One of the key highlights of CALU membership is the opportunity to attend the annual meeting, held each May in Ottawa. Regularly attended by more than 400 CALU members, main platform and workshop sessions feature top Canadian and international subject-matter experts who provide updates on the application and marketing of financial products and services in such areas as Risk Management, Investment Strategies, Employee Benefits, Executive Compensation, Retirement Planning, Charitable Giving, Succession Planning, Business Continuity, Estate Planning and Personal Financial Planning. Particular emphasis is placed on legislative and public policy issues with Members of Parliament, Senators, Cabinet Ministers and government department officials invited to speak on issues of current importance and to mingle with CALU members at the annual Parliamentary Reception.

The 2018 AGM, Chaired by Marty McConnell,  was held Sunday, May 6 to Wednesday, May 9, 2018 at the Westin Ottawa.


Cindy with keynote speaker, Canadian Astronaut Julie Payette.


Cindy with Geoff Regan, member of parliament for Halifax West.


Cindy with Terry Zive & Lisa Raitt, Conservative Party Member of Parliament for the Ontario riding of Milton.


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