Registration will open on, Wednesday, November 18, 2020, at 10:30 A.M. MST

A Taste of the School’s – This session will showcase the type of content all three schools have provided for their attendees. In this one-hour webinar we will give you an opportunity to submit questions for a live Q & A with 3 of the top executives in our industry, hear their candid perspectives, on where they see the industry going, and the challenges and opportunities we all face.

This one-hour webinar, sponsored by Advocis Banff School, Advocis Atlantic School and Advocis Okanagan School. CE credits (Quebec not included) will be given provided you attend the entire session and must answer live poll questions during the event.

• This webinar is currently pending review for CE credits

Speakers’ Bios:

Corry Collins

Corry Collins will moderate the session. Corry has previously acted as the master of ceremonies for all three Advocis Schools and has been a professional emcee for conferences around the world.

Alex Lucas, MBA, CFA

SVP and Head of Individual Insurance

Manulife Canada

Alex heads up the insurance business in Canada and is responsible for driving Manulife’s growth strategy in the Canadian market. He oversees Insurance product and pricing, underwriting, sales, strategy and planning. Collectively, the team is committed to winning in the insurance market by:

• Maintaining the broadest competitive product shelf
• Making insurance easier for individuals to purchase and more engaging to own, and
• Delivering industry leading customer, advisor and sponsor NPS (Net Promotor Score)

Before joining the Insurance Leadership Team in 2013, Alex was the VP of Product and Marketing at Manulife Bank where he led advertising, strategic planning, communications and product development activities. He has also held roles in Group Retirement Savings operations and Affinity Markets product development. Early in his career, Alex worked in mutual fund sales, branch banking and strategy at one of Canada’s largest banks.

Alex is a family man and spends his time outside of work trying to keep up with his two energetic young children. He has a passion for skiing, hiking, ultimate frisbee and once dreamt of making the NBA. When that didn’t work out, he earned a Master’s Degree in Business Administration (Financial Services) from Dalhousie University. He also has a Bachelor of Commerce (Management Economics) from the University of Guelph and is a Chartered Financial Analyst (CFA).

Jeff Macoun

President and Chief Operating Officer, Canada

Great-West Lifeco Inc.

The Canada Life Assurance Company

Jeff Macoun was appointed President and Chief Operating Officer, Canada in October 2018. Prior to that, he served as Deputy Chief Operating Officer, Canada and Executive Vice-President, Group Customer.

Jeff has been associated with the company for more than 30 years. He has held a wide variety of roles with increasing responsibility, including Senior Vice-President, General Sales Division, Senior Vice-President, Wealth & Estate Planning Group and Quadrus Investments and Senior Vice-President of Group Sales and Marketing.

He holds a Bachelor of Arts degree in Economics from Laurentian University, has completed an Executive Strategies program at the University of Michigan and holds a Chartered Life Underwriter (CLU) designation.

Jeff has received several distinguished recognitions including a Queen Elizabeth II Diamond Jubilee Medal, and a Governor General’s Caring Canadian Award. He is involved with the YMCA of Western Ontario Foundation, the London Chamber of Commerce, the

Dean A. Connor

President & Chief Executive Officer,

Sun Life Financial

Dean A. Connor was appointed President & Chief Executive Officer, Sun Life Financial on December 1, 2011, and is a member of the company’s Board of Directors.

Dean joined Sun Life in 2006 and held a series of roles prior to his current appointment, including head of Sun Life’s Canadian Operations, and Chief Operating Officer. Dean joined Sun Life following 28 years at Mercer Human Resource Consulting, where he rose to be President for the Americas.

Dean serves on the Board of the Business Council of Canada, as a Trustee for the University Health Network in Toronto, and as a member of the Ivey Advisory Board and the Asia Business Leaders Advisory Council. He also Chaired the 2017 United Way campaign for Toronto and York Region, and Toronto Rehabilitation Institute’s‘ Making Incredible Happen’ campaign.

Dean is a Fellow of the Society of Actuaries and the Canadian Institute of Actuaries. He holds an Honours Business Administration (HBA) from the Ivey School of Business at Western University. Dean was named Canada’s Outstanding CEO of the Year for 2017® and Ivey’s Business Leader of the Year for 2018.

We want to thank all the sponsors for Schools:

Advocis Banff School: Manulife, Desjardin Insurance, Speciality Life Insurance, BMO insurance, Financial Horizons, Customplan Financial Advisors, Group Quest, RBC Insurance, SSQ insurance, HUB Financial, Humania Assurance, and Valenta BPO.

Advocis Atlantic School: Canada Life, BMO Insurance, HUB, Medavie Blue Cross, BMO Global Asset Management, Advocis Nova Scotia, Assumption Life, Canada Protection Plan, Equitable Life of Canada, iA Group financier, NPC, PPI, RBC Insurance, SSQ insurance, and Sunlife.

Advocis Okanagan School: Manulife, Canada Life and Group Quest.

This session hosted by the Banff School, Atlantic School and the Okanagan School is not to be missed!

If you have any questions or concerns regarding this event, please contact us at: banff@advocisschool.ca.