JUNE 9-10, 2016METRO TORONTO CONVENTION CENTRE

18TH NATIONAL CONFERENCE

Attendees

Abela Caroline WeirFoulds LLP Toronto

Adachi Bryan Sun Life Financial Vancouver

Adlington Peggy Bossy Nagy Group Professional Corporation Tillsonburg

Adye-White William Investors Group Financial Services Inc. Concord

Ahmed Fauzia Toronto

Albiani Steven Stratum Advisory Group Inc. Toronto

Algar Kevin Algar, Virtue & Associates Inc. Calgary

Allen Sandra Investors Group Campbell River

Allibhai Karim Karim Allibhai Vancouver

Amonson John Unbiased Financial Group Ltd. Calgary

Anderson Gordon Cidel Trust Company Calgary

Anderson Litza Scotiatrust Vancouver

André Nadir Borden Ladner Gervais LLP Montreal

Andrews David Focused WealthCare Planning & Insurance / Manulife Securities Inc.

Thunder Bay

Andrikopoulos Kostas North York

Antuna Ricardo National Bank Financial Montreal

Armstrong Janis STEP Canada - Director of Business Development Toronto

Armstrong Neal Davies Ward Phillips & Vineberg LLP Toronto

Armstrong Scott Toronto

Arora Sunita Lipton LLP Toronto

Asselin Francois JMJ CIBC Wealth Advisory Services Ottawa

Atlas Michael Michael Atlas Chartered Accountant Toronto

Atsaidis Elisabeth Aird & Berlis LLP Toronto

Austin Lottie BMO Nesbitt Burns Calgary

Avery Sharon RBC Wealth Management Halifax

Awerbuck Risa Torkin Manes LLP Toronto

Ayala-Mayost Dilia TD Wealth Ottawa

Balsara Hemal Manulife Financial Toronto

Banik Tony Stewart Gee & Murray CPA Saskatoon

Barette Andre Borden Ladner Gervais LLP Montreal

Barkin Marvin Basman Smith LLP Toronto

Barnes Clarke Fasken Martineau Calgary

Barnes Howard E. MAC LLP Waterloo

Basi Katy Basi Law Professional Corporation Richmond Hill

Basso Dan Crowe MacKay LLP (Chartered Professional Accountants) Kelowna

Bateman Andrew Felesky Flynn LLP Calgary

Beaubier Beaty Stevenson Hood Thornton Beaubier LLP Saskatoon

JUNE 9-10, 2016METRO TORONTO CONVENTION CENTRE

18TH NATIONAL CONFERENCE

Bell Dawn Concentra Trust Saskatoon

Bell Greg KPMG Ottawa

Bender Nathan Scotiatrust Toronto

Benjamin Gwen Wilson Vukelich LLP Markham

Benjamin Tatanya TD Wealth Private Client Services Toronto

Bennett Anabel TD Wealth Markham

Bennett Kathryn Toronto

Berg Roy Moodys Gartner Tax Law LLP Calgary

Berger Gordon YourWealthCare Ltd. Toronto

Berman Cherise Bespoke Financial Consulting Inc. Toronto

Berry Maureen Goodmans LLP Toronto

Betts Linda The Heritage Wealth Strategy Group Inc. Toronto

Bezaire Carol Mackenzie Investments Toronto

Bhalla Sangita RBC Wealth Management - Estate & Trust Services Winnipeg

Bianchini Mary 1367681 Ontario Inc. Toronto

Biderman Mark Cidel Financial Group Inc. Toronto

Biesok Zofia CIBC Trust Corporation Toronto

Biln Paul Westward Advisors Ltd. Surrey

Black Christine Arca Financial Group Inc. Waterloo

Black Gail Miller Thomson LLP Calgary

Black Ian Macdonald Shymko & Co. Ltd. Vancouver

Blades Elaine Richmond Hill

Blanchet Marie Claude National Bank of Canada Toronto

Blom David Carey Management Inc. Calgary

Bloom Arieh Whaley Estate Litigation Toronto

Blumenfeld Rachel Miller Thomson LLP Toronto

Boivin Annie TD Wealth Montreal

Bollefer Stuart Aird & Berlis LLP Toronto

Bondy Michael Collins Barrow London

Bone William Calgary

Bosschart Leonard Fogler Rubinoff LLP Toronto

Bossy Michael Bossy Nagy Group Professional Corporation Tillsonburg

Bower Carol Carol Bower Toronto

Bowley Norman Low Murchison Radnoff LLP Ottawa

Boyer de la Giroday Genevieve Giroday Law Etobicoke

Bratz Roanne Stikeman Elliott LLP Montreal

Braude Ilan TD Wealth Management Oakville

Brazeau Donald BrazeauSeller LLP Ottawa

Breininger Allison STEP Canada - Marketing & Events Assistant Toronto

JUNE 9-10, 2016METRO TORONTO CONVENTION CENTRE

18TH NATIONAL CONFERENCE

Brighten David Andrews & Co. Chartered Professional Accountants Ottawa

Brisibe Tim Mackenzie Investments Calgary

Brown David Wm. Al G. Brown & Associates Toronto

Bruce Dianne RBC Dominion Securities Inc. Whitehorse

Buckland Edward STEP Worldwide - Chair St. Helier, JE

Budd John Cumberland Private Wealth Management Toronto

Bueschkens Mary Anne Miller Thomson LLP Toronto

Bujold Gilles Bujold P.C. Tax Law Moncton

Buley Nicola Canada Life Winnipeg

Buncic Andrea Miller Thomson LLP Toronto

Burns Clare E. WeirFoulds LLP Toronto

Burns Kingsbury Kathleen KBK Wealth Connection Waitsfield, VT

Burrell Richard Cowichan Town Centre Market Inc. Duncan

Bursey Lisa Weiler & Company Chartered Accountants Guelph

Burton Christopher RBC Wealth Management - Estate & Trust Services Toronto

Bussey Sandra TD Wealth Kitchener

Butler Tanya Cox & Palmer Halifax

Button Corey Grant Thornton LLP St. John’s

Cadesky Michael Cadesky Tax Toronto

Cait Jeffrey Optimal Insurance Solutions Inc. Mississauga

Cajolet Marie-Pier National Bank of Canada Montreal

Calder Brenda Regina

Campagna Joel Waterloo

Campbell Jennifer Patterson Law Halifax

Campbell John L. Kohnen & Patton LLP Cincinnati, OH

