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- Trust & Estate Planning
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STEP Canada
National Office Location/Mailing Address »
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STEP Canada
45 Sheppard Avenue East, Suite 510
Toronto, Ontario M2N 5W9
Tel: 416-491-4949
Toll Free: 1-877-991-4949
Fax: 416-491-9499
Email: stepcanada@step.ca
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National Office Professional Staff »
View Contact List
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,
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Tel: 902-492-6044
Fax: 902-492-1307,
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Deputy Chair
|
Pamela
Cross
,
Borden Ladner Gervais LLP,
|
World Exchange Plaza, 1300 - 100 Queen Street,
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Ottawa,
ON,
K1P 1J9,
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Tel: 613-787-3559
Fax: 613-230-8842,
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Deputy Chair
|
Chris
Ireland
,
PPI Advisory,
|
4370 Still Creek Drive Suite 210,
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Burnaby,
BC,
V5C 0G5,
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Tel: 604-909-1367
Fax: 604-688-8924,
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Secretary
|
Rachel
Blumenfeld
,
Aird & Berlis LLP,
|
Brookfield Place, 181 Bay Street, Suite 1800, Box 754,
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Toronto,
ON,
M5J 2T9,
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Tel: 416-865-3413
Fax: 416-863-1515,
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Treasurer
|
Christine
Van Cauwenberghe
,
IG Wealth Management,
|
447 Portage Avenue,
|
Winnipeg,
MB,
R3B 3H5,
|
Tel: 204-956-8427
Fax: 204-943-0021,
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Past Chair
|
Timothy
Grieve
,
Merovitz Potechin LLP,
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300 - 1565 Carling Avenue,
|
Ottawa,
ON,
K1Z 8R1,
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Tel: 613-563-7544
Fax: 613-563-4577,
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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,
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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,
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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,
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Atlantic Branch Chair
|
Greg
Leslie
,
Baker Tilly,
|
201-130 Eileen Stubbs Avenue,
|
Dartmouth,
NS,
B3B 2C4,
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Tel: 902-404-4000 ext. 121
Fax: 902-404-3099,
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Calgary Branch Chair
|
Vance
LeCocq
,
,
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2, 66 Beny-Sur-Mer Road SW,
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Calgary,
AB,
T3E 7Y3,
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Tel: 403-923-9633
Fax: ,
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Edmonton Branch Chair
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Kathy
Hawkesworth
,
Edmonton Community Foundation,
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9910-103 Street,
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Edmonton,
AB,
T5K 2Y7,
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Tel: 780-426-0015
Fax: 780-425-0121,
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Montreal Branch Chair & Program Officer
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Nathalie
Marchand
,
Miller Thomson LLP,
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1000 rue De La Gauchetière Ouest,,
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Montreal,
QC,
H3B 4W5,
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Tel: 514-905-4225
Fax: 514-875-4308,
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Ottawa Branch Chair
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Jean
McDonell
,
Ginsberg Gluzman Fage & Levitz LLP,
|
287 Richmond Road,
|
Ottawa,
ON,
K1Z 6X4,
|
Tel: 613-728-5831
Fax: 613-728-8085,
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Toronto Branch Chair
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Ted
Polci
,
First York Insurance Agency Ltd.,
|
455 Avenue Road, Suite 100,
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Toronto,
ON,
M4V 2J2,
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Tel: 416-966-9675
Fax: 416-966-9677,
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Vancouver Branch Chair
|
Litza
Anderson
,
Scotia Wealth Management,
|
650 West Georgia Street, PO Box 11538,
|
Vancouver,
BC,
V6B 4N7,
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Tel: 604-717-5507
Fax: 604-718-7151,
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Winnipeg Branch Chair
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Sangita
Bhalla
,
RBC Wealth Management - Estate & Trust Services (Winnipeg),
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220 Portage Avenue, 16th Floor,
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Winnipeg,
MB,
R3C 0A5,
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Tel: 204-285-3053
Fax: 204-988-6745,
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STEP Southwestern Ontario Branch Chair
