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Insurance Immersion Instructors

Canadian Program

Facilitator

The facilitator for the program is a LOMA staff person and life insurance industry expert who will act as the master of ceremonies for the program by providing logistical information to participants and instructors, introducing instructors, presenting portions of the program content, and managing the classroom environment.

LOMA’s facilitators will be responsible for

  • ensuring that class sessions progress smoothly
  • answering participant questions about basic program concepts
  • managing the time so that sessions run on schedule
  • leading activities by providing instructions and guidelines for participants

Instructors

The instructors are industry experts who have considerable knowledge and experience in the area of the program for which he or she is responsible. The instructor’s role is to present a “real world” perspective by providing specific examples from personal experience to illustrate the industry concepts covered in the program. The instructors provide comments and feedback to participants during group activities and discussions.

Leigh Chalmers, CPA, CA

Leigh is Partner and Chief Inclusion Officer in the Assurance practice at PriceWaterhouseCoopers LLP in Toronto. With over 20 years of experience, she has a broad range of expertise in providing audit and advisory services to the financial service industry, specializing in insurance.

Leigh is a member of PwC’s Accounting Advisory Services group at the forefront of the IFRS issues facing the insurance industry. She is also the leader of PwC’s National IFRS Insurance Group leading the strategy, development and delivery of services to the insurance industry. In this role, she is able to stay connected to the global network enabling her to stay abreast of the issues and the challenges being faced around the world. She has involvement in a number of other initiatives related to the insurance industry including being an advisor to the Insurance Bureau of Canada (IBC), Financial Affairs Committee.

Leigh has experience developing and delivering internal and external courses and presenting to various associations in the insurance industry. Most notably, she is responsible for the development and delivery of an annual multi-day Life Insurance Accounting course offered to the industry. Leigh is also involved in the delivery of a number of other accounting-related courses for LOMA including the Insurance Immersion program.

Leigh has been a speaker at a number of Canadian Insurance Accountants’ Association events; IBC financial affairs symposium; Canadian Insurance Financial Forum; and the PwC Insurance EyeOpener Series.

Brent Lemanski, LLIF, CLU

Brent is Assistant Vice President, Executive Director for LIMRA and LOMA Canada and has primary accountability for liaising with all Canadian LIMRA and LOMA member companies. His responsibilities include managing relationships with executives in member companies, conducting workshops and planning sessions, applying benchmarking information in problem-solving sessions, and speaking on industry issues and trends. He also provides information about LIMRA’s and LOMA’s wide range of products and services available to Canadian companies.

Prior to joining LIMRA/LOMA, Brent, an experienced insurance executive, served in the Agency department of Manulife Financial. In his 20 years there, he worked on expanding distribution through innovations to the traditional distribution system, as well as supplemental channels; strategic planning; designing and administering field compensation systems; and new product development and implementation. He began his career as an agent and became an agency manager for The Dominion Life Assurance Company of Canada.

During his decades in field and head office management, Brent relied on LIMRA and LOMA research, products, and services and chaired LIMRA’s Field Diversity Marketing Committee. He now applies his diverse industry experience to help member companies meet and exceed their performance goals.

Frank Miemiec, MBA, CLU

Frank began his career in financial services in October 1987, helping families and business owners develop financial plans. After completing the CLU designation in 1993, for which he received the Leslie W. Dunstall medal for the highest academic results in Ontario, Frank shifted the focus of his practice to the affluent and business owner-markets.

Frank later took on the role of Branch Marketing Consultant in Sun Life Financial’s largest Canadian branch office, working with the top 40 advisors to help them learn the function and application of new insurance and investment products.

Since that time, Frank has worked in director and management consulting roles with several large financial services organizations, including CCH Canadian Inc., the Canadian Securities Institute and Sun Life Financial.

Frank joined Page and Associates Ltd., in 2004. In his current role as Vice-President, Operations and Account Executive, his focus is on managing the systems and processes that support the firm’s advisors. Frank also consults with advisors on cases involving their affluent and business-owner clients to deliver sound financial planning, tax and estate planning advice and portfolio management services.

Banasha Shah, FSA, FCIA

At Longevity Financial Group, Banasha is a financial advisor and consulting actuary. She specializes in life and health insurance product development, pricing and marketing, and brings with her over 25 years of experience in individual, group and credit insurance.

She spent the early part of her career at a large Canadian life insurance company where she was in charge of individual life and health product development and marketing. For the last 18 years, she has been an independent consultant, helping clients on both product development and strategic initiatives. Recently, she has focused her efforts on critical illness insurance in Canada, and has been at the forefront of research and product design for critical illness from both a reinsurance and direct insurance company perspective.

As a licensed insurance advisor, and through education, she empowers clients to make informed decisions around their personal insurance programs and helps them manage the financial risks they face in life.



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