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Courses covering the major areas of estate planning expertise:

Law of Trusts
Taxation of Trusts & Estates
Wills, Trust & Estate Administration
Trust & Estate Planning

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STEP Canada

National Office Location/Mailing Address » Click Through

National Office Professional Staff » View Contact List

Michael Dodick

Chief Operating Officer

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Janis Armstrong

Director of Business Development

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Amanda Edwards

Education Coordinator - Team Lead

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Lidet Assefa Kebede

Education Coordinator - French Initiatives

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Julia Neeser

Executive Assistant & Office Coordinator

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Maria Cherrie Fresco

Member Services Administrator

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Jenifer White

Member Services Team Lead

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IT Manager

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Ashley Kerr

Marketing & Event Assistant

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Anna Tcymbal

Accountant

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Editor

Editor, STEP Inside

National Branch

STEP Canada - Board of Directors, 2018 - 2019 » View Contact List

Chair

Ruth March , KPMG LLP,

1959 Upper Water St, Suite 1500 Purdy's Wharf Tower 1,

Halifax, NS, B3J 3N2,

Tel: 902-492-6044 Fax: 902-492-1307,

Deputy Chair

Pamela Cross , Borden Ladner Gervais LLP,

World Exchange Plaza, 1300 - 100 Queen Street,

Ottawa, ON, K1P 1J9,

Tel: 613-787-3559 Fax: 613-230-8842,

Deputy Chair

Chris Ireland , PPI Advisory,

4370 Still Creek Drive Suite 210,

Burnaby, BC, V5C 0G5,

Tel: 604-909-1367 Fax: 604-688-8924,

Secretary

Rachel Blumenfeld , Aird & Berlis LLP,

Brookfield Place, 181 Bay Street, Suite 1800, Box 754,

Toronto, ON, M5J 2T9,

Tel: 416-865-3413 Fax: 416-863-1515,

Treasurer

Christine Van Cauwenberghe , IG Wealth Management,

447 Portage Avenue,

Winnipeg, MB, R3B 3H5,

Tel: 204-956-8427 Fax: 204-943-0021,

Past Chair

Timothy Grieve , Merovitz Potechin LLP,

300 - 1565 Carling Avenue,

Ottawa, ON, K1Z 8R1,

Tel: 613-563-7544 Fax: 613-563-4577,

Director at Large

Richard Niedermayer , Stewart McKelvey,

1959 Upper Water St, Suite 900,

Halifax, NS, B3J 2X2,

Tel: 902-420-3339 Fax: 902-420-1417,

Director at Large

Aileen La Borie , RBC Wealth Management,

745 Thurlow Street 20th Floor,

Vancouver, BC, V6E 0C5,

Tel: 604-257-7577 Fax: 604-257-7008,

Director at Large

Brian Cohen , Gowling WLG,

1 First Canadian Place, 100 King Street West, Suite 1600,

Toronto, ON, M5X 1G5,

Tel: 416-862-5715 Fax: 416-863-4592,

Atlantic Branch Chair

Greg Leslie , Baker Tilly,

201-130 Eileen Stubbs Avenue,

Dartmouth, NS, B3B 2C4,

Tel: 902-404-4000 ext. 121 Fax: 902-404-3099,

Calgary Branch Chair

Vance LeCocq , ,

2, 66 Beny-Sur-Mer Road SW,

