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    REGINA ESTATE PLANNING COUNCIL

  • MEMBERS DIRECTORY

    Looking for a local estate planning professional? Contact one of our members.

  • Agent for Executor

  • UPCOMING EVENTS

    The sole purpose of our meetings is to allow the membership to openly share ideas and work experience with each other; to hear noted experts in the various areas of estate planning speak on topics of interest. We endeavour to provide an engaging program based on topics that are relevant to our members.

    Agent for Executor

    Guest Speakers: Cindy Simmons | RBC Wealth Management Royal Trust

    Thursday September 19, 2019
    12:00pm-1:00pm
    Delta Regina 1919 Saskatchewan Drive Regina, SK S4P 4H2
    Tickets available at reginaepc.eventbrite.ca

     

    TBD

    Guest Speaker: Alzheimer Society

    Thursday October 17, 2019
    12:00pm-1:00pm
    Delta Regina 1919 Saskatchewan Drive Regina, SK S4P 4H2
    Tickets available at reginaepc.eventbrite.ca

    Beneficiary Rights

    Guest Speaker: TBD

    Thursday November 21, 2019
    12:00pm-1:00pm
    Delta Regina 1919 Saskatchewan Drive Regina, SK S4P 4H2
    Tickets available at reginaepc.eventbrite.ca 

    Powers of Attorney

    Guest Speaker: Public Guardian and Trustee

    Thursday January 16, 2020
    12:00pm-1:00pm Delta Regina 1919 Saskatchewan Drive Regina, SK S4P 4H2
    Tickets available at reginaepc.eventbrite.ca 

    Insurance

    Guest Speaker: Chris Thompson, Advanced Case Consultant | Equitable Life of Canada

    Thursday March 19, 2020
    12:00pm-1:00pm
    Delta Regina 1919 Saskatchewan Drive Regina, SK S4P 4H2
    Tickets available at reginaepc.eventbrite.ca

    Tax Potpourri & AGM

    Guest Speaker: Jeff Hansen | Virtus Group & Karie Walsh | KPMG

    Thursday May 21, 2020
    12:00pm-1:00pm
    Delta Regina 1919 Saskatchewan Drive Regina, SK S4P 4H2
    Tickets available at reginaepc.eventbrite.ca

  • MEMBERSHIP & FEES

    Our new fee schedule for our 2019-2020 luncheons:

     

    Meeting (Lunch) Fees- $40

    Membership to Regina Estate Planning Council: $50

     

    OR


    Annual 2019-2020 Prepayment Option-$240 (Council Membership and All 6 Lunches Included)

    MEMBERSHIP BENEFITS

    Your membership to the Regina Estate Planning Council includes:

    • Inclusion to the Member Directory displayed on the site
    • Exclusive invites to member social events
  • Social Feed

  • ABOUT US

     

    We are professionals from interrelated disciplines including legal, tax, financial planning, insurance & charitable giving in the Regina area who advise mutual clients on aspects of estate planning

     


    Board Executive Members

    President: Scott Sather, scott.sather@rbc.com (Financial Planning)
    Treasurer: Jeff Hansen, jeff.hansen@virtusgroup.ca (Tax)

    Secretary:

    Communications: Scott Sather, scott.sather@rbc.com
    Program Chair- Doug Marriott, douglas.marriott@td.com (Financial Planning)

    Member at Large- Karie Walsh, kjwalsh@kpmg.ca (Tax)

    Member at Large-Amrit Mavi, amritpaul.mavi@freedom55financial.com (Insurance)

    Member at Large- Ashley Fekula, ashley.fekula@rbc.com (Insurance)

    Member at Large- Turner Ralston, tralston@mltaikins.com (Law)

    Member at Large- Jessica Nixon, jnixon@ktllp.ca (Law)

    Member at Large- Lisa Green, lisa.green@hrf.sk.ca (Charitable Giving)

    PAST EVENTS

    Below are a list of our past events and presenters:

     

    June 13, 2019 "A Triad of Impact: You, Your Client, and their Charity"

    Guest Speakers: Dino Sophocleous, President & CEO and Jessica Rawn​, Director Development | Hospitals of Regina Foundation

    March 21, 219 "Aging and changing care needs: Demystifying the process"

    Guest Speaker: Crystal Spooner | Orange Tree Living

    February 21, 2109 "The Best Laid Estate Plans... Are They Safe?

