLU, CH.F.C.
Dave Mouat
John Murray, CLU, CH.F.C.
Robert Neil
John Orviss, CFP, CLU, CH.F.C.
J.M. Pal, CLU, CH.F.C.
Rick Parranto
Peter Pearson, CFP
Darwyne Lang
Michael Links, FLIA, TEP
Rick Lubbers
Leslie Macdonald Francis, CLU, CH.F.C.
Richard McKenster, CFP, CLU, CH.F.C., RHU
Kirk Polson, CLU, CH.F.C.
Stephen Pustai
Alain Sagi
Mark Schneider, CFP, CLU, CH.F.C., CFSB
Gerry Segger
George Sigurdson, BA, CLU
Warren Smith
Hayden Smith, CLU
Pat Soulliere
Ross Taylor, CFP, CLU, CH.F.C.
Amy Tong
Ron Van Rybroeck, BA
D. Jack Wenaus
Ted Wernham, BA, CLU
C. Michele Wilson, CLU, CH.F.C.
Deborah Wood, CFP, CLU
Murray Yaffe
Bruce Peckover, CFP, CLU, CH.F.C.
Vern Peever
Ed Postrozny, CFP, CLU
Pierre Potvin Jr.
Barry Prosser, CA, CFP, CLU, CH.F.C.
Robert Rizzuto, CFP, CLU, CH.F.C.
Murray Robins, CLU
P. Bernard Rowe, CFP, CLU
Paul Shelemey, CFP, CLU, CH.F.C.
Donald Sinclair, CLU, CH.F.C.
Peter So
Laurie Stephenson, MA, CFP, CLU, CH.F.C.
David Stockall, CFSB, CFP
Martin Stover
Teresa Y. Tang
Kenneth Thom
Richard Thorpe, CFP, CLU, CH.F.C.
Wayne Townsend, CLU, CH.F.C.
Peter Waxman
Brian Weatherdon, MA, CFP, CLU
Will Webb
J. David Williams, CFP, CLU, CH.F.C.
Ken Wilton
Donna Winstone
Irwin Wortsman
CANADA

CMDRT FOUNDATION NEWSLETTER may 2009
Guillermo Asseff-Caiat
Peter Bennett, CLU, CFP, CH.F.C.
William Benson, CLU, CH.F.C.
Shawn Bjornsson
Jocelyne Blais, CLU
David Boyce
Herb Braley
Gordon Brandon
Peter Brown
Douglas Buss
Wm. Brian Callery, CLU, CFP, CH.F.C.
Alex Campbell
Douglas Clarke CFP
Richard Cooper
H.E. (Hal) Cormier, CLU, CH.F.C.
Mark Coutts, MBA, CFP
David Cowper
Geoff Cross
André Cyr
Trevor D’Mello
Dan Dean, FIC, CFP
Donald Drinkwalter, CFP, CLU, CH.F.C.
Ted Ecclestone
Stephen Edmison
Dale Ens, CFP, CLU, CH.F.C.
Carl Eppstadt
Don Eyford, CFP, CLU, CH.F.C.
Don Eyford, CFP, CLU, CH.F.C.
Christine Abarquez, BA, CFP, CLU
Dennis Abbott
Michael Adamek
Jim Adams, CFP, CLU, CH.F.C.
John Adkins, CLU, CH.F.C.
Gopala Alampur
Frank Allen, CLU, CFP
Frank Andreoli
Barry Andrews
Christopher Annett
Hugh Arrison, CFP, CLU
Hugh Arrison, CFP, CLU
Gerard Arsenault. CFP, CLU
Marc Arthrell, CFP, CLU
Randall Atkins, CFP, CLU, CH.F.C.
Rima Awad
W. Glenn Ayrton
Wade Baldwin
Mark Bannon
Richard Barbaro
Kevin Barks
Scott Batson, CFP, CLU, CH.F.C.
Julien Baylis
Marie Beaupré
Andre Belisle
Dianne Bellemare, CLU, CH.F.C.
Darril Beninger
Mike Benson, CLU, CH.F.C.
Richard Benson, CLU, CH.F.C.
Bradley Bergh, CLU, CH.F.C.
Kathleen Berglund
Eric Berglund, CLU
Albert Bergsma
Ron Beriault
Stuart Bevan
John Beynon, CFP, CLU, CH.F.C.
