Roger Sinclair has been elected Chair of the Board of the Conference for Advanced Life
Underwriting (CALU) for 2019-2020, announced the organization May 7.
Based in Dartmouth, Nova Scotia, Sinclair is a founder and partner at SBW Wealth Management & Employee Benefits. A Certified Financial Planner (CFP), Sinclair has been advising clients in Atlantic Canada for 37 years. He is the first Nova Scotian to chair CALU.
Civic and political involvement
As Chair of CALU, Sinclair says he will focus on promoting civic and political involvement as a core value of CALU membership.
“In recent years, our industry and our organization has grappled with numerous challenges due to homegrown and global influences. CALU members have stepped up and shared their expertise to ensure clients understand impacts and government is well positioned to address this disruption in a way that is innovative, fair and consistent,” says Roger. “What better time to reinvigorate our commitment to shaping public policy to safeguard the financial health of Canadians than during an election year.”
Sinclair is a member of CALU and has served on the Board since 2015. He chaired the CALU 2019 Annual General Meeting and is also a member of CALU’s partner organization, Advocis—the Financial Advisors Association of Canada.