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Estate Planning Council Board

Charitable Giving

  • Lisa Green, CFRE

    Senior Vice President at Hospitals of Regina Foundation

  • Jackie Crowe

    Director of Development at Cancer Foundation of Saskatchewan

  • Karmyn Foreman

    Donor Services Administrator at South Saskatchewan Community Foundation

  • Adam Hicks

    Director of Finance and Administration South Saskatchewan Community Foundation

  • Victor Roman Morrow

    Manager of Community Impact & Communication at South Saskatchewan Community Foundation

  • Lorna Sandberg

    Director of Philanthropy and Donor Stewardship at South Saskatchewan Community Foundation

  • Crystal Schmalle, CFRE

    Manager of Legacy at Hospitals of Regina Foundation

  • Donna Zieger

    Executive Director at South Saskatchewan Community Foundation

Financial Planning

  • Douglas Marriott, CFP®, CIM®

    Senior Portfolio Manager and Senior Investment Advisor at TD Wealth Private Investment Advice

  • Scott Sather, CFP®, CIM®, CKA®

    Founder, President, and FInancial Planner at Awaken Wealth Management

  • Andrea Bascu, CFP®, RRC®

    Qtrade Advisor and Investment Advisor at TCU Wealth Management

  • Chet Brothers, R.F.P.®

    Founder and Financial Planner at Brothers & Company

  • Brian Golly

    President - Investment Advisor at Smart Investing Solutions Inc.

  • Shane Grand

    Consultant at IG Wealth Management

  • Craig Halvorson, CFP®, RRC®

    Executive Financial Consultant at IG Wealth Management

  • Devin Harris, CFP®, CLU®, RRC®

    Regional Vice-President of IG Wealth Management

  • Grant Karst, CFP®, CLU®, CEA

    Senior Advisor at BlueSky Financial Planning

  • Eric Schultz

    Associate Consultant at IG Wealth Management

  • Jason Young

    Division Manger at IG Wealth Management

Insurance

  • Amrit Mavi, CFP®, CLU®

    Founder and Partner at ATA Financial Group

  • Susan MacPhail

    Insurance and Investment Broker at Susan MacPhail Insurance and Investment Broker

  • Adnan Parwez, CFP®, CLU®, CHS™

    President at Parwez Financial Group

  • Kevin Peyson

    Life Insurance Advisor at Peyson Insurance Services

Legal

  • Jeffrey Norwig

    Partner at McDougall Gauley LLP

  • Yens Pedersen

    Owner at Pedersen Law Professional Corporation

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Tax

  • Jeff Hansen, CPA, TEP

    Tax Partner at Virtus Group

  • Ted Weins, CPA

    Tax Manager at KPMG Canada

  • Karen Kramer

    Senger Kaufmann

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