Donald F. Pooley, CFP, CLU, CHFC, an internationally recognised authority on the marketing of financial services, has shared his knowledge with audiences of financial consultants in Australia, Chicago, Hong Kong, London, New York, San Francisco, Singapore, and all major (and a few minor) cities in Canada. His articles on the marketing of financial services have been published on three continents.

He has practiced in Toronto, Montreal and Vancouver, and worked with life underwriters in those cities, as well as in Calgary, Edmonton, Regina, Victoria, and Winnipeg.