Rahul Bhardwaj
Gerald Biffart
Peter Black
Phillip Bloom, CFP
Kenneth 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
Robert Ferrara
H. Alex Fischer
Laurent Fivez
Karen Flavelle
Robert Franklin, CFP, CLU, CH.F.C.
John 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.
Olivia Gonzalez
Ronald Greeley, CFP, CLU, F.PL.
Paul Greene, CFP, CLU
Felix Guerrero, CLU, CH.F.C.
Michael Haggerty
Michael Haggerty
Michael Haggerty
Philip Hale
Paul Haslam, CFP, CLU, CH.F.C.
Tim Haunn
John Hedden
Françoise Hepworth
Eric Holt
Carole Hovey-Smith
E. Craig Howell
Ron Johnston
Alvin Jones, CFP, CLU
W. Frank Kent, CLU
Leonard Klassen
John Bowden, CFP, CLU, CH.F.C.
Cynthia Bowden, CLU, CH.F.C.
John Breckles
John Brick, CLU, CFP
Golda Brown
John Brown
Gary Brown
David Brown, CFP, CLU, CH.F.C.
Al G. Brown, CLU
Colin Brown, CLU, CFP
Don Brownell, CFP, CLU, CH.F.C.
D. John Brownell, CLU, CH.F.C.
Jim Brownrigg, CFP, CLU, CH.F.C.
Peter Buckley, CLU, CH.F.C.
Douglas Bumstead, CFP, CLU, CH.F.C.
Ken Burchill
Ralph Burgess
Bruce Burnham
Larry Cameron
Judith Cane
Rick Carpenter
Robert Carrier, CLU, CH.F.C.
Carl Carruthers, CLU
Diane Caruthers
Louis-Marie Castonguay, CLU
Jacques Chabot, CLU, CH.F.C.
Amy Sou-Ping Chang, CFP
Yuen Yuen Chang, CLU, CH.F.C.
Beni Chencinski
Lulu Yau Ling Cheng
Randy Chevalier, CFP, CLU, CH.F.C.
Willie Man-Hung Chey, CFP
Sat Chopra, CFP, CLU
Cecilia Chung
Rino Cipparrone
Irwin Claener, RHU, EPC
Ed Clairmont
Thomas Clarke, CLU
Don Clements
David Coad
Keith Coles, CFP, CLU, CH.F.C.
David Collard, CFP, CLU, CH.F.C.
Carol Cooper, CFP, CLU, RHU
Salvatore Corea
James Corrigan
C.J. (Chuck) Corrigan, CFP, CLU, CH.F.C.
R. J. Corrigan, CLU, CH.F.C.
John Kneeland, CFP, CLU, CH.F.C.
Bao Lam, BA, CFP, CLU, RHU, FMA
Jim Larmond, B.Ed.
Hugh Latimer, CFP, CLU
Richard Lee
Bevin Leipert, CFP, CLU, CH.F.C.
Gordon Lien
Bruce Lindgren
A.G. Tav MacPherson
Frank Mastrocola
Gerard Matte, CLU, CFP, CH.F.C., RFP
Kenneth McNaughton, CFP, CLU, CH.F.C.,
RHU, CSA
Barbara McVagh
Bob Middaugh, CLU, CH.F.C.
James Millar, CLU, CH.F.C.
Randy Moore
Robert Morgan
Leonard Morgan, CFP, CLU
John Morris, CFP
Michael Morrow, CFP
Rick Nelson, CFP
Peter Nicholson, CFP, RHU
Antonio Pereira
Gordon Pilkington, CFP, CLU, CH.F.C.
François Plante
James Prince
Mario Re
Heather Courneya, CFP, CLLU, CH.F.C.
John Courneya, CFP, CLU, CH.F.C.
F. Dave Cousins
Harry Cox, CLU
Paul Craft, CLU
Peter Creaghan
Richard Cremasco, CLU, CH.F.C.
John Crisp, CFP
Deneen Cunningham, CFP, CLU, CH.F.C.
Veena Daddar, CLU, CH.F.C.
Rob Darnbrough
John Davidson
Bernie Davidson
Francis D’Costa
Guiomar De Sa Rodgrigues
Gregory Deacon, CLU, CH.F.C.
John Dean, CLP, CLU
Paul Deeton, CFP, CLU, CH.F.C.
Sonia del Rosario
Nicholas D’Elia
Nick Devere-Bennett, TEP
Dan Devin
Frank Dew
Bernard DeZwirek
Bina Dhawan
Paul Doesburg, CFP, CLU, CH.F.C.