Calgary, AB, T3E 7Y3,

Tel: 403-923-9633 Fax: ,

Edmonton Branch Chair

Kathy Hawkesworth , Edmonton Community Foundation,

9910-103 Street,

Edmonton, AB, T5K 2Y7,

Tel: 780-426-0015 Fax: 780-425-0121,

Montreal Branch Chair & Program Officer

Nathalie Marchand , Miller Thomson LLP,

1000 rue De La Gauchetière Ouest,,

Montreal, QC, H3B 4W5,

Tel: 514-905-4225 Fax: 514-875-4308,

Ottawa Branch Chair

Jean McDonell , Ginsberg Gluzman Fage & Levitz LLP,

287 Richmond Road,

Ottawa, ON, K1Z 6X4,

Tel: 613-728-5831 Fax: 613-728-8085,

Toronto Branch Chair

Ted Polci , First York Insurance Agency Ltd.,

455 Avenue Road, Suite 100,

Toronto, ON, M4V 2J2,

Tel: 416-966-9675 Fax: 416-966-9677,

Vancouver Branch Chair

Litza Anderson , Scotia Wealth Management,

650 West Georgia Street, PO Box 11538,

Vancouver, BC, V6B 4N7,

Tel: 604-717-5507 Fax: 604-718-7151,

Winnipeg Branch Chair

Sangita Bhalla , RBC Wealth Management - Estate & Trust Services (Winnipeg),

220 Portage Avenue, 16th Floor,

Winnipeg, MB, R3C 0A5,

Tel: 204-285-3053 Fax: 204-988-6745,

STEP Southwestern Ontario Branch Chair

Chris Delaney , ,

884 Waterloo St,

London, ON, N6A 3W9,

Tel: 226-919-6126 Fax: ,

STEP Canada 2016-2017 - Board Appointment Notice » View Appointment Notice

STEP Canada 2017-2018 - Board Appointment Notice » View Appointment Notice

STEP Canada - National Committees, 2019 - 2020 » View Contact List

STEP Branches in Canada

Branch Executives, 2018 - 2019

Atlantic Branch

Chair

Greg Leslie , Baker Tilly,

201-130 Eileen Stubbs Avenue,

Dartmouth, NS, B3B 2C4,

Tel: 902-404-4000 ext. 121 Fax: 902-404-3099,

Treasurer

Dwayne MacKay , Baker Tilly,

201-130 Eileen Stubbs Avenue,

Dartmouth, NS, B3B 2C4,

Tel: 902-404-8128 Fax: 902-404-3099,

Secretary

Darlene Walker , RBC Wealth Management - Estate & Trust Services (Halifax),

1871 Hollis Street,,

Halifax, NS, B3J 0C3,

Tel: 902-420-3233 Fax: 902-420-8343,

Past Chair

Andrée Godbout , BMO Wealth Management,

1675 Grafton Street,,

Halifax, NS, B3J 0E9,

Tel: 902-496-1161 Fax: ,

Program Chair

Tanya Butler , Cox & Palmer,

1959 Upper Water St., Suite 1100,

Halifax, NS, B3J 3N2,

Tel: 902-491-4227 Fax: 902-421-3130,

Program Chair

Jessica Lyle , Sealy Cornish Coulthard,

56 Portland Street, Suite 200,

Dartmouth, NS, B2Y 1H2,

Tel: 902-466-2500 Fax: +9024256350,

Deputy Chair & Student Liaison Officer

Robbie Brown , BMO Wealth Management,

1675 Grafton Street,,

Halifax, NS, B3J 0E9,

Tel: 902-496-7812 Fax: ,

Student Liaison Officer

Karen Stilwell , Connors Stilwell,

212 Queen St. Suite 401,

Fredericton, NB, E3B 1A8,

Tel: 506-300-9632 Fax: 506-454-1290,

Regional Representative - New Brunswick

Corey Perrin , MacMillan Lawrence & Lawrence Chartered Professional Accountants,

510 Brookside Drive, Suite C,

Fredericton, NB, E3A 8V2,

Tel: 506-458-9390 Fax: 506-453-7860,

Regional Representative - Newfoundland Labrador

Mike Kidney , Mike Kidney Financial Planning Inc.,

Suite 202, 544 Water St.,

St. John's, NL, A1E 1B7,

Tel: 709-699-2661 Fax: ,

Member Services Officer & Regional Representative - PEI

