Underwriters Association of Toronto: Executive 2018 – 2019


Michael Maunder
Underwriting Specialist
Munich Re

Events Director: Belinda Escultor Chua
Senior Underwriting Consultant

Program Director:
John Bilodeau

Treasurer: Seema Samad
Senior Underwriter

Executive Members:

Anna Ostetto, Sun Life
Bill Ness, Consultant
Cheryl Pawziuk, Canada Life

Eve Pizzuco, Canada Life
Jennifer Sadler, Canada Protection Plan
Reece Hodgson, Munich Re
Sarah Breen-Warnes, RGA
Uzma Narani, iA

Financial underwriting and the ‘art’ of reading financial statements
and other financial documents”

Olivier Courteaux, PhD
Underwriting Specialist – Chief Underwriting Team, London Life

Reviewing a case financially is a critical part of the underwriting process and often presents significant challenges for the underwriter. In truth, many of us find the medical aspect of our job a lot less daunting, if anything because the financial situations involved are pretty much infinite. As a result, the existing guidelines need to be approached with a great deal of flexibility. Among the myriad of financial documents available, personal and corporate financial statements can be particularly difficult to assess. This talk proposes to review the best and easiest ways to go through financial statements, while avoiding headaches.

LOCATION: Munich Re – 390 Bay Street ~ Floor 27   Toronto, ON
DATE:  September 19, 2018
Presentation Begins: 6:00pm ~ Check In 5:00pm
Menu:  Buffet Style

Please RSVP by September 14th, 2018:  seema.samad@logiq3.com
Cheques Mailed to:  Seema Samad c/o LOGiQ3 
60 Adelaide Street East, Suite 1300   Toronto, ON   M5C 3E4

Registration Fee: $45.00/person (non-refundable) – All attendees must be registered.

Please make cheques payable to: The Underwriters Association of Toronto

Updated August 16, 2018





Copyright Canadian Institute of Underwriters (CIU)