CMDRT Foundation Newsletter CANAD - MDRT Foundation Canada

CANADIAN MILLION DOLLAR ROUNDATABLE FOUNDATION
CMDRT Foundation Newsletter
Special points of interest:
MDRT Moving to Queens Quay Location...find out more inside!
Want to become a member of the Canadian Million Dollar Roundtable
Foundation, make those donations work for Canada, AND get your tax receipt? Find
out more in this newsletter!
$5,560 awarded to Kindness in Action
Last year, the Canadian
MDRT Foundation and
the MDRT Foundation
(USA) made a special joint
project grant in the
amount of USD $5,560 to
Kindness in Action Service
Society of Alberta.
Kindness in Action is a
group of concerned
individuals, motivated by a
belief in the dignity of all
people and their right to
basic human needs. This
non-partisan and entirely
volunteer based
organization focuses on
providing dental care and
pain relief to people living
in Central and South
America.
The joint project grant was
funded by donations
made by Canadian
MDRT members
through their 2006
MDRT registration
forms. The Foundation
provides a vehicle for
Canadian MDRT
members and others in
the industry to pool
their charitable giving
with their colleagues in
order to provide grants
Giving Internationally with the CMDRT and the MDRT
Foundations
CMDRT Foundation
Newsletter 2007
to charities in
communities across the
country. Since its
inception in 1995, the
Foundation has given
over $1,100,000 to
Canadian charitable
projects. Gifts to the
Foundation make a
positive difference in the
lives of thousands of
people living in difficult
circumstances. For more
information about the
Foundation, please visit
www.mdrtcf.org or
contact the Foundation
office: 1-800-563-5822,
ext. 9878
email:
mdrtfdn@advocis.ca.
Canadian MDRT Foundation moving to Queens Quay, Toronto,
ONT
The Canadian MDRT
Foundation has been operating
out of Advocis headquarters at
350 Bloor Street East. At the
end of February, the CMDRT
moved with Advocis to 209-390
Queens Quay West. Membership
privileges will remain the
same and you will still receive a
phone call between May 14 and
15th for the annual ‘Phonathan’.
You will receive a phone call
from Board Directors and other
volunteers to remind you
about your pledges that will
support Canadian Charities
through the CMDRT
Foundation’s grant process.
The CMDRT Foundation
looks forward to making
contact with you during the
annual phonathan. If you have
any further questions about
the move, email
mdrtfdn@advocis.ca.
Inside this issue:
Great West Life Sponsorship 2
Sponsors 2
President’s Message 3
Grant Recipients 2006 4-5
Knighthood and Diamond
Levels
8-9
Audit 2005 10
Gold and Silver Levels 12-13

Page 2 CMDRT FOUNDATION NEWSLETTER
Great-West Life, the Assurance Company sponsors the MDRT Foundation’s
Canadian booth at Conference in San Diego
Ever wonder where those
donations dollars go? At the
MDRT Foundation, Great
West Life sponsored the
MDRT Foundation Canadian
booth at the Million Dollar
Roundtable (USA) conference
in San Diego last year. Former
Coordinator, Jeri Reason, for
the CMDRT Fdn went to the
conference and spoke of the
conferences’ benefits not only
to Great-West Life, but to
members of the Foundation. “The
conference is really great. Everyone is
very friendly and they definitely want to
come and speak to everybody, and go
to every booth. Great-West Life got the
benefit of having its logo and
information about Great-West Life
CMDRT Booth at the Annual MDRT Conference in San Diego
publicized at an affordable rate to
an international audience, as well
as know that their sponsorship
dollars that provides grants to
Canadian Charities.
This year, extra funds that were
Thank you to the following Corporate Sponsors
originally provided by the
Million Dollar Roundtable
Foundation and Association
is no longer available for international
aid. More reasons
to “get on board” and sponsor
a booth, or a charity, this
year. Although nothing is
confirmed as of yet regarding
plans for international grants,
the CMDRT Foundation still
provides charities across
Canada with the benefit of
grants to help fund their
operating costs and other
expenses.
Thanks once again to
Great-West Life for 2006!

