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As of February 2015
Audit Committee
Chair
Chris Ireland CA TEP Branch: Vancouver
PPI Advisory Tel: 604-909-1367
4370 Still Creek Dr, Suite 210 Fax: 604-688-8924
Burnaby, BC V5C 0G5 Email: [email protected]
Ruth March CA TEP Branch: Atlantic KPMG LLP Tel: 902-492-6044 Purdy’s Wharf Tower 1 Fax: 902-492-1307 Halifax, NS B3J 3N2 Email: [email protected]
William Fowlis Q.C.,FCA, TEP Branch: Calgary
Miller Thomson LLP Tel: 403-298-2413
3000, 700 - 9 Avenue S.W. Fax: 403-262-0007
Calgary, AB T2P 3V4 Email: [email protected]
Robin MacKnight LL.M., TEP Branch: Toronto Wilson Vukelich LLP Tel: 905-940-0516 60 Columbia Way, Suite 710 Fax: 905-940-8785 Markham, ON L3R 0C9 Email: [email protected]
Michael Dodick Tel: 416-491-4949 ext. 223
Chief Operating Officer, STEP Canada Fax: 416-491-9499
1 Richmond St W, Suite 700 Email: [email protected]
Toronto, ON M5H 3W4
(ex officio)
As of February 2015
Awards Committee Chair
William Fowlis QC, FCA, TEP Branch: Calgary
Miller Thomson LLP Tel: 403-298-2413
3000, 700 - 9 Avenue S.W. Fax: 403-262-0007
Calgary, AB T2P 3V4 Email: [email protected]
Tim Duholke TEP Branch: Vancouver Davis LLP Tel: 604-643-6400 2800-666 Burrard St Fax: 604-605-3747 Vancouver, BC V6C 2Z7 Email: [email protected] Larry Frostiak Branch: Winnipeg Frostiak & Leslie Chartered Accountants Tel: 204-487-4449 200-1700 Corydon Avenue Fax: 204-488-8658 Winnipeg, MA R3N 0K1 Email: [email protected]
Barry Gorman Branch: Atlantic
35 Tremont St Tel: 902-469-0229
Dartmouth, N.S. B2Y 1X1 Email: [email protected]
Ed Northwood TEP Branch: Toronto
Ed Northwood and Associates Tel: 716-332-3456
155 Summer Street Fax: 716-332-3457
Buffalo, NY 14222-2205 Email: [email protected]
Marilyn Piccini Roy BCL Ph. D., TEP Branch: Montreal
Borden Ladner Gervais Tel: 514-954-3190
900-1000 de la Gauchetière W. Fax: 514-954-1905
Montreal, QC H3B 5H4 Email: [email protected]
Michael Dodick Tel: 416-491-4949 ext. 223
Chief Operating Officer, STEP Canada Fax: 416-491-9499
1 Richmond St W, Suite 700 Email: [email protected]
Toronto, ON M5H 3W4
(ex officio)
Lisa Lue Tel: 416-491-4949 ext. 229
Education Coordinator, STEP Canada Fax: 416-491-9499
1 Richmond St W, Suite 700 Email: [email protected]
Toronto, ON M5H 3W4
(ex officio)
As of February 2015
Education Committee Chair
Peter Weissman CA TEP Branch: Toronto
Cadesky and Associates LLP Tel: 416-644-1481
Exchange Tower, 130 King St W Fax: 416-594-9501
Suite 2300, Box 233 Email: [email protected]
Toronto, ON M5X 1C8
Stephen Barrett LL.B., TEP Branch: Toronto
RBC Estate & Trust Service Tel: 416-313-7421
155 Wellington St. W, 20th Floor Fax: 416-955-5091
Toronto, ON M5V 3K7 Email: [email protected]
Thomas Grozinger LL.B., TEP Branch: Ottawa
Royal Trust Corporation of Canada Tel: 613-239-3045
90 Sparks St, Suite 300 Fax: 613-239-3218
Ottawa, ON K1P 5T6 Email: [email protected]
John Oakey CA TEP Branch: Atlantic
