STEP Canada

Atlantic Executives

Chair

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

Tanya Butler
Touchstone Legal Inc.
200-56 Portland St
Dartmouth, NS B2Y 1H2
Tel: +1 902 418 5549 x 108 Fax: +1 902 421 3130

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

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

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

Student Liaison Officer (Full Member) & 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

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 Services Officer & Newsletter Officer

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

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

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

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 Officer

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

Calgary Executives

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

Deputy Chair

Vickie Schneider
RBC Wealth Management
333-7th Ave SW
14th Floor
Calgary, AB T2P 2Z1
Tel: +1 403 608 6733

Treasurer & Education Officer

Rebecca Hett
TD Wealth
900, 421-7th Avenue SW
Calgary, AB T2P 4K9
Tel: +1 403 629 6952 Fax: (403) 299-7984

Secretary

Kat Ratcliffe
Linmac LLP
2720, 308-4 Avenue SW
Calgary, AB T2P 0H7
Tel: +1 403 537 9214 Fax: +1 403 299 9601

Past Chair

Kenneth Keung
Moodys Tax / Moodys Private Client
4468 Haggart St
Vancouver, BC V6L 2H5
Tel: +1 403 693 5106 Fax: +1 403 693 5100

Program Officer

Raymond Li
KPMG LLP
3100-205 5th Aveunue SW
Calgary, AB T2P 4B9
Tel: +1 403 691 8000 Fax: +1 403 691 8008

Member Services Officer & Education Officer

Lisa Kayaga
BMO Wealth Management
525-8 Avenue SW
Suite 1000
Calgary, AB T2P 1G1
Tel: +1 403 503 7100

Student Liaison Officer (Full Member Rep)

Gordon VanderLeek
VanderLeek Law
210-1319 Edmonton Trail NE
Suite 210
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

Sponsorship Officer

Jenna Carvalho
Guardian Estate Company
319-919 Centre Street NW
Calgary, AB T2E 2P6
Tel: +1 403 990 3524

Member at Large

Josipa Herman
Jos Herman, BComm, CPA, CA, CFP, TEP
2307, 930-16 Ave SW
Calgary, AB T2R 1C2
Tel: +1 604 910 5174

Member at Large

Carolyn Inglis
Miller Thomson LLP
43rd Floor, 525-8th Avenue SW
Calgary, AB T2P 1G1
Tel: +1 403 298 2433 Fax: 403.262.0007

Member at Large

Benjamin Kormos
Kormos LLP
305-1167 Kensington Cres NW
www.kormoslaw.ca
Calgary, AB T2N 1Z7
Tel: +1 403 863 7516

Member at Large

Sunny Sun
TD Wealth
529 Discovery Ridge Blvd SW
Suite 499
Calgary, AB T3H 5X6
Tel: +1 306 262 6822

Edmonton Executives

Chair

Michelle Coleman
MNP LLP
1700, 10235-101 Street NW
Edmonton, AB T5J 3G1
Tel: +1 780 733 8622 Fax: +1 780 454 1908

Deputy Chair

Michelle Millard
Felesky Flynn LLP
2610, 10111-104 Ave
Edmonton, AB T5J 0J4
Tel: +1 780 643 3069 Fax: +1 780 421 8820

Treasurer

Sharene Gaitor
TD Wealth
10088-102 Ave NW
Suite 2400
Edmonton, AB T5J 2Z1
Tel: +1 780 638 6185

Secretary

Wendi Crowe
Miller Thomson LLP
2700, 10155-102 Street
Edmonton, AB T5J 4G8
Tel: +1 780 429 9764 Fax: +1 780 424 5866

Past Chair

Sam Amelio
MLT Aikins LLP
2200, 10235 101st Street
Edmonton, AB T5J 3G1
Tel: +1 780 969 3500 Fax: +1 780 969 3549

Program Officer

Dennis Trzok
Servus Credit Union
300, 8723-82 Ave NW
Edmonton, AB T6C 0Y9
Tel: +1 780 638 8244 Fax: +1 780 420 0734

Member Services Officer

Dais Brandys
Servus Credit Union
300, 8723-82 Ave NW
Edmonton, AB T6C 0Y9
Tel: +1 780 668 0552

Student Liaison Officer (Full Member Rep)

Amanda McCloy
BMO Private Wealth
10175-101 Street
Edmonton, AB T5J 0H3
Tel: +1 519 574 4787

Sponsorship Officer

Dane ZoBell
Felesky Flynn LLP
2610, 10111-104 Ave
Edmonton, AB T5J 0J4
Tel: +1 780 643 3076 Fax: +1 (780) 421-8820

