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Education

Is the STEP Canada Diploma for you?

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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Janet Gerongco

Education Coordinator

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Milly Fernandes

Executive Assistant & Office Coordinator

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Ashley Woolley

Member Services Team Lead

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Maria Cherrie Fresco

Member Services Administrator

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Dragan Loncar

IT Manager

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Allison Breininger

Marketing and Event Assistant

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Anna Tcymbal

Accountant

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Alison Morgan

Education Consultant - French Initiatives

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Editor

Editor, STEP Inside

National Branch

STEP Canada - Board of Directors, 2017 - 2018 » 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: 613-563-4577,

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 , Investors Group Financial Services,

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,

PO Box 997 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

Sarah Dykema , McInnes Cooper,

1300-1969 Upper Water Street, Purdy's Wharf Tower ll,

Halifax, NS, B3J 2V1,

Tel: 902-423-8157 Fax: 902-425-6350,

Calgary Branch Chair

Vance LeCocq , Strategy Wealth Advisors,

2, 66 Beny-Sur-Mer Road SW,

Calgary, AB, T3E7Y3,

Tel: 587-800-1640 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

Daniel Frajman , Spiegel Sohmer Inc.,

1255 Peel Street, Suite 1000,

Montreal, QC, H3B 2T9,

Tel: 514-875-2100 Fax: 514-875-8237,

Ottawa Branch Chair

Zoran Vranjkovic , Welch LLP,

123 Slater St 3rd Floor,

Ottawa, ON, K1P 5H2,

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

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 , Scotiatrust,

650 West Georgia Street, 5th Floor, 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,

220 Portage Avenue, 16th Floor,

Winnipeg, MB, R3C 0A5,

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

STEP Canada - Board Appointment Notice » View Appointment Notice

STEP Canada - National Committees, 2017 - 2018 » View Contact List

STEP Branches in Canada

Branch Executives, 2017 - 2018

Atlantic Branch

Chair

Sarah Dykema , McInnes Cooper,

1300-1969 Upper Water Street, Purdy's Wharf Tower ll,

Halifax, NS, B3J 2V1,

Tel: 902-423-8157 Fax: 902-425-6350,

Deputy Chair/Treasurer

Greg Leslie , Collins Barrow,

101- 120 Eileen Stubbs Avenue,

Dartmouth, NS, B3B 1Y1,

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

Secretary

Dwayne MacKay , PwC,

1601 Lower Water Street, Suite 400,

Halifax, NS, B3J 3P6,

Tel: 902-428-2408 Fax: 902-422-1166,

Past Chair

Andrée Godbout , BMO Wealth Management,

Suite 1901, 1969 Upper Water Street Purdy's Wharf Tower II,

Halifax, NS, B3J 3R7,

Tel: 902-496-1161 Fax: ,

Program Chair

Jessica Lyle , Sealy Cornish Coulthard,

56 Portland Street, Suite 200,

Dartmouth, NS, B2Y 1H2,

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

Program Chair

Tanya Butler , Cox & Palmer,

1959 Upper Water St., Suite 1100,

Halifax, NS, B3J 3N2,

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

Member Services Officer

Darlene Walker , RBC Wealth Management - Estate & Trust Services,

1871 Hollis Street,

Halifax, NS, B3J 0C3,

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

Student Liaison Officer

Robbie Brown , BMO Wealth Management,

Suite 1901, 1969 Upper Water Street Purdy's Wharf Tower II,

Halifax, NS, B3J 3R7,

Tel: 902-496-7812 Fax: ,

Student Liaison Officer

Struan Smith , CIBC Wood Gundy,

644 Main Street, Suite 114,

Moncton, NB, E1C 1E2,

Tel: 506-862-5155 Fax: 506-857-1731,

Regional Representative- New Brunswick

Struan Smith , CIBC Wood Gundy,

644 Main Street, Suite 114,

Moncton, NB, E1C 1E2,

Tel: 506-862-5155 Fax: 506-857-1731,

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

Pamela Earle , The Bank of Nova Scotia Trust Company - St. John's,

245 Water Street, 2nd Floor, PO Box 2160,

St. John's, NL, A1C 6E6,

Tel: 709-576-7593 Fax: 709-726-6704,

Regional Representative - Newfoundland Labrador

Mike Kidney , Mike Kidney Financial Planning,

116 Ridgewood Dr.,

Paradise, NL, A1L 1K8,

Tel: 709-699-2661 Fax: ,

Regional Representative- Nova Scotia

Jessica Lyle , Sealy Cornish Coulthard,

56 Portland Street, Suite 200,

Dartmouth, NS, B2Y 1H2,

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

Regional Representative- PEI

Jennifer Dunn , BDO Canada LLP,

PO Box 2158 155 Belvedere Avenue, Suite 200,

Charlottetown, PE, C1A 8B9,

Tel: 902-892-5365 Fax: 902-892-0383,

Calgary Branch

Chair

Vance LeCocq , Strategy Wealth Advisors,

2, 66 Beny-Sur-Mer Road SW,

Calgary, AB, T3E7Y3,

Tel: 587-800-1640 Fax: ,

Secretary | Member Services Officer

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 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,