Collins Barrow Nova Scotia Inc. Tel: 902-404-4000 ext. 105
101-120 Eileen Stubbs Ave. Fax: 902-404-3099
Dartmouth, NS B3B 1Y1 Email: [email protected]
Gerald Owen TEP Branch: Toronto
Gerald W. Owen Consulting Services Inc. Tel: 416-453-4163
118 Holm Cres. Email: [email protected]
Thornhill, ON L3T 5J3
Marilyn Piccini Roy BCL Ph. D., TEP Branch: Montreal
Borden Ladner Gervais Tel: 514-954-3190
900-1000 de la Gauchetière W. Fax: 514-954-1905
Montreal, QC H3B 5H4 Email: [email protected]
Shelagh Rinald CA CFP TEP Branch: Vancouver
Rinald Tax Advisory Inc. Tel: 250-361-1300
841 Yates St. Fax: 250-590-1555
Victoria, BC V8W 1M1 Email: [email protected]
As of February 2015
Brad Severin CA CFP TEP Branch: Calgary
Bradley D. Severin Professional Corp. Tel: 403-570-0188
741 Estate Drive Fax: 403-570-0188
Sherwood Park, AB T5J 3N5 Email: [email protected]
Glenn Stephens TEP Branch: Toronto
PPI Advisory Tel: 416-915-2933
2235 Sheppard Ave E, Suite 1200 Fax: 416-494-0067
Toronto, ON M2J 5B5 Email: [email protected]
Genevieve Taylor TEP Branch: Vancouver
Legacy Tax + Trust Lawyers Tel: 604-631-1254
510-609 Granville St, PO Box 10326 Fax: 604-683-6953
Vancouver, BC V7Y 1G5 Email: [email protected]
Lisa Lue Tel: 416-491-4949 ext.229
Education Coordinator, STEP Canada Fax: 416-491-9499
1 Richmond St W, Suite 700 Email: [email protected]
Toronto, ON M5H 3W4
(ex officio)
As of February 2015
Governance Committee Chair Pamela Cross LL.B., TEP Branch: Ottawa Borden Ladner Gervais LLP Tel: 613-787-3559 World Exchange Plaza Email: [email protected] 1100 - 100 Queen Street Ottawa, ON K1P 1J9 Roy Berg JD LL.M. (US Tax) TEP Branch: Calgary Moodys Gartner Tax Law LLP Tel: 403-693-5120 2910, 715 - 5 Avenue S.W. Fax: 403-693-5101 Calgary, AB T2P 2X6 Email: [email protected]
Norman Bowley LD LL.M., TEP Branch: Ottawa Low Murchison Radnoff Tel: 613-236-9442 1565 Carling Avenue 4th Floor Fax: 613-236-7942 Ottawa, ON K1Z 8R1 Email: [email protected]
Sarah Dykema TEP Branch: Atlantic RBC Wealth Management Tel: 902-420-3233 Estate & Trust Services Fax: 902-420-8343 1103 - 5161 George St Email: [email protected] Halifax, NS B3J 1M7 James Kraft CA, CFP, TEP Branch: Toronto BMO Financial Group Tel: 416-315-3686 50 St Leonards Avenue Email: [email protected] Toronto, Ontario M4N 1K2 Aileen La Borie BA LL.B., STI, TEP Branch: Vancouver RBC Dominion Securities Tel: 604-257-7577 Park Place - 23rd Floor Fax: 604-257-7008 666 Burrard Street Email: [email protected] Vancouver, BC V6C 3B1 Melanie McDonald LL.B.,TEP Branch: Calgary Borden Ladner Gervais LLP Tel: 403-232-9567 1900, 520 - 3rd Avenue S.W. Fax: 403-266-1395 Calgary, AB T2P 0R3 Email: [email protected] David Stevens TEP Branch: Toronto Gowling Lafleur Henderson LLP Tel: 416-862-3556 Suite 1600, 1 First Canadian Place Fax: 416-862-7661 100 King Street West Email: [email protected] Toronto, ON M5X 1G5
As of February 2015
Daniel Watts Branch: Winnipeg Aikins Law LLP Tel: (204) 957.4877 30th floor – 360 Main St Fax: (204) 957.0840 Winnipeg, MB R3C 3T1 Email: [email protected]