Campbell Katie Canada Revenue Agency Ottawa

Campbell Tracey BMO Private Banking Peterborough

Canham Patrick Canham Rogers Toronto

Cappelli Adam Cambridge LLP Burlington

Carroll Douglas Invesco Toronto

Carter Terrance Carters Professional Corporation Orangeville

Carver Patricia Great-West Life Winnipeg

Cassidy Elsbeth Sampson McDougall Sydney

Castle Holly North Vancouver

Cestnick Timothy WaterStreet Family Offices Toronto

Chagnon James MNP LLP Burlington

Chapman Larry Canadian Tax Foundation Toronto

Charr Kathryn TD Wealth Private Client Group Edmonton

Chaurette Anne RBC Wealth Management - Estate & Trust Services Montreal

JUNE 9-10, 2016METRO TORONTO CONVENTION CENTRE

18TH NATIONAL CONFERENCE

Cherneskey Russell Keywest Consulting Corp. Public Practice Edmonton

Chinniah Samuel T.E. Wealth Toronto

Chow Grace Cadesky Tax Toronto

Christianson David Christianson Wealth Advisors Winnipeg

Chung Mayme TD Wealth Private Client Group Vancouver

Church Elizabeth RBC Wealth Management - Estate & Trust Services Toronto

Chwalisz Peter PCC Peter Chwalisz Mississauga

Clark Gary Clark & Arsenault Edmonton

Clarke Chris First Affiliated Holdings Inc. Collingwood

Cohen Brian Dentons Canada LLP Toronto

Cohen Susan North York

Cole Patrick RBC Wealth Management - Estate & Trust Services Halifax

Connolly Michelle CI Investments Toronto

Cooke Christine Micacchi Warnick & Company Woodstock

Cooper Jina TD Wealth Private Trust Toronto

Copithorn Chantal PwC Oakville

Costa Miguel Costa Pearson Accountants Calgary

Cox Mary TD Wealth Private Client Group Toronto

Crain Joan BNY Mellon Wealth Management Fort Lauderdale, FL

Craveiro Stella Scotiatrust Toronto

Creasy Les MNP LLP Edmonton

Crosby Gary Tax & Estate Planning Partners (Toronto) Inc. Markham

Cross Pamela Borden Ladner Gervais LLP Ottawa

Crowe Wendi Miller Thomson LLP Edmonton

Crowther Bill Collins Barrow Peterborough LLP Peterborough

Culliton Robert Sullivan Mahoney LLP St. Catharines

Cummings Scott Scotiatrust Toronto

Cunningham Kathleen North Vancouver

Cuperfain Joel RBC Dominion Securities Toronto

Dabrowski Joanne BDO Canada LLP Montreal

Dalgado Carol RBC Wealth Management - Estate & Trust Services Toronto

Danesh Franklin BMO Private Banking Oakville

Dannehl Dawn Ottawa

Davis Curtis Mackenzie Investments Toronto

Davis Glenn MD Financial Management Toronto

Davis Meghan Kingston

Dawson Tannis TD Wealth Private Trust Winnipeg

Day Ngoc Macdonald Shymko & Co. Ltd. Vancouver

De Re John TD Wealth Private Trust Toronto

JUNE 9-10, 2016METRO TORONTO CONVENTION CENTRE

18TH NATIONAL CONFERENCE

De Souza Lino Lintax Management Inc. Mississauga

de Vries Justin de Vries Litigation Toronto

Deane Rosemarie TD Wealth London

Delaney Richard (Chris) TD Wealth London

Dennis Sally Farris Vaughan Wills Murphy LLP Vancouver

Desmarais Sebastien Tierney Stauffer LLP Ottawa

Deyell Shawn RLB LLP Chartered Accountants and Business Advisors Guelph

Dezfuli Atbin Ministry of Finance - Ontario Toronto

Di Vito Tina Di Vito Consulting Associates Toronto

Diker Lisa BDO Canada LLP Toronto

Dispalatro Dean MEDIA - Advisor Group Toronto

Dodick Michael STEP Canada - Chief Operating Officer Toronto

Downey Peter TD Wealth Private Trust Toronto

Duffy Lori WeirFoulds LLP Toronto

Dunlop Marianne MD Private Trust Company Toronto

Durand Michel Collins Barrow Montreal LLP Montreal

Dwyer Blair Dwyer Tax Law Victoria

Dyck Sandra RBC Wealth Management - Estate & Trust Services Toronto

Dykema Sarah McInnes Cooper Halifax

Edmonds Robert TD Wealth Kitchener

Edwards George Stonegate Private Counsel Bracebridge

Ehler Kelly Corporate Finance Outsource Inc. Unionville

Esposto Ed Blaney McMurtry Barristers & Solicitors LLP Toronto

Evans-Olders Elisabeth Borden Ladner Gervais LLP Montreal

Ewing Nicole TD Wealth Ottawa

Fabbro John KPMG LLP Toronto

Fahy Brandon McCain Foods Group Inc. Toronto

Fallow Angela Cunningham Swan Kingston

Fawzy Bassem RBC Mississauga

Feldman Jessica Bales Beall LLP Toronto

Fensom Paul Scotiatrust Toronto

Fincher-Stoll Susan Harrison Pensa LLP London

Fisch Rebecca RSF Law Toronto

Fisette-Caza Nathalie RBC Wealth Management Services Montreal

Fitzgerald Thomas MD Financial Management Toronto

Fitzgerald Patrick Lifelong Financial Solutions Ottawa

Fitzsimmons Carol Hodgson Russ LLP Toronto

Flores Rosanna RBC Wealth Management - Estate & Trust Services Montreal

Floto John RLB LLP Guelph

JUNE 9-10, 2016METRO TORONTO CONVENTION CENTRE

18TH NATIONAL CONFERENCE

Follows Ann Michele Executor Duties on Demand Mississauga

Fong Macy Scotia Wealth Management Toronto

Fong-Yee Natalie Fong-Yee Professional Corporation Toronto

Foster Sandra Headspring Consulting Inc. Toronto

Fowlis William Miller Thomson LLP Calgary

Frajman Daniel Spiegel Sohmer Inc. Montreal

Franko Dale Moodys Gartner Tax Law LLP Calgary

Fremes Michael Vottero Fremes McGrath Yee Mississauga

Frostiak Larry Frostiak & Leslie Chartered Professional Accountants Inc. Winnipeg

