STEP Canada Directors and Executives

Board of Directors 2025-2026

Chair

RICHARD NIEDERMAYER - KC TEP LLB

Deputy Chair

BRIAN COHEN - TEP LLB

Deputy Chair

AILEEN BATTYE - TEP LLB

Treasurer

PAUL TAYLOR - TEP LLB

Secretary

CORINA WEIGL - TEP LLB

Past Chair

RACHEL BLUMENFELD - TEP MA, LLB

Director at Large

MICHELLE COLEMAN - TEP CPA, CA, CEA

Director at Large

AMANDA DOUCETTE - TEP LLB, LLM

Director at Large

IAN LEBANE - TEP LLB, LLM

Atlantic Branch Chair

JESSICA LYLE - TEP LLB

Calgary Branch Chair

VICKIE SCHNEIDER - TEP JD

Edmonton Branch Chair

MICHELLE MILLARD - TEP LLB

Montreal Branch Chair

SHLOMI STEVE LEVY - TEP LLB

Ottawa Branch Chair

SAMANTHA LAUZON - TEP

Saskatchewan Branch Chair

LANE ZABOLOTNEY - TEP JD

Toronto Branch Chair

ERIC HOFFSTEIN - TEP LLB

Vancouver Branch Chair

DWIGHT DEE - TEP LLB

Winnipeg Branch Chair

KRISTA CLENDENNING - TEP JD

Branch/Chapter Boards 2025-2026

ATLANTIC BRANCH BOARD

Chair

JESSICA LYLE - TEP LLB

Touchstone Legal Inc.
200-56 Portland St
Suite 200
Dartmouth, NS B2Y 1H2
Tel: +1 902 418 5549 x 105 Fax: +1 902 418 5549

Deputy Chair

BENJAMIN CARVER - TEP LLB

Carver Estate Law & Litigation
350-421 LaHave Street
Suite 350
Bridgewater, NS B4V 3A2
Tel: +1 902 608 7725

Treasurer

DWAYNE MACKAY - TEP CPA, CA

Baker Tilly Nova Scotia Inc.
201-130 Eileen Stubbs Avenue
Dartmouth, NS B3B 2C4
Tel: +1 902 404 8128 Fax: +1 902 404 3099

Secretary & Newsletter Officer

MELISSA SAUNDERS - TEP JD

Saunders Collins & Loeb Law
365-367 Duckworth Street
Suite 800
St. John's, NL A1C 1B7
Tel: +1 709 725 5574 Fax: +1 709 738 7999

Past Chair & Sponsorship Officer

ROBBIE BROWN - TEP CPA, CA, CFP

Scotia Wealth Management
Purdy's Wharf, Tower One
1959 Upper Water Street, 3rd F
Halifax, NS
Tel: +1 902 448 8211

Program Officer & Member at Large - Regional Representative (NL)

MIKE KIDNEY - TEP CFP CLU CHS FMA CIM

LiveBY Wealth Management Ltd
4th Floor 5 Job St
St. John's, NL A1E 1H1
Tel: +1 709 700 0352

Program Officer

MADDIE COATS - TEP JD

Stewart McKelvey
Queen's Marque 600-1741 Lower Water St
Halifax, NS B3J 0J2
Tel: +1 902 444 8801

Member Services Officer & Member at Large - Regional Representative (PEI)

KERRI SEWARD CARPENTER - TEP LLB

Scotia Wealth Management
98 Fitzroy Street
Charlottetown, PE C1A 7N3
Tel: +1 902 629 2582 Fax: +1 902 368 8038

Student Liaison Officer (Full Member Rep)

ZACH GELDERT - TEP JD

47 Orlebar Street
Charlottetown, PE C1A 4X5
Tel: +1 902 892 2485

Student Liaison Officer (Student Rep)

ROBBIE MASON - JD

Carver Estate Law & Litigation
350-421 LaHave Street
Suite 350
Bridgewater, NS B4V 3A2
Tel: +1 902 608 7750

Member at Large - Regional Representative (NS)