Ada Yu Yan Dong
Patrick Donvito, BA, CLU
John Dougherty
Geoff Douglas
James Drover, CLU
Normand Duhamel
Robert Duncan, CFP, CLU, RHU, LTCIS
Kevin Dunphy, CFP, CLU
John Dunsmore CLU
Al Dyck
Anton (Tony) Dyck
Conrad Eagan, CFP, CH.F.C.
Conrad Eagan, CFP, CH.F.C.
Donald Edey
Ralph Einarson
Seymour Eisenberg, CLU
David Elton
Kevin Emery
Gil Ennis, CLU, CH.F.C.
Dennis Erker, CLU
Michael Etherington
Donald Reynolds, CFP, CLU, CH.F.C.
Robert Robinet, CLU, CH.F.C.
H. Alexander Roethel BA
Mark Skuse
Ted Snider, CFP, CLU, CH.F.C.
Raymond Soroka, CLU
David Stinton
Larry Sutherland
Sheldon Taerk
Aurora Tancock, FLMI
Jon Toogood, BComm., CFP, CLU, CH.F.C.
Judy Tranter
Peter Tremblay, BA, F.I.C.
Ronnie Turner
Paul Vaneyk
J. Lewis Warke Jr., CFP, CLU, CH.F.C.
Frank Wild
Michael Wild, CFP, CLU
Andrew Wilkin, CFP, CLU, CH.F.C.
Paul Williamson
John Willoughby
Don Yu, CFP
Fred Evans
Caroline Ann Eynon
John Fahie, CFP, CLU, CH.F.C.
Zahir Fancy
Vi Fardy
Ida Faust
Raimundo Favas
David Feldberg, CFP, CLU
Simon Feng, CFP, CLU
Victor Ferreira
Paul Fincham
Rick Fischer
Derek Fox
Gary Francis, BA
Dean French
Cyril Fried
Tad Gacich, LLB, CLU, CFP
Denis Gagne
Denise Gallant
Robert Gawthrop, CFP
Lawrence Geller
Walter Georgijev, CFP
Duane Gibb
Hal Gillrie, CLU, CFP
Donald Gilmore
John A. Gleeson, B.Comm, -
CA, CFP, CLU, TEP
Sheldon Goldberg
Gaetan Goudreau CLU
Gordon Graham
Myrna Graham-Finlay CLU
William Gray, HBA, CLU, CH.F.C.
Michael Green
Jonathan Green, CFP, CLU
John Gribben
Barry Grossman
Wayne Gunderson
Boris Guzman
James Hadden

David Hall
Brian Hall, CFP, CLU, RHU
Robin Halligey
Ted Hanna
Jon Hanser
Walter Hardie, CFP, CLU, CH.F.C.
Gwen Harvey, CFP, CLU, CH.F.C.
Howard Haskings, CFP, CLU, CH.F.C., RHU
Michael Hazell, CLU
Robert Healy, CLU, CH.F.C.
Brian Hein, CLU, RFP, CFP, CH.F.C.
Walter James Helkie
Norman Charles Henriques
Russell Highfield
James Hodgins
Raymond Hodgson
James Holland, RHU
Isaac Hossein
Lance Howard, CFP, CLU
Peter Howard-Jones
Philip Howe, CFP, CLU, CH.F.C.
Dong (Daniel) Hu
Florence Huang
Crystal Fei Yan Huang
Helen Huang
Mannie Hui
Fred Humber
David Humes, CFP, CLU, CH.F.C.
Ping Huynh
Peter Izzio
Simon Jackson
Lynda Jackson
C. Christopher Jackson, CFP, CLU
Amin Jamal, CLU, ACII
Nuruddin Janmohamed
Robert Janzen
Peter Jekill
Lloyd Johnson
Jean Johnson, CFP, CLU
Gloria Jones
Colin Jones
Mark Jordan
Lawrence Joseph
Jason Julian
Carla Kaminski
Debbie Kammerer, CFP, CLU
J. Murray Kane, CLU
Robert Kearns
Douglas Kechnie
Scott Kellett
Morton Kelly
Timothy Kelly
Glenn Kelly, CLU, CFP
Mike Kennelly
Robert Kimel, CLU
Dwaine King, CFP, CLU, CH.F.C.
Darren Klassen
Roy Knight
Nancy JoAnn Koebel
Thomas Kofin
John Kok
Gerry Kosior, CFP, CLU, CH.F.C., TEP
John Kucher, CFP, CLU, CH.F.C.