Fruci Mario CIBC Trust Corporation Toronto

Galvin Ann Stern Cohen LLP Toronto

Gandhi Jagruti Wilson Vukelich LLP Markham

Gandhu Christopher TD Wealth Calgary

Garber Allan Parker Garber & Chesney LLP Richmond Hill

Garland Lisa SB Partners LLP Burlington

Garner Lynn 816 Management Ltd Cambridge

Garriock Ian Investors Group Financial Services Inc. Markham

Garton Nicole Heritage Law West Vancouver

Gates-Hammond Peggy BMO Private Banking Halifax

Ge Sida Sida Ge Toronto

Geale-Barker Seabourne Walkers LLP Peterborough

Georgakopoulos Nikona Dibrina Sure Financial Group Inc. Toronto

George Wilmot CI Investments Toronto

Gertzbein Irit BMO Nesbitt Burns Toronto

Gervasi Giuseppe Stern Cohen LLP Toronto

Ghamsari Khadijeh National Bank Financial Wealth Management Vancouver

Gilfix-Raich Marlene FL Fuller Landau LLP Montreal

Girouard Natasha BCF LLP Montreal

Gleeson John Gleeson Finanical Inc. Markham

Glenn Maureen Richardson GMP Limited Toronto

Glowacki Peter Borden Ladner Gervais LLP Vancouver

Goch Deborah Assante Private Client Vancouver

Godbout Andrée BMO Nesbitt Burns Halifax

Goldberg Michael Minden Gross LLP Toronto

Golden Joanne Golden Estate Law Toronto

Golding Nancy Borden Ladner Gervais LLP Calgary

Golombek Jamie CIBC Wealth Strategies Toronto

Gombita Teresa EY Toronto

Gordon Anna Clark & Horner LLP Toronto

JUNE 9-10, 2016METRO TORONTO CONVENTION CENTRE

18TH NATIONAL CONFERENCE

Gordon Michael Baycrest Geriatric Health Care System Toronto

Gorman Barry Dartmouth

Gray Kay Grant Thornton LLP Vancouver

Greisbach Susanne National Bank Ottawa

Grieve Timothy Merovitz Potechin LLP Ottawa

Grozinger Thomas RBC Wealth Management - Estate & Trust Services Ottawa

Guldimann Beat First Advisory Group Vaduz

Halpern Jeffrey TD Wealth Markham

Hamel Cherie Clark & Horner LLP Toronto

Hamilton Upham Jennifer Patterson Law Truro

Handfield Lisa National Bank Trust Calgary

Harari Leona BDO Canada LLP Montreal

Harding Carol Ottawa

Harding Stephen RBC Wealth Management International Toronto

Harris Bruce PwC Toronto

Harris Kate Patterson Law Halifax

Harris Judith Canada Revenue Agency Toronto

Hart Ted Charities Aid Foundation of Canada Toronto

Hatto Jody Vancouver

Haughn James MD Financial Management Inc. Halifax

Hébert Mathieu Montreal

Hecht Robert HHL Montreal

Henkell Allison BDO Canada LLP Woodstock

Henri Rebecca RBC Dominion Securities Mississauga

Herman Josipa Maple Ridge

Histrop Lindsay Gardiner Roberts LLP Toronto

Hlynski Jeffrey Jeff Hlynski Professional Corporation Calgary

Hodgson Michael Highstreet Asset Management London

Hoffstein Eric Minden Gross LLP Toronto

Hoffstein M. Elena Fasken Martineau Toronto

Houle Louise DS Avocats Canada SENCRL Montreal

Hu Annie Citibank Canada Toronto

Humphrey John Valente & Theocharis LLP London

Hussain Abid Central Manchester University Hospitals Manchester, UK