WANDA MACKAY - TEP

BMO Private Wealth
1400-1675 Grafton Street
Halifax, NS B3J 0E9
Tel: +1 902 421 3296 Fax: +1 902-421-3187

Member at Large - Regional Representative (NB)

COREY PERRIN - TEP CPA, CA

MacMillan Lawrence & Lawrence Chartered Professional Accountants
C-510 Brookside Drive
Fredericton, NB E3A 8V2
Tel: +1 506 458 9390 Fax: +1 506 453 7860

Newsletter Officer

GERARD FITZPATRICK - TEP

Fitzpatrick & Company
201-127 St. Peters Road
Charlottetown, PE C1A 5P3
Tel: +1 902 628 9000 Fax: +1 902 628 8808

Newsletter Officer

SYLVAIN MORIN - TEP CFP, CLU, FMA, RRC

IG Private Wealth Management
200-7001 Mumford Road
Halifax Place - Suite 200
Halifax, NS B3L 4R3
Tel: +1 902 225 8332

Promotions & Sponsorship Officer

AMY GIBSON SAAB - TEP LLB

Harbinger Law
201-130 Eileen Stubbs Ave
Dartmouth, NS B3B 2C4
Tel: +1 902 446 8006

CALGARY BRANCH BOARD

EDMONTON BRANCH BOARD

MONTREAL BRANCH BOARD

Chair

SHLOMI STEVE LEVY - TEP LLB

Levy Salis LLP
910-630 Sherbrooke St W
Montreal, QC H3A 1E4
Tel: +1 514 940 8070 Fax: +1 514 940 8001

Deputy Chair

FRANCOIS DESMARAIS - TEP LLB, MFISC, PLFIN

TD Wealth
1350 Boul René-Lévesque West
8th Floor
Montreal, QC
Tel: +1 514 289 0081

Treasurer

MICHEL DURAND - TEP LLB, DFISC

Michel Durand, avocat, D. Fisc., TEP
354 rue Raymond
Lasalle, QC H8P 3P3
Tel: +1 514 867 9053 Fax: +1 514 221 3107

Secretary

CATHERINE COLLARD - TEP CA

EY
2300-900 boul de Maisonneuve O
Suite 2300
Montreal, QC H3A 0A8
Tel: +1 514 874 4373 Fax: +1 514 879 2600

Past Chair

PAULE GAUTHIER - TEP CPA, CA, LLM

RBC Wealth Management Services
107 Marlin Cres
Suite 300
Pointe-Claire, QC H9S 5B2
Tel: +1 514 878 5090 Fax: +1 514 878 7802

Program Officer

MARK POTECHIN - TEP LLB, BCL

DLA Piper (Canada) LLP
1400-1501 Av McGill Collège
Montreal, QC H3A 3M8
Tel: +1 514 392 8414 Fax: +1 514 392 4637

Program Officer

HELENA GAGNE - TEP LLB, LLM, MFISC

Osler Hoskin & Harcourt LLP
1100-1000 de la Gauchetiere West
Montreal, QC H3B 4W5
Tel: +1 514 904 5646 Fax: 514.904.8101

Member Services Officer

NATHALIE MARCHAND - TEP LLB

Miller Thomson LLP
3700-1000 De La Gauchetière Street West
37th Floor
Montreal, QC H3B 4W5
Tel: +1 514 905 4225 Fax: +1 514 875 4308

Student Liaison Officer (Full Member)

BEATRIZ DAVILA - TEP CPA, CA, CPA (IL), MSC

PwC Canada
7945 Cr Salomon
Suite 2500
Brossard, QC J4X 1J2
Tel: +1 514 296 7260 Fax: +1 514 876 1502

Student Liaison Officer (Full Member)

ANDREEA NOROCEL - TEP LLB, MFISC

Richter S.E.N.C.R.L./LLP
1981 McGill College Ave
11th floor
Montreal, QC H3A 0G6
Tel: +1 514 934 3528 Fax: +1 514 9343408

