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BIOS

MODERATOR

Terry Zavitz, CLU®, CHS®, CFP®, EPC®, GBA, TEP

President & Founder, Zavitz Insurance Inc.

Protecting families is the main reason Terry loves insurance. After 30 years in the business, Terry knows that disability and life insurance can make all the difference in the financial viability of a family.  Her practice encompasses life and group insurance, but her true passion and expertise is in the area of Living Benefits. Zavitz Insurance Inc. is one of the larger independent disability insurance providers in Canada.  A member of CALU and past chair of the TFAAC Board, Terry is the 2017 recipient of the J.G. Taylor Award, a regular contributor to industry articles and speaks at various business events.

INDUSTRY EXPERTS

Marilyn deRooy-Pearson, CPA, CA, CLU®, CFP®,  TEP

Co-founder and CFO, Obsidian Advisory Group Inc.

Upon obtaining her CA designation and completing a specialization in tax, Marilyn had her own accounting practice specializing in owner managed businesses.  She also worked in the tax group of Ernst & Young, and later joined Empire Life as their tax & estate planning specialist for Western Canada. She co-founded Obsidian Advisory Group in Vancouver to take an integrated personalized approach to financial planning for the owner manager, health professionals and their families, as well as high net worth individuals.  Marilyn is a well-regarded public speaker and author.  She is a member of CALU and a member of Advocis Vancouver chapter.

Glenn T. Welch, CLU®, CHS®, CH.F.C.®, CFP®

Independent Insurance Advisor, Welch Financial Consulting

Glenn has been licensed for life and health insurance in Alberta since 1986.  With clients hailing from a broad range of sectors including medical, professional sports management, and numerous entrepreneurial business owners, Glenn's focus is on client service.  Glenn is a personal advocate for his clients, ensuring they receive the consideration and timely support needed to allow them to focus on what matters most, such as a dealing with a health scare.  Glenn is a long-time member of Advocis.

Andrew MacKinnon, CLU®, CFP®

Partner, SBW Wealth Management & Employee Benefits

Andrew has been around businesses his entire life.  He's seen how great it can be, how trying it can be and how important it is to make the best use of a business structure to protect and grow the wealth that's being created.  With over eighteen years of applied expertise in the financial services industry, Andrew works directly with business owners, and their families helping them to think outside of the business by looking at the areas of tax and estate planning, retirement planning, income protection, and life insurance analysis. Andrew is a member of CALU and a long-time member of Advocis.

Chuck Grace, CMA, CPA, CMC

Managing Partner & President, Bigger Picture Solutions Inc.

Finance Faculty Member, Western University — Richard Ivey School of Business

Chuck is a 35-year veteran of the Canadian financial services industry. As a member of the Finance Faculty at Western University's Richard Ivey School of Business, he teaches courses on both institutional and personal investing. When not teaching, Chuck stays grounded in the realities of Canada's wealth management industry as Managing Partner and President of Bigger Picture Solutions Inc.  Previously, as the COO of Quadrus Investment Services, Chuck and his team were responsible for growing the firm from its inception into one of the largest mutual fund dealers in Canada. Chuck regularly presents at industry events, writes for industry publications and has authored over 40 case studies for Ivey Publishing.

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ADVOCIS®, THE INSTITUTE FOR ADVANCED FINANCIAL EDUCATION™ (THE INSTITUTE™), CLU®, CHS®, CH.F.C.® AND APA® ARE TRADEMARKS OF THE FINANCIAL ADVISORS ASSOCIATION OF CANADA (TFAAC).