Annual General Meeting


Notice is hereby given that the Annual General Meeting of the Members of the Independent Financial Brokers of Canada will be held in the PC-North Room at the Corporate Event Centre at CHSI, 5110 Creekbank Rd., Mississauga Ontario, on Wednesday August 15, 2018 at the hour of 9:00 a.m. for the purpose of:

  1. Considering, and, if thought appropriate, adopting general organizational By-Law 8, which amends and replaces By-Law 7;
  2. Receiving and considering the Annual Report and financial statements for the year ended Dec. 31, 2017 and the report of the auditors thereon;
  3. Appointing auditors;
  4. Electing directors [see candidates below];
  5. Transacting such further and other business as may properly come before the meeting or any adjournment thereof.

In accordance with Article 4.07 of By-law 7, members shall have the right to appoint a proxy at this meeting. A proxy form is available for Ordinary Members to download below:

Short Voting Proxy Form                                         Long Voting Proxy Form

View the minutes of the Annual General Meeting held August 16, 2017, see biographies of the Candidates to the Board below, download a copy of By-law 7 with tracked changes, the new By-law 8, a summary of changes to By-law 7, and click HERE for directions to the Corporate Event Centre at CHSI.

Items not on the agenda, provided they are germane to the meeting, must be properly submitted in writing via mail, fax or email to be received by the Chairman at least 20 days prior to the meeting.

Dated this 13th day of July, 2018
By order of the Board of Directors.

Scott Findlay, Chairman & President

 

Proposed By-Law Amendments

CURRENT BY-LAW: By-law 7, amended June 26, 2014. PROPOSED CHANGE: By-law 8, click HERE to read a summary of changes.

 

Candidates to the Board 

Marie Jose Comtois

Group Insurance is my passion. I ‘fell’ into this complex and ever-changing world after my father, who built Benefits Coordinators BCI Inc., asked me to follow in his footsteps. I spent over 20 years of my career at BCI. After the company was sold, I was given the opportunity to further my path at Health Source Plus, a division of People Corporation, where I continued to grow and develop relationships and further my knowledge. I am now Director of Consulting at Lafond + Associés, a longstanding well established Montreal based ‘’independent’’ brokerage. I’ve been invested in and believe in IFB since 2010 and excited to have the opportunity of contributing to its visibility and mission.

 

Glenn Freeland

I was in the Internal Audit Department of The Alberta Liquor Control Board for 12 years prior to getting licensed, Executive Assistant of The Banff Park Lodge prior to that, and joined the military right out of high school.

My company is Aurora Capital partners Inc. I have been an independent since I got licensed. At ACP we put the needs of the client first; not the needs of the Corporation. Aurora Capital does traditional Retirement Planning, business and farm succession and estate planning, wealth transfer to the next generation. We work in a team environment with CA’s and Lawyers to achieve success.

In my spare time I chair a committee for the Town Of Strathmore – The Downtown Design Review Committee. I am the president of the Federal Conservative EDA of the Bow River Riding, I am one of the Campaign Managers of our Federal Candidate, and I was the Campaign Manager for our Provincial MLA in the 2012 election.

 

Elizabeth MacDonald

 Elizabeth MacDonald has been a senior leader within the financial service industry as an independent financial advisor for 21 years. She has been passionately servicing her clientele since 1997. Elizabeth maintains that education should be lifelong, particularly in the financial services industry, as she continually attends workshops, seminars, and participates in online courses, to provide her clients the very best, knowledgeable advice possible. Elizabeth has been an active board member of IFB since 2015.

Elizabeth began her career in the health science field. In addition to establishing a small business, she was a faculty member at Sir Sanford Fleming College, teaching Anatomy and Terminology to RN, RPN, and PSW students, prior to beginning her career in the financial sector.

Elizabeth enjoys travelling, and spending time with her three children, and three grandchildren. Regularly, she practices yoga and meditation, or can be found hiking the trails of the Kawartha Lakes.

 

Daniel Steinkey

My career in Financial Services has drawn me across Western Canada. After graduating from the University of Manitoba in the spring of 1995 with a degree in Finance, I started my career in Vancouver as an independent life insurance agent with clients in Manitoba and British Columbia. This proved to be a challenge that almost bankrupted me.

During this early stage in my professional development, I learned several lessons about banks, money, and myself. A year and a half later, I received an offer to join Rice Financial in Brandon, Manitoba, and jumped at the opportunity. I had learned a hard lesson about how difficult it can be to start a financial career as an independent advisor.

It was during my time at Rice Financial that I truly learned the importance of delivering on a promise. Four years after joining the company, I became a Certified Financial PlannerTM charter holder.  Eleven years after initially joining Rice Financial, I felt my development had peaked and I accepted an offer from Equitable Life to be a wholesaler for their investment products in Manitoba and Northwestern Ontario.

During my time at Equitable Life I realized that I belonged “out in the trenches”, helping everyday Canadians. I wanted to provide professional financial planning, responsible advice, and superior customer service and disclosure. After 3 years with Equitable Life and 14 years in the corporate world, I returned to my passion—helping Canadians understand the basics of responsible money management and financial planning. 


Location & Map

Corporate Event Centre at CHSI

5110 Creekbank Road

Mississauga ON