Program Officer

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 , National Bank Trust,

239-8th Avenue SW,

Calgary, AB, T2P 1B9,

Tel: 403-531-8485 Fax: ,

Student Liaison Officer

Jamie Heuser , Dixon Mitchell Investment Counsel,

Suite 2160, 440 2nd Avenue SW,

Calgary, AB, T2P 5E9,

Tel: 403-930-1914 Fax: 604-684-3104,

Student Liaison Officer

Lisa Kayaga , RBC Wealth Management,

Suite 2300 335 - 8 Ave SW,

Calgary, AB, T2P 1C9,

Tel: 403-299-4553 Fax: ,

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,

Program Committee Member

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,

Member at Large

Victoria Hockley , Miller Thomson LLP,

#3000, 700 - 9th Avenue SW,

Calgary, AB, T2P 3V4,

Tel: 403-298-2455 Fax: 403-262-0007,

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

Laura Kugler , ,

Co-Treasurer

Michel Audy , BDO Canada LLP,

9897 - 34 Avenue NW,

Edmonton, AB, T6E 5X9,

Tel: 780-461-8000 Fax: 780-461-8800,

Co-Treasurer

Gayle Pederson , BMO Private Banking,

10199 - 101 Street (5th Floor),

Edmonton, AB, T5J 3Y4,

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

Past Chair

Kathryn Charr , TD Wealth,

10088 - 102 Ave NW,

Edmonton, AB, T5J 2Z1,

Tel: 780-408-6122 Fax: 780-448-8160,

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 Lawyers,

2200-10235 101st Street,

Edmonton, AB, T5J 3G1,

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

Member at Large

Valerio Ferrari , RBC Wealth Management - Estate & Trust Services,

1400-10117 Jasper Avenue,

Edmonton, AB, T5J 1W8,

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

Member at Large

Michelle Millard , Felesky Flynn LLP,

1980 Manulife Place 10180 - 101 St NW,

Edmonton, AB, T5J 3S4,

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

Montreal Branch

Chair

Daniel Frajman , Spiegel Sohmer Inc.,

1255 Peel Street, Suite 1000,

Montreal, QC, H3B 2T9,

Tel: 514-875-2100 Fax: 514-875-8237,

Deputy Chair

Nathalie Marchand , Miller Thomson LLP,

1000 de la Gauchetière West, 37th Floor,

Montreal, QC, H3B 4W5,

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

Secretary

Roanne Bratz , Stikeman Elliott LLP,

1155 René Lévesque Boulevard West, Suite 4100,

Montreal, QC, H3B 3V2,

Tel: 514-397-3296 Fax: 514-397-3630,

Treasurer

Michel Durand , Lapointe Rosenstein Marchand Melançon,

1 Place Ville Marie, Suite 1300,

Montreal, QC, H3B 0E6,

Tel: 514-925-6361 Fax: 514-925-5061,

Past Chair

Pierre Kirouac , ,

Student Liaison Officer

Dan Derhy , Derhy | Trusts & Estates,

1100 Sherbrooke Ouest 2ème étage,

Montreal, QC, H3A 1G7,

Tel: 514-281-6000 ext. 620 Fax: 514-935-8847,

Student Liaison Officer

David Pelchat , PSB Boisjoli LLP,

3333 Graham Blvd, Suite 400,

Montreal, QC, H3R 3L5,

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

Program Officer

Hélène Marquis , CIBC Private Wealth Management,

1155 René-Lévesque Boulevard West, Suite 1125,

Montreal, QC, H3B 3Z4,

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

Program Officer / Sponsorship

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,

Member Services

Nathalie Fisette-Caza , RBC Wealth Management,

1 Place Ville Marie,

Montreal, QC, H3B 2B2,

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

Program Officer

Catherine Collard , Ernst & Young LLP,

