Brian Mallard – Brian Mallard and Associates

About Brian Mallard

Direct Line: 306-652-5086 | Email: bmallard@brianmallard.com

Brian commenced his business career in 1970 with National Drug and Chemical as a Cost Accountant. In November 1973, he became associated with The Canada Life Assurance Company as an individual insurance representative, and completed the Career Agent's Training Course in September 1974. He obtained the Chartered Life Underwriters (CLU) designation in May of 1979. Brian attained the Chartered Financial Consultant (Ch.F.C.) designation in 1989, the first year the designation was offered in Canada. In 1995, he attained the Registered Financial Planner (RFP) designation, and in 1997, the Certified Financial Planners designation (CFP). Brian maintains both a mutual funds license and insurance license.

In 1980, Brian founded Dataplan Consulting Associates Ltd. The firm changed its name in 1987 to Dataplan Financial Services Ltd. in response to their increasing scope in financial services.In September of 1996, he finalized the sale of the Dataplan Group of Companies to Assante Capital Management. He held the position of Chief Executive Officer and President until June of 1998 when the Dataplan Group of Companies merged with Equion Financial of Toronto, a subsidiary of Assante Capital Management. Following the merger he formed Brian Mallard & Associates, a financial planning services company. Initially the firm provided that service to approximately 250 client families representing $40 million of assets under management. The firm has grown to 10 financial planners, 12 staff, over 4000 client families, and $400 million of assets under management.

Awards, Industry Involvement, and Volunteerism

President of the Life Underwriters Association of Saskatoon (1978-1979)

National Board of Directors - The Life Underwriters Association of Canada (1982-1984)

Trustee of The Institute of Chartered Life Underwriters and Chartered Financial Consultants (1982-1984)

Vice-Chairman of the Saskatchewan Region of the Canadian Pension Conference (1988)

Moderator for Life Underwriters Association Training Courses

Board of Directors of the Children’s Health Foundation (1994-1996)

Founding member of the Saskatchewan Life Insurance Council (1985-1991)

Premier’s Economic Advisory Council member (1989 to 1992)

Member of the Canadian Tax Foundation, Canadian Pension and Benefits Conference and the Conference of Advanced Life Underwriting

Advisor’s Edge Magazine’s “ADVISOR OF THE YEAR” – Prairies Region (2000)

Noted public speaker and published writer regarding Benefits and Financial Planning

Board of Directors of CAIFA - the Canadian Association of Insurance and Financial Advisors (1997-2002)

Chair of CAIFA’s Task Force on the Regulation of Distribution of Financial Products and Services in Canada (2001)

Chairman of the Board of Directors of Advocis – The Financial Advisor’s Association of Canada (2003-2004)

Currently, Brian serves on several committees including Governance, Nominations, Advocacy and the Sub Committee on Investments

Patron of the Mendel Art Gallery

Patron of Persephone Theater

Sponsor – Arthritis Society Jingle Bell Run and Marathons

Sponsor – Saskatoon Chimo Chordsmen Barbershop Chorus

Sponsor – Law Enforcement Torch Run

Title Sponsor of the University of Saskatchewan’s Canadian Inter-University

Men’s Volleyball Tournament (The Brian Mallard Invitational)

22 06, 2016

Brexit

Brian Mallard 2016-06-22T10:49:57+00:00 June 22nd, 2016|

So let’s have a chat about Brexit. What’s that you say? It’s the vote taking place tomorrow that will determine whether the British stay in the European Union or leave. Who cares you say? Well, this vote has far reaching consequences, economic and political. I watched “Brexit: The Movie” so you would not have to. [...]

9 03, 2011

The Price at the Pumps

Brian Mallard 2011-03-09T10:13:54+00:00 March 9th, 2011|

There is a difference between an event and a trend. An event is an occurrence, especially one that is particularly significant, interesting, exciting or unusual. A trend, on the other hand, is a general tendency, movement or direction. So, now that I have provided a definition of the difference, you might ask what does this [...]

2 03, 2011

Speeches at the Acadamy

Brian Mallard 2011-03-05T21:41:46+00:00 March 2nd, 2011|

I made the mistake of watching the Academy Awards on Monday. It was a mistake because I rarely go to movies and had no idea whom the people were and what movies they were honoring. The reason that I bring this up is to point out a misconception voiced by one of the people who [...]

30 11, 2010

Welcome

Brian Mallard 2010-12-01T13:55:12+00:00 November 30th, 2010|

Welcome to our new and improved web site. It has been a long time in development primarily due to the regulatory environment that we must comply with and the method in which it is imposed on regulated financial advisors. The reason that I say regulated financial advisors has to do with the fact that journalists, [...]