Renate M. Mueller, CPA, CA - Business History

Member of CPABC.

Renate Mueller, CPA, CA has formed a new company to offer their services to more Canadian brokerages, after more than 8 years of advising Canadian insurance brokerages on mergers and acquisitions, succession planning, and executive search process as the former president of AMAC Consultants Inc.

In 2003 Renate purchased a 50% interest in AMAC Consultants Inc. (“AMAC”). Renate and her partner in AMAC, John McArthur, incorporated M&A Realty Inc. (“M&A”) in 2005. She was a licensed salesperson for M&A.

In 2000 Renate sold her insurance brokerage to a commercial insurance broker and remained with the acquiring firm for two years to service clients throughout BC. She had purchased a property & casualty insurance brokerage from her parents in 1984. As a brokerage business owner for 16 years her primary focus was on business development and commercial client servicing. In this new role, she was a guest speaker on numerous occasions at clients’ annual general meetings.

Employed by Price Waterhouse Chartered Accountants for three years in Special Services Division advising small to medium sized clients.

Employed by Revenue Canada Taxation as a fraud investigator for tax evasion for 8 years. In 2006 Renate was recognized by her peers when the Institute of Chartered Accountants of BC awarded her with the Community Service Award.

Renate has written and taught licensing seminar courses for the Insurance Brokers Association of B.C. on the following subjects:

• Risk Management for Personal Lines
• Insurance for the Fun of It
• Personal Lines Coverage Comparisons
• Preparing Your Brokerage for Privacy Act Compliance
• Loss Reduction Strategies for Brokerages and Their Clients
• Brokerage Succession Planning
• Handling Special Residential Risks
• Understanding Financial Statements for Determining Business Interruption Coverage
• Advanced Business Interruption Insurance
• Professional Liability – Who Needs It & Who Writes It
• Handling Special Residential Risks – High Net Worth Clients
• Home Based Business – Personal and Commercial Lines Solutions
• Advanced Personal Lines

Volunteer History

Served at the Institute of Chartered Accountant on various committees, Public Relations, Advertising and Members In Industry, Government and Education. She also assisted low income seniors by preparing their tax returns at senior centers.

Elected and served as a director of Edelweiss Credit Union for 13 years including chair of the board for two years. Edelweiss later merged and became Prospera Credit Union.

Was appointed to a special review committee and assisted the Minister of Finance in reviewing the Westcoast/First Pacific Credit Unions’ problem and the Credit Union Deposit Insurance Corporations management of the affairs of these credit unions by proposing a merger of the two entities. The merged credit union became Coast Capital Credit Union in 1988.

Served as a director of the CUMIS Group of Companies, Burlington, Ontario, for four years and attended international joint board meetings with CUNA Mutual in Madison Wisconsin, U.S.A.

Was a director of the Travel Assurance Board of B.C. for eight years and sat on a Provincial Review Committee for the travel industry.

Served as a director of the Insurance Brokers Association of British Columbia for six years and was on the executive for five years and is a Past President of that association.

Was a director of the national board of the Insurance Brokers Association of Canada and chaired the national Broker Identity Program.

Appointed to the audit committee of the Greater Vancouver Real Estate Board in 2001 and have now served for ten years.

Started and chaired an annual charity golf tournament for ten years for Big Sisters of the Lower Mainland. The tournament raised approximately $370,000.00 during the ten years as Chair and is currently an Honorary Member of Big Sisters.

Past Director of Parkinson’s Society of B.C. and served for one year on its charity golf committee.
 

Community and Industry Involvement

 

Institute of Chartered Accountants of British Columbia 1976-Present

Member Public Relations Committee Member Industry, Government Education Volunteer Preparing Income Tax Returns for Low Income Seniors

Greater Vancouver Real Estate Board

Audit Committee 2001-Present

Insurance Brokers Association of British Columbia

Director representing Area 4, Vancouver, two 2-year terms 1986-1990 Director representing Area 4, Vancouver, one 2-year terms 1996-1998 Treasurer of Finance Committee, Vancouver area 1997-1998 2nd Vice President, member of Audit, Finance and Political Action Committees, Chair of Membership Committee 1998-1999 1st Vice President, member of Audit, Finance and Political Action Committees, Co-chair of Membership Committee 1999-2000 President of IBABC 2000-2001 Chair of the Board, B.C.’s voting delegate on the IBAC Board 2001-2002 Member of Presidents’ Committee 2002-Present

Insurance Brokers Association of Canada

Director 1998-2000 Chair Communications Committee 1999-2000 Chair of IBAC’s Broker Identity Program Committee 2001-2002

CUMIS Group of Companies, Burlington, Ontario

Director 1986-1990 Chair Board Governance 1989-1990

Edelweiss Credit Union (now Prospera)

Chair Board of Directors 1984-1985 President 1983-1984 Executive Committee Board of Directors 1982-1984 Director 1976-1982

Minister of Finance Special Commission to review two Credit Unions in Victoria, BC 1987-1988

Travel Assurance Board of British Columbia

Director 1982-1991 Advisory Review Committee 1995

YWCA

Chair of “Touching Lives, Building Futures” Professionals Campaign 1995

Big Sisters of the Lower Mainland

Honorary Member 1998-Present Founder and Chair for ten years of the Annual Charity Golf Tournament 1996-2006

Parkinson’s Society of British Columbia

Member of Charity Golf Committee 2007-2008 Director 2007-2010

 

Awards

Institute of Chartered Accountants of British Columbia Community Achievement Award in 2006
 

Club Memberships

Vancouver Club, Jericho Tennis Club, Beachgrove Golf & Country Club and Shaughnessy Golf Club.