M Financial Group Welcomes Caledonia Planning Group, First Member Firm Based Outside of the United States
PORTLAND, OR, SEPTEMBER 10, 2009—M Financial Group (“M Financial”) today announced the addition of Caledonia Planning Group (“Caledonia”) to its network of Member Firms. Based in Ontario, Canada, Caledonia is a leading global provider of international wealth transfer advice and consulting services to high net worth clients and corporations. Caledonia was founded in 2001 by Iain W. Scott, the firm’s sole Principal, and is the first M Member Firm domiciled outside the United States. The firm currently employs a staff of four professionals.
Fred H. Jonske, President and Chief Executive Officer of M Financial Group, said: “Under Iain’s leadership, Caledonia has established a strong presence in the growing international market. Expanding into Canada, while further diversifying our business, is an exciting step for M Financial and we are eager to support Iain and his team as they work to enhance their success as part of the M Community.”
Iain W. Scott, added: “M Financial maintains an excellent reputation throughout the life insurance industry. This reputation, together with M Financial’s differentiated products, reinsurance capabilities, and commitment to client advocacy will be critical to Caledonia’s growth in the coming years. I look forward to sharing the M advantages with our strategic partners and clients.”
About M Financial Group
With more than 120 Member Firms in 36 states, M Financial Group is one of the nation’s leading financial services design and distribution companies. Since 1978, M Financial’s network of independent insurance, investment, and executive benefit firms has served the needs of ultra-affluent individuals, corporate executives, successful entrepreneurs, and Fortune 1000 companies. For more information about M Financial Group, please visit www.mfin.com.