• 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, amrit@atafinancial.ca (Insurance)

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

    Member at Large- Jeffrey Norwig, jnorwig@mcdougallgauley.com (Law)

    Member at Large- Lisa Granatier Tremblay, lgranatiertremblay@mltaikins.com (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:

     

    Thursday May 20, 2021 "Elder Abuse and Neglect & AGM"

    Guest Speaker: Laura Tamblyn Watts | CEO | CanAge

    Thursday March 18, 2021 "Tax Update"

    Guest Speaker: Jeff Hansen, Partner, Virtus Group LLP

    Thursday January 21, 2021 "Using Life Insurance in Private Companies"

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

    Thursday December 10, 2020 "Business Building & Giving: How to Engage Clients in the Philanthropic Conversation"

    Guest Speaker: Paul Nazareth | VP of Education | Canadian Association of Gift Planners

    Thursday October 22, 2020 "How COVID-19 is Evolving Estate Planning in Sask"

    Guest Speakers: Jeff Hansen | Senior Manager | Virtus Group LLC

    Scott Sather | Portfolio Manager & Financial Planner | RBC Dominion Securities

    Amrit Mavi | Financial Planner | Mavi Wealth Management Inc.

    Jeffrey Norwig | Partner | McDougall Gauley LLP

    Lisa Green | VP of Development | Hospitals of Regina Foundation

    Thursday September 24, 2020 "How Technology is Changing Estate Planning"

    Guest Speaker: Erin Bury | Co-Founder & CEO | Willful

     

    Thursday June 11, 2020 "Tax Potpourri & AGM"

    Guest Speaker: Jeff Hansen | Virtus Group

    Thursday January 16, 2020 "Estate Litigation and Other Contentious Matters"

    Guest Speakers: Turner Ralston | Associate | MLT Aikins LLP | Lisa Granatier Tremblay | Paralegal| MLT Aikins LLP

    Thursday November 21, 2019 "Powers of Attorney"

    Guest Speaker: Carolyn Decker, Public Guardian and Trustee

    Thursday October 17, 2019 "The ABC's of Dementia"

    Guest Speaker: Abby Wolfe, Alzheimer Society

    Thursday September 19, 2019 "Agent for Executor"

    Guest Speakers: Cindy Simmons | RBC Wealth Management Royal Trust

     

    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