Marty McConnell, CLU, CH.F.C., CFP

Marty focuses on innovative insurance solutions.

He’s particularly passionate about analyzing client plans developed in CMG’s design phase – and then negotiating the very best insurance policies suitable to their goals.

Because of the integrity and sophistication of his work, Marty wins the confidence of insurers.  As a result, he actively advocates for our business families – and their advisors – to deliver creative and cost-effective insurance solutions that make sense for the ownership plan.

Surprisingly, many wealthy families don’t realize how profoundly life insurance can help with their plans. So I’m especially interested in helping our clients — and their key advisors — understand exactly how and why insurance solutions work so well. When they understand, we begin collaborating to build cost-effective programs. Plus, I want each family to be clear on how they can adapt their plans to changing circumstances.

A key aspect to Marty’s educational approach is that each family is clear on how they can adapt their plans to changing circumstances. Flexibility is an essential ingredient in a long term plan.

Marty and his wife, Claire, have three children and live in Toronto.  He serves on the Board of Directors of the Conference for Advanced Life Underwriting (CALU), where he is currently active in a group consulting with the Ministry of Finance on a review of changes to exempt insurance.