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Chris
Delaney
,
,
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884 Waterloo St,
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London,
ON,
N6A 3W9,
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Tel: 226-919-6126
Fax: ,
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STEP Canada 2016-2017 - Board Appointment Notice »
View Appointment Notice
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STEP Canada 2017-2018 - Board Appointment Notice »
View Appointment Notice
|
STEP Canada - National Committees, 2019 - 2020 »
View Contact List
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STEP Branches in Canada
Branch Executives, 2018 - 2019
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Atlantic Branch
|
Chair
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Greg
Leslie
,
Baker Tilly,
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201-130 Eileen Stubbs Avenue,
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Dartmouth,
NS,
B3B 2C4,
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Tel: 902-404-4000 ext. 121
Fax: 902-404-3099,
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Treasurer
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Dwayne
MacKay
,
Baker Tilly,
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201-130 Eileen Stubbs Avenue,
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Dartmouth,
NS,
B3B 2C4,
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Tel: 902-404-8128
Fax: 902-404-3099,
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Secretary
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Darlene
Walker
,
RBC Wealth Management - Estate & Trust Services (Halifax),
|
1871 Hollis Street,,
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Halifax,
NS,
B3J 0C3,
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Tel: 902-420-3233
Fax: 902-420-8343,
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Past Chair
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Andrée
Godbout
,
BMO Wealth Management,
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1675 Grafton Street,,
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Halifax,
NS,
B3J 0E9,
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Tel: 902-496-1161
Fax: ,
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Program Chair
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Tanya
Butler
,
Cox & Palmer,
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1959 Upper Water St., Suite 1100,
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Halifax,
NS,
B3J 3N2,
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Tel: 902-491-4227
Fax: 902-421-3130,
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Program Chair
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Jessica
Lyle
,
Sealy Cornish Coulthard,
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56 Portland Street, Suite 200,
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Dartmouth,
NS,
B2Y 1H2,
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Tel: 902-466-2500
Fax: +9024256350,
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Deputy Chair & Student Liaison Officer
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Robbie
Brown
,
BMO Wealth Management,
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1675 Grafton Street,,
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Halifax,
NS,
B3J 0E9,
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Tel: 902-496-7812
Fax: ,
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Student Liaison Officer
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Karen
Stilwell
,
Connors Stilwell,
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212 Queen St. Suite 401,
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Fredericton,
NB,
E3B 1A8,
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Tel: 506-300-9632
Fax: 506-454-1290,
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Regional Representative - New Brunswick
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Corey
Perrin
,
MacMillan Lawrence & Lawrence Chartered Professional Accountants,
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510 Brookside Drive, Suite C,
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Fredericton,
NB,
E3A 8V2,
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Tel: 506-458-9390
Fax: 506-453-7860,
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Regional Representative - Newfoundland Labrador
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Mike
Kidney
,
Mike Kidney Financial Planning Inc.,
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Suite 202, 544 Water St.,
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St. John's,
NL,
A1E 1B7,
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Tel: 709-699-2661
Fax: ,
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Member Services Officer & Regional Representative - PEI
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Robin
Aitken
,
Cox & Palmer,
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600-97 Queen St,
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Charlottetown,
PE,
C1A 4A9,
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Tel: 902-629-3910
