Directors & Executives
Branch/Chapter Executives 2025-2026
Atlantic Executives
Chair & Education Officer
Jessica Lyle
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
Carver Estate Law & Litigation
350-421 LaHave Street
Suite 350
Bridgewater, NS B4V 3A2
Tel: +1 902 608 7725
Treasurer
Dwayne MacKay
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
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
Scotia Wealth Management
Purdy's Wharf, Tower One
1959 Upper Water Street, 3rd F
Halifax, NS B3J 3N2
Tel: +1 902 448 8211
Program Officer & Member at Large - Regional Representative (NL)
Mike Kidney
LiveBY Wealth Management Ltd
4th Floor 5 Job St
St. John's, NL A1E 1H1
Tel: +1 709 700 0352
Program Officer
Maddie Coats
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
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
47 Orlebar Street
Charlottetown, PE C1A 4X5
Tel: +1 902 892 2485
Student Liaison Officer (Student Rep)
Robbie Mason
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
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
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
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
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
Harbinger Law
201-130 Eileen Stubbs Ave
Dartmouth, NS B3B 2C4
Tel: +1 902 446 8006
Calgary Executives
Chair
Vickie Schneider
RBC Wealth Management
333-7th Ave SW
14th Floor
Calgary, AB T2P 2Z1
Tel: +1 403 608 6733
Deputy Chair
Kat Ratcliffe
Linmac LLP
2720, 308-4 Avenue SW
Calgary, AB T2P 0H7
Tel: +1 403 537 9214 Fax: +1 403 299 9601
Treasurer
Sunny Sun
TD Wealth
529 Discovery Ridge Blvd SW
Suite 499
Calgary, AB T3H 5X6
Tel: +1 306 262 6822
Secretary
Carolyn Inglis
Miller Thomson LLP
43rd Floor, 525-8th Avenue SW
Calgary, AB T2P 1G1
Tel: +1 403 298 2433 Fax: 403.262.0007
Past Chair
Carol Sadler
Achen Henderson LLP
5312, 7005 Fairmount Dr SE
Calgary, AB T2H 0K4
Tel: +1 403 271 3106 Fax: +1 403 271 3770
Program Officer
Lisa Kayaga
BMO Wealth Management
525-8 Avenue SW
Suite 1000
Calgary, AB T2P 1G1
Tel: +1 403 503 7100
Member Services Officer
Gordon VanderLeek
VanderLeek Law
210-1319 Edmonton Trail NE
Suite 500
Calgary, AB T2E 4Y8
Tel: +1 403 457 2558 Fax: 4033981400
Student Liaison Officer (Student Rep)
Patricia Agoncillo
Scotia Wealth Management
1700, 225-6 Ave SW
Calgary, AB T2P 1N2
Tel: +1 403 618 5962 Fax: +1 403 299 3054
Student Liaison Officer (Student Rep)
Nadia Hubocan
Moodys Tax / Moodys Private Client
210, 2020-4 Street SW
210
Calgary, AB T2S 1W3
Tel: +1 403 693 5121
Education Officer
Rebecca Hett
TD Wealth
900, 421-7th Avenue SW
Calgary, AB T2P 4K9
Tel: +1 403 629 6952 Fax: (403) 299-7984
Member at Large
Josipa Herman
Jos Herman, BComm, CPA, CA, CFP, TEP
400, 909-17 Ave SW
Calgary, AB T2T 0A4