Member at Large

NATHALIE FISETTE-CAZA - TEP MBA, MTAX, TEP

RBC Wealth Management Services
1 Place Ville Marie
Suite 300
Montreal, QC H3B 2B2
Tel: +1 514 878 4133 Fax: +1 514 878 7802

Member at Large

DANIEL FRAJMAN - TEP BCL LLB

Spiegel Ryan LLP
1000-1255 Peel Street
Montreal, QC H3B 2T9
Tel: +1 514-875-8949 Fax: +1 514-875-8237

Member at Large

JONATHAN LEVY - TEP MBA CPA(CANADA) CPA(US)

UHY Victor LLP
400-759 Square Victoria
Montreal, QC H2Y 2J7
Tel: +1 514 282 1836 x 275 Fax: +1 514 282 6640

Member at Large

HÉLÈNE MARQUIS - TEP LLL, DFISC, PLFIN

CIBC Private Wealth Management
1125-1155 René-Lévesque Boulevard West
Suite 1125
Montreal, QC H3B 3Z4
Tel: +1 514 876 5199 Fax: +1 514 876 2195

Member at Large

FRANÇOIS L MORIN - TEP LLB

Borden Ladner Gervais LLP
900-1000 de La Gauchetiere St W
Montreal, QC H3B 5H4
Tel: +1 514 919 3129 Fax: +1 514 954 1905

Sponsorship Officer

DIANE HAMEL - TEP CPA

Manulife
900 DeMaisonneuve Blvd Est
16th Floor
Montreal, QC H3A 0A8
Tel: +1 514 243 7917

Language Officer

SOPHIE CASGRAIN - TEP LLB, LLM

Barricad Fiscalistes
M-261 St Jacques St
Montreal, QC H2Y 1M6
Tel: +1 438 872 5913

OTTAWA BRANCH BOARD

SASKATCHEWAN BRANCH BOARD

TORONTO BRANCH BOARD

Chair

ERIC HOFFSTEIN - TEP LLB

Fogler Rubinoff LLP
2400-40 King Street W
P.O. Box #215
Toronto, ON M5H 3Y2
Tel: +1 416 864 9757 Fax: +1 416 941 8852

Deputy Chair & Member Services Officer

HEMAL BALSARA - TEP CPA, CA, CFP, FEA

Manulife Financial
Manulife Financial
250 Bloor St E
Toronto, ON
Tel: +1 416 852 7467

Treasurer

HEELA WALKER - TEP JD

Robins Appleby LLP
2600-120 Adelaide Street West
Toronto, ON M5H 1T1
Tel: +1 416 360 3332 Fax: +1 416 868 0306

Secretary

ANDREEA MUTH - TEP JD

Pallett Valo LLP
300-77 City Centre Dr West Tower
Mississauga, ON L5B 1M5
Tel: +1 905 247 4915 Fax: +1 905 273 6920

Past Chair

IAN LEBANE - TEP LLB, LLM

TD Wealth
66 Wellington Street West
11th Floor
Toronto, ON M5K 1A2
Tel: +1 416 308 9852 Fax: +1 416 949 6610

Program Officer

JONAH MAYLES - TEP LLB

MNP LLP
6-255 Ranee Avenue
Toronto, ON M6A 2E3
Tel: +1 647 293 3960

Program Officer & Member at Large

MARNI PERNICA - TEP LLB

Aird & Berlis LLP
Brookfield Place 1800-181 Bay St Box 754
Toronto, ON M5J 2T9
Tel: +1 416 865 7738 Fax: +1 416 863 1515

Member Services Officer

CECILE KO BROCK - TEP JD, LLM

McCarthy Tetrault LLP
5300-66 Wellington St W Box 48
Toronto, ON M5K 1E6
Tel: +1 416 601 8262

Student Liaison Officer (Full Member)

FRANCESCA LORETO - TEP CPA, CA

Baker Tilly KDN LLP
200-1748 Baseline Road West
Suite 200
Courtice, ON L1E 2T1
Tel: +1 905 579 5659 x 2103 Fax: +1 905 579 8563