Robin Aitken , Cox & Palmer,

600-97 Queen St,

Charlottetown, PE, C1A 4A9,

Tel: 902-629-3910 Fax: 902-566-2639,

Member at Large

Nathalie Amirault , Grant Thornton LLP (Halifax),

1000-1675 Grafton St,

Halifax, NS, B3J 0E9,

Tel: 902-491-7749 Fax: 902-420-1068,

Calgary Branch

Chair

Vance LeCocq , ,

2, 66 Beny-Sur-Mer Road SW,

Calgary, AB, T3E 7Y3,

Tel: 403-923-9633 Fax: ,

Secretary

Laxmee Cundasawmy , ,

Treasurer

Dale Franko , Moodys Gartner Tax Law LLP,

210, 2020 - 4 Street SW,

Calgary, AB, T2S 1W3,

Tel: 403-693-5100 Fax: 403-693-5101,

Past Chair

Gail Black , Miller Thomson LLP,

#3000, 700 - 9th Avenue SW,

Calgary, AB, T2P 3V4,

Tel: 403-298-2410 Fax: 403-262-0007,

Program CO-Chair

Sterling Rempel , Future Values Estate & Financial Planning,

Suite 302, 638 - 11 Ave SW,

Calgary, AB, T2R 0E2,

Tel: 403-229-2123 Fax: 1-866-509-6017,

Deputy Chair/Program Co-Chair

Ruth Spetz , Borden Ladner Gervais LLP,

Centennial Place, East Tower 1900, 520 - 3rd Avenue SW,

Calgary, AB, T2P 0R3,

Tel: 403-232-9510 Fax: 403-266-1395,

Education Officer

Lisa Handfield , ,

2016, 42 Ave SW,

Calgary, AB, T2T 2M7,

Tel: 403-531-8485 Fax: 587-387-2830,

Program Committee Member

Rebecca Hett , Scotia Wealth Management,

1700, 225 - 6 Ave SW,

Calgary, AB, T2P 1N2,

Tel: 403-410-3772 Fax: 403-298-4044,

Student Liaison Officer

Lisa Kayaga , BMO Wealth Management,

350 7 Avenue SW,

Calgary, ZZ, AB,

Tel: 403-503-7100 Fax: 403-503-7377,

Sponsorship Officer

Kenneth Keung , Moodys Gartner Tax Law LLP,

210, 2020 - 4 Street SW,

Calgary, AB, T2S 1W3,

Tel: 403-693-5106 Fax: 403-693-5100,

Membership Officer

Carol Sadler , Achen Henderson LLP,

Suite 118, 8989 Macleod Trail SW,

Calgary, AB, T2H 0M2,

Tel: 403-271-3106 Fax: 403-271-3770,

Program Committee Member

Anthony Strawson , Felesky Flynn LLP,

5000, 150 - 6 Avenue SW,

Calgary, AB, T2P 3Y7,

Tel: 403-260-5634 Fax: 403-263-9649,

Publicity Officer

Spencer Mellace , Sagium,

2220, 700 - 9th Ave SW,

Calgary, AB, T2P 3V4,

Tel: 587-349-5478 Fax: 403-457-4208,

Student Liaison Officer

Victoria Hockley , RBC Wealth Management Financial Services Inc. - Calgary,

Suite 1100, 333-7th Ave SW,

Calgary, AB, T2P 2Z1,

Tel: 403-299-7096 Fax: +,

Student Liaison Officer

Katherine Ratcliffe , Nerland Lindsey LLP,

1400, 350 7th Avenue SW,

Calgary, AB, T2P 3N9,

Tel: 403-537-9214 Fax: 403-299-9601,

Edmonton Branch

Chair

Kathy Hawkesworth , Edmonton Community Foundation,

9910-103 Street,

Edmonton, AB, T5K 2Y7,

Tel: 780-426-0015 Fax: 780-425-0121,

Deputy Chair

Chris Turnbull , The Index House,

2020 - 10060 Jasper Ave NW Scotia Place, Tower 1,

Edmonton, AB, T5J 3R8,

Tel: 780-665-4921 Fax: 780-665-4901,

Secretary & Member at Large

Kathy Strobl , CIBC Wood Gundy,

1800 Manulife Place, 10180 - 101 St NW,

Edmonton, AB, T5J 3S4,

Tel: 780-970-5396 Fax: 780-429-8999,

Member at Large

Michel Audy , ,

13 52313 Range Road 232,

Sherwood Park, AB, T8B 1B7,

Tel: 780-464-1864 Fax: 780-461-8800,

Treasurer

Gayle Pederson , BMO Private Banking,

10175 - 101 Street,

Edmonton, AB, T5J 0H3,

