Awards
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.
2023 Recipients:
Dale Ens, CFP, CLU, CH.F.C., CHS, TEP
Cindy Bowden, CLU, CH.F.C.
2022 Recipients:
Al Jones, CFP, CLU, ICD.D
Christie Coltman, CFP, CLU
2021 Recipients:
Lawrence Geller, CLU
Terry McBride, CFP, CLU
2020 Recipients:
Chris K. Hudson, CFP, CLU, CHS
Patrick B. Murphy, CFP, CLU
2019 Recipients:
Gary A Rusu, CLU
Robert W. Owens, CFP, CLU, CH.F.CP
2018 Recipients:
Brian N. Mallard, CLU, CH.F.C., R.F.P.
Susan M. Creasy, CLU
2017 Recipients:
J. Lewis Warke, CFP, CLU, CH.F.C
Terry Zavitz, BMusA, CFP, CLU, CHS, GBA, EPC, TEP
2016 Recipients:
Harley Lockhart, CLU, CH.F.C.
Terry G. Zive, CLU, CH.F.C., CHS, FLMI, TEP
2015 Recipients:
James R. McPherson, CFP, CLU, CH.F.C.,
Susan St. Amand, CFP, CLU, CH.F.C., TEP, FEA, ICD.D
2014 Recipients:
Floyd Murphy, CFP, CLU, CH.F.C.,
Ian L. Colborne, BA, CFP, CLU, CH.F.C.
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.
2022 Winner:
Rossellen Wiltse, CFP, CLU
2021 Winner:
Qi Lu, CFP, CLU
2020 Winner:
Laura A. Money, CFP, CLU, CHS
2019 Winner:
Craig Alan Handley, CLU, CHS
2018 Winner:
Vaughn Hoskins, CLU, CPA, CA
2017 Winner:
Rebekah Earle, CFP, CLU
2016 Winner:
Patrick Uzan, CPA, CA, CLU, TEP
2015 Recipient:
Susan Smythe, CFP, CLU, CFA
2014 Recipient:
Victoria Reynolds, CLU, CHS
2013 Recipient:
Gregory J. Baldwin, CLU
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.
2022 Recipients:
Dianna Ryan, CFP, CLU – Calgary, Alberta
Korey Jennings, CLU – Fredericton, New Brunswick
Ryan Leung, CFP, CLU – Richmond Hill, Ontario
Scott Schroeder, CFP, CLU – Saskatoon, Saskatchewan
2021 Recipients:
Braden Pennycook, CFP, CLU – Red Deer, Alberta
Jennifer Trevor, CLU – London, Ontario
Justin Richard, CFP, CLU – Shediac, New Brunswick
Keith MacKay, CFP, CLU, CHS, RCIS – Halifax, Nova Scotia
Sean Purdue, CFP, CLU – Weyburn, Saskatchewan
Sheryl Troup, CFP, CLU, CPA, CA – West St Paul, Manitoba
Salomon Gamache, CLU, Pl.fin, CIM – Laval, Quebec
2020 Recipients:
Alex Topolnitsky, CFP, CLU – Saskatoon, Saskatchewan
Andrew David Shigeharu Omura, CLU, CHS, QAFP™ – Winnipeg, Manitoba
Denise M. Weretyk, CFP, CLU – Winnipeg, Manitoba
Devansh K. Bavishi, CFP, CLU – Fredericton, New Brunswick
Robert M. Manning, QAFP™, CLU – Saint John, New Brunswick
Felicia Cheau-Hann Lee, CLU – Vancouver, British Columbia
Grant William Maddigan, CFP, CLU – Paradise, Newfoundland
Michael A. Lawton, CFP, CLU – Edmonton, Alberta
Navdeep Brar, CLU, CPA, TEP – Calgary, Alberta
Qiong Hui Luo, CFP, CLU, CGA – Pointe-Claire, Québec
Scott Frederick Lutz, CFP, CLU – Yarmouth, Nova Scotia
2019 Recipients:
Brian Kam Hin So, CLU, CHS – Vancouver, British Columbia
Bruce G. Eyford, CFP, CLU – Winnipeg, Manitoba
Marty Minshull, CFP, CLU, RRC – Winnipeg, Manitoba
Heather Himmelman, CFP, CLU – Halifax, Nova Scotia
Michael R. Dick, CFP, CLU – Martensville, Saskatchewan
Rebecca Turcotte, CLU – Ottawa, Ontario
2018 Recipients:
Angela L. LeBrun, CFP, CLU – Winnipeg, Manitoba
Charles Jun Park, CPA, CMA, CLU – Edmonton, Alberta
James C. Sullivan, CFP, CLU – Stratford, Prince Edward Island
Mehul Gandhi, CFP, CLU – New Westminster, British Columbia
Nicole Ewing, CLU – Ottawa, Ontario
2017 Recipients:
Craig R. Strain, CFP, CLU – St. Albert, Alberta
Alejandro Mejia, CFP, CLU – Langley, British Columbia
Adam William Buss, CFP, CLU – Winnipeg, Manitoba
Darren Patrick Ryan, CFP, CLU– St. John’s, Newfoundland
Tim Hunter Brown, CFP, CLU – Halifax, Nova Scotia
Julia D. Hoo, CFP, CLU – Kitchener, Ontario
Jian Sun, CFP, CLU – Brossard, Quebec
Trent D. Chekay, CFP, CHS, CLU – Regina, Saskatchewan
2016 Recipients:
Suzanna Winsborough CFP, CLU – Mississauga, Ontario
Jake Lockhart CFP, CLU, CHS – Kelowna, British Columbia
Nancy Byrne CFP, CLU, CHS – St. John, New Brunswick
2015 Recipients:
Dane Ozorio, CFP, CLU, CHS – Calgary, Alberta
Sukhvinder Chahal, CFP, CLU – Richmond, British Columbia
Kent Nash, CLU – St. John’s, Newfoundland
2014 Recipients:
Laura Dear, CFP, CLU, CHS – Edmonton, Alberta
Shannon Hood, CLU, CHS – Vancouver, British Columbia
Trevor Doyle, CFP, CLU, RHU – Winnipeg, Manitoba
Jessica Baker, CFP, CLU, FLMI – Saint John’s, Newfoundland
Dwight Dobersheck, CFP, CLU, FMA, CIM – Prince Albert, Saskatchewan
2013 Recipients:
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.
2022 Recipient:
Sarah Jarjour, CHS
2021 Recipient:
Yin Shen, CLU, CHS
2020 Recipient:
Matthew Brayden Young, CHS
2019 Recipient:
Svetlana Petlaha, CLU, CHS
2018 Recipient:
David James Talbot, CHS
2017 Recipient:
Dale I. Niman, CHS
2016 Recipient:
Mr. Geoffrey Barrett, CHS
2015 Recipient:
Risa Jean Fahy, CFP, CHS
2014 Recipient:
Carlo Vetere, CLU, CHS
2013 Recipient:
Edward Wheatley, CHS
deHaerne Trophy
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.
2022 Recipient:
TBA
2021 Recipient:
TBA
2020 Recipient:
TBA
2019 Recipient:
TBA
2018 Recipient:
TBA
2017 Recipient:
TBA
2016 Recipient:
Golden Triangle Chapter
2015 Recipient:
Medicine Hat Chapter
2014 Recipient:
The Greater Hamilton Chapter