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
