• Member Directory

  • Accountants

    Members of the Regina Estate Planning Council that comprise the Accounting discipline

    Jeff Hansen, CPA

    Partner

    Virtus Group

    Karie Walsh, CPA

    Partner

    KPMG

    Karen Kramer, CPA

    CPA

    Senger Kaufmann

  • Charitable

    Members of the Regina Estate Planning Council that comprise the Planned Giving discipline

    Lisa Green

    Senior Vice President

    Hospital's of Regina Foundation

    Jakki Crowe

    Director of Development

    Cancer Foundation of Saskatchewan

    Michele Krieger

    Legacy and Major Gifts Officer

    Saskatchewan Polytechnic

  • Financial Planners

    Members of the Regina Estate Planning Council that comprise the Financial Planning discipline

    T. Scott Sather, CFP, CIM

    Financial Planner

    Awaken Wealth Management Ltd.

    Doug Marriott

    Portfolio Manager, Financial Planner

    TD Wealth

    Andrea Bacsu, CFP, RRC, RIS

    Wealth Advisor

    TCU Wealth Management

    Dan Hoffman, CFP, RRC, EPC

    Senior Financial Consultant

    Investors Group Financial Services Inc.

    Grant Karst, CFP, CLU

    Senior Advisor

    BlueSky Financial Planning

  • Insurance

    Members of the Regina Estate Planning Council that comprise the Insurance discipline

    Amrit Mavi, CFP

    Founder & Partner

    ATA Financial Group

    Ashley Fekula

    Life & Living Benefits Advisor

    RBC Insurance

    Eloise Arlint

    Financial Security Advisor

    Brady Wealth Strategies Inc.

    Susan MacPhail

    Insurance and Investment Broker

    Susan MacPhail Insurance And Investment Broker

    Kim Shaheen, CLU, CHS

    Life & Living Benefits Advisor

     

  • Lawyers

    Members of the Regina Estate Planning Council that comprise the Legal discipline

    Jeffrey R. Norwig

    Partner

    McDougall Gauley LLP

    Lisa Granatier Tremblay

    Paralegal

    MLT Aikins

  • Members at Large

    Members of the Regina Estate Planning Council that comprise various disciplines

    Jim Grundy

    Branch Manager

    RBC Dominion Securities