As of February 2015
Member Services Committee Chair Leanne Kaufman LL.M., TEP Branch: Toronto RBC Wealth Management Tel: 416-956-9344 Estate & Trust Services Fax: 416-955-5101 RBC Centre Email: [email protected] 155 Wellington St W, 20th floor Toronto, ON M5V 3K7 Rachel Blumenfeld BA MA LL.B., TEP Branch: Toronto
Miller Thomson LLP Tel: 416-596-2105
5800 - 40 King St. West Fax: 416-595-8695
Toronto, ON M5H 3S1 Email: [email protected]
Tricia Carver CA CFP TEP Branch: Winnipeg
Private Wealth & Estate Services Tel: 204-946-7926
100 Osborne St N, PO Box 338 Fax: 204-946-8865
Winnipeg, MB R3C 2H6 Email: [email protected]
Laxmee Cundasawmy BA (Hons) ACIS TEPBranch: Calgary
CIDEL Trust Company Tel: 403-697-6962
1015-4th St SW, Suite 430 Fax: 403-410-9095
Calgary, AB T2R 1J4 Email: [email protected]
Nathalie Fisette-Caza D. Fisc., F. Pl., MBA TEP Branch: Montreal
RBC Wealth Management Services Tel: 514-878-4133
1 Place Ville Marie, Suite 300 Fax : 514-878-7802
Montreal, QC H3B 4R8 Email: [email protected]
Trent Hamans TEP Branch: Edmonton
BMO Harris Private Banking Tel: 780-408-0269
10199-101 St, 5th Floor Fax: 780-408-0520
Edmonton, AB T5J 3Y4 Email: [email protected]
Paul Keul CA TEP Branch: Toronto
S+C Partners LLP Tel: 905-821-9215 ext. 112
6465 Millcreek Drive, Suite 204 Fax: 905-821-8212
Mississauga, ON L5N 5R3 Email: [email protected]
As of February 2015
Melodie Lind LL.B. Branch: Okanagan
Pushor Mitchell LLP Tel: 250-869-1210
301-1665 Ellis Street Fax: 250-762-6665
Kelowna, BC V1Y 2B3 Email: [email protected]
Pina Melchionna, BA, PFP, LL.B., MBA, TEP Branch: Saskatchewan
Concentra Financial Tel: 306-956-1976
333 3rd Ave North Email: [email protected]
Saskatoon, SK S7K 2M2
Erin O'Brien Edmonds QC TEP Branch: Atlantic
Crowe Dillon Robinson Tel: 902-453-1732
7075 Bayers Rd, Suite 2000 Fax: 902-454-9948
Halifax, NS B3L 2C1 Email: [email protected]
Alison Oxtoby CA LL.B., TEP Branch: Vancouver
BMO Harris Private Banking Tel: 250-941-1620
327 Bernard Avenue Fax: 250-861-1611
Kelowna, BC V1Y 6N6 Email: [email protected]
Anne Patenaude TEP Branch: Ottawa
TD Wealth Private Trust Tel: 613-782-1304
45 O’Connor St, 11th Floor Fax: 613-782-1261
Ottawa, ON K1P 1A4 Email: [email protected]
Janis Armstrong Tel: 416-491-4949 ext. 228
Director of Business Development, STEP Canada
1 Richmond St W, Suite 700 Fax: 416-491-9499
Toronto, ON M5H 3W4 Email: [email protected]
(ex officio)
As of February 2015
National Conference Committee 2015
Chair
Rachel Blumenfeld BA MA LL.B., TEP Branch: Toronto
Miller Thomson LLP Tel: 416-596-2105
5800 - 40 King St. West Fax: 416-595-8695
Toronto, ON M5H 3S1 Email: [email protected]
Co-chair
Brian Cohen TEP Branch: Toronto
Dentons Canada Tel: 416-361-2316
77 King Street West, Suite 400 Fax: 416-863-4592
Toronto Dominion Centre Email: [email protected]
Toronto, ON M5K 0A1
Co-chair
Christine Van Cauwenberghe CFP TEP Branch: Winnipeg
