Your 2019 Faculty
MBA, CFP, CLU, CH.F.C.
Distribution Consultant, Empire Life
Rick entered the life insurance business as an advisor in Edmonton in 1971 after working in radio, television and newspapers. An MDRT producer, he then occupied roles as sales manager, branch manager, National Director of Training and Management Development, Vice-President, Retail Insurance Distribution for Canada, and is currently Distribution Consultant working through the new regulatory, market, and distribution challenges in the current business environment. Rick is a regular contributor as a speaker to industry and non-industry events throughout Canada and the U.S. His industry involvement includes a two-year stint as president of the Manager’s Association of Financial Advisors of Canada (MAFAC) and he was Chair of the Canadian Life and Health Association’s Sub-Committee on Agency Regulation. He also sits on the CLHIA Steering Committee on MGA regulation.
Rick lives in the beachfront community of White Rock, BC, and maintains a toe-hold in the media with daily commentaries on radio stations from Victoria to Southwestern Ontario. He has been married to Betty, a grief counselor and personal trainer, since 1967. They have one daughter and two grandchildren.
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.
MBA, FALU, FLMI
VP & Chief Underwriter Individual Insurance
Karen has been with Manulife since 2006 as head of underwriting for individual life and living benefits. Karen is responsible for managing a team of highly skilled professional underwriters, and direction of underwriting philosophy. Since joining Manulife, Karen has implemented many industry leading underwriting developments including fluid free Accelerated underwriting, reduced evidence requirements and insuring people who are HIV positive. She works closely with pricing, product and advanced analytics teams to drive improvements in underwriting processes and the customer buying experience
Karen is active in the insurance industry having spoken at a number of industry meetings in Canada and the US including CALU. She was the 2014 Chair of the Canadian Reinsurance Committee and is an active member of the CLHIA Committee on Underwriting Issues.
Before joining Manulife, Karen was Chief Underwriter at Swiss Re for Canada and the Caribbean and led several global projects including manual and underwriting systems development.
Mark J. Hanna
CLU, ChFC, AIF
Mark Hanna is the Founder and President of Hanna Insurance & Financial Solutions, Inc., an Executive Benefits and Financial Services firm specializing in integrated retirement and compensation solutions for executives and high net-worth professionals.
A 41 year veteran of the financial services industry, Mark is recognized internationally for professional and industry accomplishments. Most recently, Mark served as the 2017 President of the Million Dollar Round Table (MDRT). A 31-year MDRT member, Mark holds 3 Court of the Table and 19 consecutive Top of the Table honors and served as Chair and Divisional Vice President of Top of the Table in 2007.
Mark’s professional experience is extensive, having served on many local, state and national boards of directors, including as President of the Golden Gate and East Bay Chapters of the Society of Financial Service Professionals (FSP), President of the San Francisco chapter of the National Association of Insurance and Financial Advisors (NAIFA)> Mark also served on the National Board of Directors of The Society of Financial Service Professionals and as a State Trustee of NAIFA—California.
Mark and his wife Barbara have four grown children, three grandchildren, and reside in Marin County California.
Bio coming soon
B.A. (Economics), CFP, R.F.P., CLU, CH.F.C, CHS, CIM, FCSI, TEP
Brad Brain has been serving clients for more than 25 years with multi-disciplinary expertise. Brad is nationally recognized for his expertise in retirement income planning. Brad has helped to author the Certified Financial Planners qualification exam, and has appeared as an expert witness on poverty reduction strategies for the Parliament of Canada. For nine years Brad served on the Insurance Council of BC, the insurance regulator for the province of British Columbia. Brad belongs to a number of industry committees including the Advocis Provincial Advocacy Committee for British Columbia. He has shared his thoughts on financial planning at the Canada Sales Congress, Advocis Okanagan School, Advocis Atlantic School, CALU, and the Million Dollar Round Table. A career highlight was speaking to an audience of 15,000 financial professionals on the Main Platform at the 2018 MDRT annual meeting in Los Angeles. He is the author of Prosperity: Making Smart, Strategic Decisions about Money.
Betty’s adult life was pretty ordinary as a homemaker and mother, until she became a charter member of the White Rock Hospice Society in her BC home of White Rock, and spent the next 14 years at the bedside of the dying, in effect, building long-term relationships with short-term people.
As a Hospice worker, Betty counseled the living and comforted the dying, often leaving the warmth of her own bed in the middle of the night when a call came that one of her patients was not likely to make it until dawn. Working with surviving families after the death of the patient, she was often, like many in this profession, mentally wounded from the constant pain.
Physical exercise was an outlet, a way of easing that burden, and she became actively involved in personal development. After 14 years in a hospital environment and three more years doing private grief counseling by referral, she chose to go back to school on two fronts: she secured a college diploma in family counseling, which led her to work with troubled teens, and also took courses to become a personal trainer.
She is an in-demand speaker, particularly to women’s groups, and has appeared on radio and television in various capacities.
Betty and Rick have been married since 1967, have two daughters, three grandchildren and continue to live at the West Coast in White Rock, BC.