Hykaway Connie National Bank Trust Calgary

Ibrahim Nadeem Educators Financial Group North York

Ideias Paula Carswell, a Thomson Reuters business Toronto

Ionson Kathryn Fasken Martineau Toronto

Ireland Chris PPI Advisory Burnaby

JUNE 9-10, 2016METRO TORONTO CONVENTION CENTRE

18TH NATIONAL CONFERENCE

Irwin Stuart Irwin Tax Orono

Izard Angus Cameron Izard Snell Victoria

Jacob Irene TD Wealth Private Client Group Vancouver

Jacobs Gordon The Law Offices of Gordon L. Jacobs Toronto

Jacobson Morris Spiegel Sohmer Inc. Montreal

Jalbert Tanis ATB Financial - Alberta Private Client Edmonton

Janelle Pierre Mendlowitz Janelle Simone LLP Richmond Hill

Jeric Ned Assante Private Client Toronto

Joe Steven TD Wealth Vancouver

Johnston Tanner PwC Vancouver

Jonasson Tracey RBC Wealth Management - Estate & Trust Services Calgary

Jones Harris Harris Jones Advisory Inc. Mississauga

Jones Jennifer Phillips New York, NY

Jung Joan Minden Gross LLP Toronto

Junkin Tom Fiduciary Trust Company of Canada Calgary

Juvet David Ideal Financial Services Ltd. Toronto

Kachafanas Kiki Breton Chartered Accountants Sydney

Kagan Leilani Thompson Dorfman Sweatman LLP Winnipeg

Kanhai Camille National Bank Private Wealth 1859 Toronto

Kaplan Lawrence KBHNS sencrl - llp St-Laurent

Katz Gary Logan Katz LLP, CPA Ottawa

Kaufman Leanne RBC Wealth Management - Estate & Trust Services Toronto

Kazdan Howard BDO Canada LLP Markham

Keenleyside Anneke Anneke Keenleyside Toronto

Kellar W Douglas Feigelsohn Kellar Toronto

Kellogg Leslie Hodgson Russ LLP Buffalo, NY

Kennedy April MD Private Trust Company Winnipeg

Kennedy Greg Meridian - Concentra Trust Aurora

Kerr Barbara J. Investors Group Parry Sound

Kerr Gitta Kerr Financial Consultants Montreal

Kerr Kristina Kerr Financial Corporation Toronto

Kerr Robert Kerr Financial Consultants Montreal

Kerzner David Law Offices of David S Kerzner Toronto

Kester Alan Apple Financial Services Frankford

Kett Cynthia Stewart & Kett Financial Advisors Inc. Toronto

Keul Paul S+C Partners LLP Mississauga

Keung Kenneth Moodys Gartner Tax Law LLP Calgary

Kevorkian Kevork TD Wealth Montreal

Khosla Vinay Bateman MacKay Mississauga

JUNE 9-10, 2016METRO TORONTO CONVENTION CENTRE

18TH NATIONAL CONFERENCE

Kimmitt Barbara Bennett Jones LLP Calgary

King Todd A. Collins Barrow Nova Scotia Dartmouth

Kinnear Sara Investors Group Winnipeg

Kirouac Pierre Schwartz Levitsky Feldman LLP Montreal

Kitagawa Pina Kerr Financial Corporation Toronto

Kiva Caroline Miller Thomson LLP Toronto

Kligman Harris Kestenberg Rabinowicz Partners LLP Markham

Klingbaum Mark Klingbaum Barkin LLP Toronto

Klotz Robert Klotz Associates Toronto

Kobrinsky Liza Ministry of Finance - Ontario Toronto

Kobzev Artem Shea Nerland Calnan LLP Calgary

Koch Jillian Johnston Morrison Hunter & Co. Professional Corporation Medicine Hat