Fax: 902-566-2639,
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Member at Large
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Nathalie
Amirault
,
Grant Thornton LLP (Halifax),
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1000-1675 Grafton St,
|
Halifax,
NS,
B3J 0E9,
|
Tel: 902-491-7749
Fax: 902-420-1068,
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Calgary Branch
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Chair
|
Vance
LeCocq
,
,
|
2, 66 Beny-Sur-Mer Road SW,
|
Calgary,
AB,
T3E 7Y3,
|
Tel: 403-923-9633
Fax: ,
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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,
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Past Chair
|
Gail
Black
,
Miller Thomson LLP,
|
#3000, 700 - 9th Avenue SW,
|
Calgary,
AB,
T2P 3V4,
|
Tel: 403-298-2410
Fax: 403-262-0007,
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Program CO-Chair
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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,
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Deputy Chair/Program Co-Chair
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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,
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Education Officer
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Lisa
Handfield
,
,
|
2016, 42 Ave SW,
|
Calgary,
AB,
T2T 2M7,
|
Tel: 403-531-8485
Fax: 587-387-2830,
|
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Program Committee Member
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Rebecca
Hett
,
Scotia Wealth Management,
|
1700, 225 - 6 Ave SW,
|
Calgary,
AB,
T2P 1N2,
|
Tel: 403-410-3772
Fax: 403-298-4044,
|
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Student Liaison Officer
|
Lisa
Kayaga
,
BMO Wealth Management,
|
350 7 Avenue SW,
|
Calgary,
ZZ,
AB,
|
Tel: 403-503-7100
Fax: 403-503-7377,
|
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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,
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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,
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Program Committee Member
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Anthony
Strawson
,
Felesky Flynn LLP,
|
5000, 150 - 6 Avenue SW,
|
Calgary,
AB,
T2P 3Y7,
|
Tel: 403-260-5634
Fax: 403-263-9649,
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Publicity Officer
|
Spencer
Mellace
,
Sagium,
|
2220, 700 - 9th Ave SW,
|
Calgary,
AB,
T2P 3V4,
|
Tel: 587-349-5478
Fax: 403-457-4208,
|
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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: +,
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Student Liaison Officer
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Katherine
Ratcliffe
,
Nerland Lindsey LLP,
|
1400, 350 7th Avenue SW,
|
Calgary,
AB,
T2P 3N9,
|
Tel: 403-537-9214
Fax: 403-299-9601,
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Edmonton Branch
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Chair
|
Kathy
Hawkesworth
,
Edmonton Community Foundation,
|
9910-103 Street,
|
Edmonton,
AB,
T5K 2Y7,
|
Tel: 780-426-0015
Fax: 780-425-0121,
|
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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,
|
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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,
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Member at Large
|
Michel
Audy
,
,
|
13 52313 Range Road 232,
|
Sherwood Park,
AB,
T8B 1B7,
|
Tel: 780-464-1864
Fax: 780-461-8800,
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Treasurer
|
Gayle
Pederson
,
BMO Private Banking,
|
10175 - 101 Street,
|
Edmonton,
AB,
T5J 0H3,
|
Tel: 780-408-0765
Fax: 780-408-0520,
|
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Past Chair
|
Kathryn
Charr
,
,
|
113 -13830 150th Avenue,
|
Edmonton,
AB,
T6V 1X2,
|
Tel: 780-475-4263
Fax: ,
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Student Liaison Officer
|
Malcolm
Fast
,
,
|
14016 - 78 Ave NW,
|
Edmonton,
AB,
T5R 3C1,
|
Tel: 780-966-2812
Fax: 780-447-4417,
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Program Officer
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Rhonda
Johnson
,
Duncan Craig LLP,
|
2800 Scotia Place, 10060 Jasper Avenue,
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Edmonton,
AB,
T5J 3V9,
|
Tel: 780-441-4362
Fax: 780-428-9683,
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Member Services Officer
|
Sam
Amelio
,
MLT Aikins LLP,
|
2200-10235 101st Street,
|
Edmonton,
AB,
T5J 3G1,
|
Tel: 780-969-3500
Fax: 780-969-3549,
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Sponsorship Officer
|
Michelle
Millard
,
Felesky Flynn LLP,
|
2610, 10111 - 104 Ave.,
|
Edmonton,
AB,
T5J 0J4,
|
Tel: 780-643-3069
Fax: 780-421-8820,
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Member at Large
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Michelle
Coleman
,
,
|
Apt 1001, 11025-82 Avenue,
|
Edmonton,
AB,
T6G 0T1,
|
Tel: 780-451-4406
Fax: 780-454-1908,
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Member at Large
|
Valerio
Ferrari
,
,
|
2135-32 Ave NW,
|
Edmonton,
AB,
T6T 0A9,
|
Tel: 780-944-5028