Student Liaison Officer (Student Rep)

NICHOLAS CUSIMANO - CSC

RBC Wealth Management
155 Wellington Street West
20th Floor
Toronto, ON M5V 3K7
Tel: +1 416 974 1969 Fax: +1 416 955 5091

Member at Large & Newsletter Officer

DAVOG MCGLINCHEY - TEP

RBC Royal Trust
155 Wellington St W
20th Floor
Toronto, ON
Tel: +1 647 289 0785

Newsletter Officer

LUCY MAIN - TEP LLB

WeirFoulds LLP
TD Centre 4100-66 Wellington St PO Box 35
P.O. Box 35, TD Bank Tower
Toronto, ON M5K 1B7
Tel: +1 647 715 3568 Fax: +1 416 365 1876

Newsletter Officer

ELISE PULVER - TEP LLB

TD Wealth Family Office
66 Wellington Street W
11th Floor
Toronto, ON
Tel: 416 409 9929

Sponsorship Officer

MICHELLE CONNOLLY - TEP CPA, CA, CFP, FEA

Q Wealth Partners
-
Toronto, ON

Sponsorship Officer

ALEXANDRA FIRSOV - TEP CFP

MD Signature Private Wealth Management
110-522 University Avenue
Toronto, ON
Tel: +1 647 208 7150

VANCOUVER BRANCH BOARD

Chair

DWIGHT DEE - TEP LLB

Miller Thomson LLP
2200-700 West Georgia St
Vancouver, BC V7Y 1K8
Tel: +1 604 643 1239 Fax: +1 604 643 1200

Deputy Chair & Sponsorship Officer

ALYSHA TSE - TEP CFP, CLU, CHS, MTI, CIM, FEA

Richardson Wealth
2200-1055 W Hastings St
Vancouver, BC V6E 2E9
Tel: +1 604-678-6581

Treasurer

TONY LEE - TEP CPA, CA, LLM (TAX)

Manulife
1095 W Pender St
Suite 1100
Vancouver, BC V6E 2M6
Tel: +1 604 354 9410

Secretary

BRAD PASHBY - TEP CFP CLU

PPI Advisory
860-505 Burrard Street
PPI PPI
Vancouver, BC V7X 1M3
Tel: +1 604-765-5943 Fax: +1 778 329 0673

Past Chair

LAURA WEST - TEP BA, JD

Norton Rose Fulbright Canada LLP
1800-510 West Georgia Street
Vancouver, BC V6B 0M3
Tel: +1 604 641 4935 Fax: +1 604 646 2679

Program Officer

ALEXANDER DEMNER - TEP JD

Thorsteinssons LLP
2600-1090 West Pender St
Vancouver, BC V6E 0E3
Tel: +1 604 602 4224 Fax: (604) 688-4711

Program Officer

NICOLE GARTON - TEP LLB, LLM, CMED, FEA

Heritage Trust Company Inc.
220-545 Clyde Avenue
West Vancouver, BC V7T 1C5
Tel: +1 778 742 5005 Fax: 778-786-0616

Program Officer

PAM PRIOR - TEP FCPA, FCA, MFA-P

KPMG LLP
777 Dunsmuir Street, Pacific Centre
Vancouver, BC V7Y 1K3
Tel: +1 604 527 3613 Fax: +1 604 691 3031

Program Officer

CHEYENNE REESE - TEP JD, LLM

Legacy Tax + Trust Lawyers
1300-777 Dunsmuir Street PO Box 10444
Vancouver, BC V7Y 1K2
Tel: +1 604 631 1251 Fax: +1 604 408 4211

Program Officer

TONY YU - TEP CPA, CMA, MTI

BMO Trust Company
595 Burrard Street
Three Bentall Centre 26th Floor
Vancouver, BC V7X 1L7
Tel: +1 236-333-5869 Fax: +1 604-668-1409

Program Officer (Special Events)