Kohnen Phillip Canada Revenue Agency Ottawa

Korn Gil Gil J. Korn Law Corporation Vancouver

Korne Robert Spiegel Sohmer Inc. Montreal

Koropenko-Ruban Irina Etobicoke

Koscic Lisa TD Wealth Private Client Group Windsor

Koski Rob Algar, Virtue & Associates Inc. Calgary

Kraft Kenneth Dentons Canada LLP Toronto

Krozonouski Richard Cranston & Krozonouski Richmond Hill

Krueger Bianca RBC Wealth Management - Estate & Trust Services Ottawa

Kumarakulasinkam Rathika RBC Wealth Management - Estate & Trust Services Toronto

La Borie Aileen RBC Wealth Management Vancouver

La Charité Éric Sun Life Financial Montreal

Lachmansingh Clifford MD Private Trust Company Toronto

Laflamme Damian Welch LLP Ottawa

Lai Dickson Campbell Lawless LLP Toronto

Laliberte Lucie Grant Thornton LLP Kelowna

Lam Kitty RBC Wealth Management - Estate & Trust Services Toronto

Lamontagne Marc Ryan Lamontagne Inc. Ottawa

Laplante-Rousseau Michelle Trust Banque Nationale Montreal

Lashley Amanda Cidel Bank & Trust Inc. St. Michael, BB

Lebane Ian TD Wealth Private Client Services Toronto

LeBlanc Daniel Ernst & Young LLP Dieppe

LeBreux Paul Globacor Tax Advisors Professional Corporation Toronto

LeCocq Vance Strategy Wealth Advisors Calgary

Lee Nancy RBC Financial Group Mississauga

Lee-Kennedy Brenda PwC Toronto

Leger Adelle RBC Investments Toronto

JUNE 9-10, 2016METRO TORONTO CONVENTION CENTRE

18TH NATIONAL CONFERENCE

LeGrand Tracey CIBC Toronto

Leitman Mitchell Low Murchison Radnoff LLP Ottawa

Leroux Yves J. CIBC Wood Gundy Financial Services Inc. Montreal

Leung Kay Wilson Vukelich LLP Markham

Li Lusan Toronto

Liang Pamela Gardiner Roberts LLP Toronto

Linardi Carmelo Carmelo Linardi Professional Corporation Aurora

Lind Melodie Pushor Mitchell LLP Kelowna

Lipkin Ilana RBC Dominion Securities Inc. Toronto

Lipman Karyn Crowe Soberman LLP Toronto

Litwin Michael Litwin CPA Inc Chartered Professional Accountants Montreal

Lo Vincent Deloitte LLP Vancouver

Loiselle Debbie Allied Associates LLP, Chartered Accountants London

Loranger Julie BCF LLP Montreal

Lord Laurie TD Wealth Private Trust Ottawa

Low Lorna TD Wealth Private Client Group Toronto

Lowe Kevin Investors Group Toronto

Luhta Bill MD Financial Management Ottawa

Lund Darren Fasken Martineau DuMoulin LLP Toronto

Lyall George STEP Worldwide - Council Member / Board Member Tyne and Wear, UK

Lyle Jessica Sealy Cornish Coulthard Dartmouth

Macdonald Susan RBC Wealth Management - Estate & Trust Services London

MacDonald Victoria Richter LLP Montreal

MacKay Dwayne PwC Halifax

Mackie Alan Investors Group Toronto

MacKnight Robin Wilson Vukelich LLP Markham

MacNeil Paul Bridgewater

Madsen Shelley KPMG LLP Saskatoon

Malouf Andrée Canada Revenue Agency Ottawa

Manning Tyler Garriock & Associates Private Wealth Management Markham

Manuel Brian Segal LLP Toronto

March Ruth KPMG LLP Halifax

Marchand Nathalie Miller Thomson LLP Montreal

Mariani Dora Segal LLP Toronto

Marien Bernice TD Wealth Ottawa

Marino Florence Manulife Financial Kitchener

Markou Hristos BMO Nesbitt Burns Mississauga

Marquis Hélène CIBC Private Wealth Management Montreal

Martini Robert Wilson Vukelich LLP Markham

JUNE 9-10, 2016METRO TORONTO CONVENTION CENTRE

18TH NATIONAL CONFERENCE

Martins Joseph Graham Mathew Professional Corporation Chartered Accountants

Cambridge

Mason Janet Edward Jones Mississauga

Mason Lynn MD Private Trust Ottawa

Masters Thomas Palmer Reed Toronto

Matte Gerard Gerard Matte Financial Inc. Winnipeg

Matthews Timothy Stewart McKelvey Halifax

Mayes Seann TD Wealth Private Client Group Vancouver

McBey Roderick North York

McConnery Jim Welch LLP Ottawa

McDonald Melanie Borden Ladner Gervais LLP Calgary

McDonell Jean Ginsberg Gluzman Fage & Levitz LLP Ottawa

McDonell Kyle RBC Wealth Management - Estate & Trust Services Ottawa

McDougall Patricia Deloitte LLP Ottawa

McEachern Brenda Canada Life Vancouver

McEachren Troy Miller Thomson LLP Montreal

McFadyen Ronald McFadyen Consulting Niagara-on- the-lake

McGuire Arlene CIBC Trust Corporation Toronto

McIsaac Christena Stewart McKelvey Halifax

McKenna Britta Hodgson Russ LLP Buffalo, NY

McLean Rick KPMG LLP Toronto

McLeod Steven Canada Life London

