Legacy Giving Ambassadors Program is the first of its kind in Canada. It brings donors together with Western alumni and friends who work as planned gift advisors. Ambassadors are alumni and friends of Western who have volunteered to join the Program. The program provides direction and assistance to those who require professional counsel in the areas of estate planning and legacy giving.

The Program goals include:

• Providing donors with names, contact information and background in the form of Questions & Answers from Ambassadors working in the following fields
  • Accounting
  • Estate planning
  • Financial consulting
  • Life insurance
  • Wealth management
• Bringing LFT Ambassadors together with donors who require professional advice when they are ready to create a planned gift to Western.
• Informing donors of the financial benefits of creating a legacy for tomorrow with technical advice from Ambassadors.

Ambassadors are alumni and friends of Western who have volunteered to join the Program. The Gift Planning Office recommends that you read the Q&A page of any Ambassador you consider to learn more about his/her services and qualifications. The Gift Planning Office and the University are not responsible for the advice provided.

Some of the Ambassadors' responsibilities include:

• Display a certificate that identifies you as an LFT Ambassador
• Have Legacy Giving information packages on hand for interested clients and colleagues
• Distribute Legacy Giving or Western Gift Planning staff business cards while networking

Become an Ambassador

To inquire about the Ambassadors Program or to enroll, please e-mail Hallie McClelland, Director, Gift Planning (519-661-2111 ext. 85585) with the following information:

Subject Line: I am interested in becoming an LFT Ambassador.
Name
Professional Title
Name of Organization
Business Address and/or NEWS Address
Phone Number(s)
E-mail address

Benefits to Ambassador

• Your name, job title, contact information and a brief Q&A section will be included on the Legacy Giving website.
• Your name, job title and contact information will appear on a list accessible by the public, and be provided to individuals upon request
• You will receive invitations to attend Western events with other alumni, i.e. Branch or Chapter events in your area
• A member of the gift planning staff will personally meet with Ambassadors where possible and deliver materials that describe the Program, including a certificate for display in your office

Western will track gifts facilitated by Ambassadors and recognize your work on our behalf with a formal recognition system.

Ambassadors are here for you. They have information for donors interested in creating planned gift to support planned gift to support Western's future students and research. You may contact any one of them for consultation on how you can incorporate a planned gift to Western as part of your financial and philanthropic plans.

You can also print out a PDF version of (48kb).

Brantford

• Barry St. John, (B.A. 73) Financial Planning Agent, The Mutual Group

Chatnam

• Dan Miller, (Hon. B.A. 75, B.Ed 87) Certified Financial Planner

Fredericton, NB

• Ian Wilson, CFP (Honourary Ambassador) Region Director, Investors Group Financial Services Inc.

Kingston

• Bill Gray, (H.B.A. Business ‘70) Secura Financial Group Ltd.
• Jeff Hancock, (H.B.A. Kinesiology 95) Secura Financial Group Ltd.

London

• Martha Anthony, Consultant, Investors Group Financial Services Inc.
• Joe Brinac, (B.Sc. 88, LLB 91) O'Donnell Brinac Law
• Nidal Costy, Financial Advisor, D.G. Dunbar Financial Services/Dundee Private Investors Inc.
• Valerie Davey, (Hon. B.Sc. 97, B.Ed. 00, M.Sc. Physiology 01) Consultant, Investors Group Financial Services Inc.
• Dave Douglas, CFP, RHU, CSA  (Honourary Ambassador), Certified Financial Planner, Freedom 55 Financial
• Johnny Fansher, (B.A. Economics '90, Kings) Johnny Fansher Financial
• David Fischer, (Hon. B.A. 71, LLB 75) Lerners LLP
• Robert Furlonger, (B.A. 70 (Kings), LLB 74) Cram & Associates
• Tom C. House, CFP (Honourary Ambassador) CIBC Wood Gundy Inc.
• Robert Kimball, (B.A. Economics ‘ 89) Financial Advisor, Selectpath
• David Mahy, Mahy and Associates Investment and Financial Services
• Ms. Eva Main, Honourary Ambassador, Financial Planner, The Mutual Group
• Anne Reinhart, (LLB 87) Partner, Lerners LLP
• John Sabourin, (BA Physical Education 86) Financial Advisor, Selectpath
• Peter Story, (B.A. Social Science '78), Financial Consultant, CIBC Wood Gundy Inc.
• Liz Young, (Hon. B.Sc. 88) , FCIA, FSA, CFP Financial Advisor, Branch Manager, Assante Capital Management Ltd.

Ottawa

• Robert Strachan, (B.A. 70), Advisor, BMO Nesbitt Burns

Toronto

• Michael Ellis, (Hon. B.A. History 91) BMO Nesbitt Burns Inc.
• Michael Jantzi, (B.A. Soc. Sci 86) CEO, Sustainalytics (Social Investment Analysis)
• Doug Mills, (B.A. 65) Senior Partner, Stonegate Private Counsel
• Margaret Rintoul, (LLB 76, B.A. Psychology 73) Blaney McMurtry Barristers & Solicitors

Victoria, BC

• T. John Branton, CFP (B.A. ’80, Philosophy), Financial Planner/Life Underwriter, Assante Capital Management, Member CIPF

Waterloo

• Romano Klomp (Honourary Ambassador) Business Development / Insurance Specialist, Simon Jackson Insurance Brokers Ltd.

United States

• Donald Kester, (M.B.A. '78) Financial Planner