ROBERT AN - TEP CPA, FCCA (UK), CFP, CLU, CIWM, CEPA, FEA

Raymond James Ltd
2100-925 West Georgia Street
Vancouver, BC
Tel: +1 604 654 1148

Member Services Officer

RICHARD WEILAND - TEP LLB

Clark Wilson LLP
900-885 W Georgia St
Vancouver, BC V6C 3H1
Tel: +1 604 891 7709 Fax: +1 604 687 6314

Student Liaison Officer (Full Member Rep)

SARA PEDLOW - TEP JD

McLellan Herbert Locke LLP
310-800 West Pender St
Vancouver, BC V6C 2V6
Tel: +1 604 683 5212 Fax: +1 604 685 2104

Student Liaison Officer (Student Rep)

CATHY WONG - CPA, CGA

Baker Tilly WM LLP
900-400 Burrard St
Vancouver, BC V6C 3B7
Tel: +1 604 438 2097

WINNIPEG BRANCH BOARD

SOUTHWESTERN ONTARIO CHAPTER BOARD

OKANAGAN CHAPTER BOARD

National Committees

AUDIT COMMITTEE

Richard Niedermayer - KC TEP LLB - Chair

Stewart McKelvey

Tannis Dawson - TEP CPA, CA, CFP, RRC, FEA - Deputy Chair

TD Wealth

Aileen Battye - TEP LLB

RBC Family Office Services

Brian Cohen - TEP LLB

Gowling WLG (Canada) LLP

Michelle Coleman - TEP CPA, CA, CEA

MNP LLP

Dale Franko - TEP CPA, CA

Dale W. Franko Prof Corp

Mariska Loeppky - TEP CPA, CA, CFP

IG Wealth Management

AWARDS COMMITTEE

Nicole Ewing - TEP LLB, CLU - Chair

TD Wealth

Sunita Doobay - TEP JD, LLM (US, Tax), AEP - Deputy Chair

Blaney McMurtry Barristers & Solicitors LLP

Rachel Blumenfeld - TEP MA, LLB

Aird & Berlis LLP

Michelle Coleman - TEP CPA, CA, CEA

MNP LLP

William Dion-Bernard - TEP LLB, DDN

Robinson Sheppard Shapiro LLP

Dale Franko - TEP CPA, CA

Dale W. Franko Prof Corp

Adam Hofri-Winogradow - TEP PhD, MA, LLB, BMus

Allard School of Law, the University of British Columbia

Davog McGlinchey - TEP

RBC Royal Trust

EDUCATION COMMITTEE

Robbie Brown - TEP CPA, CA, CFP - Chair

Scotia Wealth Management

Alex Alberelli - TEP CPA, CA, MTax - Deputy Chair

KPMG LLP

Litza Anderson - TEP LLB

IG Private Wealth Management

Tannis Dawson - TEP CPA, CA, CFP, RRC, FEA

TD Wealth

William Dion-Bernard - TEP LLB, DDN

Robinson Sheppard Shapiro LLP

Rebecca Hett - TEP CPA, CGA

TD Wealth

Lisa Kayaga - TEP LLB, LLM

BMO Wealth Management

Bianca Krueger - TEP LLB

RBC Wealth Management, Royal Trust

Jessica Lyle - TEP LLB

Touchstone Legal Inc.

