Board of Trustees
Chair – Stephen MacEachern, CFP, CLU, CH.F.C., CHS – Halifax, NS
Stephen has owned and operated Stephen MacEachern Insurance & Financial Services since 1997. His earlier 10 year career in the hospitality industry was an ideal foundation for his work as a financial planner and chartered financial consultant. Attention to detail, compassion, empathy, and a conservative behavior in complex situations are hallmarks of his current popularity with clients in the practice. He is capably supported by a team of administration, technical and underwriting specialists, from various insurers, whose teamwork and follow-through are setting new standards of service excellence in building lifetime relationships with the expanding client base.
Stephen is a past treasurer and Past President of Advocis Nova Scotia and served on the local board for over ten years before joining the Institute Board. He received his CLU in 2004 and was the Dunstall Medal winner for Nova Scotia attaining the highest provincial mark. In 2005 Stephen entered the EMBA program at St. Mary's University and completed his Masters Degree in 2007.
Stephen is also a Past President of the Armdale Kiwanis Club, and is currently treasurer of the Metro Executive Group and the Spryfield Lions Rink Society.
Past Chair – Jennifer Tweddle, CFP, CLU, CHS, TEP – Edmonton, AB
Jennifer's specialty is working with and developing insurance advisors to best serve their clients. She has sound knowledge of tax policy, and is skilled in business succession principles, and best practices for estate and financial planning. She is known for capturing an intimate understanding of the client's big-picture needs and using that understanding to provide context for key, relevant facts and thereby crafting solutions which are tailored, effective and manageable.
Beginning in individual insurance sales, Jennifer's career has included senior marketing roles with PPI Financial Group and Manulife Financial. She joined CIBC working with high net worth clients preparing complex estate and financial plans. Returning to her roots, Jennifer joined ivari in 2016 to coach insurance advisors and help them build their practices.
Born and raised in Alberta, Jennifer spent her under-graduate years at the University of Prince Edward Island. After a career of moves across the country, she now lives in Calgary.
Jennifer's industry involvement includes: The Institute (CLU) since 2005, Advocis (TFACC Board and Edmonton chapter) and the Planned Giving Board of the Northern Alberta Institute of Technology (NAIT). She remains a long standing member of Advocis, Financial Planners Standard Council (FPSC), and the Society of Trust and Estate Practitioners (STEP).
Vice Chair – Ejaz Nadeem, MA, CFP, CLU – Hamilton, ON
Ejaz Nadeem is Vice President of Wealth Management at FirstOntario Credit Union in Hamilton, Ontario. With over 29 years' experience in the Wealth Management Industry, Ejaz has a passion for helping individuals realize their dreams of financial success and independence. He specializes in developing successful sales people, leading sales teams to outperform, managing distribution channels and developing strategic relationships.
Secretary – Izumi Miki McGruer, CFP, CLU, CH.F.C, CHS – Vancouver, BC
After graduating from the University of British Columbia in 1990 with a BA English Literature and subsequently successfully establishing her financial advisory practice in Vancouver with London Life, Izumi transitioned to management and is currently a Managing Director with Freedom 55 Financial whose responsibilities are aligned with the Vancouver Georgia and Vancouver Island Financial Centers of Freedom 55 Financial.
Treasurer – Sara La Gamba, CFP, CLU, CHS, TEP, EPC – Toronto, ON
Sara is an Associate Advisor at Sheffar Potter Muchan Inc. She became a financial advisor in 2009 after graduating from the University of Western Ontario with a Bachelor of Arts in Political Science. Her passion for financial planning goes hand-in-hand with her strong desire to help her clients achieve their financial goals.
Trustee – Maria Carrick, CLU, CHS, CPCA – Vancouver, BC
Maria has been in the financial services industry since 1991. She started her career with a major insurer learning all the administrative functions of the company while developing her education through LOMA courses. Her organizational and marketing skills are now applied at one of Canada's leading national insurance marketing organizations. Maria is currently Sales Director for BC at PPI Solutions.
Maria works closely with advisors to identify and help them achieve their strategic goals. She is a strong supporter of ongoing professional development and mentoring new advisors. Her industry experience is complemented by a strong academic background and supported by CLU, CHS and CPCA designations.
Over the years, Maria has volunteered for various Advocis initiatives in Vancouver. Together with Advisor Group, she was instrumental in organizing Investing in You, a women financial advisors conference in Vancouver in 2011 and 2012. She was appointed to the CLU Institute Education Committee in 2014. Maria is an active volunteer with the Vancouver Symphony and a supporter of SPCA and Habitat for Humanity.
Trustee – Chris George, CFP, CLU, CHS, TEP – Surrey, BC
Chris specializes in working with dentists and other medical professionals in their personal and corporate financial planning. Chris assists his clients with their personal and corporate cash flow planning, debt elimination, tax-efficient insurance strategies, and their retirement and estate planning. Chris makes it his business to know a dentist's business.
Trustee – John W. Hamilton, CLU, FEA – Toronto, ON
John is responsible for managing the existing agency Business, including the insurance support distribution team (Estate Planning Specialists) that supports Canadian Wealth Management's client facing professionals. His team works closely with the Wealth Management Services Business in providing Wealth Preservation and Wealth Transformation solutions using tax effective Life Insurance products.