Investors Group Tel: 204-956-8427
447 Portage Avenue Fax: 204-943-0021
Winnipeg, MB R3C 3B6 Email : [email protected]
Maureen Berry TEP Branch: Toronto
Goodmans LLP Tel: 416-597-4287
Bay Adelaide Centre Fax: 416-979-1234
333 Bay Street, Suite 3400 Email: [email protected]
Toronto, Ontario M5H 2S7
Yogesh Bhathella BBA CFP CGA TEP Branch: Vancouver
Deloitte Tel: 604-534-7477
20316, 56th Avenue, Suite 225 Fax: 604-534-4220
Langley, BC V3A 3Y7 Email: [email protected]
Gail Black LL.B., TEP Branch: Calgary
Miller Thomson LLP Tel: 403-298-2410
3000, 700 - 9 Avenue S.W. Fax: 403-262-0007
Calgary, AB T2P 3V4 Email: [email protected]
Carol Fitszimmons Branch: Toronto
Hodgson Russ LLPT Tel: 716-848-1477
The Guaranty Building, 140 Pearl Street Fax: 716-849-0349
Buffalo, NY USA 14202-4040 Email: [email protected]
As of February 2015
Peggy Gates-Hammond CA CFP TEP Branch: Atlantic
BMO Harris Private Banking Tel: 902-421-3910
1600 - 5151 George Street Fax: 902-421-3187
Halifax, NS B3J 3C4 Email: [email protected]
Tim Grieve BA LL.B., TEP Branch: Ottawa Merovitz Potechin LLP Tel: 613-563-7544 1565 Carling Avenue, Suite 300 Fax: 613-563-4577 Ottawa, ON K1Z 8R1 Email: [email protected] Tom Grozinger Branch: Ottawa RBC Wealth Management Tel: 613-239-3045 Suite 300, 90 Sparks Street Fax: 613-566-7600 Ottawa, ON K1P 5T6 Email: [email protected] Chris Ireland CA TEP Branch: Vancouver
PPI Advisory Tel: 604-909-1367
4370 Still Creek Dr, Suite 210 Fax: 604-688-8924
Burnaby, BC V5C 0G5 Email: [email protected]
Nathalie Marchand TEP Branch: Montreal Miller Thomson LLP Tel: 514-905-4225 1000 de la Gauchetière West, 37th Floor Fax: 514- 875-4308 Montreal, QC H3B 4W5 Email: [email protected] Jennifer Muscroft CA Branch: Edmonton KPMG LLP Tel: 780-429-6501 10125 - 102 Street NW Fax: 780-429-7379 Edmonton, AB T53 3V8 Email: [email protected]
Marina Panourgias CA TEP Branch: Toronto
Deloitte & Touche LLP Tel: 416-601-5998
181 Bay St, Suite 1400, BCE Place Fax: 416-601-6151
Toronto, ON M5J 2V1 Email: [email protected]
Marilyn Piccini-Roy Branch: Montreal Borden Ladner Gervais LLP Tel: 514-954-3190 1000 de La Gauchetiere St W, Suite 900 Fax: 514-954-1905 Montreal, QC H3B 5H4 Email: [email protected] Susan St. Amand CFP CLU CH F C TEP Branch: Ottawa Sirius Financial Services Tel: 613-231-8603 ext. 223 101-334 MacLaren Street Fax: 613-231-8607
As of February 2015
Ottawa, ON K2P 0M6 Email: [email protected] Henry Visser CA LL.B., TEP Branch: Atlantic
McInnes Cooper Tel: 902-444-8612 Purdy’s Wharf Tower II Fax: 902-425-6350 Halifax, NS B3J 2V1 Email: [email protected]
Ian Worland LL.B., TEP Branch: Vancouver Legacy Tax & Trust Lawyers Tel: 604-631-1220 Canaccord Tower Fax: 604-683-6953 #510-609 Granville Street Email: [email protected]
Vancouver, BC V7Y 1G5
Janis Armstrong
Dir.of Business Development,STEP Canada Tel: 416-491-4949 ext. 228
1 Richmond St W, Suite 700 Fax: 416-491-9499
Toronto, ON M5H 3W4 Email: [email protected]
