Find a local professional to help with your estate planning needs.

Estate Planning Council Board

Charitable Giving

Lisa Green, CFRE

Senior Vice President at Hospitals of Regina Foundation

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Maureen Harrison

Director of Revenue Development at Alzheimer Society of Saskatchewan

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Adam Hicks

Director of Finance & Strategic Operations at Saskatchewan Community Foundation

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Jenna Peoples

Legacy Giving Advisor 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

Impact Advisor at Saskatchewan Community Foundation

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Financial Planning

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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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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Kyler Sather

Associate at Awaken Wealth Management

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Eric Schultz

Associate Consultant at IG Wealth

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Devin Harris

Regional Vice President at IG Wealth Management

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Insurance

Lance Dueck, BA

Financial Advisor at Beyond Wealth

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Kevin Peyson

Advisor at Peyson Insurance Services Inc.

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Andrea Kerr

Advisor at Flourish Financial Solutions

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Susan MacPhail

Insurance and Investment Broker at Susan MacPhail Insurance and Investment Broker

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Adnan Parwez

Executive Benefits Advisor at Parwez Financial Group Ltd.

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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

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