CMDRT FOUNDATION NEWSLETTER
President’s Message:
Chris H.W. Facey, BA, CLU, CFP, CH.F.C President 2006-2007
As I finish my second year as President it gives me great pleasure to report since 1995 we have given grants totaling
$1,132,646, and in 2006 we gave 59 grants totaling $117,231, plus through a joint project between our Foundation and the
MDRT Foundation, we gave a grant of $5561 US to Kindness in Action. Every year we sponsor a booth at the MDRT annual
meeting and last year in San Diego we had 32 members who helped on the booth, and we received 11 new pledges; five
Bronze, two Silver, two Gold and two Diamond, for a total of $46,000; four members upgraded their pledges for a total of
$10,000; one renewal pledge of $5,000, and we raised over $8200 on our booth for a program called “Be The Change.” There
were 1117 Canadian MDRT members in 2006, 606 active in MDRT with 443 Foundation members. Our percentage of
Foundation members to MDRT membership is one of the best in the industry.
I would like to thank Great-West Life, my company sponsor, who, in recognition of my term as President and my pledge level,
gave a donation of $10,000. I thank them for their generous gift, and I hope other President’s get similar support from their
sponsoring company.
It is rewarding to see more and more Foundation members not only supporting applications, but who are involved in those
organizations. Remember, “it’s not what you make that counts, it’s what you do with it that makes a difference in the world.”
While the maximum grant is $5,000, every dollar counts to charities.
Prior to 2004 we were asking members to pledge a specific amount over a number of years, but we now feel this is limiting. I
am very pleased during my term as President we were asking members to make “open ended” pledges which would only be
terminated on his/her death or exit from the business. I, like you, continue to support many charities in my community with
increasing amounts each year as my business grows, so why not do the same in the Foundation? Our initiative in 2006 was to
get people to come on board for an indefinite period of time, and as their success in the business grew, increase their annual
pledge. As members finished their pledges, we contacted them about re-enrolling and while some felt they had met their
obligation, a number recommitted. Until the end of 2005, 202 members finished their pledges, for this we thank them, but 54
of them have recommitted to equal or higher than what they had been giving. Three did a one-time gift and seven are
considering for 2007. This is a re-enrollment rate of more than 25%, but we can do better. As long as you are in the business
you should continue to support our Foundation.
Our hope is to increase the total pledges and get all of you involved; thus allowing us to give maximum grants to all
organizations. Each member this year should take it upon themselves to sign up one new Foundation member. Thank you
Board members for your efforts, and thanks to our Grants Committee for evaluating and distributing our funds. Thanks to
Desjardins Financial Securities for hosting our Ontario Phone-a-Thon and every member who made calls during the Phone-a-
Thon all across Canada. Without this volunteerism, our organization would not function. We are dependent on our friends,
and I thank Steve Howard and Advocis for allowing the Foundation to be housed in their offices in Toronto over the years.
I need to specifically thank two people: Michael Links who has been an Executive member for many years, the last two as
Chair, finished his term in June 2007. Thank you Michael for your untiring efforts on our behalf. Jeri Reason, our Executive
Director since 2002, indicated in October 2006 she was resigning to dedicate more time to her other business. Thank you Jeri
for your dedication, enthusiasm, and outstanding effort in keeping us all in line. Without your work behind the scenes,
nothing would happen. Jeri has made my term of office run smoothly, and we are very sorry to lose her, but wish her well.
Jeri stayed on for a couple months to help us hire a new Executive Director and show her the ropes. Rina Rosen is our new
Executive Director as of January 2007, and we are very pleased with their selection. Rina and Jeri worked closely in getting
everything in order and the committee has made a good choice. We welcome Rina aboard. The next MDRT meeting is June
10 - 13, 2007 in Denver, Colorado, so please come over to our booth, volunteer your time, bring a friend, and help make the
Foundation better. It is only when busy people give of their time that things get accomplished. As I pass the Presidency over
to Les Canavan and move to Chair for the next two years, I wish Les and his Executive every success.
Your Foundation is in capable hands, but we need you to become active members by starting, recommitting, or increasing
your pledge; helping with the Phone-a-Thon, Grants Committee, or serving on the Board. Step up to the plate and make your
organization bigger and better than before. Best wishes for 2007.
Page 3