Tel: +1 604 910 5174
Member at Large
Raymond Li
KPMG LLP
3100-205 5th Aveunue SW
Calgary, AB T2P 4B9
Tel: +1 403 691 8000 Fax: +1 403 691 8008
Sponsorship Officer
Jenna Carvalho
Guardian Estate Company
319-919 Centre Street NW
Calgary, AB T2E 2P6
Tel: +1 403 990 3524
Edmonton Executives
Chair
Michelle Millard
Felesky Flynn LLP
2610, 10111-104 Ave
Edmonton, AB T5J 0J4
Tel: +1 780 643 3069 Fax: +1 780 421 8820
Deputy Chair & Program Officer
Sharene Gaitor
TD Wealth
10088-102 Ave NW
Suite 2400
Edmonton, AB T5J 2Z1
Tel: +1 780 408 6055
Treasurer
Wendi Crowe
Miller Thomson LLP
2700, 10155-102 Street
Edmonton, AB T5J 4G8
Tel: +1 780 429 9764 Fax: +1 780 424 5866
Secretary
Lindsay MacPhie
CIBC Wood Gundy
1800 Manulife Place, 10180-101 St NW
Edmonton, AB T5J 3S4
Tel: +1 780 498 5047 Fax: +1 780 498 5055
Past Chair
Michelle Coleman
MNP LLP
1700, 10235-101 Street NW
Edmonton, AB T5J 3G1
Tel: +1 780 733 8622 Fax: +1 780 454 1908
Program Officer
Amanda McCloy
BMO Private Wealth
10175-101 Street
Edmonton, AB T5J 0H3
Tel: +1 519 574 4787
Member Services Officer
Dane ZoBell
Felesky Flynn LLP
2610, 10111-104 Ave
Edmonton, AB T5J 0J4
Tel: +1 780 643 3076 Fax: +1 (780) 421-8820
Student Liaison Officer (Full Member)
Dylan Ammar
Scotia Wealth Management, Scotiatrust
Stantec Tower 2100, 10220-103 Avenue NW
10220 103 Avenue NW
Edmonton, AB T5J 0K4
Tel: +1 780 643 3007 Fax: (780) 638-6186
Student Liaison Officer (Student Rep)
Elizabeth Stecyk
Mowbrey Gil LLP
2300 CN Tower, 10004-104 Avenue
Edmonton, AB T5J 0K1
Tel: +1 780 421 5943 Fax: +1 780 462 4536
Sponsorship Officer
Kayla Thompson
Duncan Craig LLP
2800 Scotia Place, 10060 Jasper Avenue
Edmonton, AB T5J 3V9
Tel: +1 780 409 4426 Fax: 780.428.9683
Montreal Executives
Chair
Steve Levy
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
TD Wealth
1350 Boul René-Lévesque West
8th Floor
Montreal, QC H3G 1T4
Tel: +1 514 289 0081
Treasurer
Michel Durand
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
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
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
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
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
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
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
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
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
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
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
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
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
Manulife
900 DeMaisonneuve Blvd Est
16th Floor
Montreal, QC H3A 0A8
Tel: +1 514 243 7917
Language Officer
Sophie Casgrain
Barricad Fiscalistes