Suzanne Michaud - TEP LLB

Richard Niedermayer - KC TEP LLB

Stewart McKelvey

Marni Pernica - TEP LLB

Aird & Berlis LLP

Georgia Swan - TEP LLB, CS

TD Wealth

Michael von Keitz - TEP JD

Mills & Mills LLP

EXECUTIVE COMMITTEE

Richard Niedermayer - KC TEP LLB - Chair

Stewart McKelvey

Brian Cohen - TEP LLB - Deputy Chair

Gowling WLG (Canada) LLP

Aileen Battye - TEP LLB - Deputy Chair

RBC Family Office Services

Corina Weigl - TEP LLB - Secretary

Fasken

Paul Taylor - TEP LLB - Treasurer

Borden Ladner Gervais LLP

Rachel Blumenfeld - TEP MA, LLB - Past Chair

Aird & Berlis LLP

GOVERNANCE COMMITTEE

Corina Weigl - TEP LLB - Chair

Fasken

Aileen Battye - TEP LLB - Deputy Chair

RBC Family Office Services

Brian Cohen - TEP LLB - Deputy Chair

Gowling WLG (Canada) LLP

HUMAN RESOURCES COMMITTEE

Corina Weigl - TEP LLB - Chair

Fasken

Aileen Battye - TEP LLB

RBC Family Office Services

Rachel Blumenfeld - TEP MA, LLB

Aird & Berlis LLP

Amanda Doucette - TEP LLB, LLM

Stevenson Hood Thornton Beaubier LLP

Nicole Ewing - TEP LLB, CLU

TD Wealth

Richard Niedermayer - KC TEP LLB

Stewart McKelvey

MEMBER SERVICES COMMITTEE

Davog McGlinchey - TEP - Chair

RBC Royal Trust

Ian Lebane - TEP LLB, LLM - Deputy Chair

TD Wealth

Richard Weiland - TEP LLB - Deputy Chair

Clark Wilson LLP

Hemal Balsara - TEP CPA, CA, CFP, FEA

Manulife Financial

Chris Delaney - TEP LLB, FEA, CFP

Inception Family Wealth Press

Krista Evanisky - TEP JD

Clarity Law

Cecile Ko Brock - TEP JD, LLM

McCarthy Tetrault LLP

Mariska Loeppky - TEP CPA, CA, CFP

IG Wealth Management

Nathalie Marchand - TEP LLB

Miller Thomson LLP

Julia Norman - TEP JD

Pushor Mitchell LLP

Linsey Rains - TEP JD

Tax Law Services, Department of Justice Canada

Kerri Seward Carpenter - TEP LLB

Scotia Wealth Management

Gordon VanderLeek - TEP LLB

VanderLeek Law

Dane ZoBell - TEP LLB

Felesky Flynn LLP

NATIONAL CONFERENCE PROGRAMS COMMITTEE

Rhonda Johnson - TEP MBA, LLB - Chair

Field Law LLP

Hemal Balsara - TEP CPA, CA, CFP, FEA - Deputy Chair

Manulife Financial

Sébastien Desmarais - TEP LLB, JD (USA), LLL - Deputy Chair

TD Wealth

Tanya Butler - TEP LLB

Touchstone Legal Inc.