Page 4
2006 CANADIAN MDRT FOUNDATION GRANT RECIPIENTS
59 GRANTS
TOTAL: $117, 231
Organization Location Award Knight Sponsor
Aids Committee of Durham Region Oshawa ON $2,000 John Willoughby
ALS Society of Ontario Toronto ON $2,300 Thomas P. McQuillan, BA, CLU, CFP, TEP
Almonte General Hospital Foundation Almonte ON $1,775 Paul Virgin, CLU
Association québecoise des personnes
de petite taille
Montréal QC $2,300 Ronald Thivierge, AVC
Bread of Life Ministries Association Upper Tantallon NS $2,375 Keith R. Coles, CFP, CLU, CH.F.C.
Breast Cancer Support Services Burlington ON $1,500 Brian R. Weatherdon, BA, MA, CFP, CLU
Canadian Foundation for Control of
Neurodegenerative Diseases
Toronto ON $1,650 Ken Stern
Canadian Hemochromatosis Society Richmond BC $1,800 Bruce W. Etherington, BA, CFP, CLU, CH.F.C.
Cape Breton – Victoria Regional School Board Sydney NS $1,750 Denise Gallant
Central Frontenac Community Services Sydenham ON $1,820 Scott Batson, CFP, CLU, CH.F.C.
Champion’s Centre, Medicine Hat Medicine Hat AB $1,575 Debbie Kammerer, CFP, CLU
Change the World Foundation
dba Harvest Project
North Vancouver BC $2,200 Ken Hawley, BComm, FLMI, CFP, CLU, CH.F.C.
Children’s Hospital of Eastern Ontario
Foundation
Ottawa ON $2,250 Alain C. Lanthier
Church of the Redeemer Toronto ON $1,000 Peter Bennett, CLU, CFP, CH.F.C.
Credit Valley Hospital Foundation Mississauga ON $1,675 Herb R.O. Braley Jr.
Crohn’s and Colitis Foundation of Canada Mississauga ON $2,050 Michael J. Links, FLIA, TEP
Eden East Inc. Steinbach MB $2,500 Darren L. Klassen
Edmonton Meals on Wheels Edmonton AB $1,900 Dan Roy
Family Caregiver’s Network Victoria BC $2,050 Pat Bewley
Fanshawe College London ON $1,500 Larry W. Kinlin
Frontier College Toronto ON $1,625 Laurie Stephenson, MA, CFP, CLU, CH.F.C.
Good Neighbour’s Club Toronto ON $1,650 Jeffrey A. Dawson, CFP, CLU, CH.F.C., RHU,
ACS, FLMI, TEP
Grieving Children at Seasons Centre Barrie ON $1,900 Craig Lilley, CFP
Habitat for Humanity Toronto Inc. Toronto ON $1,900 David Loucks, CFP, CLU
HEC Montréal Montréal QC $2,350 Pascale Cauchi, CLU, CH.F.C.
HopeSpring Cancer Support Centre Waterloo ON $2,025 Mario DeLisi, CLU, CFP
Howie Centre Volunteer Fire Department Howie Centre NS $1,700 James B. Prince, RHU, EPC
Kerr Street Community Services Oakvile ON $1,500 Michael D. Sinclair, CFP, CLU, CH.F.C.
KidsFest Canada Burlington ON $2,125 Deborah Wood, CFP, CLU
A Special Thanks to the Volunteers of the CMDRT Foundation’s Annual Phonathon
Thanks to the members of the foundation and the volunteers who contributed, the
CMDRT Foundation increased renewal rate by 25%. Total funds for 2006 provided for
grants was $117, 231 which was increased from 2005’s $116, 683.
CMDRT FOUNDATION NEWSLETTER

