J. G. Taylor Award Introduced in 2013, the J. G. Taylor award was created in an effort to build a stronger sense of community among The Institute’s designation holders. Named in honour of the Education Chair who spearheaded the introduction of the CLU designation on behalf of the Association in 1924-25, the J. G. Taylor Award is awarded to Institute designation-holders in recognition of their outstanding work in the industry as well as in the community at large. Lawrence Geller, CLU and Terry McBride, CFP, CLU, received the 2021 J. G. Taylor Award. Full details regarding the J. G. Taylor Award and its recipients can be found at iafe.ca.
Recognition of Longstanding CLUs Since 1924, the CLU designation has been the premier wealth-transfer and estate-planning designation in Canada, and has played an important part in the history of the financial advisor profession in this country. In 2021, The Institute recognized over 151 individuals who have held the CLU designation for 25 years or more. These individuals are a part of the living history of the CLU and a testament to the value of the designation. Longstanding CLUs are honoured on The Institute website at iafe.ca.
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