August 9, 2018 09:45
Partner at the law firm Creaghan McConnell Group of Toronto, Marty McConnell has been elected chairman of the board of directors of the Conference for Advanced Life Underwriting (CALU) for the years 2018-2019. Mr. McConnell succeeds Gilles Chevalier, president and founder of the company Engel Chevalier wealth Protection of Montreal.
A graduate of the Ivey School of Business of the University of Western, Mr. McConnell has been chairman of the Toronto chapter of the consolidation of financial advisors Advocis in 1995. A founding member of CALU, he sits on its board since 2013 and was chairman of its annual general meeting of 2018.
CALU is said to promote a more thorough understanding of the financial initiatives tax and complex for its members and their customers. The organization also says to defend the interests of its 650 members, and influence the creation of public policy-making. She indicated that Mr. McConnell will use its mandate to ensure that CALU continues to have a voice in the deliberations of public policy.
“The organization is very well placed in this respect. In effect, the board of directors has approved a new three-year strategic plan that focuses on the impacts of disruptions, the enhancement of government relations and improved communications with key audiences, ” said Mr. McConnell.
CALU is said to be the spokesperson of a community of 13,000 financial advisers, about the matters of forward planning, through a synergistic relationship with Advocis.
Founded in 1987 by Frank Creaghan, Creaghan McConnell Group (CMG) is described as a specialized insurance company that helps canadian family businesses to transfer their capital to the next generation.
CMG is itself a family business. Mr. McConnell is the son-in-law of Frank Creaghan, whose son, Peter, also works in the business, can we learn on the company website.
Members of CALU are recognized to target a clientele of business people and professionals, including one of the biggest challenges is to plan the transfer of their business to the next generation.