Chapter Representatives

Institute Chapter Representatives

The Institute Chapter Representative is the face of the Institute at the local level. The goal of the chapter representatives is to help to increase public awareness of the value of dealing with a CLU/RHU advisor, encouraging other advisors to pursuer these designations.

They, among other things:

Establish themselves as the face of the Institute at the chapter;
Speak at chapter meeting to provide updates on recent Institute activities, developments, media campaign updates and new initiatives;
Acknowledge and celebrate CLU/RHU designates at chapter meetings;
Encourage chapter members to pursue the CLU/RHU designations; and
Work with the local PD chair to schedule a CFP/CLU update seminar in chapters

If you would like to get involved in this professional network, please contact Mark Colosimo, Chair, Institute National Reps and Board of Trustee member: mark@colosimofinancial.com .

To find the Institute Chapter Representative in your community, please refer to the following directory:

CHAPTER	REPRESENTATIVE	EMAIL	CITY
Calgary	Gregory Smyth	gasmyth@telus.net	Calgary
Cornwall	Jean Ricard	jp.ricard@kofc.org	Glen Robertson
Durham Region	Claude Rochefort	claude.rochefort.gjfi@statefarm.com	Courtice
Edmonton	Roy Jaques	royjaques@shaw.ca	St. Albert
Greater Niagara	Robert Henson	rhenson@masonfinancialservices.ca	Fenwick
Golden Triangle	Brian Clegg	bclegg@marathonfinancial.com	Waterloo
Kingston	Gregory Gies	gregorygies@hotmail.com	Kingston
Kootenay	Wayne Miller	wemiller@shaw.ca	Trail
North Bay	Lisa Friel	lisa.friel@freedom55financial.com	North Bay
North Central Saskatchewan	Laurianne Osmak	losmak@sasktel.net	Wakaw
Newfoundland	Roger Moores	roger_k_moores@warp.nfld.net	St. John's
Nova Scotia	David Draper	daviddraper@hfx.eastlink.ca	Hubley
North West Ontario	Mark Colosimo	mark@colosimofinancial.com	Thunder Bay
Ottawa	Peggy Pratt	peggy.pratt@freedom55financial.com	Ottawa
Peel Halton	Ellen Pong	epong@ellenpong.com	Mississauga
Price Edward Island	John McAleer	john.mcaleer@sunlife.com	Charlottetown
Peterborough	Kevan Herod	kherod@herodfinancial.com	Peterborough
Bay of Quinte	Jane Simpson	jane@janesimpsonfinancial.ca	Belleville
Sarnia	Greg Galipeau	greg.galipeau@sunlife.com	Sarnia
Saugeen	Charles Van Sickle	cvansickle@faithlifefinancial.ca	Chesley
Simcoe Muskoka	Ai-Lin Szwoch	ai-lin.szwoch@investorsgroup.com	Huntsville
South Saskatchewan	Jeffrey Locke	jeffm.locke@dfs.ca	Regina
Sault Ste. Marie	Jonathan Mosher	mfgi@shaw.ca	Sault Ste. Marie
St. Lawrence	Peter Lewis	peter.lewis@sunlife.com	Brockville
Sudbury	Jules Lalonde	jlalonde@greenvale.ca	Sudbury
Thompson Okanagan	Hugh Desjardins	hdesjardins@valleyfirst.com	Penticton
Toronto	Marvin Cohen	marvin@stablefinancial.ca	Concord
Greater Vanccouver	Izumi Miki-Mcgruer	i.mikimcgruer@freedom55financial.com	Vancouver
Vancouver Island	Victor Skaarup	victor.skaarup@investorsgroup.com	Victoria
Windsor	Antoine Nader	tony.nader@freedom55financial.com	Windsor
West Manitoba	Bruce Gullet	bgullett@ricefinancial.com	Brandon
Winnipeg	Donna Winstone	dwinstone@nelsonfinancial.ca	Winnipeg