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- 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)

Below are a list of our past events and presenters:

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