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Institute
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The Institute



AWARDS

J.G.Taylor AwardJ.G. Taylor Award

The J.G. Taylor Award is awarded to candidates who have impacted the profession and the public they serve; exemplified The Institute's Code of Professional Conduct; had a positive impact on the community as a whole; and participated in the industry, either with The Institute or Advocis, and/or within other professions in the financial services industry.
 
2017 Recipients:
J. Lewis Warke, CFP, CLU, CH.F.C
Terry Zavitz, BMusA, CFP, CLU, CHS, GBA, EPC, TEP

2016 Recipients:
Harley Lockhart, CLU, CH.F.C.
Terry G. Zive, CLU, CH.F.C., CHS, FLMI, TEP
2015 Recipients:
James R. McPherson, CFP, CLU, CH.F.C.,
Susan St. Amand, CFP, CLU, CH.F.C., TEP, FEA, ICD.D
2014 Recipients:
Floyd Murphy, CFP, CLU, CH.F.C.,
Ian L. Colborne, BA, CFP, CLU, CH.F.C.





deHaerne TrophydeHaerne Trophy

The deHaerne trophy symbolizes "integrity and knowledge." It is awarded annually to the local chapter that has made the most outstanding contribution to the furtherance of CLU studies.

2015 Winner:
Medicine Hat Chapter

2014 Recipient:
The Greater Hamilton Chapter





Student Awards

John Tory Award for CLU Studies The John Tory Award for CLU® Studies

The Tory Award is awarded annually to CLU graduates who achieve the highest average for all course subjects without failing any of the CLU examinations.

2016 Winner:
Mr. Patrick Uzan, CPA, CA, CLU, TEP

2015 Recipient:
Susan Smythe, CFP,CLU, CFA
2014 Recipient:
Victoria Reynolds, CLU, CHS
2013 Recipient:
Gregory J. Baldwin, CLU Testimonial










The Leslie W. Dunstall Award for CLU Studies The Leslie W. Dunstall Award for CLU® Studies

The Dunstall Award is presented to candidates in each province who achieve the highest examination marks for all CLU course subjects.

2016 Winners:
Ms. Suzanna Winsborough CFP, CLU – Mississauga, Ontario
Mr. Jake Lockhart CFP, CLU, CHS – Kelowna, British Columbia
Mrs. Nancy Byrne CFP, CLU, CHS – St. John, New Brunswick

2015 Recipients:
Dane Ozorio, CFP, CLU, CHS
Sukhvinder "Suki" Chahal, CFP, CLU
Kent Nash, CLU
2014 Recipients:
Laura Dear, CFP, CLU, CHS – Edmonton, Alberta
Shannon Hood, CLU, CHS – Vancouver, BC
Trevor Doyle, CFP, CLU, RHU – Winnipeg, MB
Jessica Baker, CFP, CLU, FLMI – Saint John's, NF
Dwight Dobersheck, CFP, CLU, FMA, CIM – Prince Albert, SK
2013 Recipients:
Tracy L. MacNeil, CFP, CLU – Dartmouth, Nova Scotia
Roch P. Martin, CFP, CLU – St. John's, Newfoundland
Dustin J. Daniel, CLU – Calgary, Alberta
Jason C. Boudreau, CLU – Vancouver, British Columbia




The Institute's CHS Program AwardThe Institute's CHS® Program Award

The Institute's Certified Health Insurance Specialist (CHS) Program Award is awarded annually to CHS graduates who achieve the highest average for all course subjects without failing any of the CHS examinations.

2016 Winner: Mr. Geoffrey Barrett, CHS

2015 Recipient: Risa Jean Fahy, CFP, CHS
2014 Recipient: Carlo Vetere, CLU, CHS
2013 Recipient: Edward Wheatley, CHS