Michelle Coleman - TEP CPA, CA, CEA

MNP LLP

Alexander Demner - TEP JD

Thorsteinssons LLP

William Dion-Bernard - TEP LLB, DDN

Robinson Sheppard Shapiro LLP

Amanda Doucette - TEP LLB, LLM

Stevenson Hood Thornton Beaubier LLP

Helena Gagne - TEP LLB, LLM, MFisc

Osler Hoskin & Harcourt LLP

Kenneth Keung - TEP CPA, CA, CPA (CO, USA), CFP, MTAX, LLB

Doane Grant Thornton LLP

Mariska Loeppky - TEP CPA, CA, CFP

IG Wealth Management

Harmanjit Mavi - TEP JD/MBA

Davies Ward Phillips & Vineberg LLP

Troy McEachren - TEP BCL, LLB

McCarthy Tétrault LLP

Pam Prior - TEP FCPA, FCA, MFA-P

KPMG LLP

Sathees Ratnam - TEP CPA, CA

PwC Canada

Ali Spinner - TEP FCPA, FCA

Crowe Soberman LLP

Tony Yu - TEP CPA, CMA, MTI

BMO Trust Company

NOMINATIONS COMMITTEE

Richard Niedermayer - KC TEP LLB - Chair

Stewart McKelvey

Rachel Blumenfeld - TEP MA, LLB - Past Chair

Aird & Berlis LLP

Nicole Ewing - TEP LLB, CLU

TD Wealth

Kathleen McDormand - TEP LLB

Borden Ladner Gervais LLP

PUBLIC POLICY COMMITTEE

Amanda Doucette - TEP LLB, LLM - Chair

Stevenson Hood Thornton Beaubier LLP

Harmanjit Mavi - TEP JD/MBA - Deputy Chair

Davies Ward Phillips & Vineberg LLP

Alex Bainov - TEP LLB, CEA

Contrast Law

Daniel Frajman - TEP BCL LLB

Spiegel Ryan LLP

Adam Hofri-Winogradow - TEP PhD, MA, LLB, BMus

Allard School of Law, the University of British Columbia

Chris Ireland - TEP CPA, CA

PPI Advisory

Kenneth Keung - TEP CPA, CA, CPA (CO, USA), CFP, MTAX, LLB

Doane Grant Thornton LLP

Barbara Kimmitt - KC TEP LLB

Bennett Jones LLP

Ian Lebane - TEP LLB, LLM

TD Wealth

Henry Shew - TEP CPA, CA, LLM, CPA (WA), MAcc

Our Family Office

Peter Weissman - TEP FCPA, FCA, CEA

Cadesky Tax

STEP INSIDE COMMITTEE

Troy McEachren - TEP BCL, LLB - Chair

McCarthy Tétrault LLP

Paul Taylor - TEP LLB - Deputy Chair

Borden Ladner Gervais LLP

Robert An - TEP CPA, FCCA (UK), CFP, CLU, CIWM, CEPA, FEA

Raymond James Ltd

Katy Basi - TEP LLB, MBA (Fin)