Tel: 780-408-0765 Fax: 780-408-0520,

Past Chair

Kathryn Charr , ,

113 -13830 150th Avenue,

Edmonton, AB, T6V 1X2,

Tel: 780-475-4263 Fax: ,

Student Liaison Officer

Malcolm Fast , ,

14016 - 78 Ave NW,

Edmonton, AB, T5R 3C1,

Tel: 780-966-2812 Fax: 780-447-4417,

Program Officer

Rhonda Johnson , Duncan Craig LLP,

2800 Scotia Place, 10060 Jasper Avenue,

Edmonton, AB, T5J 3V9,

Tel: 780-441-4362 Fax: 780-428-9683,

Member Services Officer

Sam Amelio , MLT Aikins LLP,

2200-10235 101st Street,

Edmonton, AB, T5J 3G1,

Tel: 780-969-3500 Fax: 780-969-3549,

Sponsorship Officer

Michelle Millard , Felesky Flynn LLP,

2610, 10111 - 104 Ave.,

Edmonton, AB, T5J 0J4,

Tel: 780-643-3069 Fax: 780-421-8820,

Member at Large

Michelle Coleman , ,

Apt 1001, 11025-82 Avenue,

Edmonton, AB, T6G 0T1,

Tel: 780-451-4406 Fax: 780-454-1908,

Member at Large

Valerio Ferrari , ,

2135-32 Ave NW,

Edmonton, AB, T6T 0A9,

Tel: 780-944-5028 Fax: 780-408-8616,

Montreal Branch

Chair & Program Officer

Nathalie Marchand , Miller Thomson LLP,

1000 rue De La Gauchetière Ouest,,

Montreal, QC, H3B 4W5,

Tel: 514-905-4225 Fax: 514-875-4308,

Secretary

Roanne Bratz , ,

6612 Fleet Rd.,

Montreal, QC, H4V 1A9,

Tel: 514-482-1912 Fax: ,

Treasurer

Michel Durand , BDO Canada LLP,

805-1100 boulevard Cremazie Est,

Montreal, QC, H2P 2X2,

Tel: 514-218-6260 Fax: 514-593-8711,

Past Chair

Daniel Frajman , Spiegel Sohmer Inc.,

1255 Peel Street, Suite 1000,

Montreal, QC, H3B 2T9,

Tel: 514-875-8949 Fax: 514-875-8237,

Student Liaison Officer

Dan Derhy , Derhy | Trusts & Estates,

1100 Sherbrooke Ouest 2ème étage,

Montreal, QC, H3A 1G7,

Tel: 514-281-6000 ext. 620 Fax: 514-788-6050,

Student Liaison Member & Member at Large

David Pelchat , PSB Boisjoli LLP,

3333 Graham Blvd, Suite 400,

Montreal, QC, H3R 3L5,

Tel: 514-341-5511 ext. 284 Fax: ,

Program Officer & Member at Large

Hélène Marquis , CIBC Private Wealth Management,

1155 René-Lévesque Boulevard West,,

Montreal, QC, H3B 3Z4,

Tel: 514-876-5199 Fax: 514-876-2195,

Sponsorship Officer

Hélène Latreille , Foundation of Greater Montreal,

505 Boul René-Lévesque O Bureau #1000,

Montreal, QC, H2Z 1Y7,

Tel: 514-866-0808 Fax: 514-866-4202,

Vice Chair & Member Services Officer

Nathalie Fisette-Caza , RBC Wealth Management Services,

1 Place Ville Marie,

Montreal, QC, H3B 2B2,

Tel: 514-878-4133 Fax: 514-878-7802,

Program Officer & Member at Large

Catherine Collard , EY,

900 de Maisonneuve Blvd. West,

Montreal, QC, H3A 0A8,

Tel: 514-874-4373 Fax: 514-879-2600,

Student Liaison Member & Member at Large

Diane Hamel , Manulife,

900 DeMaisonneuve Blvd. Est., 16th Floor,

Montreal, QC, H3A 0A8,

Tel: 514-845-2122 ext. 202041 Fax: ,

Member at Large

Paule Gauthier , RBC Wealth Management Services,

1 Place Ville Marie,

Montreal, QC, H3B 2B2,

Tel: 514-878-5090 Fax: 514-878-7802,

Member Services Officer & Member at Large

Steve Levy , Levy Salis LLP,

630 Sherbrooke St. West, Suite 910,

Montreal, QC, H3A 1E4,

Tel: 514-940-8070 Fax: 514-940-8001,

Member at Large

François L Morin , Borden Ladner Gervais LLP,