    Guest Speaker: Paul Korpan | Kanuka Thuringer LLP

    January 24, 2019 "Clarity After The Noise - Tax Update For Farmers"

    Guest Speaker: Dean Klippenstine, MNP LLP Presentation: https://uploads.strikinglycdn.com/files/bf742a82-0529-4ceb-aa7e-ed120b20144a/Regina Estate Planning Council - The Business of Farming - January 2019.pdf?id=152185

    November 21, 2018 "Estate Auctions: The Ins and Outs"

    Guest Speaker: Loren McDougall, McDougall Auctioneers

     

    May 17, 2018 "Health Care Directives​ and Annual General Meeting"

    Guest Speaker: Dani Goddard | Senior Health Educator | Advance Care Planning Program | Sask Health Authority

    March 15, 2018 "A Whole New (Digital) World"

    Guest Speakers: Greg Moore & Justin Reves | Pidgeon Social

    February 15, 2018 "Protecting Assets from Creditors – What Is and Is Not Allowable"

    Guest Speaker: James Rose | Lawyer | MLT Aikins

    January 25, 2018 "Tax Change: Tax on Split Income"

    Guest Speaker: Graham Purse, Lawyer, Anderson Purse Lawyers and Jeff Hansen, Senior Tax Manager, Virtus Group

    November 16, 2017 "Understanding the Private Company Tax Changes"

    Guest Speaker: Karie Walsh, Senior Manager, KPMG

     

    May 25, 2017"Annual General Meeting" and "Insolvent Estates"

    Guest Speaker: Pamela Meger, CIRP, LIT | Senior Manager| MNP

    March 16, 2017 "Forming an Exit Strategy"

    Guest Speaker: Randy Beattie, President and CEO - PFM Capital​

    February 2, 2017 "Physician Assisted Suicide"

    Guest Speaker: Dr. Carmen Johnson | Physician | Regina Qu’Appelle Health Region

    November 16, 2016 "Financial Products for Minors"

    Guest Speaker: Rick Tiefenbach, Sun Life

    October 26, 2016"Give Probate a Chance​"

    Guest Speaker: Jeffery Norwig | Lawyer | Parwez Financial

    September 22, 2016"Business Valuations"

    Guest Speaker: Kent Brown CBV - MNP Saskatoon Office

     

    May 27, 2016 "Annual General Meeting" and "Reviewing 2016 Federal Budget"

    Guest Speaker: Josh Shankowsky | Senior Manager| MNP

    Cassandra Whitelaw, CPA, CA | Tax Accountant| MNP

    Adnan Parwez B.Sc, CFP, CLU, CHS | Financial Planner | Parwez Financial

    March 17, 2016 "Inter Corporate Dividends and the New 55(2) Rules"

    Guest Speaker: Graham Purse | Miller Thomson

    February 24, 2016 "Family Law and Estate Planning"

    Guest Speaker: David Couture | Lawyer| Kanuka Thuringer LLP

    Zena Amundsen | Financial Planner | Astra Financial

    November 19, 2015 "Transitions Estate Services and Speers Funeral and Cremation Services"

    Guest Speaker: Linda Ennis | Owner |Transitions Estate Services​

    Krista Christensen |Continuing Care Coordinator | Speers​

    October 29, 2015 "Insurance Update - Upcoming Changes to Policyholder Tax Rules​"

    Guest Speaker: Adnan Parwez B.Sc, CFP, CLU, CHS | Financial Planner | McDougall Gauley LLP

     

    May 14, 2015 "Annual General Meeting" and Panel Discussion "The Untimely Demise"

    Guest Speaker: Josh Shankowsky | Senior Manager| MNP

    Amy D. Banford | Lawyer | McKercher LLP.

    Rick Tiefenbach | Financial Advisor | Sun Life Financial.

    March 19, 2015 "Networking Event: Creditor Planning and Exemptions"

    Guest Speakers:Yens Pedersen | Lawyer | Pedersen Law Professional Corporation

    Ian Schofield CRP, Trustee, CA, CBV | Senior Vice-President | MNP

    January 22, 2015 "The Ins and Outs of Family Trusts"

    Guest Speaker: Graham Purse | Miller Thomson

    November 20, 2014 "Investment Fraud and Financial Abuse of Elders"

    Guest Speaker: Derek Maher, Crown Prosecutor

    October 16, 2014 "US Cross Border Tax Planning"

    Guest Speaker: Eric Morey, Senior Manager, International Tax at Deloitte

    September 18, 2014 "Success in Fundraising and Planned Giving"

    Guest Speaker: Don Gorsalitz, CFRE, President, DCG Philanthropic Services Inc.

     

    May 29, 2014 "Annual General Meeting"

    March 2014 "Advance Care Planning"
    Guest Speaker: Marlene Glettler, RSW, Regina Qu'Appelle Health Region

    January 2014 "Insurance as an Estate planning tool"
    Guest Speaker: Dave Thompson, Regional Marketing Director, Manulife

    November 2013 "The Business of Farming"
    Guest Speaker: Dean Klippenstine, CA, Agriculture Specialist MNP
    http://www.mnp.ca/en/contact/personnel/dean-klippenstine

    October 2013: "10 Things You Should Know About Wills"
    Guest Speaker: Yens Pederson, Yens Pedersen, Lawyer/Owner, Pedersen Law Prof. Corp.
    http://ca.linkedin.com/pub/yens-pedersen/b/951/46a @Yens_Pedersen

    September 2013: "Everything You've Heard About Social Media Is Wrong"
    Guest Speaker: Jeph Maystruck, Partner, Strategy Lab
    http://ca.linkedin.com/in/jephmaystruck strategylab.ca @JephMaystruck

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