(ex officio)
As of February 2015
Nominations and Human Resources Committee
Chair Pam Cross BA LL.B., TEP Branch: Ottawa Borden Ladner Gervais LLP Tel: 613-787-3559 World Exchange Plaza Email: [email protected] 1100 – 100 Queen Street Ottawa, ON K1P 1J9 Ian Worland LL.B., TEP Branch: Vancouver Legacy Tax & Trust Lawyers Tel: 604-631-1220 Canaccord Tower Fax: 604-683-6953 #510-609 Granville Street Email: [email protected] Vancouver, BC V7Y 1G5 Laurie Lord TEP Branch: Ottawa TD Waterhouse Private Trust Tel: 613-782-1212 45 O'Connor Street, 11th floor Fax: 613-782-1261 Ottawa, ON K1P 1A4 Email: [email protected] Richard Niedermayer LL.B., TEP Branch: Atlantic Stewart McKelvey Tel: 902-420-3339 PO Box 997 Fax: 902-420-1417 900 - 1959 Upper Water Street Email: [email protected] Halifax, NS B3J 2X2 Mary Anne Bueschkens MBA LL.B., TEP Tel: 416-595-7938 Miller Thomson LLP Fax: 416-595-8695 Scotia Plaza Email: [email protected] 40 King Street West, Suite 5800 Toronto, ON M5H 3S1 Michael Dodick Tel: 416-491-4949 ext. 223 Chief Operating Officer, STEP Canada Fax: 416-491-9499 1 Richmond St W, Suite 700 Email: [email protected] Toronto, ON M5H 3W4 (ex officio)
As of February 2015
Past Chairs
1998-2004
Michael Cadesky FCA FTIHK TEP Tel: 416-498-9500
Cadesky and Associates LLP Fax: 416-498-9501
2225 Sheppard Avenue East Email: [email protected]
Suite 1001, Atria III
Toronto, ON M2J 5C2
2004-2007
Paul LeBreux LL.B., LL.M, TEP Tel: 416-844-7545
Globacor Tax Advisors Email: [email protected]
Professional Corporation
37A Vanstone Drive
Ottawa, ON K2L 1W4
2007-2009
Grace Chow CA FCCA TEP Tel: 416-498-9500
Cadesky and Associates LLP Fax: 416-498-9501
2225 Sheppard Avenue East Email [email protected]
Suite 1001, Atria III
Toronto, ON M2J 5C2
2009-2011
Kim Moody FCA, TEP Tel: 403-693-5102
Moodys Gartner Tax Law LLP Fax: 403-693-5101
2910, 715-5 Avenue S.W. Email: [email protected]
Calgary, AB T2P 2X6
2011-2013
Mary Anne Bueschkens MBA LL.B., TEP Tel: 416-595-7938
Miller Thomson LLP Fax: 416-595-8695
Scotia Plaza Email: [email protected]
40 King Street West, Suite 5800
Toronto, ON M5H 3S1
As of February 2015
Special Continuing Professional Development (CPD) Committee
Michael Cadesky FCA FTIHK TEP Branch: Toronto Cadesky and Associates LLP Tel: 416-498-9500 2225 Sheppard Avenue East Fax: 416-498-9501 Suite 1001, Atria III Email: [email protected] Toronto, ON M2J 5C2 Paul LeBreux LL.B., LL.M, TEP Branch: Ottawa Globacor Tax Advisors Tel: 416-844-7545
37A Vanstone Drive Email: [email protected] Ottawa,ON K2L 1W4
Kim Moody FCA, TEP Branch: Calgary Moodys Gartner Tax Law LLP Tel: 403-693-5102 2910, 715-5 Avenue S.W. Fax: 403-693-5101 Calgary, AB T2P 2X6 Email: [email protected] Melanie McDonald LL.B., TEP Branch: Calgary Borden Ladner Gervais LLP Tel: 403-232-9567 1900, 520 - 3rd Avenue S.W. Fax: 403-266-1395 Calgary, AB T2P 0R3 Email: [email protected] Grace Chow CA FCCA TEP Branch: Toronto Cadesky and Associates LLP Tel: 416-498-9500 2225 Sheppard Avenue East Fax: 416-498-9501 Suite 1001, Atria III Email: [email protected] Toronto, ON M2J 5C2