1000 de La Gauchetiere St. W, Suite 900,

Montreal, QC, H3B 5H4,

Tel: 514-879-1212 Fax: 514-954-1905,

Program Officer & Student Liaison Member

Mark Potechin , DLA Piper (Canada) LLP,

1501 Av McGill Collège, Suite 1400,

Montreal, QC, H3A 3M8,

Tel: 514-392-8414 Fax: 514-392-4637,

Member at Large

Francois Desmarais , TD Wealth,

1350 Boul René-Lévesque West 8th Floor,

Montreal, QC, H3G 1T4,

Tel: 514-289-0081 Fax: ,

Member at Large

Jonathan Levy , UHY Victor LLP,

759 Square Victoria, Suite 400,

Montreal, QC, H2Y 2J7,

Tel: 514-282-1836 ext. 275 Fax: 514-282-6640,

Member at Large

Anne Marie Girard-Plouffe , Option Fortune Inc.,

1010 rue Sherbrooke O # 2110,

Montreal, QC, H3A 2R7,

Tel: 514-315-6344 Fax: 514-315-6342,

Ottawa Branch

Chair

Jean McDonell , Ginsberg Gluzman Fage & Levitz LLP,

287 Richmond Road,

Ottawa, ON, K1Z 6X4,

Tel: 613-728-5831 Fax: 613-728-8085,

Secretary

Anne Patenaude , BMO Private Banking,

340 Albert Street, Ste.,

Ottawa, ON, K1R 7Y6,

Tel: 613-564-6554 Fax: 613-564-6007,

Treasurer

Alain Robert , Robert CPA,

6-1420 Youville Dr,

Orleans, ON, K1C7B3,

Tel: 613-841-6040 Fax: 613-841-9082,

Past Chair

Zoran Vranjkovic , Welch LLP,

123 Slater St 3rd Floor,

Ottawa, ON, K1P 5H2,

Tel: 613-236-9191 Fax: 613-236-8258,

Program Officer

Linsey Rains , ,

50 Scrivens Street,

Ottawa, ON, K2B 6H1,

Tel: 613-794-6061 Fax: ,

Deputy Chair

Paul Taylor , Borden Ladner Gervais LLP,

World Exchange Plaza, 1300 - 100 Queen Street,

Ottawa, ON, K1P 1J9,

Tel: 613-369-4769 Fax: 613-230-8842,

Student Liaison Officer

Kyle McDonell , RBC Wealth Management - Estate & Trust Services (Ottawa),

90 Sparks St,

Ottawa, ON, K1P 5B4,

Tel: 613-239-3076 Fax: 613-239-3218,

Student Liaison Assistant

Francois JMJ Asselin , CIBC Wealth Advisory Services,

150 Elgin St,

Ottawa, ON, K2P 1L4,

Tel: 613-239-2900 Fax: ,

Member Services Officer

Nicole Ewing , TD Wealth,

45 O'Connor St.,

Ottawa, ON, K1P 1A4,

Tel: 613-783-4095 Fax: 1-877-409-6924,

Sponsorship Officer

Peter Berry , Welch LLP,

123 Slater St 3rd Floor,

Ottawa, ON, K1P 5H2,

Tel: 613-236-9191 Fax: 613-236-8258,

Newsletter/Social Media Officer

Matthew Shipley , Three Degree Wealth Advisory Inc.,

35 Antares Drive,

Nepean, ON, K2E 8B1,

Tel: 613-220-8141 Fax: 613-591-0337,

Toronto Branch

Chair

Ted Polci , First York Insurance Agency Ltd.,

455 Avenue Road, Suite 100,

Toronto, ON, M4V 2J2,

Tel: 416-966-9675 Fax: 416-966-9677,

Deputy Chair

Elaine Blades , RBC Wealth Management,

155 Wellington Street West,

Toronto, ON, M5V 3K7,

Tel: 416-313-7410 Fax: 416-955-5091,

Secretary

Corina Weigl , Fasken Martineau DuMoulin LLP,

333 Bay Street, Suite 2400 Bay Adelaide Centre, Box 20,

Toronto, ON, M5H 2T6,

Tel: 416-865-4549 Fax: 416-364-7813,

Treasurer

Ian Lebane , TD Wealth,

66 Wellington Street West,

Toronto, ON, M5K 1A2,

Tel: 416-308-9852 Fax: 416-949-6610,

Past Chair

Brian Cohen , Gowling WLG,

1 First Canadian Place, 100 King Street West, Suite 1600,

Toronto, ON, M5X 1G5,

Tel: 416-862-5715 Fax: 416-863-4592,

Program Officer (Chair)