Member at Large

Peter Nguyen
BDO Canada LLP
8520 87 St NW
Edmonton, AB T6C 3G9
Tel: +1 587 438 9999 Fax: +1 780 461 8800

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
202-9815 Boulevard Leduc
8th Floor
Brossard, QC J4Y 0K8
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
2100-1000 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 Rep)

Dan Derhy
Derhy | Trusts & Estates
1100 Sherbrooke O
2ème étage
Montreal, QC H3A 1G7
Tel: +1 514 281 6000 x 620 Fax: +1 514 788 6050

Student Liaison Officer (Full Member Rep)

Beatriz Davila
MNP LLP
7945 Cr Salomon
Suite 2300
Brossard, QC J4X 1J2
Tel: +1 514 296 7260 Fax: +1 514 861 9446

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
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

Secretary

Alain Robert
Robert CPA
6-1420 Youville Dr
Orleans, ON K1C 7B3
Tel: +1 613 841 6040 Fax: +1 613 841 9082

Treasurer

Melissa Plunkett
Scotiatrust
1870 Alta Vista Drive
Ottawa, ON K1G 6R7
Tel: +1 613 914 6758

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
Borden Ladner Gervais LLP
World Exchange Plaza 1300-100 Queen Street
Ottawa, ON K1P 1J9
Tel: +1 416 984 6758 Fax: 613.230.8842

Student Liaison Officer (Student Rep)

Gabrielle Robert
Jacques Robert Law
975 Kevin Cres
Cumberland, ON K1C 3C5
Tel: +1 613 837 7880

Newsletter & Sponsorship Officer

Francois JMJ Asselin
CIBC Wealth Advisory Services
150 Elgin St
21st Floor
Ottawa, ON K2P 1L4
Tel: +1 613 239 2900 Fax: +1 613 564 8646

Toronto Executives

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

Deputy 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

Treasurer

Hemal Balsara
Manulife Financial
250 Bloor St E
Toronto, ON M4W 1E6
Tel: +1 416 852 7467

Secretary

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

Past Chair

Corina Weigl
Fasken
Bay Adelaide Centre 2400-333 Bay St, PO Box 20
Toronto, ON M5H 2T6
Tel: +1 416 865 4549 Fax: +1 416 364 7813

Program Officer & Member at Large

Maureen Berry
Fasken
Bay Adelaide Centre 2400-333 Bay St, PO Box 20
Toronto, ON M5H 2T6
Tel: +1 416 865 4368 Fax: +1 416 364 7813

Program Officer

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

Student Liaison Officer

Dennis Ngo
RBC Royal Trust
20th Floor 155 Wellington St W
Toronto, ON M5V 3K7
Tel: +1 416 598 1442 x 4209 Fax: +1 416 340 1509

Student Liaison Officer (Student Rep)

Benjamin Nichols
Borden Ladner Gervais LLP
Bay Adelaide Centre, East Tower 22 Adelaide Street West
Toronto, ON M5H 4E3
Tel: +1 647 327 0723 Fax: 416.367.6749

Student Liaison Officer (Student Rep - CETA)

Nicholas Cusimano
RBC Royal Trust
100 Townsgate Drive
Thornhill, ON L4J 8A4
Tel: +1 416 974 1969 Fax: +1 416 955 5091

Education Officer

Alexandra Firsov
MD Management
2443 Sroll Dr
Oakville, ON L6J 7K8
Tel: +1 905 829 5699

Member Services Officer

Davog McGlinchey
RBC Royal Trust
155 Wellington St W
20th Floor
Toronto, ON M5V 3K7
Tel: +1 647 289 0785

Member at Large & Newsletter Officer

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

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
Raymond James Ltd.
1400-100 Yonge Street
Toronto, ON M5C 2W1
Tel: +1 647 294 8947

Vancouver Executives

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

Deputy Chair & Sponsorship Officer

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

Treasurer

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

Secretary

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

Past Chair

Yogesh Bhathella
Doane Grant Thornton LLP
6045 125A Street
Surrey, BC V3X 3L7
Tel: +1 604 813 3864 Fax: +1 604 881 4988

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: +1 778-888-3172 Fax: 604-665-6614

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 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)

Alexander Swabuk
Miller Thomson LLP
400-725 Granville Street
Suite 2200
Vancouver, BC V7Y 1G5
Tel: +1 236 886 3738 Fax: +1 604 643 1200

Member At Large (Okanagan)

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

Member at Large

Brad Pashby
Narrative Financial
380-475 West Georgia St
Vancouver, BC V6B 5K5
Tel: +1 604-765-5943 Fax: +1 778 329 0673