CMDRT FOUNDATION NEWSLETTER Page 5
Limestone Learning Foundation Kingston ON $1,500 Susan M. Creasy, CLU
Make-A-Wish Foundation London ON $1,675 David G. Rounthwaite, CFP, CLU, CH.F.C., RHU
of South Western Ontario
Management Advisory Service Toronto ON $1,400 Donald E.P. Kibblewhite
Maryvale Adolescent and Family Services Windsor ON $1,575 Kathy L. Simard, FLMI, ACS
Mel Jr. & Marty Zajac Foundation Vancouver BC $1,211 David R. Hildreth
Mississauga International Children’s Festival Mississauga ON $1,600 Raymond Soroka, CLU
Mount Sinai Hospital Foundation Toronto ON $1,875 Joe Gilinsky, F.C.I.S.
Muscular Dystrophy Canada Fredericton NB $2,025 Peter M. Legere, CFP
Oakville Parent-Child Centre Oakville ON $1,925 Karen L. Flavelle
Ontario Federation of Home & School
Associations Inc.
Kincardine ON $1,675 David Shewfelt
Parkinson Society Canada, Southwestern
Ontario Region
London ON $2,025 Russell A. Highfield
Partners for Youth Inc. Fredericton NB $2,350 Carole M. Hovey-Smith
Pender Harbour & District Marine Rescue Madeira Park BC $1,650 Rick Parranto
Penticton Seniors’ Recreation
and Wellness Society
Penticton BC $1,775 Paul Lauzon, CLU, CH.F.C.
Ray of Hope Kitchener ON $2,050 Donald G. Reynolds, CFP, CLU, CH.F.C.
Schizophrenia Society of Nova Scotia New Waterford NS $2,250 Irwin M. Claener, RHU, EPC
Semiahmoo House Society Surrey BC $2,175 Robert P. Gawthrop, CFP
Skills Canada – Ontario Kitchener ON $1,575 Paul J. Greene
St. Leonard’s Society of Toronto Toronto ON $1,775 Ron D. Barbaro
Support to Single Parents Inc. Moncton NB $1,600 H.E. (Hal) Cormier, CLU, CH.F.C.
Victoria General Hospital Foundation Winnipeg MB $3,250 Pierre L. Campeau, RHU, EPC
Windsor Essex Sensory Community Centre Windsor ON $2,250 Martin L. Sobocan, CFP, CLU, CH.F.C., RHU
Women & Children’s Shelter (Barrie) Barrie ON $2,900 Beth Lachance Hesson, CFP, CLU, CEBS
Women’s Community House (WCH) London ON $2,375 Ted Wernham, BA, CLU
YMCA Edmonton Edmonton AB $2,425 Gerry Segger
Yonge Street Mission Toronto ON $1,500 Kerreigh Ernst
York Central Hospital Foundation Richmond Hill ON $1,800 David J. Stockall, CFSB, CFP
Yorktown Child and Family Centre Toronto ON $2,425 Robert L. Rizzuto, CFP, CLU, CH.F.C.
Youth Emergency Shelter Society Edmonton AB $2,875 Steve Robson
PLUS A SPECIAL GRANT TO:
Alzheimer Society of Canada Toronto ON $5,000 Desjardins Financial – Tribute to Ted Campeau
Thanks also to the volunteers of the CMDRT Foundation’s booth in San Diego for
the Annual MDRT Conference 2006. We look forward to seeing you this year in
Denver 2007!