As of February 2015
STEP Inside Committee
Chair
Christine Van Cauwenberghe CFP TEP Branch: Winnipeg
Investors Group Tel: 204-956-8427
447 Portage Avenue Fax: 204-943-0021
Winnipeg, MB R3C 3B6 Email: [email protected]
Katy Basi Branch: Toronto
Katy Basi Barrister & Solicitor Tel: 905-237-9299
668 Major Mackenzie Dr E, Suite 1207 Fax: 1-800-671-6434
Richmond Hill, ON L4C 1J9 Email: [email protected]
Bernadette Dietrich TEP Branch: Toronto
McCarthy Tetreault LLP Tel: 416-601-7618
Suite 4700, Toronto Dominion Bank Tower Fax: 416-868-0673
Toronto Dominion Bank Centre Email: [email protected]
Toronto, ON M5K 1E6
Paul Festeryga TEP Branch: Atlantic
Stewart McKelvey Tel: 902-420-3302
1959 Upper Water St, Suite 900 Fax: 902-420-1417
PO Box 997 Email: [email protected]
Halifax, NS M5E 1J4
Elena Hoffstein LL.B., TEP Branch: Toronto
Fasken Martineau Tel: 416-865-4388
333 Bay Street, Suite 2400 Fax: 416-608-6202
Bay Adelaide Centre, Box 20 Email: [email protected]
Toronto, ON M5H 2T6
Joyce Lee TEP Branch: Vancouver
Deloitte & Touche LLP Tel: 604-640-3092
2800-1055 Dunsmuir St Fax: 604-899-8369
PO Box 49279 Email: [email protected]
Vancouver, BC V7X 1P4
As of February 2015
Barbara Novek TEP Branch: Montreal
Sweibel Novek LLP Tel: 514-849-1188
3449 Ave du Musée Fax: 514-849-1176
Montreal, QC H3G 2C8 Email: [email protected]
Marina Panourgias CA TEP Branch: Toronto
Deloitte & Touche LLP Tel: 416-601-5998
181 Bay St, Suite 1400, BCE Place Email: [email protected]
Toronto, ON M5J 2V1
Corina Weigl TEP Branch: Toronto
Fasken Martineau Tel: 416-601-5998
2400-333 Bay St, Bay Adelaide Centre Fax: 416-364-7813
Toronto, ON M5J 2V1 Email: [email protected]
Janis Armstrong
Dir. of Business Development,STEP Canada Tel: 416-491-4949 ext. 228
1 Richmond St W, Suite 700 Fax: 416-491-9499
Toronto, ON M5H 3W4 Email: [email protected]
(ex officio)
As of February 2015
Student Liaison Committee
Chair
Lottie M. Austin CFP TEP Branch: Calgary
BMO Nesbitt Burns Tel: 403-260-9362
Suite 4100, 888-3 Street SW Fax: 403-260-9379
Calgary, AB T2P5C5 Email: [email protected]
Tony Banik TEP Branch: Saskatchewan Stewart Gee & Associates Tel: 306-653-7800 X 232 700-230 22nd St. East Fax: 306-653-7801 Saskatoon, SK S7K 0E9 Email: [email protected] Sangita Bhalla Branch: Winnipeg Royal Trust Corporation of Canada Tel: 204-285-3053 900-220 Portage Avenue Fax: 204-988-6745 Winnipeg, MB R3C 0A5 Email: [email protected] Dan Derhy LL.B., D.D.N., TEP Branch: Montreal Derhy | Trusts & Estates Tel: 514-281-6000 ext. 620 625 President-Kennedy, Suite 310 Fax: 514-935-8847 Montreal, QC H3A 1K2 Email: [email protected] Jody Hatto CA (Diploma route) Branch: Vancouver
Manning Elliott Tel: 604-714-3621
1050 Pender St W, 11th Floor Fax: 604-714-3669
Vancouver, BC V6E 3S7 Email: [email protected]
Jamie Heuser Branch: Calgary
WaterStreet Family Office Tel: 403-262-8130
