Find a local professional to help with your estate planning needs.
Estate Planning Council Board
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Charitable Giving
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Financial Planning
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Insurance
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Legal
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Tax
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Business Members
Charitable Giving
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Lisa Green, CFRE
Senior Vice President at Hospitals of Regina Foundation
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Jakki Crowe
Director of Development at Cancer Foundation of Saskatchewan
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Adam Hicks
Director of Finance and Administration South Saskatchewan Community Foundation
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Michele Krieger
Legacy Giving Officer
Saskatchewan Polytechnic | Moose Jaw Campus -

Trina Owens, MFA-P™
Manager of Engagement at South Saskatchewan Community Foundation
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Jenna Peoples
Community Legacy Coordinator at South Saskatchewan Community Foundation
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Shauna Reiger
Finance and Fund Officer at South Saskatchewan Community Foundation
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Crystal Schmalle, CFRE
Manager of Legacy at Hospitals of Regina Foundation
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Abby Schneider
Philanthropic Advisor at South Saskatchewan Community Foundation
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Sabrina Trombley
Legacy Giving Officer
Hospitals of Regina Foundation
Financial Planning
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Douglas Marriott, CFP®, CIM®
Portfolio Manager at TD Wealth Private Investment Advice
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Scott Sather, CFP®, CIM®
Founder, President, and Financial Planner at Awaken Wealth Management
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Kelechi Azubuike, CFP®, CIM®
Associate Wealth Advisor at RBC Dominion Securities
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Margaret Clarke, PFP
Financial Planner at Investment Planning Council
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Gisele Gherasim, CEA, CFP®, R.F.P.®
President & Managing Partner Founder at Brothers & Company
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Tara Hack, CFP®
Financial Planner at Affinity Credit Union
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Grant Karst, CFP®, CLU®, CEA
Senior Advisor at BlueSky Financial Planning
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Kyler Sather
Associate at Awaken Wealth Management
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Eric Schultz
Associate Consultant at IG Wealth
Insurance
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Lance Dueck, BA
Financial Advisor at Beyond Wealth
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Kevin Peyson
Advisor at Peyson Insurance Services Inc.
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Susan MacPhail
Insurance and Investment Broker at Susan MacPhail Insurance and Investment Broker
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Kim Shaheen
Financial Advisor at Kim Shaheen Financial
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Abe Toews CLU, CFP®, CH.F.C., CHS, ICD.D
Chartered Financial Consultant at Beyond Wealth
Legal
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Jeffrey Norwig
Partner at McDougall Gauley LLP
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Yens Pedersen
Owner at Pedersen Law Professional Corporation
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Ada Aja
Associate at McDougall Gauley LLP
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Derek Debolt
Associate at McDougall Gaulley LLP
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Jared Duchin
Lawyer at DBK Law
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Joshua Duchin
Lawyer at DBK Law
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Kaylea Lax
Lawyer at Sheppard Braun & Muma
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Nicole Tryhorn
Associate at McDougall Gauley LLP
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Amanda Wickett
Partner at McDougall Gauley LLP
Tax
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Ted Weins, CPA
Tax Manager at KPMG Canada
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Jeff Hansen, CPA, TEP
Tax Partner at Virtus Group
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Dean Klippenstine, CPA
Partner and Business Advisor at MNP LLP
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Amanda Kostur
Manager at Virtus Group
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Karen Kramer
Senger Kaufmann
Business Members
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MNP LLP
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South Saskatchewan Community Foundation
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McDougall Gauley LLP