Page 6 CMDRT FOUNDATION NEWSLETTER
Grant Recipients for 2006
(Top right to bottom left) Bread Life Ministries; Central Frontenac Batson; Change the World Foundation Hawley; Credit Hospital; Kindness in
Action; Make a Wish Foundation—2006 Canadian MDRT Foundation grant recipients with Knights —

CMDRT FOUNDATION NEWSLETTER
Grant Recipients for 2006
Management Advisory Service; Zajac Foundation Hildreth; Mt. Sinai Hospital; Ray of Hope; Semiahoo House; Support to Single Parents —
Page 7

Page 8 CMDRT FOUNDATION NEWSLETTER
CANADIAN MDRT FOUNDATION
MEMBERSHIP
KNIGHTHOOD LEVELS
As of December 27, 2006
EXCALIBUR ($50,000 or more)
Alphonso B. Franco, RHU, RFC
**Karl Krokosinski
Kevin M.D. McLaughlin, CLU
Anonymous
PLATINUM ($25,000 - $49,999)
R. W. “Bill” Andrew, CLU
Pascale Cauchi, CLU, CH.F.C.
Wayne W. Cotton, CLU
Desjardins Financial Security in memory of Ted Campeau
**Bruce W. Etherington, BA, CFP, CLU, CH.F.C.
Ken Hawley, Bcomm, FLMI, CFP, CLU, CH.F.C.
Thomas I. Hull, CLU
Nick Humeniuk
Thomas P. McQuillan, BA, CLU, CFP, TEP
Brian F. Noonan, CLU, CFP, RFP
Richard D. Propp, CFP, CLU, CH.F.C.
**James E. Rogers, CFP, CLU
R. Michael Sellors, CLU
**Julian N. Wise, TEP

CMDRT FOUNDATION NEWSLETTER
DIAMOND ($10,000 - $24,999)
Carl W. Abbott, CFP, CLU, CH.F.C.
Ron D. Barbaro
Patrick J. Barry, CFP, CLU, CH.F.C.
David E. Brown
Ian Burns, CLU, CH.F.C.
James A. Burton
Leslie J. Canavan, CLU, RHU, RFC, CSA
Susan M. Creasy, CLU, B.P.H.E., B.Ed.
**Jeffrey A. Dawson, CFP, CLU, CH.F.C., RHU, ACS, FLMI,
TEP
Ross M. Durant, CFP, CLU, CH.F.C.
Kerreigh Ernst
**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.
Beth Lachance Hesson, CFP, CLU, CEBS
David R. Hildreth
Dwaine P. King, CFP, CLU, CH.F.C.
Claude Legault
Rick J.W. Lubbers
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.
Deborah Wood, CFP, CLU
Murray Yaffe
Anonymous
Page 9

Page 10
Assets
MDRT Foundation MDRT 2005 Audit
Invested in Equipment
2005 2004
Current assets 148,354 69,320
Cash-Endowment fund 52,502
128,000
Accrued interest and GST recoverable 1,462 3,987
Prepaid expenses 1,340 1,340
Equipment
203,658 202,647
Computer, software and office
equipment ((net accumulated amortization
of $4,185 (2004 - $3,194))
Life insurance policies
2,269
11,691
2,059
11,691
Liabilities and Fund Balances
217,618 216,397
Accured liabilities 2,133 698
Fund Balances
Invested in equipment 2,269 2,059
Unrestricted funds 160,714 213,640
Endowment fund 52,502
215,485 215,699
217,618 216,397
Revenue
Canadian donations
Investment Income
Expenditures
Grants to qualified donees
Consulting
Printing, postage and supplies
Travel and conference
Audit
Bank and credit card charges
Telephone and fundraising
Miscellaneous
Directors and officers liability
166,658
4,443
171,101
116,783
25,391
9,016
7,908
3,623
2,828
1,786
1,573
175,544
3,943
179,487
115,275
24,182
7,990
5,699
3,881
2,658
1,484
1,271
insurance
Amortization
Loss on disposal of equipment
1,342
1,065
1,248
759
248
2005 2004
Unrestricted
Funds
Endowment
Fund Total Total
Balance, beinging of year 2,059 213,640 215,699 200,907
Excess (deficiency) of revenue over expendi- -1,065 -3,602 -214 14,792
Board approved interfund transfer 1,275 -1,275
Balance, end of year -48,049 48,049
CMDRT FOUNDATION NEWSLETTER