Basi Law Professional Corporation

Aaron Bickman - TEP KC

Wise Bickman Barkauskas

Elizabeth Bozek - TEP LLB, LLM

BMO Financial Group

Brian Cohen - TEP LLB

Gowling WLG (Canada) LLP

Sébastien Desmarais - TEP LLB, JD (USA), LLL

TD Wealth

Jag Gandhi - TEP LLB, FEA

RBC Wealth Management

Eric Hoffstein - TEP LLB

Fogler Rubinoff LLP

Sarah Kolla-Empey - TEP CPA, CA, CFP

Mallard Wealth Advisors

Darren Lund - TEP MA, JD

Fasken

Alison Oxtoby - TEP LLB

Fasken

Kaylen Peterson - TEP JD

Taylor McCaffery LLP

Pam Prior - TEP FCPA, FCA, MFA-P

KPMG LLP

Susannah Roth - TEP Hon BA, LLB

RBC Wealth Management

STUDENT LIAISON COMMITTEE

Chris Delaney - TEP LLB, FEA, CFP - Chair

Inception Family Wealth Press

Sara Pedlow - TEP JD - Deputy Chair

McLellan Herbert Locke LLP

Becky Adrian - ACIA

Stark & Marsh CPA's, LLP

Patricia Agoncillo - LLB, LLM

Scotia Wealth Management

Dylan Ammar - TEP

Scotia Wealth Management, Scotiatrust

Aileen Battye - TEP LLB

RBC Family Office Services

Adam Crompton - CFA, CFP

Nicholas Cusimano - CSC

RBC Wealth Management

Beatriz Davila - TEP CPA, CA, CPA (IL), MSc

PwC Canada

Julia DeVincenzo - CPA

KPMG LLP

Patrick Fontaine - TEP JD

TD Wealth Private Trust

Graham Fuga - TEP MBA, JD, PEng, CPA, CMA

Pitblado LLP

Laura Geddes - TEP LLB

Siskinds LLP

Zach Geldert - TEP JD

Nadia Hubocan - LLM, JD

Moodys Tax / Moodys Private Client

Mareike Johnson - TEP CFP, RIS

CIBC Private Wealth

Francesca Loreto - TEP CPA, CA

Baker Tilly KDN LLP

Robbie Mason - JD

Carver Estate Law & Litigation

Andreea Norocel - TEP LLB, MFisc

Richter S.E.N.C.R.L./LLP

Kaylen Peterson - TEP JD

Taylor McCaffery LLP

Alyson Pierce

RBC Royal Trust

Jen Schreurs - TEP JD

FH&P Lawyers LLP

Elizabeth Stecyk - CPA

Mowbrey Gil LLP

Leanne Storms - LLB

Storms Law LLP

Cathy Wong - CPA, CGA

Baker Tilly WM LLP

TAX TECHNICAL COMMITTEE

Kenneth Keung - TEP CPA, CA, CPA (CO, USA), CFP, MTAX, LLB - Chair

Doane Grant Thornton LLP

Sébastien Desmarais - TEP LLB, JD (USA), LLL - Deputy Chair

TD Wealth

Yogesh Bhathella - TEP CPA, CGA, CFP

Doane Grant Thornton LLP

Antoine Brosseau-Wery - TEP JD, LLB

PATENAUDE Tax + Trust

Nathalie Fisette-Caza - TEP MBA, MTax, TEP

RBC Wealth Management Services

Michael Goldberg - TEP LLB, FEA

Aird & Berlis LLP

Joan Jung - TEP LLB

Miller Thomson LLP

Ian Lebane - TEP LLB, LLM

TD Wealth

Dwayne MacKay - TEP CPA, CA

Baker Tilly Nova Scotia Inc.

Florence Marino - TEP LLB

Tompkins Insurance Services Ltd

Ian Pryor - TEP LLB BComm

Pryor Tax Law

Sathees Ratnam - TEP CPA, CA

PwC Canada

Carol Sadler - TEP CPA, CA, CPA (Il, USA)

Achen Henderson LLP

Henry Shew - TEP CPA, CA, LLM, CPA (WA), MAcc

Our Family Office

Crystal Taylor - TEP LLB

Felesky Flynn LLP

Board Appointment Notices

STEP Canada - Board Appointments Notice 2025-2026

STEP Canada - Board Appointments Notice 2024-2025

STEP Canada - Board Appointments Notice 2023-2024

STEP Canada - Board Appointments Notice 2022-2023

STEP Canada - Board Appointments Notice 2021-2022

STEP Canada - Board Appointments Notice 2018-2019

STEP Canada - Board Appointments Notice 2017-2018

Chairpersons of the Board

2025-2027

RICHARD NIEDERMAYER - KC TEP LLB
Stewart McKelvey, Halifax

PAST CHAIRPERSON OF THE BOARD

2023 - 2025

RACHEL BLUMENFELD - TEP MA, LLB

Aird & Berlis LLP, Toronto

2021 - 2023

CHRIS IRELAND - TEP CPA, CA

PPI Advisory, Vancouver

2019 - 2021

PAMELA CROSS - TEP LLB, ICDD

Borden Ladner Gervais LLP, Ottawa

2017 - 2019

RUTH MARCH - TEP FCPA, FCA

KPMG LLP, Halifax

2015 - 2017

TIMOTHY GRIEVE - RETIRED TEP BA, LLB

TJG Professional Corporation, Ottawa

2013 - 2015

IAN WORLAND - TEP LLB

Legacy Tax + Trust Lawyers, Vancouver

2011 - 2013

MARY ANNE BUESCHKENS - TEP MBA, JD, ICDD

-, Oakville

2009 - 2011

KIM G C MOODY - TEP FCPA, FCA

Moodys Tax / Moodys Private Client, Calgary

2007 - 2009

GRACE CHOW - TEP FCPA, FCA, FCCA (UK), FTIHK, CTA

Cadesky Tax, Toronto

2004 - 2007

PAUL LEBREUX - TEP LLB, LLM

Globacor Partners Inc., Toronto

1998 - 2004

MICHAEL CADESKY - TEP (EMERITUS), MBA, FCPA, FCA, FTIHK, CTA

Cadesky Tax, Toronto

DIRECTORS & EXECUTIVES

Board of Directors 2025-2026

Branch/Chapter Boards 2025-2026

National Committees

Board Appointment Notices

Chairpersons of the Board

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