McNulty Bryan Canada Life Assurance Company Toronto

McQuillan Thomas The McQuillan Group Toronto

McVean Paul Astute Strategies Inc. Thornhill

Melchionna Pina Concentra Trust Saskatoon

Mellace Spencer Sagium Guderyan + Green Calgary

Mendlowitz Arlene Cohen Arlene Cohen Consultant CPA CA Thornhill

Mendlowitz Sheldon Mendlowitz Janelle Simone LLP Richmond Hill

Mendonca Sharon Shrigley Battrick Toronto

Menuchin Shay KPMG Ramat HaSharon, ISL

Mercado Emerita T.E. Wealth Toronto

Merrick Peter MEDIA - Merrickwealth.com Toronto

Mexis Sabina Devry Smith Frank LLP Toronto

Meyer Nicholas National Bank Trust Toronto

Mezzetta Rudy MEDIA - Investment Executive Toronto

Michaud Suzanne Royal Bank of Canada Toronto

JUNE 9-10, 2016METRO TORONTO CONVENTION CENTRE

18TH NATIONAL CONFERENCE

Mida Israel PwC Toronto

Miedema Robert Boyne Clarke LLP Dartmouth

Millar James The Millar Corporation Ottawa

Minard Alison Miller Thomson LLP Toronto

Minicucci Armando Grant Thornton LLP Mississauga

Moody Kim G C Moodys Gartner Tax Law LLP Calgary

Moore Richard BMO Life Assurance Company Toronto

Morais Claude National Bank Trust Montreal

Morgan Michael Simpson Wigle Law LLP Burlington

Morris Ian Morris Kepes Winters LLP Toronto

Morrissette Andre BCF LLP Montreal

Morrow James Owens Wright LLP Toronto

Morse Jonathan BMO Private Banking Toronto

Mulders Dorothy EFG Bank & Trust (Bahamas) Ltd. Nassau, BS

Munro Katherine PwC Toronto

Muscroft Jennifer BMO Private Banking Edmonton

Musk Gillian BMO Private Banking Toronto

Nagrani Kavina Loopstra Nixon LLP Toronto

Nathani Arshiya Wittington Investments Limited Toronto

Neely John J. J. Neely Tax & Insurance Advisory Sudbury

Nemeroff Howard Phillips Friedman Kotler Montreal

Nicholls Catherine Vineland

Niedermayer Richard Stewart McKelvey Halifax

Nightingale Jeffrey Lipton LLP Toronto

Nightingale Kevyn MNP LLP Toronto

Norris Carla National Bank Trust Vancouver

Northwood Edward Ed Northwood and Associates Toronto

Novek Barbara Sweibel Novek LLP Montreal

Oakey John Collins Barrow Dartmouth

O’Brien Edmonds Erin Crowe Dillon Robinson Halifax

O’Donohue Mary-Jo TD Wealth Private Client Services Toronto

O’Halloran Jason S+C Partners LLP Mississauga

Oosterhoff Albert Faculty of Law, Western University & Whaley Estate Litigation

Burlington

Opoku Sara Toronto

O’Reilly Michael BridgeGreen Capital Inc. Ottawa

O’Sullivan Margaret O’Sullivan Estate Lawyers Toronto

Oxtoby Alison Entrust LLP Kelowna

Panchbhaya Shamim Royal Bank of Canada (RBC Taxation) Toronto

JUNE 9-10, 2016METRO TORONTO CONVENTION CENTRE

18TH NATIONAL CONFERENCE

Pang Alison RBC Wealth Management - Estate & Trust Services Toronto

Pang-Parks Jessica STEP Canada - Education Coordinator Toronto

Panourgias Marina Canada Revenue Agency Toronto

Parachin Adam University of Western Ontario London

Patenaude Hugo KPMG LLP Montreal

Paterson Chris Assante Private Client Winnipeg

Patterson Tiffany L Toronto

Payne Andrea TD Wealth Private Client Group London

Peace Kathleen Woodgate Financial, IPC Securities Corp. Toronto

Pearson Murray Ernst & Young LLP Toronto

Pereira Jason Jason Pereira Toronto

Perrin Corey MacMillan Lawrence & Lawrence Fredericton

Petersen Darren Johnston Morrison Hunter & Co. Professional Corporation Medicine Hat

Phillips John Andrew Monteith Ritsma Phillips LLP Stratford

Piccini Roy Marilyn Robinson Sheppard Shapiro LLP Montreal

Pilkington Thomas Scotia Wealth Insurance Services Inc. Toronto

Plant Sara MD Private Trust Company Toronto

Plunkett Melissa MD Financial Management Ottawa

Podio Erin Grant Thornton LLP Mississauga

Polci Edward First York Insurance Agency Ltd. Toronto

Pollack Sandra Trimaran Financial Ltd. Ottawa

Pollock Evgeniya Edward Jones Mississauga

Pong Ellen BMO Bank of Montreal Mississauga

Poon Jennifer Sun Life Financial Toronto

Pope Kenneth Barrister & Solicitor Ottawa

Porreca Marisa RBC Wealth Management - Estate & Trust Services Montreal

Potocnik Lydia BMO Wealth Management Hamilton

Power Jacqueline Mackenzie Investments Toronto

Poyser John Tradition Law LLP Winnipeg

Prasad Samantha Minden Gross LLP Toronto

Price Daniel U.S. Department of the Treasury, Internal Revenue Service Austin, TX

