J.G. Taylor Award
The J.G. Taylor Award is awarded to candidates who have impacted the profession and the public they serve; exemplified The Institute’s Code of Professional Conduct; had a positive impact on the community as a whole; and participated in the industry, either with The Institute or Advocis, and/or within other professions in the financial services industry.
J. Lewis Warke, CFP, CLU, CH.F.C
Terry Zavitz, BMusA, CFP, CLU, CHS, GBA, EPC, TEP
Harley Lockhart, CLU, CH.F.C.
Terry G. Zive, CLU, CH.F.C., CHS, FLMI, TEP
James R. McPherson, CFP, CLU, CH.F.C.,
Susan St. Amand, CFP, CLU, CH.F.C., TEP, FEA, ICD.D
Floyd Murphy, CFP, CLU, CH.F.C.,
Ian L. Colborne, BA, CFP, CLU, CH.F.C.
The deHaerne trophy symbolizes “integrity and knowledge.” It is awarded annually to the local chapter that has made the most outstanding contribution to the furtherance of CLU studies.
Golden Triangle Chapter
Medicine Hat Chapter
The Greater Hamilton Chapter
The John Tory Award for CLU® Studies
The Tory Award is awarded annually to CLU graduates who achieve the highest average for all course subjects without failing any of the CLU examinations.
Rebekah Earle, CFP, CLU
Mr. Patrick Uzan, CPA, CA, CLU, TEP
Susan Smythe, CFP, CLU, CFA
Victoria Reynolds, CLU, CHS
Gregory J. Baldwin, CLU Testimonial
The Leslie W. Dunstall Award for CLU® Studies
The Dunstall Award is presented to candidates in each province who achieve the highest examination marks for all CLU course subjects.
Craig R. Strain, CFP, CLU
Alejandro Mejia, CFP, CLU
Adam William Buss, CFP, CLU
Darren Patrick Ryan, CFP, CLU
Tim Hunter Brown, CFP, CLU
*Julia D. Hoo, CFP, CLU – *Julia is a Dev student and will receive two awards for 2017 CFP and CLU
Jian Sun, CFP
Trent D. Chekay, CFP, CHS
Ms. Suzanna Winsborough CFP, CLU – Mississauga, Ontario
Mr. Jake Lockhart CFP, CLU, CHS – Kelowna, British Columbia
Mrs. Nancy Byrne CFP, CLU, CHS – St. John, New Brunswick
Dane Ozorio, CFP, CLU, CHS
Sukhvinder “Suki” Chahal, CFP, CLU
Kent Nash, CLU
Laura Dear, CFP, CLU, CHS – Edmonton, Alberta
Shannon Hood, CLU, CHS – Vancouver, BC
Trevor Doyle, CFP, CLU, RHU – Winnipeg, MB
Jessica Baker, CFP, CLU, FLMI – Saint John’s, NF
Dwight Dobersheck, CFP, CLU, FMA, CIM – Prince Albert, SK
Tracy L. MacNeil, CFP, CLU – Dartmouth, Nova Scotia
Roch P. Martin, CFP, CLU – St. John’s, Newfoundland
Dustin J. Daniel, CLU – Calgary, Alberta
Jason C. Boudreau, CLU – Vancouver, British Columbia
The Institute’s CHS® Program Award
The Institute’s Certified Health Insurance Specialist (CHS) Program Award is awarded annually to CHS graduates who achieve the highest average for all course subjects without failing any of the CHS examinations.
Dale I. Niman, CHS
2016 Winner: Mr. Geoffrey Barrett, CHS
2015 Recipient: Risa Jean Fahy, CFP, CHS
2014 Recipient: Carlo Vetere, CLU, CHS
2013 Recipient: Edward Wheatley, CHS