Ottawa Estate Planning Council Members


Eric Mia
Emblyn Professional Corporation | Email

Greg Kauffeldt
McCay Duff LLP | Website | Email

Jacob Milosek
Hendry Warren LLP | Email

Joseph Gorman
Gagné Isabelle Patry Laflamme & Associés, Notaires | Notaire | Email

Josh Lamourie
Hendry Warren LLP | Manager, Tax | Email

Norman Houle
Houle & Associates Chartered Professional Accountants | CPA | Website | Email

Sebastien Desmarais
TD Financial | Email

Spencer Brooks
Hendry Warren LLP | Email

Financial Planning & Advice

Andrea Teske
RBC Wealth Management Financial Services Inc | Estate Planning Specialist | Email

Brady Plunkett
PWL Capital | Portfolio Manager | Email

Brandon Durant
Brandon Durant Financial (Desjardins) | CFP | Email

Charles-Antoine Rozon
RBC Dominion Securities Inc. | Associate Advisor | Email

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

David Stewart
RBC Wealth Management Financial Services Inc | Email

Erin Meisner
Desjardins Financial Security | Associate Director | Email

Gabriel Lalonde
MDL Financial Group | Certified Financial Planner | Website | Email

Geoff Landry
John D Landry Financial | Retirement & Estate Planning  | Email

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

Jacques Duplain
Beneficium Insurance & Financial Services Inc. | CHS, EPC, PFA l Your Financial Advisor | Email

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

Jerome Delle Palme
J.R. Saint & Associates Insurance Agencies | Financial Advisor | Email

Jim Saint
J.R. Saint & Associates Insurance Agencies | Financial Advisor | Email

Jim Steel
Polaris Wealth | President and Portfolio Manager | Website | Email

John Kitcher
IA Private Wealth | Investment Advisor CFA, CPA, CA, RIS | Email

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

Meiz Majdoub
The Majdoub Group | Principle | Email

Neil Fryer
TD Bank | Financial Planner | Email

Ricardo Holness
TD Wealth Financial Planning | Email

Richard Pope
Connor Clark & Lunn Private Capital Ltd. | Wealth Advisor | Website | Email

Ryan MacGregor
Financial Health Partners | Financial Health Advisor | Website | Email


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

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

John Saikaley
Desjardins Financial Security Independent Network | Website | Email

Michelle Roussin
Strategic Field Underwriting | VP | Website | Email

Tania Guido
Sun Life | Regional Sales Director | Website | Email


Delphine Haslé
Perley Health Foundation | Executive Director | Email

Graham Thompson
The Ottawa Hospital Foundation | Manager, Philanthropy | Email

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

Janice St. Denis
CHEO Foundation | Email

Megan Doyle Ray
CHEO Foundation | Manager of Legacy and Memorial Giving Programs | Email

Neil Leslie
Serenity Renewal for Families | Executive Director | Email

Rachel DeGreef
Ottawa Mission | Planned Giving Officer – Development Office | Email


Carol Willes
BMO Private Wealth | Email

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

Leslie Frederick
RBC Estate & Trust Services | Email

Paula Lester, JD, TEP
Solus Trust | AVP Estate and Trust Solutions | Email