Price Erin Thornhill

Pries Corina Corina Pries Professional Corporation Georgetown

Prior Pam KPMG LLP Burnaby

Promislow Norm Pitblado Law LLP Winnipeg

Provost Andree-Lise Canada Revenue Agency Ottawa

Pryor Ian Pryor Tax Law Ottawa

Pulver Elise Aird & Berlis LLP Toronto

Quinlan Brian Campbell Lawless LLP Toronto

JUNE 9-10, 2016METRO TORONTO CONVENTION CENTRE

18TH NATIONAL CONFERENCE

Rabinowitz Archie Dentons Canada LLP Toronto

Rai Donna RBC Wealth Management - Estate & Trust Services Toronto

Rains Linsey Carters Professional Corporation Ottawa

Ratnam Satheeswaran PwC Toronto

Reddekop Marielee Assante Capital Management Regina

Reichgeld Colleen PwC Vancouver

Rezazadeh Sheila RBC Wealth Management - Estate & Trust Services Ottawa

Rhéaume Caroline Montreal

Richardson Heather TD Wealth Private Trust Ottawa

Richler Jonathan Richler Tax Law Toronto

Rideout Jason Archambault Neathway & Rideout St. Stephen

Rizarri Hans Crowe Soberman Inc. Toronto

Robertson Leith Pitblado Law LLP Winnipeg

Robertson Scott Tasman Financial Services Ottawa

Robinson Lori TD Wealth Private Trust Burlington

Robinson Patricia Robinsons Law Toronto

Rocchi Rosanne Miller Thomson LLP Toronto

Rochwerg Martin Miller Thomson LLP Toronto

Rosmarin Ian Prime Quadrant Toronto

Ross Angela PwC Toronto

Roth Elie Davies Ward Phillips & Vineberg LLP Toronto

Roth Susannah O’Sullivan Estate Lawyers Toronto

Rousseaux Ronald Today & Tomorrow Financial Planning Inc Burlington

Roy Louise Canada Revenue Agency Ottawa

Rubenstein Joshua Katten Muchin Rosenman LLP New York, NY

Rubin Ray Davies Ward Phillips & Vineberg LLP Toronto

Rubin Jerry Assante Private Client Winnipeg

Russell Bruce McInnes Cooper Halifax

Rutman Allan Zeifmans LLP Toronto

Rutman Ronald Zeifmans LLP Toronto

Sadler Carol Achen Henderson LLP Calgary

Saikaley Chad Ginsberg Gluzman Fage & Levitz LLP Ottawa

Salam Ahmad Forum Tax Services Scarborough

Salim Farha Field Law LLP Calgary

Salomon Kenneth Sternthal Katznelson Montigny SENCRL/LLP Montreal

Saltman Lorne Gardiner Roberts LLP Toronto

Samji Nimet TD Wealth Toronto

Samotis Michael Kerr Financial Consultants Montreal

Sands Karen Collins Barrow SEO LLP Kingston

JUNE 9-10, 2016METRO TORONTO CONVENTION CENTRE

18TH NATIONAL CONFERENCE

Savoy Pauline RBC Wealth Management - Estate & Trust Services Vancouver

Scarth Lawrence Scarth Professional Advisors East St. Paul

Schechter Aaron Crowe Soberman LLP Toronto

Schmeichel Patricia MD Management Ltd Winnipeg

Scholly Les Pritchard & Co. Law Firm LLP Medicine Hat

Schwartz Richard RBC Wealth Management - Estate & Trust Services Toronto

Segal Michael Michael D. Segal Professional Corporation Ottawa

Sekhon Gosha Scotiatrust Toronto

Seller Ann M. Kohnen & Patton LLP Cincinnati, OH

Serber David RBC Dominion Securities - RBC Wealth Management Toronto

Shalit Andrew Segal LLP Toronto

Shannon Gregory Miller Thomson LLP Calgary

Shapiro Murray RBC Wealth Management Toronto

Sharma Rahul Miller Thomson LLP Toronto

Sharma Suzanne MEDIA - Advisor Group Toronto

Shavers Steven Stringam LLP Grande Prairie

Shepherd Donald Donald A. Shepherd CA CFP TEP CPA Brampton

Shew Henry Cadesky Tax Toronto

Shillington Steven London

Shindler Geoffrey STEP Worldwide - President Manchester, UK

Shrigley Douglas Shrigley Battrick Toronto

Shulman Ken Sunnybrook Health Sciences Centre Toronto

Shymko David Macdonald Shymko & Co. Ltd. Vancouver

Simone Marco Mendlowitz Janelle Simone LLP Aurora

Sims Mark Graham Mathew Professional Corporation Cambridge

Slattery Daniel London Life Great-West Life Kanata

Slezak Karen Crowe Soberman LLP Toronto

Sloan Hal BDO Canada LLP Calgary

Smith Douglas ATB Financial - Alberta Private Client Calgary

Smith John Smith & Werker Toronto

Smith Megan STEP Canada - Member Services Assistant Toronto

Smith Robin TD Wealth Private Trust Vancouver

Smith Warren Segal LLP Toronto

Sniderman Jeffrey CIBC Wood Gundy Financial Services Inc. Toronto

Snowdon-Steacy Karen Scotiatrust Toronto

Solnik Robyn RBC Dominion Securities Inc Richmond Hill

Soloman Terry MRSB Chartered Accountants Charlottetown

Spanakis Maria 3Macs Montreal

Sparks Karen BMO Wealth Management Toronto

JUNE 9-10, 2016METRO TORONTO CONVENTION CENTRE

18TH NATIONAL CONFERENCE

Spec Alaina Low Murchison Radnoff LLP Ottawa

Spetz Ruth Borden Ladner Gervais LLP Calgary

Spinner Alexandra Crowe Soberman LLP Toronto

St. Amand Susan Sirius Financial Services Ottawa

Stacey Amanda Miller Thomson LLP Toronto

Stanford Craig Calgary

Steele Brent Stonegate Private Counsel Ottawa

Stephens Glenn PPI Advisory Toronto

Stevens David Gowling WLG Toronto

Stewart N. Calvin Kenway Mack Slusarchuk Stewart LLP Calgary

Stone Wayne Vancouver

Strawson Anthony Felesky Flynn LLP Calgary

Stronach Daniel Stronach Financial Group North York

Takhmizdjian Joseph Borden Ladner Gervais LLP Montreal

Talpis Jeffrey Université de Montréal Montreal

Taraday Harvey TCH Partners LLP Toronto