Joyce Kwa, CFP, CLU, CH.F.C.
Claude Labbé, CLU
Gene Laliberte, CFP
Alain Lanthier, CFP
Chuck Larter
Paul Lauzon, CLU, CH.F.C.
Charles Law
Wade Lawrence, RHU, CFP, CLU, CH.F.C.,
RFP, TEP
Maurice LeBlanc
Rob Ledingham
David Lee
Winson Lee
Lily Lee
Bessie Lee
Brian Leipert
Kari Leoganda
Cecil Leonard
Peter Leonard
Michel Lessard CLU
R.P. Rick Letts
Gary Levine
Wayne Levine
Mark Lewans, CFP, CLU
William Lewchuk
Eric Leynaert
Peter Liden
Craig Lilley, CFP, CLU
Sheldon Lipkus
Robert Loucks
David Loucks, CFP, CLU
J.D. Lucier, CFP, CLU, CH.F.C.
Paul Lui CFP
James Lysak
William Lysak
Glen Lyster
Jennifer MacGregor
Leslie Machan, Jr.
Michael Mader
James Mahon
Maurice Mailloux
John Maisey
Gabriel Mallet, CLU, CH.F.C.
Gary Mandel
Larry Mandseth, CFP, CLU, CH.F.C.
Lyle Manery, CLU, CH.F.C.
Denis Marcon
Martin Maretzki
Sam Marino
Donald Marshall, CFP, CLU, CH.F.C.
France Martin
Laurel Martin, CLU
Michael Matthew
Trudy Maynard
Brian McArthur
Peter Ian McArthur
Jack McAuley
Ellard McBane, CLU
Tom McBride, CFP
Jack McCarnan, CLU
R. John McCarthy
Martin McConnell, CLU, CH.F.C.
Robert McCullagh
Alan McDonald
Helen McIvor, CLU
Duncan McLachlan, CLU
Daniel McLaren
Roger McMillan
Brian McQuaid
Chris Mellor, CLU
Maurice Ménard
Eric Mercier, AVC
Harold Mertin, CLU
George Meub
John Miller, CLU
Brian Milne CLU
Allan Minaker, CFP, CLU, CH.F.C.
Timothy Mitchell, CFP, CLU, CH.F.C.
Wayne Mizen
Philip Moller, CFP, CLU, CH.F.C.
Donna Jean Moore
Joe Moretto, CLU
Donald Morrison
Charles Morton, CLU, CH.F.C.
Steven Mosolanczki
Orest Mulka, CLU, CH.F.C.
Stephen Murdoch
Emily Murphy
Howard Murphy
Bill Murphy, CFP, CLU, CH.F.C.
Floyd Murphy, CFP, CLU, CH.F.C.
Hugh Murray
Robert Murray
Nancy Myers
Nancy Myers
Scott Neil, RHU
Vernon Nelson, CFP, CLU, CH.F.C.
Carolyn Nemeth
Brian Neville, EPC
Rich Newton
Magdalen Pik Sung Ng, CLU, CH.F.C.
John Nicola, CLU, CFP, CH.F.C.
Robert Norton
Tim Nosworthy
Lordy Numekevor
John 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.
John Olsen
Jim Otmar
Larry Owen
Robert Owens, CFP, CLU, CH.F.C.
Boris Ozbalt, RHU, CLU
Kevin Paish
Clifford Pak FLMI
Michael Paull
Timothy Paziuk, CFP, CLU, CH.F.C.
Brent Peacock, BA, RHU
Alan Pearce CLU
D. Bruce Penny
Elise Pepin
Harry Perler
Gilles Perron, CFP, CLU, CH.F.C.
Deo Persaud
Ed Peters
W. Scott Phemister
Clyde Pike, CLU
Marcel Pinet
Raymond Pitch
Irvin Pitch, CLU
Edwin Plester
Jake Poetker
Dave Porter
Andrew Prenick
Matthew Prosser
Amy Que
D. Robert Quinn, CA, CFP, CLU, CH.F.C.
Lee Raine, CLU, CH.F.C.
David Randall
J.E. Hugh Rawling
James Glen Rea
Barry Rebuck
David Reckin, CFP, CLU, CH.F.C.