800 Rene-Levesque Blvd. West Suite 1900,

Montreal, QC, H3B 1X9,

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

Member at Large

Diane Hamel , Manulife Financial,

2000 Mansfield, Suite 200,

Montreal, QC, H3Y 2Y9,

Tel: 514-845-2122 Fax: 514-845-2051,

Member at Large

Paule Gauthier , RBC Wealth Management,

1 Place Ville Marie,

Montreal, QC, H3B 2B2,

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

Member at Large

Steve Levy , Altro Levy LLP,

630 Sherbrooke St. West, Suite 1200,

Montreal, QC, H3A 1E4,

Tel: 514-940-8000 Fax: 514-940-8001,

Member at

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,

Member at Large

Mark Potechin , DLA Piper (Canada) LLP,

1501 Av McGill Collège, Suite 1400,

Montreal, QC, H3A 3M8,

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

Ottawa Branch

Chair

Zoran Vranjkovic , Welch LLP,

123 Slater St 3rd Floor,

Ottawa, ON, K1P 5H2,

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

Deputy 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,

Ottawa, ON, K1P 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

Michael Segal , Michael D. Segal Professional Corporation,

343 Preston Street,

Ottawa, ON, K1S 1N4,

Tel: 343-291-1041 Fax: 343-291-1001,

Newsletter/Social Media

Linsey Rains , ,

808-315 McRae Ave.,

Ottawa, ON, K1Z 0C2,

Tel: Fax: ,

Member Services Officer

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,

90 Sparks St 2nd Floor,

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 21st Floor,

Ottawa, ON, K2P 1L4,

Tel: 613-239-2900 Fax: 613-564-8646,

Program Officer

Nicole Ewing , TD Wealth,

45 O'Connor St.,

Ottawa, ON, K1P 1A4,

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

Sponsorship Officer

Warren Trickey , McCay Duff & Company LLP,

141 Laurier Ave. West, 6th Floor,

Ottawa, ON, K1P 5S3,

Tel: 613-236-2367 Fax: 613-236-5041,

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,

RBC Centre 155 Wellington Street West,

Toronto, ON, M5V 3K7,

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

Secretary

Corina Weigl , Fasken Martineau,

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,

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 , Scotiatrust,

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

Jody Hatto , Cordova Street Consulting, CPAs,

Treasurer

Vincent Lo , Deloitte LLP,

2800 - 1055 Dunsmuir St,

Vancouver, BC, V7X 1P4,

Tel: 604-640-3068 Fax: 604-899-8430,

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,

Program Officer

Brad Armes , National Bank Financial Wealth Management,

666 Burrard Street, Suite 3300,

Vancouver, BC, V6C 2X8,

Tel: 604-643-2862 Fax: 604-681-9355,

Program Officer

Alysha To , Canaccord Genuity Wealth Management,

#2200-609 Granville Street,

Vancouver, BC, V7Y 1H2,

Tel: 604-643-7091 Fax: ,

Program Officer

James Ferguson , RBC Wealth Management,

1055 W Georgia Street,

Vancouver, BC, V6E 4P3,

Tel: 604-665-0915 Fax: 604-665-8571,

Membership Officer

Sara M. Johnson , BMO Private Banking,

Student Liaison Officer

Alysha To , Canaccord Genuity Wealth Management,

#2200-609 Granville Street,

Vancouver, BC, V7Y 1H2,

Tel: 604-643-7091 Fax: ,

Student Member

Bradley Pashby , SunLife Financial,

620-475 West Georgia St.,

Vancouver, BC, V6B 5K5,

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