Fax: 780-408-8616,
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Montreal Branch
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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,
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Secretary
|
Roanne
Bratz
,
,
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6612 Fleet Rd.,
|
Montreal,
QC,
H4V 1A9,
|
Tel: 514-482-1912
Fax: ,
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Treasurer
|
Michel
Durand
,
BDO Canada LLP,
|
805-1100 boulevard Cremazie Est,
|
Montreal,
QC,
H2P 2X2,
|
Tel: 514-218-6260
Fax: 514-593-8711,
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Past Chair
|
Daniel
Frajman
,
Spiegel Sohmer Inc.,
|
1255 Peel Street, Suite 1000,
|
Montreal,
QC,
H3B 2T9,
|
Tel: 514-875-8949
Fax: 514-875-8237,
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Student Liaison Officer
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Dan
Derhy
,
Derhy | Trusts & Estates,
|
1100 Sherbrooke Ouest 2ème étage,
|
Montreal,
QC,
H3A 1G7,
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Tel: 514-281-6000 ext. 620
Fax: 514-788-6050,
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Student Liaison Member & Member at Large
|
David
Pelchat
,
PSB Boisjoli LLP,
|
3333 Graham Blvd, Suite 400,
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Montreal,
QC,
H3R 3L5,
|
Tel: 514-341-5511 ext. 284
Fax: ,
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Program Officer & Member at Large
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Hélène
Marquis
,
CIBC Private Wealth Management,
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1155 René-Lévesque Boulevard West,,
|
Montreal,
QC,
H3B 3Z4,
|
Tel: 514-876-5199
Fax: 514-876-2195,
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Sponsorship Officer
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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,
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Vice Chair & Member Services Officer
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Nathalie
Fisette-Caza
,
RBC Wealth Management Services,
|
1 Place Ville Marie,
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Montreal,
QC,
H3B 2B2,
|
Tel: 514-878-4133
Fax: 514-878-7802,
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Program Officer & Member at Large
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Catherine
Collard
,
EY,
|
900 de Maisonneuve Blvd. West,
|
Montreal,
QC,
H3A 0A8,
|
Tel: 514-874-4373
Fax: 514-879-2600,
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Student Liaison Member & Member at Large
|
Diane
Hamel
,
Manulife,
|
900 DeMaisonneuve Blvd. Est., 16th Floor,
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Montreal,
QC,
H3A 0A8,
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Tel: 514-845-2122 ext. 202041
Fax: ,
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Member at Large
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Paule
Gauthier
,
RBC Wealth Management Services,
|
1 Place Ville Marie,
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Montreal,
QC,
H3B 2B2,
|
Tel: 514-878-5090
Fax: 514-878-7802,
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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,
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Member at Large
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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,
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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,
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Member at Large
|
Francois
Desmarais
,
TD Wealth,
|
1350 Boul René-Lévesque West 8th Floor,
|
Montreal,
QC,
H3G 1T4,
|
Tel: 514-289-0081
Fax: ,
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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,
|
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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,
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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,
|
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Secretary
|
Anne
Patenaude
,
BMO Private Banking,
|
340 Albert Street, Ste.,
|
Ottawa,
ON,
K1R 7Y6,
|
Tel: 613-564-6554
Fax: 613-564-6007,
|
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Treasurer
|
Alain
Robert
,
Robert CPA,
|
6-1420 Youville Dr,
|
Orleans,
ON,
K1C7B3,
|
Tel: 613-841-6040
Fax: 613-841-9082,
|
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Past Chair
|
Zoran
Vranjkovic
,
Welch LLP,
|
123 Slater St 3rd Floor,
|
Ottawa,
ON,
K1P 5H2,
|
Tel: 613-236-9191
Fax: 613-236-8258,
|
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Program Officer
|
Linsey
Rains
,
,
|
50 Scrivens Street,
|
Ottawa,
ON,
K2B 6H1,
|
Tel: 613-794-6061
Fax: ,
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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,
|
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Student Liaison Officer
|
Kyle
McDonell
,
RBC Wealth Management - Estate & Trust Services (Ottawa),
|
90 Sparks St,
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Ottawa,
ON,
K1P 5B4,
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Tel: 613-239-3076
Fax: 613-239-3218,