Taylor Crystal Felesky Flynn LLP Saskatoon

Taylor Paul Borden Ladner Gervais LLP Ottawa

Templeton Wendy Basman Smith LLP Toronto

Theriault Suzanne RBC Wealth Management - Estate & Trust Services Toronto

Thistle Carson Thistle Financial Services Ltd. St. John’s

Thomas David Empire Life Burlington

Thomas Debra DLA Piper (Canada) LLP Vancouver

Thompson Carrie KPMG LLP Kingston

Thompson David MNP LLP Mississauga

Thompson David Thorsteinssons LLP Vancouver

Thompson Lisa RBC Dominion Securities Inc. Belleville

Thompson Stephen Wilkinson & Company LLP Trenton

Thorne Joshua MD Private Trust Company Hamilton

Tikhanina Svetlana Clark & Hornder LLP Toronto

Tipton Dawn Grant Thornton LLP Victoria

Tobe Rebecca Thomson Reuters Toronto

Todd David Collins Barrow SGB LLP Owen Sound

Tokarek Jennifer TD Wealth Private Client Group Vancouver

Tom Diane Fiduciary Trust Company of Canada Toronto

Tomic Predrag Field Law LLP Calgary

Tompkins Paul M Tompkins Insurance Services Ltd. Toronto

Treu Robert Scotiatrust Toronto

Truscott Joseph Joseph A Truscott A Professional Corporation Hamilton

JUNE 9-10, 2016METRO TORONTO CONVENTION CENTRE

18TH NATIONAL CONFERENCE

Ulrich Kristie Volution LLP Lethbridge

Uppal Jason TD Wealth Edmonton

Van Cauwenberghe Christine Investors Group Winnipeg

Van de Kamer Hilary Miller Thomson LLP Guelph

van der Wissel Sander Calgary

Van Steeg Barry Owens MacFadyen Group Inc. Saint John

VanderLeek Gordon VanderLeek Law Calgary

VanPuymbroeck Tracy Bossy Nagy Group Professional Corporation Tillsonburg

Verskin Marissa Crowe Soberman LLP Toronto

Victor Edward UHY Victor LLP Montreal

Villani Pascale BCF LLP Montreal

Vohrah Janice Royal Bank of Canada (RBC Taxation) Toronto

Vranjkovic Zoran Welch LLP Ottawa

Wahbi Mary Basman Smith LLP Toronto

Walsh Janice RBC Dominion Securities Newmarket

Walsh Susan RBC Wealth Management - Estate & Trust Services Toronto

Walters Bryan MNP LLP Burlington

Wan Roger HSBC Private Wealth Services (Canada) Inc. Toronto

Ward Helen Duncan Craig LLP Edmonton

Warden Eric Investment Planning Counsel Investment Corporation Peterborough

Wark Kevin Conference for Advanced Life Underwriting North York

Warren Geoffrey Giroday CPA Toronto

Washbrook Kristine RBC Private Banking Toronto

Wasserman Howard Wasserman Tax Markham

Waters John BMO Nesbitt Burns Toronto

Watson Catherine McInnes Cooper Halifax

Watts Daniel Aikins MacAulay & Thorvaldson LLP Winnipeg

Weigl Corina Fasken Martineau Toronto

Weiland Richard Clark Wilson LLP Vancouver

Weissman Peter Cadesky Tax Toronto

Weseen Robert MD Private Trust Company Vancouver

Weyman C. David Global Tax Group Inc. Toronto

Whaley Kimberly Whaley Estate Litigation Toronto

White Dianne Nexus Investment Management Inc. Toronto

White Geoffrey Geoffrey W. White Estates & Charity Law Kelowna

White George Patterson Law Truro

White Michael Ricketts Harris LLP Toronto

Whitfield David Giffen LLP Kitchener

Wickenheiser Shelley Wickenheiser Tax Advisory Professional Corporation Elora

JUNE 9-10, 2016METRO TORONTO CONVENTION CENTRE

18TH NATIONAL CONFERENCE

Wiebe K. Eleanor Fillmore Riley LLP Winnipeg

Wilkinson Michelle STEP Canada - Member Services Administrator Toronto

Wilson Brian Wilson Vukelich LLP Markham

Wilson Louise Investors Group Markham

Winter Victoria Beard Winter LLP Toronto

Wipf Eric BDO Canada LLP Calgary

Wise Julian Wise Advisory Group Inc. Oakville

Wiseman Daniel Sorrell Financial Inc. Toronto

Wolff Errol Segal LLP Toronto

Wong Carol Victoria

Wong George Green Horwood & Co. LLP Victoria

Wong Ka Yin Sun Life Financial Edmonton

Woo Tracey RBC Wealth Management - Estate & Trust Services Toronto

Wood Diane KPMG LLP London

Wood Kathleen TD Wealth Private Trust Burlington

Woodbury Natalie Boyne Clarke LLP Dartmouth

Woodward Nicole Borden Ladner Gervais LLP Toronto

Woolston Greg RBC Wealth Management - Estate & Trust Services Toronto

Worland Ian Legacy Tax + Trust Lawyers Vancouver

Wouters Peter Empire Life Burlington

Wright Nathan JGW Business and Tax Law LLP Toronto

Wright Douglas Cox & Palmer St. John’s

Yach Melanie Aird & Berlis LLP Toronto

Yam Alice Andanna Financial Planning Inc. Calgary

Yan Nancy Cadesky Tax Toronto

Yanchus John Great West/London Life London

Yeung Sharon RBC Wealth Management - Estate & Trust Services Toronto

Yi Karin Clark & Horner LLP Toronto

Youdan Timothy Davies Ward Phillips & Vineberg LLP Toronto

Zammit Michael Stonegate Private Counsel Bracebridge

Zavitz Theresa Zavitz Insurance Inc London

Zettle Martha Weiler & Company Chartered Accountants Guelph

Zheng Sherry Scotia Wealth Management Toronto

Zhou Li Chong National Bank Financial Wealth Management Vancouver

Zimmerman Joan RBC Wealth Management - Estate & Trust Services Toronto

Zimmerman Melanie PPI Advisory Burnaby

Zimmerman Robert B. Robert Zimmerman CPA CA Oakville

Zucker Rayna TD Wealth Private Client Group Toronto

Zulian Lynne Grant Thornton LLP Barrie