M-261 St Jacques St
Montreal, QC H2Y 1M6
Tel: +1 438 872 5913
Ottawa Executives
Chair
Samantha Lauzon
TD Wealth
1870 Alta Vista Dr
Ottawa, ON K1G 6R7
Tel: +1 613 265 7095
Deputy Chair
Dayna Charlebois
-
Ottawa, ON
Tel: +1 613 715 1847 Fax: +1 613 239 3218
Treasurer
Melissa Plunkett
Scotiatrust
1870 Alta Vista Drive
Ottawa, ON K1G 6R7
Tel: +1 613 914 6758
Secretary
Alain Robert
Robert CPA
6-1420 Youville Dr
Orleans, ON K1C 7B3
Tel: +1 613 841 6040 Fax: +1 613 841 9082
Past Chair
Nicole Ewing
TD
360 Albert St
Ottawa, ON K1R 7X7
Tel: +1 613 857 1550
Program Officer
Maria Clavel
TD Wealth Private Trust
360 Albert Street
Suite 1100
Ottawa, ON K1R 7X7
Tel: +1 613 782 6875
Program Officer
Patricia McDougall
Scotiatrust, Scotia Wealth Management
250 Albert Street
21st Floor
Ottawa, ON K1R 1A4
Tel: 613 851 6764
Member Services Officer
Linsey Rains
Tax Law Services, Department of Justice Canada
-
Ottawa, ON
Tel: +1 613 407 9073 Fax: +1 613 941 2293
Student Liaison Officer (Full Member)
Patrick Fontaine
TD Wealth Private Trust
360 Albert Street
Suite 1600
Ottawa, ON K1R 7X7
Tel: +1 613-907-2223
Student Liaison Officer (Student Member)
Leanne Storms
Storms Law LLP
308-1505 Laperriere Ave
Ottawa, ON K1Z 7T1
Tel: +1 613 868 7101
Newsletter Officer
Francois Asselin
Scotia Wealth Management
300-505 March Road
21st Floor
Kanata, ON K2K 2M5
Tel: +1 613 698 5350
Sponsorship Officer
Gabrielle Robert
Jacques Robert Law
975 Kevin Cres
Cumberland, ON K1C 3C5
Tel: +1 613 837 7880
Saskatchewan Executives
Chair
Lane Zabolotney
Cuelenaere LLP
200-450 Second Ave North
Saskatoon, SK S7K 2C3
Tel: +1 306 477 7232 Fax: +1 306 652 4171
Deputy Chair
Shawn Baier
Amity Trust
116 La Ronge Rd
Saskatoon, SK S7K 8E5
Tel: +1 306 933 2228
Treasurer
Curtis Haigh
Precision Financial & Benefits
119B Cardinal Cres
Saskatoon, SK S7L 6H5
Tel: +1 306 230 4897
Secretary
Humphrey Tam
MD Financial Management
306 Queen St
Saskatoon, SK S7K 0M2
Tel: +1 360 612 4463
Past Chair
Amanda Doucette
Stevenson Hood Thornton Beaubier LLP
500, 123-2nd Avenue South
Saskatoon, SK S7K 7E6
Tel: +1 306 244 0132 Fax: +1 306 653 1118
Program & Sponsorship Officer
Damian McGrath
Solus Trust Company
600, 122-1st Avenue S
Saskatoon, SK S7K 7E5
Tel: +1 306 651 4290 Fax: +1 306 651 4299
Member Services Officer
Krista Evanisky
Clarity Law
202-3502 Taylor St East
Suite 202
Saskatoon, SK S7H 5H9
Tel: +1 306 986 5333 Fax: +1 844 850 5878
Student Liaison Officer (Full Member)
Mareike Johnson
CIBC Private Wealth
500 Centre St SE
Suite 2700
Calgary, AB T2G 1A6
Tel: +1 403 773 2647
Student Liaison Officer (Student Rep)
Becky Adrian
Stark & Marsh CPA's, LLP
Box 337
Shaunavon, SK S0N 2M0
Tel: + 1 306 297 3383 Fax: +1 306 297 3601
Member at Large
Kelly Caruk
KLC Legal Prof. Corp.