CMDRT FOUNDATION NEWSLETTER
A letter from a member to you: making a donation of
life insurance to the Canadian MDRT Foundation
Dear fellow members,
I was so excited to deliver a cheque in our community
on your behalf. This was so thrilling for me that I
promptly raised my commitment to the Canadian
MDRT Foundation. Then my worries began: I realized
that like our clients, I too could run out of time before
fulfilling my pledge. So I eagerly made our Canadian
Foundation the beneficiary of life insurance, sufficient
to pay in full what I hope to contribute over the next 20
years or so.
Add to this with Michele Lukman’s article on H.Kirke
Lewis (Round the Table, Nov/Dec 2006). Her title,
“Donating a life insurance policy is the gift that keeps
giving”, caught my eye because it confirms how you
and I can guarantee we will full.
Thank you MDRT,
And thank you to our Canadian Foundation!
Yours sincerely,
Brian Weatherdon
Page 11

Page 12 CMDRT FOUNDATION NEWSLETTER
GOLD ($5,000 - $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 Driedger, 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.;
Peter M. Legere, CFP; Claude Legault ; Michael J. Links, FLIA, TEP;
Grant S. Little, CLU, CH.F.C.; Leslie Machan, Sr.; Fernando M. Marcial; 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.;
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, CFP, CLU, CH.F.C.

CMDRT FOUNDATION NEWSLETTER
SILVER ($3,000 - $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; Wm. Brian Callery, CLU, CFP, CH.F.C.;
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; Karen Lee 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;
Françoise 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; Gerry 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 J.F. ;Nicholson, CFP, RHU; Antonio J. Pereira;
Gordon E. Pilkington, FP, CLU, CH.F.C.; François 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; 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
Page 13

Page 14 CMDRT FOUNDATION NEWSLETTER
BRONZE ($1,000 - $2,999)
Christine 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.; 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, CFP, 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; 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; 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; Glenn P. Kelly, CLU, CFP; Morton N. Kelly; Tim A. Kelly;
Robert A. Kimel, CLU; Larry W. Kinlin; 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; 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; ….(continued next page).

CMDRT FOUNDATION NEWSLETTER
BRONZE
($1,000 - $2,999)
Continued
Gabriel Mallet, CLU, CH.F.C.; Gary H. Mandel; Larry R. Mandseth, CFP, CLU, CH.F.C.; Lyle Manery, CLU,
CH.F.C.; *Paul K. Marchand; 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, CFP, CLU,
CH.F.C.; Clyde Pike, CLU; Irvin Pitch, CLU; Raymond Pitch; Edwin E. Plester; Jake Poetker; Andrew Prenick;
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, CLU, CH.F.C.; 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; Edward J. 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 the U.S. and Canadian MDRT Foundations
* Member of the U.S. MDRT Foundation
Page 15

Page 16 CMDRT FOUNDATION NEWSLETTER
The privilege of giving
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 $2,000 $33.33 per month
SILVER $3,000 $150 quarterly
GOLD $5,000 $500 semi-annually
DIAMOND $10,000 $2,000 annually
NAME: ___________________________________________________________ COMPANY:__________________________________
ADDRESS: ___________________________________________________________ TEL: _________________________________
CITY/PROV/POSTAL CODE: __________________________________________ FAX: _________________________________
MDRT ID NUMBER:
______________________________________________________EMAIL:_____________________________________________________
I would like to be a (please circle) BRONZE / SILVER / GOLD / DIAMOND / PLATINUM / EXCALIBUR KNIGHT and I will give a
minimum of
$ ___________________ in 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 $ _________________.
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 ensuring 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.
THANK YOU!
MDRT Foundation Mission:
To encourage
member volunteerism
and distribute funds to worthy
charitable organizations
in Canada
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. 9873, and by email:
mdrtfdn@advocis.ca. 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 PAYMENTS 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.