Joan Jung , Minden Gross LLP,

2200 - 145 King Street West,

Toronto, ON, M5H 4G2,

Tel: 416-369-4306 Fax: 416-864-9223,

Member Services Officer

Marina Panourgias , Canada Revenue Agency,

Income Tax Rulings Directorate Toronto Centre Tax Services 1 Front St W,

Toronto, ON, M5J 2X6,

Tel: 416-973-9524 Fax: ,

Newsletter Officer

Paul Keul , S+C Partners LLP,

6465 Millcreek Drive, Suite 204,

Mississauga, ON, L5N 5R3,

Tel: 905-821-9215 ext. 112 Fax: 905-821-8212,

Member Engagement Officer

Michelle Connolly , ,

593 Castlefield Ave,

Toronto, ON, M5N 1L9,

Tel: 647-448-5328 Fax: 416-681-8849,

Sponsorship Officer

Jeff Halpern , TD Wealth,

220 Commerce Valley Drive West, 3rd Floor,

Markham, ON, L3T 0A8,

Tel: 905-707-5603 Fax: 905-707-7850,

Education Officer

Gillian Musk , BMO Private Banking,

1 First Canadian Place 100 King Street West,

Toronto, ON, M5X 1H3,

Tel: 416-359-7567 Fax: 416-359-8515,

Member at Large

Harris Jones , Harris Jones Advisory Inc.,

1604 Hermant Court,

Mississauga, ON, L5H 3T2,

Tel: 289-801-0357 Fax: ,

Vancouver Branch

Chair

Litza Anderson , Scotia Wealth Management,

Deputy Chair

Sally Dennis , Farris Vaughan Wills Murphy LLP,

2500, 700 West Georgia St.,

Vancouver, BC, V7Y 1B3,

Tel: 604-661-9327 Fax: 604-661-9349,

Secretary

Yogesh Bhathella , KPMG LLP,

8506 - 200th Street 3rd Floor,

Langley, BC, V2Y 0M1,

Tel: 604-455-4005 Fax: 604-881-4988,

Treasurer

Vincent Lo , ,

5759 Musgrave Crescent,

Richmond, BC, V7C 5N6,

Tel: 604-620-9316 Fax: ,

Past Chair

Aileen La Borie , RBC Wealth Management,

745 Thurlow Street 20th Floor,

Vancouver, BC, V6E 0C5,

Tel: 604-257-7577 Fax: 604-257-7008,

Member Services Officer

Sara M. Johnson , BMO Private Banking,

Student Liaison Officer

Tony Lee , ,

5308 Dominion Street,

Burnaby, BC, V5G 1E2,

Tel: 604-697-7876 Fax: 604-685-6569,

Student Member

Bradley Pashby , Narrative Financial,

620-475 West Georgia St.,

Vancouver, BC, V6B 5K5,

Tel: 604-682-5643 Fax: 778-329-0673,

Member at Large-Okanagan

Alison Oxtoby , Balmains Law Corporation,

301-1353 Ellis Street,

Kelowna, BC, V1Y 1Z9,

Tel: 778-484-4422 Fax: 778-805-9987,

Member at Large/Program Committee Member

Alysha To , Canaccord Genuity Wealth Management,

#2200-609 Granville Street,

Vancouver, BC, V7Y 1H2,

Tel: 604-643-7091 Fax: ,

Program Committee Member

Laura West , Norton Rose Fulbright Canada LLP,

1800-510 West Georgia Street,

Vancouver, BC, V6B 0M3,

Tel: 604-641-4935 Fax: 604-646-2679,