51 Country Cres
RM of Dundurn, SK S7C 0A7
Tel: +1 306 241 6891
Member at Large
Nicole Stevens
Concentra Trust
310 Blackstock Cove
Saskatoon, SK S7T 0H3
Tel: +1 306 241 4345
Toronto Executives
Chair
Eric Hoffstein
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
Manulife Financial
250 Bloor St E
Toronto, ON M4W 1E6
Tel: +1 416 852 7467
Treasurer
Heela Walker
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
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
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
MNP LLP
6-255 Ranee Avenue
Toronto, ON M6A 2E3
Tel: +1 647 293 3960
Program Officer & Member at Large
Marni Pernica
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
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
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
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
RBC Royal Trust
155 Wellington St W
20th Floor
Toronto, ON M5V 3K7
Tel: +1 647 289 0785
Newsletter Officer
Lucy Main
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
TD Wealth Family Office
66 Wellington Street W
11th Floor
Toronto, ON M5K 1A1
Tel: 416 409 9929
Sponsorship Officer
Michelle Connolly
-
-
Toronto, ON
Sponsorship Officer
Alexandra Firsov
MD Management
2443 Stoll Dr
Oakville, ON L6J 7K8
Tel: +1 905 829 5699
Vancouver Executives
Chair
Dwight Dee
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
Richardson Wealth
2200-1055 W Hastings St
Vancouver, BC V6E 2E9
Tel: +1 604-678-6581
Treasurer
Tony Lee
Manulife
1095 W Pender St
Suite 1100
Vancouver, BC V6E 2M6
Tel: +1 604 354 9410
Secretary
Brad Pashby
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
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
Thorsteinssons LLP
2600-1090 West Pender St
Vancouver, BC V6E 0E3
Tel: +1 604 602 4224 Fax: (604) 688-4711
Program Officer
Nicole Garton
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
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
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
BMO Trust Company
595 Burrard Street
9th Floor
Vancouver, BC V7X 1L7
Tel: +1 236 333 5869 Fax: +1 604 668 1409
Program Officer (Special Events)
Rob An
CIBC Private Wealth
Four Bentall Centre
24th Floor, 1055 Dunsmuir St
Vancouver, BC V7X 1K8
Tel: +1 236 988 0778
Member Services Officer
Richard Weiland
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
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
Baker Tilly WM LLP
900-400 Burrard St
Vancouver, BC V6C 1M2
Tel: +1 604 438 2097
Winnipeg Executives
Chair
Krista Clendenning
Tradition Law LLP
701-310 Broadway
Winnipeg, MB R3C 0S6
Tel: +1 204 594 1094 Fax: +1 204 947 3705
Deputy Chair & Program Officer
Kurtis Massey
BMO Private Wealth
1700-201 Portage Ave
Winnipeg, MB R3B 3K6
Tel: 204 949 8008
Treasurer
James Miller
Quadrant Private Wealth
720-One Lombard Pl
Winnipeg, MB R3B 0X3
Tel: +1 204 944 2468 Fax: +1 204 944 8046
Secretary
Cindy Desrochers
Lawton Partners
1000-305 Broadway
Winnipeg, MB R3C 3J7
Tel: +1 204 946 3548
Past Chair & Member Services Officer
Mariska Loeppky
IG Wealth Management
447 Portage Ave
Winnipeg, MB R3B 3H5
Tel: +1 204 777 4941 Fax: +1 204 943 0021
Student Liaison Officer (Full Member)
Graham Fuga
Pitblado LLP
2500-360 Main St
Winnipeg, MB R3C 4H6
Tel: +1 204 956 3503
Student Liaison Officer (Student Rep)
Kaylen Peterson
Taylor McCaffery LLP
2200-201 Portage Ave
Winnipeg, MB R3B 3L3