Suite 305, Hanson Square Fax: 403-262-1473
909-17th Avenue SW Email: [email protected]
Calgary, AB T2T 0A4
Elena Hoffstein LL.B., TEP Branch: Toronto
Fasken Martineau Tel: 416-865-4388
333 Bay Street, Suite 2400 Fax: 416-608-6202
Bay Adelaide Centre, Box 20 Email: [email protected]
Toronto, ON M5H 2T6
As of February 2015
April Kennedy (Diploma route) Branch: Winnipeg
MD Private Investment Counsel Tel: 204-783-1824
606-1661 Portage Avenue Fax: 204-779-8859
Winnipeg, MB R3J 3T7 Email: [email protected]
Melodie Lind (QP route) Branch: Okanagan
Pushor Mitchell LLP Tel: 250-869-1210
301-1665 Ellis Street Fax: 250-762-6665
Kelowna, BC V1Y2B3 Email: [email protected]
Wanda MacKay Branch: Atlantic
BMO Harris Private Banking Tel: 902-421-3296
5151 George Street, 16th floor Fax: 902-421-3187
Halifax, NS B2J 3C4 Email: [email protected]
Kyle McDonell MTI TEP Branch: Ottawa
Royal Trust Corporation of Canada Tel: 613-239-3076
Suite 300, 90 Sparks Street Fax: 613-239-3218
Ottawa, ON K1P 5T6 Email: [email protected]
Gillian Musk MTI TEP Branch: Toronto BMO Harris Private Banking Tel: 416-359-7567 1 First Canadian Place Fax: 416-359-8515 41st Floor, PO Box 150 Email: [email protected] Toronto, ON M5X 1A1
Alison Oxtoby CA LL.B, TEP Branch: Vancouver
Entrust Law Group LLP Tel: 250-448-8558
#303-1630 Pandosy Street Fax: 250-448-8555
Kelowna, BC V1Y 1P7 Email: [email protected]
Marina Panourgias Branch: Toronto
Deloitte LLP Tel: 416-601-5998
BCE Place, Suite 1400, 181 Bay Street Fax: 416-601-6151
Toronto, ON M5J 2V1 Email: [email protected]
David Pelchat CA (Diploma route) Branch: Montreal
PSB Boisjoli LLP Tel: 514- 341-5511 (284)
3333 boul. Graham, Bureau 400 Fax: 514-669-0873
Montreal, QC H3R 3L5 Email: [email protected]
As of February 2015
Jason Rideout CA TEP Branch: Atlantic
Archambault, Neathway & Rideout Tel: 506-466-4040
69 Milltown Blvd. Fax: 506-466-4228
St Stephen, NB E3L 1G5 Email: [email protected]
Chris Turnbull CFA CPA (Diploma student) Branch: Edmonton
The Index House Tel: 780-665-4921
Suite 2020, 10060 Jasper Ave N.W. Fax: 780-665-4901
Scotia Place, Tower 1 Email: [email protected]
Edmonton, AB T5J 3R8
Tracy VanPuymbroeck Branch: London & Southwestern Ontario Bossy Nagy Geoffrey Group Tel: 519-842-4263 52 Ridout Street West Fax: 519-842-5241 Tillsonburg, ON M5H 2T6 Email: [email protected]
Darlene Walker (Diploma route) Branch: Ottawa Royal Trust Corporation of Canada Tel: 613-239-3028 Suite 300, 90 Sparks Street Fax: 613-239-3218 Ottawa, ON K1P 5T6 Email: [email protected] Corina Weigl LL.B. TEP Branch: Toronto Fasken Martineau Tel: 416-865-4549 333 Bay Street, Suite 2400 Fax: 416-608-6202 Bay Adelaide Centre, Box 20 Email: [email protected] Toronto, ON M5H 2T6
Michael Dodick Tel: 416-491-4949 ext.223
Chief Operating Officer, STEP Canada Fax: 416-491-9499
1 Richmond St W, Suite 700 Email: [email protected]
Toronto, ON M5H 3W4
(ex officio)
Lisa Lue Tel: 416-491-4949 ext.229
