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Estate Planning Council Board
Charitable Giving
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Lisa Green, CFRE
Senior Vice President at Hospitals of Regina Foundation
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Jackie Crowe
Director of Development at Cancer Foundation of Saskatchewan
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Karmyn Foreman
Donor Services Administrator at South Saskatchewan Community Foundation
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Adam Hicks
Director of Finance and Administration South Saskatchewan Community Foundation
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Victor Roman Morrow
Manager of Community Impact & Communication at South Saskatchewan Community Foundation
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Lorna Sandberg
Director of Philanthropy and Donor Stewardship at South Saskatchewan Community Foundation
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Crystal Schmalle, CFRE
Manager of Legacy at Hospitals of Regina Foundation
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Donna Zieger
Executive Director at South Saskatchewan Community Foundation
Financial Planning
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Douglas Marriott, CFP®, CIM®
Senior Portfolio Manager and Senior Investment Advisor at TD Wealth Private Investment Advice
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Scott Sather, CFP®, CIM®, CKA®
Founder, President, and FInancial Planner at Awaken Wealth Management
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Andrea Bascu, CFP®, RRC®
Qtrade Advisor and Investment Advisor at TCU Wealth Management
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Chet Brothers, R.F.P.®
Founder and Financial Planner at Brothers & Company
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Brian Golly
President - Investment Advisor at Smart Investing Solutions Inc.
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Shane Grand
Consultant at IG Wealth Management
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Craig Halvorson, CFP®, RRC®
Executive Financial Consultant at IG Wealth Management
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Devin Harris, CFP®, CLU®, RRC®
Regional Vice-President of IG Wealth Management
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Grant Karst, CFP®, CLU®, CEA
Senior Advisor at BlueSky Financial Planning
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Eric Schultz
Associate Consultant at IG Wealth Management
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Jason Young
Division Manger at IG Wealth Management
Insurance
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Amrit Mavi, CFP®, CLU®
Founder and Partner at ATA Financial Group
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Susan MacPhail
Insurance and Investment Broker at Susan MacPhail Insurance and Investment Broker
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Adnan Parwez, CFP®, CLU®, CHS™
President at Parwez Financial Group
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Kevin Peyson
Life Insurance Advisor at Peyson Insurance Services
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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Tax
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Jeff Hansen, CPA, TEP
Tax Partner at Virtus Group
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Ted Weins, CPA
Tax Manager at KPMG Canada
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Karen Kramer
Senger Kaufmann