Tel: +1 204 988 0375 Fax: +1 204 953 7176
Student Liaison Officer (Student Rep)
Alyson Pierce
RBC Royal Trust
220 Portage Avenue
16th Floor
Winnipeg, MB R3C 0A5
Tel: +1 204 988 4127 Fax: +1 204 988 6745
Education & Sponsorship Officer
Tannis Dawson
TD Wealth
2100-360 Main St
Winnipeg, MB R3B 3Z3
Tel: +1 204 988 2455 Fax: +1 204 944 0038
Member at Large
Caroline Kiva
Fillmore Riley LLP
1700-360 Main Street
PO Box 1011
Winnipeg, MB R3C 3Z3
Tel: +1 204 934 2526 Fax: (204) 957 0516
Member at Large
Norm Promislow
Pitblado Law LLP
2500-360 Main Street
Winnipeg, MB R3C 4H6
Tel: +1 204 956 3507 Fax: +1 204 957 0227
Promotion Officer
Trevor Skidmore
IG Wealth Management
447 Portage Ave
Winnipeg, MB R3B 3H5
Tel: +1 204 956 8718
STEP Southwestern Ontario Executives
Chair
Joel Campagna
MNP LLP
3rd Floor 139 Northfield Drive West
Waterloo, ON N2L 5A6
Tel: +1 519-340-5700 Fax: +1 519 746 8502
Deputy Chair
Asheesh Mudgil
Nicola Wealth
801-175 Bloor St E
Suite 801
Toronto, ON M4W 3R8
Tel: +1 226 235 4219
Treasurer & Program Officer
Tammy Buss
BlueRoots
102-100 Wellington St
London, ON N6B 2K6
Tel: +1 519 203 1701
Secretary
Jared Dally
Zion Wealth Management
, ON
Tel: +1 613 400 3124
Past Chair & Sponsorship Officer
Tracy VanPuymbroeck
Bossy Nagy Group Professional Corporation
52 Ridout Street West
Tillsonburg, ON N4G 2E3
Tel: +1 519 842 4263 Fax: +1 519 842 5241
Member Services Officer
Chris Delaney
Inception Family Wealth Press
884 Waterloo St
London, ON N6A 3W9
Tel: +1 226 919 6126
Student Liaison Officer (Full Member Rep)
Laura Geddes
Siskinds LLP
1-275 Dundas Street
London, ON N6B 3L1
Tel: +1 519 660 7714 Fax: +1 519 660 2105
Student Liaison Officer (Student Rep)
Julia DeVincenzo
KPMG LLP
1400-140 Fullarton Street
London, ON N6A 5P2
Tel: +1 519 281 2404 Fax: +1 519 672 5684
Member at Large
Lydia Grubb
Edgewood Financial Partners Inc.
32 Notchwood Court
Kitchener, ON N2A 3L6
Tel: +1 519 591 3199
Member at Large
Susan Macdonald
RBC Royal Trust
1801-148 Fullarton St
148 Fullarton Street
London, ON N6A 5P3
Tel: +1 519 902 7894 Fax: +1 519 432 6119
STEP Okanagan Executives
Chair
Braeden Rahn
Geoffrey W. White Law Corporation & Clark Wilson LLP
434 Glenwood Avenue
Kelowna, BC V1Y 5M1
Tel: +1 250-712-2205 Fax: +1 250-712-2208
Deputy Chair
Samantha Ferguson
Lawson Lundell LLP
1800-1631 Dickson Avenue
Suite 1800
Kelowna, BC V1Y 0B5
Tel: +1 250 861 5332 Fax: +1 250 861 8772
Treasurer
Magnus Aaserud
BMO Private Wealth
1484 Water St
3rd Floor
Kelowna, BC V1Y 1J5
Tel: +1 250 864 7771 Fax: +1 250 762 8593
Secretary
Judith Charbonneau Kaplan
Wellington-Altus Private Wealth Inc.
2300-1700 Dickson Ave
Suite 2300
Kelowna, BC V1Y 0L5
Tel: +1 778 728 1563
Past Chair
Jen Eshleman
Alexander Holburn Beaudin + Lang LLP
1100-1631 Dickson Ave
Kelowna, BC V1Y 0B5
Tel: +1 604 484 1728 Fax: +1 604 484 9728
Program Officer
Sheena Sanders
BDO Canada LLP
400-1631 Dickson Ave
Suite 400
Kelowna, BC V1Y 0B5
Tel: +1 403 852 4820
Member Services Officer
Julia Norman
Pushor Mitchell LLP
301-1665 Ellis Street
Kelowna, BC V1Y 2B3
Tel: +1 250 575 7955 Fax: +1 250 762 9115
Student Liaison Officer (Full Member Rep)
Jen Schreurs
FH&P Lawyers LLP
400-1628 Dickson Avenue
Kelowna, BC V1Y 9X1
Tel: +1 604 561 0250 Fax: 250.762.8616
Sponsorship Officer
Allisa Wu
Montgomery Miles and Stone Law Firm
510-1708 Dolphin Avenue
Kelowna, BC V1Y 9S4
Tel: +1 250 980 3364