Winnipeg Executives

Chair

Mariska Loeppky
IG Wealth Management
447 Portage Ave
Winnipeg, MB R3B 3H5
Tel: +1 204 777 4941 Fax: +1 204 943 0021

Deputy Chair & Program Officer

Krista Clendenning
Tradition Law LLP
701-310 Broadway
Winnipeg, MB R3C 0S6
Tel: +1 204 594 1094 Fax: +1 204 947 3705

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

Harmanjit Mavi
Davies Ward Phillips & Vineberg LLP
155 Wellington Street West
40th Floor
Toronto, ON M5V 3J7
Tel: +1 416 367 7557 Fax: +1 204 957 4244

Student Liaison Officer (Full Member Rep)

Kurtis Massey
BMO Private Wealth
1700-201 Portage Ave
Winnipeg, MB R3B 3K6
Tel: 204 949 8008

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 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

Sponsorship Officer

Sangita Bhalla
RBC Royal Trust
220 Portage Avenue
16th Floor
Winnipeg, MB R3C 0A5
Tel: +1 204 285 3053 Fax: +1 204 988 6745

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

Tammy Buss
BlueRoots
102-100 Wellington St
London, ON N6B 2K6
Tel: +1 519 203 1701

Secretary

Jared Dally
, 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

Program Officer

Christine Cooke
Lawrence Kinlin School of Business - Fanshawe College
1001 Fanshawe College Blvd
London, ON N5Y 5R6
Tel: +1 519 452 4430

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

Alex Stemmler
TD Wealth
3rd Floor 381 King Street W
Kitchener, ON N2G 1B8
Tel: +1 519 570 3378

STEP Okanagan Executives

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

Deputy 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

Secretary

Judith Charbonneau Kaplan
Wellington-Altus Private Wealth Inc.
2300-1700 Dickson Ave
Suite 2300
Kelowna, BC V1Y 0L5
Tel: +1 778 728 1563

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

Past Chair

Anne Postlewaite
Grant Thornton LLP
3367 Merlot Way
West Kelowna, BC V4T 2X4
Tel: +1 250 712 6858

Program Officer

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

Member Services Officer

Michael Naito
Wellington-Altus Private Wealth
500-1632 Dickson Ave
Kelowna, BC V1Y 7T2
Tel: +1 778 726 1964

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

Student Liaison Officer (Student Rep)

Sheena Sanders
BDO Canada LLP
400-1631 Dickson Ave
Suite 400
Kelowna, BC V1Y 0B5
Tel: +1 403 852 4820

Sponsorship Officer

William Pao
Nicola Wealth
910-1631 Dickson Avenue
Kelowna, BC V1Y 0B5
Tel: +1 250 763 4591

STEP Saskatchewan Executives

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

Deputy Chair

Lane Zabolotney
Cuelenaere LLP
200-450 Second Ave North
Saskatoon, SK S7K 2C3
Tel: +1 306 477 7232 Fax: +1 306 652 4171

Treasurer

Angela Martens
Concentra Trust
301-409 Avenue B South
Saskatoon, SK S7M 5M8
Tel: +1 306 956 1823

Secretary

Humphrey Tam
MD Financial Management
306 Queen St
Saskatoon, SK S7K 0M2
Tel: +1 360 612 4463

Past Chair

Faisal Khorshid
IG Private Wealth Management
501, 409-3rd Avenue S
Khorshid & Associates Private Wealth Management
Saskatoon, SK S7K 5R5
Tel: +1 306 653 3685 Fax: +1 306 653 3924

Program Officer

Erin Bokshowan
MLT Aikins LLP
1200, 409-3rd Avenue S
Saskatoon, SK S7K 5R5
Tel: +1 306 975 7111

Member Services Officer

Tracy Duff
Skye Planning Group Inc
110, 130-4th Ave N
Saskatoon, SK S7K 5V3
Tel: +1 306 956 0003 Fax: +1 306 956 0046

Student Liaison Student Rep

Mareike Johnson
Affinity Wealth Management
142 3rd Street W, PO Box 129
Coronach, SK S0H 2Z0
Tel: +1 306 657 6812

Member at Large

Curtis Haigh
Precision Financial & Benefits
119B Cardinal Cres
Saskatoon, SK S7L 6H5
Tel: +1 306 230 4897

Member at Large

Damian McGrath
Solus Trust Company
700, 105-21st Street E
Saskatoon, SK S7K 0B3
Tel: +1 306 651 4290 Fax: +1 306 651 4299

Branch/Chapter Executives 2024-2025