Save the Date - GETTING TO KNOW BENEVA

Keith Leech, CFP, CLU, CHC, CHS, President of Context Planning

Keith Leech is a Vancouver-based insurance Advisor. Keith works with his own clients but also focuses on joint work with advisors integrating insurance into their various types of practices.

He is a frequently sought-after speaker for clients, brokers and companies across North America. Keith has spoken multiple times at the World Critical Illness Conference, TEDX as well as at the American LIMRA Conference on the sale of insurance post healthcare reform.

Keith enjoys playing bad beer-league hockey and has somehow found himself on-stage at the world-famous Comedy Store in Los Angeles.
 
Keith is a Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), Chartered Financial Consultant (CHFC) and a Certified Health Specialist (CHS).

Drummond Brodeur, MBA, CFA, Senior Vice President & Global Strategist, CI Global Asset Management

Drummond Brodeur has been in the investment industry since 1989 and joined CI Global Asset Management in 2007. He has a strong background focused on China and the Pacific Basin.

Prior to joining CI, Drummond’s experience included overseeing international portfolios at KBSH Capital Management, being a senior analyst with Caisse de Depot, and being a Portfolio Manager at Bankers Trust Australia.

Drummond holds a Bachelor’s degree from the University of Western Ontario and two Master’s degrees from Monash University, Melbourne, Australia. He has also earned the Chartered Financial Analyst designation.

Jos Herman, BComm, CPA, CA, CFP, TEP, Client Focused Leader

Jos is a tax, estate and financial planning professional who has held senior roles at an international accounting firm and one Canada’s largest insurers.

At her firm, Resources & Solutions Professional Corporation, Jos provides wealth, tax and estate planning consultation to individuals, business owners, advisors, organizations and professionals. She provides independent private business solutions and training focused on wealth concepts, tax efficient strategies, asset protection and philanthropy.

Jos is a proud member of the:

• Canadian Association of Gift Planners
• Conference for Advanced Life Underwriters
• Canadian Tax Foundation

Her breadth of industry knowledge and wealth planning solutions has been a valuable asset to clients, CPA and legal professionals, and advisors.

She is a triple threat. She uses her skills to provide an objective perspective related to:

1. Accounting, Tax & Estate complexities
2. Legal Considerations
3. Insurance Solutions