Program Committee Member

Dwight Dee , Miller Thomson LLP,

400-725 Granville Street,

Vancouver, BC, V7Y 1G5,

Tel: 604-643-1239 Fax: 604-643-1200,

Program Committee Member

Tony Yu , RBC Wealth Management,

1055 West Georgia Street, PO Box 11124,

Vancouver, BC, V6E 4P3,

Tel: 604-257-6050 Fax: 604-665-0944,

Winnipeg Branch

Chair

Sangita Bhalla , RBC Wealth Management - Estate & Trust Services (Winnipeg),

220 Portage Avenue, 16th Floor,

Winnipeg, MB, R3C 0A5,

Tel: 204-285-3053 Fax: 204-988-6745,

Secretary

Eleanor Wiebe , Fillmore Riley LLP,

1700 - 360 Main Street,

Winnipeg, MB, R3C 3Z3,

Tel: 204-957-8301 Fax: 204-954-0301,

Treasurer

Maria Francisca Loeppky , IG Wealth Management,

447 Portage Avenue,

Winnipeg, MB, R3B 3H5,

Tel: 204-777-4941 Fax: 204-943-0021,

Past Chair

Tricia Carver , CIBC Wood Gundy,

Membership Officer

Florence Carey , MLT Aikins LLP,

30th Floor, 360 Main Street,

Winnipeg, MB, R3C 4G1,

Tel: 204-957-4891 Fax: 204-957-4414,

Program Officer

Tannis Dawson , TD Wealth,

2100-360 Main St.,

Winnipeg, MB, R3B 3Z3,

Tel: 204-988-2455 Fax: 204-944-0038,

Student Liaison Officer

Harmanjit Mavi , MLT Aikins LLP,

30th Floor, 360 Main Street,

Winnipeg, MB, R3C 4G1,

Tel: 204-957-4613 Fax: 204-957-4244,

Promotion Officer

Daniel Watts , Scotiatrust,

200 Portage Avenue,

Winnipeg, MB, R3C 3X2,

Tel: 204-946-9222 Fax: 204-946-9236,

Member at Large

Caroline Kiva , Thompson Dorfman Sweatman LLP,

201 Portage Ave, Suite 2200,

Winnipeg, MB, R3B 3L3,

Tel: 204-934-2526 Fax: ,

Member at Large

Norm Promislow , Pitblado Law LLP,

360 Main Street, Suite 2500,

Winnipeg, MB, R3C 4H6,

Tel: 204-956-3507 Fax: 204-957-0227,

Member at Large

Lawrence Scarth , Scarth Professional Advisors,

50 Deerledge Trail,

East St. Paul, MB, R2E 1J6,

Tel: 204-781-2747 Fax: 204-661-8874,

Southwestern Ontario Chapter

Chair

Chris Delaney , ,

884 Waterloo St,

London, ON, N6A 3W9,

Tel: 226-919-6126 Fax: ,

Past Chair

Diane Wood , KPMG LLP,

140 Fullarton Street, Suite 1400,

London, ON, N6A 5P2,

Tel: 519-660-2123 Fax: 519-672-5684,

Secretary & Treasurer

Michael Bondy , MNP LLP,

700 - 495 Richmond Street,,

London, ON, N6A 5A9,

Tel: 519-679-8550 ext. 117 Fax: 519-679-1812,

Student Liaison Officer

Tracy VanPuymbroeck , Bossy Nagy Group Professional Corporation,

52 Ridout Street West,

Tillsonburg, ON, N4G 2E3,

Tel: 519-842-4263 Fax: 519-842-5241,

Deputy Chair

Christine Cooke , Lawrence Kinlin School of Business - Fanshawe College,

