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
Charitable
Members of the Regina Estate Planning Council that comprise the Planned Giving discipline
Lisa Green
Senior Vice President
Hospital's of Regina Foundation
Karmyn Foreman
Donor Stewardship & Fund Development Specialist
South Saskatchewan Community Foundation
Adam Hicks
Senior Vice President
South Saskatchewan Community Foundation
Victor Roman
Manager of Community Impact & Communication
South Saskatchewan Community Foundation
Lorna Sandberg
Director of Philanthropy and Donor Stewardship
South Saskatchewan Community Foundation
Donna Ziegler
Executive Director
South Saskatchewan Community Foundation
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, CFP, CIM
Portfolio Manager, Financial Planner
TD Wealth
Shane Grand, QAFP
Consultant
IG Wealth Management
Craig Halvorson, CFP
Executive Financial Consultant
IG Wealth Management
Devin Harris, CFP, CLU, RRC
Regional Vice-President
Investors Group Financial Services Inc.
Grant C Karst, CFP, CLU, CHFC, CEA, MFA-P
Senior Advisor
BlueSky Financial Planning
Eric Schultz
Associate Consultant
IG Wealth Management
Jason Young
Division Manager
IG Wealth Management
Insurance
Members of the Regina Estate Planning Council that comprise the Insurance discipline
Amrit Mavi, CFP
Founder & Partner
ATA Financial Group
Adnan Parwez, CFP, CLU, CHS
President
Parwez Financial Group
Lawyers
Members of the Regina Estate Planning Council that comprise the Legal discipline
Jeffrey R. Norwig
Partner
McDougall Gauley LLP
Business Members
Business Members of the Regina Estate Planning Council