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Student Liaison Assistant
|
Francois JMJ
Asselin
,
CIBC Wealth Advisory Services,
|
150 Elgin St,
|
Ottawa,
ON,
K2P 1L4,
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Tel: 613-239-2900
Fax: ,
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Member Services Officer
|
Nicole
Ewing
,
TD Wealth,
|
45 O'Connor St.,
|
Ottawa,
ON,
K1P 1A4,
|
Tel: 613-783-4095
Fax: 1-877-409-6924,
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Sponsorship Officer
|
Peter
Berry
,
Welch LLP,
|
123 Slater St 3rd Floor,
|
Ottawa,
ON,
K1P 5H2,
|
Tel: 613-236-9191
Fax: 613-236-8258,
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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,
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Toronto Branch
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Chair
|
Ted
Polci
,
First York Insurance Agency Ltd.,
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455 Avenue Road, Suite 100,
|
Toronto,
ON,
M4V 2J2,
|
Tel: 416-966-9675
Fax: 416-966-9677,
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Deputy Chair
|
Elaine
Blades
,
RBC Wealth Management,
|
155 Wellington Street West,
|
Toronto,
ON,
M5V 3K7,
|
Tel: 416-313-7410
Fax: 416-955-5091,
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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,
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Treasurer
|
Ian
Lebane
,
TD Wealth,
|
66 Wellington Street West,
|
Toronto,
ON,
M5K 1A2,
|
Tel: 416-308-9852
Fax: 416-949-6610,
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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,
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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,
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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: ,
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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,
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Member Engagement Officer
|
Michelle
Connolly
,
,
|
593 Castlefield Ave,
|
Toronto,
ON,
M5N 1L9,
|
Tel: 647-448-5328
Fax: 416-681-8849,
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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,
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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,
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Member at Large
|
Harris
Jones
,
Harris Jones Advisory Inc.,
|
1604 Hermant Court,
|
Mississauga,
ON,
L5H 3T2,
|
Tel: 289-801-0357
Fax: ,
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Vancouver Branch
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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,
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Secretary
|
Yogesh
Bhathella
,
KPMG LLP,
|
8506 - 200th Street 3rd Floor,
|
Langley,
BC,
V2Y 0M1,
|
Tel: 604-455-4005
Fax: 604-881-4988,
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Treasurer
|
Vincent
Lo
,
,
|
5759 Musgrave Crescent,
|
Richmond,
BC,
V7C 5N6,
|
Tel: 604-620-9316
Fax: ,
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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,
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Student Liaison Officer
|
Tony
Lee
,
,
|
5308 Dominion Street,
|
Burnaby,
BC,
V5G 1E2,
|
Tel: 604-697-7876
Fax: 604-685-6569,
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Student Member
|
Bradley
Pashby
,
Narrative Financial,
|
620-475 West Georgia St.,
|
Vancouver,
BC,
V6B 5K5,
|
Tel: 604-682-5643
Fax: 778-329-0673,
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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,
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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: ,
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Program Committee Member
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Laura
West
,
Norton Rose Fulbright Canada LLP,
|
1800-510 West Georgia Street,
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Vancouver,
BC,
V6B 0M3,
|
Tel: 604-641-4935
Fax: 604-646-2679,
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Program Committee Member
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Dwight
Dee
,
Miller Thomson LLP,
|
400-725 Granville Street,
|
Vancouver,
BC,
V7Y 1G5,
|
Tel: 604-643-1239
Fax: 604-643-1200,
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Program Committee Member
|
Tony
Yu
,
RBC Wealth Management,
|
1055 West Georgia Street, PO Box 11124,
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Vancouver,
BC,
V6E 4P3,
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Tel: 604-257-6050
Fax: 604-665-0944,
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Winnipeg Branch
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Chair
|
Sangita
Bhalla
,
RBC Wealth Management - Estate & Trust Services (Winnipeg),
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220 Portage Avenue, 16th Floor,
|
Winnipeg,
MB,
R3C 0A5,
|
Tel: 204-285-3053
Fax: 204-988-6745,
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Secretary
|
Eleanor
Wiebe
,
Fillmore Riley LLP,
|
1700 - 360 Main Street,
|
Winnipeg,
MB,
R3C 3Z3,
|
Tel: 204-957-8301
Fax: 204-954-0301,
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Treasurer