Education Coordinator, STEP Canada Fax: 416-491-9499
1 Richmond St W, Suite 700 Email: [email protected]
Toronto, ON M5H 3W4
(ex officio)
As of February 2015
Tax Technical Committee
Chair
Pamela Cross LL.B., TEP Branch: Ottawa
Borden Ladner Gervais LLP Tel: 613-787-3559
World Exchange Plaza Fax: 613.230.8842
1100 - 100 Queen Street Email: [email protected]
Ottawa, ON K1P 1J9
Maureen Berry LL.B., TEP Branch: Toronto Goodmans LLP Tel: 416-597-4287 333 Bay Street, Suite 3400 Fax: 416-979-1234 Toronto, ON M5H 2S7 Email: [email protected] Lori Bokenfohr L.L.M.,TEP Branch: Calgary
L.Bokenfohr Professional Corp Tel: 403-410-3846
200, 638-11 Ave SW Email: [email protected]
Calgary, AB T2R 0E2
Paule Gauthier CPA CA LL.M.,TEP Branch: Montreal
RBC Tel: 514-878-5090
1 Place Ville Marie, 4th Floor, North Wing Fax: 514-878-7802
Montreal, QC H3C 3A9 Email: [email protected]
Lisa Heddema LL.B., TEP Branch: Vancouver
Smetheram & Company Tel: 604-696-3196
600 - 1090 West Georgia Street Fax: 604-669-3092
Vancouver, BC V6E 3V7 Email: [email protected]
Ian Lebane LL.B, LL.M.,TEP Branch: Toronto
TD Wealth Management Tel: 416-308-9852
66 Wellington St W, 2nd fl Fax: 416-949-6610
Toronto, ON M5K 1A2 Email: [email protected]
Hugo Patenaude M. Fisc., TEP Branch: Montreal
KPMG s.r.l./S.E.N.C.R.L. Tel: 514-840-2612
Tour KPMG, Bureau 1500, Fax: 514-397-7600
600, boul. De Maisonneuve Ouest Email: [email protected]
Montreal, QC H3A 0A3
As of February 2015
David Stevens TEP Branch: Toronto Gowling Lafleur Henderson LLP Tel: 416-862-3556 Suite 1600, 1 First Canadian Place Fax: 416-862-7661 100 King Street West Email: [email protected] Toronto, ON M5X 1G5 Henry Visser CA LL.B., TEP Branch: Atlantic
McInnes Cooper Tel: 902-444-8612 Purdy’s Wharf Tower II Fax: 902-425-6350 Halifax, NS B3J 2V1 Email: [email protected]
As of February 2015
Trust & Estate Technical Committee
Chair
Kathleen Cunningham MTI, B. Comm., LL.B., MPS TEP
718-333 Brooksbank Ave, Unit 132 Branch: Vancouver
North Vancouver, BC V7J 3V8 Tel: 604-619-3016
Email: [email protected]
Beaty Beaubier TEP Tel: 306-244-0132
Stevenson Hood Thornton Beaubier LLP Fax: 306-653-1118
500, 123-2nd Ave. S. Email: [email protected]
Saskatoon, SK S7K 7E6
Lucie Beauchemin M.Fisc., LL.B., TEP Branch: Montreal
Borden Ladner Gervais Tel : 514-954-3123
1000 de la Gauchetière St. W., Suite 900 Fax : 514-954-1905
Montreal, QC H3B 5H4 Email: [email protected]
Thomas Grozinger LL.B., TEP Branch: Ottawa
Royal Trust Corporation of Canada Tel: 613-239-3045
90 Sparks St, Suite 300 Fax: 613-239-3218
Ottawa, ON K1P 5T6 Email: [email protected]
Timothy Matthews QC LL.B., BCL TEP Branch: Atlantic
Stewart McKelvey Stirling Scales Tel: 902-420-3325
1959 Upper Water St, PO Box 997 Fax: 902-420-1417
Halifax, NS B3J 2X2 Email: [email protected]
Phil Renaud QC BA LL.B., TEP Branch : Edmonton
Duncan & Craig LLP Tel: 780-441-4334
2800 Scotia Place, 10060 Jasper Ave Fax : 780-969-6374
Edmonton, AB T5J 3V9 Email: [email protected]