John Rennicks
Robert Renzella
Donald Reynolds
Frank Reynolds, BA, CFP, CLU, CH.F.C.,
RHU
Tom Rice
Brad Rice
Kevin Riddell
Maureen Rieckhof
Seymour Rimer
C. Victor Ritchie
Robert Ritzer, CLU, CH.F.C.
C. Ian Roberts
Ray Roberts, CFP
Steve Robson
Jean Rochefort
Mariusz Rolnicki, CFP
Charlane Rombough
Harry Rosenberg, CLU
James Rowe
Stuart Rowles, CFP, CLU, CH.F.C.
Dan Roy
Stephane Roy
Michael Rozenek
Gary Rusu, CLU
Alan Ryall, CFP, CLU, CH.F.C., FLMI, ACS
Frank Ryan
David Ryckman
Meyer Rypp, CLU
Larry Sabatinos
Michael Sacks
Morton Sacks
Philip Sallaj, CFP, CLU
Marie Sardano, CH.F.C.
René Sauriol, CFP, CLU, CH.F.C.
Gino Sauvé
E.L. Sawatsky
Shirley Sawyer, CFP
Bert Schertzing, CLU, CH.F.C.
Ronald Schmuck
Mary Ellen Schnee
Sonia Schneider, BBA, CLU, CH.F.C.
Grant Scott, BA
Roland Seguin, CFP, CLU, CH.F.C.
Peter Seligman
Barbara Seymour
Eric Sharp
Joe Sheehan
Michael Sheffar
Murray Sherr
David Sherwin
David Shewfelt
Robert Shiels
Gordon Shipley
Max Shrier
Gary Silverman
Kathy Simard, FLMI, ACS
Walter Simone, CLU, CH.F.C.
Wes Simons
Roger Sinclair, CFP
Harris Smith
Don Smith
Kent Smith
Kevin Smith, B.Comm., CFP, CLU, CH.F.C.
E.D. Geoff Smith, CFP, CLU
Martin Sobocan, CFP, CLU, CH.F.C., RHU
Donna Soltes
Howard Xianghou Song
Florinda Sosa
Len Spratt
Al Steele
Barbara Steele
Harold (Ken) Steele, CLU, CH.F.C.
Mark Steinfeld
Ken Stern
Elbert Stevenson, CLU
Sheldon Stier
Timothy Sweet, CFP, CLU
Charles Symes, CFP, CLU, CH.F.C.
Charles Symes, CLU, CFP
John Talerico, CFP, CLU, CH.F.C.
Rob Tamblyn
W. Michael Thomas, CFP, CLU
F. Bert Thompson
Adeline Thomson, CLU, CH.F.C.
Len Toccoli
Abe Toews, CFP, CLU
John Tomlinson, CFP, CSA
Edward Topolniski, CLU, TEP
Bernard Toupin, Pl. Fin.
Francois Tremblay
Pierre Trudel
Theresa Tsang
Dennis Ullrich, CFP, CLU, CH.F.C., CAFA
Terrance Underhill, CLU
Mark Usher
Roger Van
J.R. Van, CLLU, CH.F.C.
William Vermeulen
Paul Virgin, CLU
Vida Voroninkaitis
R.W. Vrooman, CFP, CLU, CH.F.C.
Colin Wackett CLU
Yogesh Wadera
David Webb
Jodi Weber, CLU, EPC
Murray Wellman, CFP, CLU, CH.F.C.
Rodney White, CFP, CLU
Judith White, CFP, CLU, CH.F.C.
Jeffrey White, CFP, CLU, CH.F.C., RHU,
TEP
Libby Wildman, CLU
Kevin Williams, CFP
Jeffrey Willms, MBA, CFP, CLU, RHU
James Wilson
Harry Wolle
Teresa Wong
Bammy Wong
Felix Wong Gah Muk
Mark Woofter, CLU, CH.F.C.
Charlie Wu
Melvin Wyne, CLU
Andrew Yau, CLU, CH.F.C.
Matthias Yeung, CLU
Fanny Yuen
Janet Jing Di Zhang, BS, MBA
CANADA

Your Invitation to Give from the Heart:
The Canadian MDRT Foundation provides grants of up to $5,000 to charities across Canada with the help of your membership. With CMDRT foundation 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 Canadian
MDRT 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 Canadian MDRT Charitable Foundation 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.mdrtcf.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:
A Million Thanks To Our Generous Corporate Sponsors:
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 $
Advocis
Desjardins Financial Securites
Manulife
Sun Life 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 CMDRT Foundation’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 !