|
Maria Francisca
Loeppky
,
IG Wealth Management,
|
447 Portage Avenue,
|
Winnipeg,
MB,
R3B 3H5,
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Tel: 204-777-4941
Fax: 204-943-0021,
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Membership Officer
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Florence
Carey
,
MLT Aikins LLP,
|
30th Floor, 360 Main Street,
|
Winnipeg,
MB,
R3C 4G1,
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Tel: 204-957-4891
Fax: 204-957-4414,
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Program Officer
|
Tannis
Dawson
,
TD Wealth,
|
2100-360 Main St.,
|
Winnipeg,
MB,
R3B 3Z3,
|
Tel: 204-988-2455
Fax: 204-944-0038,
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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,
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Promotion Officer
|
Daniel
Watts
,
Scotiatrust,
|
200 Portage Avenue,
|
Winnipeg,
MB,
R3C 3X2,
|
Tel: 204-946-9222
Fax: 204-946-9236,
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Member at Large
|
Caroline
Kiva
,
Thompson Dorfman Sweatman LLP,
|
201 Portage Ave, Suite 2200,
|
Winnipeg,
MB,
R3B 3L3,
|
Tel: 204-934-2526
Fax: ,
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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,
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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,
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Southwestern Ontario Chapter
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Chair
|
Chris
Delaney
,
,
|
884 Waterloo St,
|
London,
ON,
N6A 3W9,
|
Tel: 226-919-6126
Fax: ,
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Past Chair
|
Diane
Wood
,
KPMG LLP,
|
140 Fullarton Street, Suite 1400,
|
London,
ON,
N6A 5P2,
|
Tel: 519-660-2123
Fax: 519-672-5684,
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Secretary & Treasurer
|
Michael
Bondy
,
MNP LLP,
|
700 - 495 Richmond Street,,
|
London,
ON,
N6A 5A9,
|
Tel: 519-679-8550 ext. 117
Fax: 519-679-1812,
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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,
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Deputy Chair
|
Christine
Cooke
,
Lawrence Kinlin School of Business - Fanshawe College,
|
1001 Fanshawe College Blvd,
|
London,
ON,
N5Y 5R6,
|
Tel: 519-452-4430
Fax: ,
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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,
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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,
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Okanagan Chapter
|
Chair
|
Alison
Oxtoby
,
Balmains Law Corporation,
|
301-1353 Ellis Street,
|
Kelowna,
BC,
V1Y 1Z9,
|
Tel: 778-484-4422
Fax: 778-805-9987,
|
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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,
|
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Deputy Chair
|
Melodie
Lind
,
Pushor Mitchell LLP,
|
301 - 1665 Ellis Street,
|
Kelowna,
BC,
V1Y 2B3,
|
Tel: 250-869-1210
Fax: 250-762-6665,
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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,
|
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Membership and Student Liaison Officer
|
Sara M.
Johnson
,
BMO Private Banking,
|
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Program Officer
|
Kelly
Watson
,
KPMG LLP,
|
3200 Richter Street Suite #200,
|
Kelowna,
BC,
V1W 5K9,
|
Tel: 250-979-7179
Fax: 250-763-0044,
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Student Liaison Officer
|
Michael
Naito
,
Grant Thornton LLP,
|
200 - 1633 Ellis Street,
|
Kelowna,
BC,
V1Y 2A8,
|
Tel: 250-712-6821
Fax: 250-712-6850,
|
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Member at Large
|
Jennifer
Eshleman
,
Balmains Law Corporation,
|
301-1353 Ellis Street,
|
Kelowna,
BC,
V1Y 1Z9,
|
Tel: 778-484-4422
Fax: ,
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Saskatchewan Chapter
|
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Deputy Chair
|
Crystal
Taylor
,
Felesky Flynn LLP,
|
728 Spadina Cres E, Suite 100,
|
Saskatoon,
SK,
S7K 3H2,
|
Tel: 306-986-2485
Fax: ,
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Treasurer
|
Shelley
Madsen
,
KPMG LLP,
|
500, 475 2nd Ave South,
|
Saskatoon,
SK,
S7K 1P4,
|
Tel: 306-934-6214
Fax: 306-934-6233,
|
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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,
|
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Student Liaison Officer
|
Dawn
Bell
,
Concentra Trust/Concentra Financial,
|
333 3rd Ave N,
|
Saskatoon,
SK,
S7K 2M2,
|
Tel: 306-956-4960
Fax: ,
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Member Services Officer
|
Shawn
Baier
,
Mennonite Trust Ltd,
|
116 La Ronge Rd,
|
Saskatoon,
SK,
S7K 8E5,
|
Tel: 306-933-2228
Fax: ,
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Program Officer
|
Humphrey
Tam
,
MD Financial Management,
|
306 Queen St,
|
Saskatoon,
SK,
S7K 0M2,
|
Tel: 360-343-4463
Fax: ,
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Secretary
|
Faisal
Khorshid
,
Investors Group,
|
102 - 1848 McOrmond Dr.,
|
Saskatoon,
SK,
S7S 0A5,
|
Tel: 306-653-3920
Fax: 306-653-3924,
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