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Award Winners

We are proud to have four awards that recognize excellence in education. These awards are presented annually to students of the CLU, CHS and CFP programs.



The 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.

  • 2017
  • 2016
  • 2015
  • 2014
  • 2013
  • 2012
  • 2011
  • 2010
  • 2009

Congratulations to the 2017 recipient:

Rebekah Earle, CFP, CLU Testimonial


Congratulations to the 2016 recipient:

Patrick Uzan, CPA, CA, CLU, TEP Testimonial


Congratulations to the 2015 recipient:

Susan Smythe, CFP,CLU, CFA Testimonial


Congratulations to the 2014 recipient:

Victoria Reynolds, CLU, CHS Testimonial


Congratulations to the 2013 recipient:

Gregory J. Baldwin, CLU Testimonial


Congratulations to the 2012 recipient:

Joanne M.L. Lam, CFP, CLU, CHS, FMA Testimonial


Congratulations to the 2011 recipient:

Rory Norman, CFP, CLU


Congratulations to the 2010 recipient:

David Christopher Webster CFP, CLU, FMA


Congratulations to the 2009 recipient:

Patricia E. Kennedy, CFP, CLU

The Leslie W. Dunstall Award for CLU® Studies


The Leslie W. Dunstall Award for CLU® Studies

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

  • 2017
  • 2016
  • 2015
  • 2014
  • 2013
  • 2012
  • 2011
  • 2010
  • 2009

Congratulations to the 2017 recipients:

Craig R. Strain, CFP, CLU

Alejandro Mejia, CFP, CLU

Adam William Buss, CFP, CLU

Darren Patrick Ryan, CFP, CLU

Tim Hunter Brown, CFP, CLU

Julia D. Hoo, CFP, CLU

Jian Sun, CFP

Trent D. Chekay, CFP, CHS


Congratulations to the 2016 recipients:

Suzanna Winsborough CFP, CLU – Mississauga, Ontario

Jake Lockhart CFP, CLU, CHS – Kelowna, British Columbia

Nancy Byrne CFP, CLU, CHS – St. John, New Brunswick


Congratulations to the 2015 recipients:

Dane Ozorio, CFP, CLU, CHS – Calgary, Alberta

Sukhvinder "Suki" Chahal, CFP, CLU – Richmond, British Columbia

Kent Nash, CLU – St. John's, Newfoundland


Congratulations to the 2014 recipients:

Laura Dear CFP, CLU, CHS – Edmonton, Alberta

Shannon Hood CFP, CLU, CHS – Vancouver, British Columbia

Trevor Doyle CFP, CLU, RHU – Winnipeg, Manitoba

Jessica Baker CFP, CLU, FLMI – St. John's, Newfoundland

Dwight Dobersheck CFP, CLU, FMA, CIM – Prince Albert, Saskatchewan


Congratulations to the 2013 recipients:

Tracy L. MacNeil, CFP, CLU – Darmouth, Nova Scotia

Roch P. Martin, CFP, CLU – St. John's, Newfoundland

Dustin J. Daniel, CLU – Calgary, Alberta

Jason C. Boudreau, CLU – Vancouver, British Columbia


Congratulations to the 2012 recipients:

Eric T. Milner, CLU, CIM – Calgary, Alberta

Damien Boland Burleigh, CFP, CLU – Vancouver, British Columbia

Laura E. Patton, CLU – Winnipeg, Manitoba

Max Nykanorov, CFP, CLU – Quebec

Alouisa M. Schmidt, CFP, CLU – Saskatchewan


Congratulations to the 2011 recipients:

Richard Powell, CFP, CLU – Manitoba

Szymon Wisniewski, CFP, CLU, CHS – British Columbia

Spencer A. Mellace, CFP, CLU – Alberta


Congratulations to the 2010 recipients:

Jason Nagel CFP, CLU – Alberta

Kurtis K. Schultz CFP, CLU – Alberta

Darlene J. Espejo CFP, CLU – Ontario

Marc André Castonguay, CFP, CLU, FMA – New Brunswick

Jamie F. Townsend CFP, CLU – Manitoba


Congratulations to the 2009 recipients:

Lisa M. Plater, CFP, CLU – Ontario

Jeffrey J. Haggerty, CFP, CLU, FMA – Alberta

Mark A. Jones, CFP, CLU – Manitoba

Shawn R. Windrem, CFP, CLU – Saskatchewan

The Institute's CHS® Program Award


The 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.

  • 2017
  • 2016
  • 2015
  • 2014
  • 2013
  • 2012
  • 2011

Congratulations to the 2017 recipient:

Dale I. Niman, CHS


Congratulations to the 2016 recipient:

Geoffrey Barrett, CHS


Congratulations to the 2015 recipient:

Risa Jean Fahy, CFP, CHS


Congratulations to the 2014 recipient:

Carlo Vetere CLU, CHS


Congratulations to the 2013 recipient:

Edward Wheatley, CHS


Congratulations to the 2012 recipient:

David Christopher Webster, CFP, CLU, FMA, CHS


Congratulations to the 2011 recipient:

Robert L. Popazzi, CLU, CHS

Advocis CFP® Certification Program


Advocis CFP® Certification Program

Advocis CFP® Certification Program Award is awarded to the candidate who achieved the highest examination marks for the four core curriculum CFP subjects.

  • 2017
  • 2016
  • 2015
  • 2014
  • 2013
  • 2012
  • 2011
  • 2010

Congratulations to the 2017 recipient:

Julia D. Hoo, CFP, CLU


Congratulations to the 2016 recipient:

Hyun Jin Byun Lum, CFP


Congratulations to the 2015 recipient:

Richard Cui, CFP


Congratulations to the 2014 recipient:

Gregory J. Baldwin CFP, CLU


Congratulations to the 2013 recipient:

Alejandro Mejia, CFP


Congratulations to the 2012 recipient:

Suzanna Winsborough, CFP


Congratulations to the 2011 recipient:

Ian D. Carpick, CFP


Congratulations to the 2010 recipient:

Barbara Ann Buryn, CFP