Okanagan Chapter Liaison

Alison Oxtoby , Entrust Lawyers LLP,

#211 - 3030 Pandosy St,

Kelowna, BC, V1Y 0C4,

Tel: 250-448-8558 Fax: 250-448-8555,

Member at Large - Langley

Yogesh Bhathella , KPMG LLP,

8506 - 200th Street 3rd Floor,

Langley, BC, V2Y 0M1,

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

Member at Large - Victoria

Jill Sing , Jill M. Sing Inc. Family Office & Wealth Consultant,

Winnipeg Branch

Chair

Sangita Bhalla , RBC Wealth Management - Estate & Trust Services,

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

Christa Walkden , 49th Parallel Tax Services,

106 - 1790 Wellington Ave,

Winnipeg, MB, R3H 1B2,

Tel: 204-269-1459 Fax: 1-866-268-4070,

Past Chair

Tricia Carver , ,

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

Tim Chimuk , Chimuk Landry Private Wealth-Investors Group,

1661 Portage Avenue, 9th Floor,

Winnipeg, MB, R3J 3T7,

Tel: 204-786-2708 Fax: 204-775-7422,

Program Officer

Tannis Dawson , TD Wealth,

1726 - 201 Portage avenue,

Winnipeg, MB, R3B 3K6,

Tel: 204-988-2455 Fax: ,

Program Officer

Kartik Nurpuri , Ernst & Young,

2700 Commodity Exchange Tower, 360 Main St.,

Winnipeg, MB, R3C 4G9,

Tel: 204-933-0217 Fax: ,

Student Liaison Officer

Harmanjit Mavi , Pitblado Law LLP,

360 Main Street, Suite 2500,

Winnipeg, MB, R3C 4H6,

Tel: 204-956-3508 Fax: 204-957-0227,

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,

London & Southwestern Ontario Chapter

Chair

Diane Wood , KPMG LLP,

140 Fullarton Street, Suite 1400,

London, ON, N6A 5P2,

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

Deputy Chair & Member Services Coordinator

Chris Delaney , TD Wealth,

380 Wellington Street, 17th Floor,

London, ON, N6A 5B5,

Tel: 226-919-6126 Fax: ,

Past Chair, Secretary & Treasurer

Michael Bondy , Collins Barrow,

700 - 495 Richmond Street,,

London, ON, N6A 5A9,

Tel: 519-679-8550 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,

Program Officer

Christine Cooke , Micacchi Warnick & Company,

35 Perry St, Unit 2,

Woodstock, ON, N4S 3C4,

Tel: 519-539-6109 Fax: 519-421-1339,

Director Programming

Justin Hoffman , Davis Martindale LLP,

373 Commissioners Rd. W,

London, ON, N6J 1Y4,

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

Director at Large

Sandra Bussey , TD Wealth,

381 King Street West 3rd Floor,

Kitchener, ON, N2G 1B8,

Tel: 519-885-8456 Fax: 519-570-7311,

Okanagan Chapter

Chair

Alison Oxtoby , Entrust Lawyers LLP,

#211 - 3030 Pandosy St,

Kelowna, BC, V1Y 0C4,

Tel: 250-448-8558 Fax: 250-448-8555,

Past-Chair

Geoffrey White , Geoffrey W. White Estates & Charity Law,

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 Liason

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,

Saskatchewan Chapter

Chair

Pina Melchionna , ,

Vice / Deputy Chair

Crystal Taylor , Felesky Flynn LLP,

Bay 3, 157 - 2nd Avenue North (The King George),

Saskatoon, SK, S7K 2A9,

Tel: 306-986-2485 Fax: ,

Treasurer / Corporate Secretary

Shelley Madsen , KPMG LLP,

500, 475 2nd Ave South,

Saskatoon, SK, S7K 1P4,

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

PastChair

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

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 , Deloitte LLP,

122 1st Ave South, Suite 400,

Saskatoon, SK, S7K 1M5,

Tel: 360-343-4463 Fax: ,