Ottawa Estate Planning Council Members

Accounting

Spencer Brooks
HW Partners LLP | Website | Email

Daniel Creighton
Welch LLP | Website | Email

Lorna L Crowe
Lekadir LLP | CPA, TEP | Website | Email

Norman Houle
MNP LLP | CPA | Website www.mnp.ca | Email

Greg Kauffeldt
McCay Duff LLP | Email

Dryden Lloyd
Logan Katz LLP | Website | Email

Julianne McLaren
MNP LLP | Website | Email

Eric Mia
Emblyn Professional Corporation | Email

Shaun Xu
KPMG | Email

Eldercare

Amy Friesen
Tea & Toast | Email

Jennifer Moir
Age Well Solutions | Email

Financial Planning & Advice

Nicholas Assuras
Doherty & Associates Ltd | Email

Leslie Ballard
CIBC Private Wealth (Wood Gundy) | Website usherballard.com | Email

Larry Burns
LW Burns Financial Services Inc. | Email

Mitch Cadieux
Exponent Investment Management | Email

Sarah Chisholm
CI Assante Wealth Management | O’Farrell Wealth and Estate Planning | Website www.ofarrellwealth.com | Email

Jason Dashnay
Aspire Wealth Group | CEO & Wealth Coach | Email

Neil Fryer
TD Wealth Financial Planning | Website financialplanners.td | Email

Sue Fagnan
Doherty & Associates | Website doherty.ca | Email

Ashley Gagnon
Scotia Wealth Management | Website macdonellgroup.ca | Email

Daren Givoque
O’Farrell Financial Services Inc. | Financial Advisor | Email

Chantal Marcotte
Doherty & Associates Ltd | Email

Demi McGoldrick
RBC Wealth Management | Senior Will & Estate Advisor | Email

Jerome Delle Palme
JR Saint & Associates | Email

Charles-Antoine Rozon
RBC Dominion Securities Inc. | Website wmc.rbcwealthmanagement.com | Email

Geoff Saab
Doherty & Associates Investment Counsel | Portfolio Manager | Email

Alec Saint
J.R. Saint & Associates Insurance Agencies | Email

David Stewart
RBC Wealth Management Financial Services Inc. | Email

Insurance

Tom Bryan
Email

Nat Busa
Natale Busa Financial Management Inc. | Website | Email

John Gilmour
Canada Life | Advanced Case Consultant, Life Insurance  | Email

Janice McFarlane
Canada Life | Regional Sales Manager, Insurance | Email

Mark Murano
Scotia Wealth Insurance Services | Email

Braden Sawatsky
CIBC Private Wealth | Email

Andrea Teske
RBC | Email

Philanthropy

Robyn Arseneau
Carleton Place & District Memorial Hospital Foundation | Website | Email

Tanya Boivin
CHEO Foundation | Email

Rachel DeGreef
CHEO Foundation | Email

Vaia Dimas
Almonte General Hospital Fairview Manor Foundation | Executive Director | Email | Website

Nadine Fowler
Queensway Carleton Hospital Foundation | Email

Delphine Haslé
Perley Health Foundation | Executive Director | Email

Emily Hiemstra
Ingenium Foundation | Website | Email

Tina Labelle
Ottawa Humane Society | Website | Email

Neil Leslie
Serenity Renewal for Families | Executive Director | Email

Megan Doyle Ray
CHEO Foundation | Director of Estates and Legacy Guidance | Email

Graham Thompson
The Ottawa Hospital Foundation | Email

Andrea Timlin
Queensway Carleton Hospital Foundation | Email

Ashley Vekeman
WaterAid Canada | Website | Email

Julie Wade
Queensway Carleton Hospital Foundation | Website | Email

Grace Xin
Ottawa Community Foundation | Interim President & CEO | Email

Trust

Chantal Dubé
CIBC Trust Corporation | Email

Danielle Morin
Scotiatrust | Email

Claudia Morrison
RBC Wealth Management, Royal Trust | Regional Trust Advisor | Email

Melissa Plunkett
The Bank of Nova Scotia Trust Company – Scotiatrust | Website | Email

Carol Willes
BMO Private Wealth | Email