1001 Fanshawe College Blvd,

London, ON, N5Y 5R6,

Tel: 519-452-4430 Fax: ,

Kitchener-Waterloo Liaison

Sandra Bussey , TD Wealth,

381 King Street West 3rd Floor,

Kitchener, ON, N2G 1B8,

Tel: 519-885-8456 Fax: 519-885-8595,

Program Chair

Justin Hoffman , Davis Martindale LLP,

373 Commissioners Rd. W,

London, ON, N6J 1Y4,

Tel: 519-673-3141 ext. 1219 Fax: 519-645-1646,

Okanagan Chapter

Chair

Alison Oxtoby , Balmains Law Corporation,

301-1353 Ellis Street,

Kelowna, BC, V1Y 1Z9,

Tel: 778-484-4422 Fax: 778-805-9987,

Past-Chair

Geoffrey White , Geoffrey W. White Estates & Charity Law & Clark Wilson LLP,

434 Glenwood Avenue,

Kelowna, BC, V1Y 5M1,

Tel: 250-712-2205 Fax: 250-712-2208,

Deputy Chair

Melodie Lind , Pushor Mitchell LLP,

301 - 1665 Ellis Street,

Kelowna, BC, V1Y 2B3,

Tel: 250-869-1210 Fax: 250-762-6665,

Treasurer

Dan Basso , Crowe MacKay LLP (Chartered Professional Accountants),

500 - 1620 Dickson Ave,

Kelowna, BC, V1Y 9Y2,

Tel: 250-763-5021 Fax: 250-763-3600,

Membership and Student Liaison Officer

Sara M. Johnson , BMO Private Banking,

Program Officer

Kelly Watson , KPMG LLP,

3200 Richter Street Suite #200,

Kelowna, BC, V1W 5K9,

Tel: 250-979-7179 Fax: 250-763-0044,

Student Liaison Officer

Michael Naito , Grant Thornton LLP,

200 - 1633 Ellis Street,

Kelowna, BC, V1Y 2A8,

Tel: 250-712-6821 Fax: 250-712-6850,

Member at Large

Jennifer Eshleman , Balmains Law Corporation,

301-1353 Ellis Street,

Kelowna, BC, V1Y 1Z9,

Tel: 778-484-4422 Fax: ,

Saskatchewan Chapter

Chair

Pina Melchionna , ,

Deputy Chair

Crystal Taylor , Felesky Flynn LLP,

728 Spadina Cres E, Suite 100,

Saskatoon, SK, S7K 3H2,

Tel: 306-986-2485 Fax: ,

Treasurer

Shelley Madsen , KPMG LLP,

500, 475 2nd Ave South,

Saskatoon, SK, S7K 1P4,

Tel: 306-934-6214 Fax: 306-934-6233,

Past Chair

Beaty Beaubier , Stevenson Hood Thornton Beaubier LLP,

500, 123 - 2nd Avenue South,

Saskatoon, SK, S7K 7E6,

Tel: 306-244-0132 Fax: 306-653-1118,

Student Liaison Officer

Dawn Bell , Concentra Trust/Concentra Financial,

333 3rd Ave N,

Saskatoon, SK, S7K 2M2,

Tel: 306-956-4960 Fax: ,

Member Services Officer

Shawn Baier , Mennonite Trust Ltd,

116 La Ronge Rd,

Saskatoon, SK, S7K 8E5,

Tel: 306-933-2228 Fax: ,

Program Officer

Humphrey Tam , MD Financial Management,

306 Queen St,

Saskatoon, SK, S7K 0M2,

Tel: 360-343-4463 Fax: ,

Secretary

Faisal Khorshid , Investors Group,

102 - 1848 McOrmond Dr.,

Saskatoon, SK, S7S 0A5,

Tel: 306-653-3920 Fax: 306-653-3924,