Your 2019 Faculty
Chief Operating Officer of the Alberta Insurance Council
Anthonet is the Chief Operating Officer of the Alberta Insurance Council, overseeing Compliance, Investigations, Licensing, Technology and Legal and Regulatory Affairs. She has more than 25 years’ experience in both the private and public sectors working with financial services organizations to strategically grow their business, effectively manage operations, enhance their risk profiles and their corporate governance structures, all the while keeping consumer protection front of mind.
Prior to joining the AIC in 2014, she was the Ombudsman and Vice-President, Technology & Operations for Bank West.
She is a graduate of the University of Toronto, holds a Project Management Professional (PMP) designation and is currently an EMBA candidate at University of Calgary, Haskayne School of Business, for class of 2020.
Managing Director, Tax & Estate Planning - CIBC
Jamie Golombek is Managing Director, Tax & Estate Planning with CIBC in Toronto. As a member of the CIBC Financial Planning & Advice team, Jamie works closely with advisors from across CIBC to support their clients and deliver integrated financial planning and strong advisory solutions.
He received his B.Com. from McGill University, earned his CPA designation in Ontario and qualified as a U.S. CPA in Illinois. He has also obtained his Certified Financial Planning (CFP) and Chartered Life Underwriting (CLU) designations.
Jamie is quoted frequently in the national media as an expert on taxation, writes a weekly column called “Tax Expert” in the National Post, has appeared as a guest on BNN, CTV News, and The National and has been a regular personal finance guest on The Marilyn Denis Show.
Jamie is a recipient of CPA Ontario’s Award of Distinction, which honours those CPAs who have made an early impact, bringing distinction to themselves and to their profession through leadership and achievement in their professional, community and/or personal lives.
Head of Customer Success – Canada and New Business LinkedIn
Perry Monaco leads the Customer Success Organization in Canada for LinkedIn, as well as a team of CSMs focused on CS activity in a pre-sales function in the USA. His teams work with talent acquisition departments and companies building social media recruitment strategies while focusing on the end user to manage retention, customer experience, and account growth through customer success planning. Perry was one of the first 4.5 million members of LinkedIn and was previously a recruiter before helping to build the CS practice at LinkedIn. Perry currently resides in the Greater Toronto Area with his wife and three children.
BA, RHU, RFC, EPC, GBDS
Micheline joined Customplan Financial in 1994 where she is both a Senior Partner and an independent advisor. Micheline works in conjunction with several insurers and their respective underwriters and is a consulting resource to financial advisors, large institutions, individual and corporate clients. She has grown her practice and that of others by specializing in collaborative work opportunities. Her focus is to structure and deliver creative, cost and tax effective risk mitigation solutions and concepts.
Micheline’s extensive experience in Living Benefits enabled her to be the first recipient of the GBDS (Group Benefits Disability Specialist) designation in Canada, and one of the founding moderators for the Canadian Initiative for Elder Planning Studies. She currently heads Customplan’s Living Benefits’ Division. A Top of the Table (MDRT) member, Micheline has many industry and non-industry publications, holds various training and educational events and has been a speaker at numerous international congresses (inclusive of The Million Dollar Round Table and Top of the Table conferences). In 2014 Micheline was named one of 50 Women of Influence in Canada’s insurance industry.
Bill Beausay (Bo-say) is the former Director of Research and Development at the Academy of Sports Psychology, author of nearly 20 books including 3 national best sellers with worldwide circulation over 1 million copies, and creator of MindRev™ Labs. Bill did his Doctoral work at the University of Toledo and spent 10 years in a professional clinical practice before becoming a writer and international speaker on how to do more, make more and be more. He has spoken for dozens of Fortune 500 firms and has been featured on radio, newspapers, television, and magazines coast-to-coast. Bill is a pilot, scuba diver, skier, adventurer and grandfather of 9.