Estate Planning and the Mind: Helping Clients Move Past Psychological Roadblocks

September 17, 2025 12:00-1:00

Delta Regina

Our guest speaker, Jacqueline Roy, brings a unique perspective as an MLA and student of psychology, specializing in and researching biology and the brain. With her knowledge of how human behaviour impacts conversations, she will share strategies you can apply immediately when working with clients who face avoidance, conflict, or uncertainty.

This is your opportunity to gain practical insights that blend evidence-based research with real-world experience.

Biography – Jacqueline Roy is a student of psychology and earned a Psychology degree with High Honours, specializing in and researching biology and the brain. 

Her work is guided by statistically significant data and shaped by thousands of hours of conversations with people from a variety of walks of life, giving her a balance between evidence-based analysis and community insight.

Her perspective was influenced by her father, an RCMP Trainer who taught psychology, negotiations, and handling difficult conversations, and her mother, a psychologist who worked with seniors, focusing on their needs and recognizing elder abuse. 

From them, she learned to look past surface conversations to the underlying hopes, fears, and barriers people face—whether avoidance, conflict, shame, or coercion.While some strategies take time to build, others can be put into practice the very next day, and often leave both parties feeling more valued and satisfied.

Public Guardian and Trustee Update

October 15, 2025 12:00-1:00

Delta Regina

Guest Speaker: Carolyn Decker, Deputy Public Guardian & Trustee and Senior Crown Counsel

Carolyn will provide an update on recent developments in estate matters, including the revised policy on when the PGT will act. She will also address the issue of financial abuse, highlighting current trends in this area of growing concern.

Bio: Carolyn Decker joined the Public Guardian and Trustee of Saskatchewan as legal counsel in December 2005. She was Adult Services Supervisor from September 2014 and appointed Deputy Public Guardian (Adults) in August 2015.

She was previously a member of the Bar of Ontario, having practiced law in Ottawa, prior moving home to Saskatchewan in 2005 and starting at the Public Guardian and Trustee’s office.

Carolyn completed her Bachelor of Administration degree at the University of Regina in 1996 and her LL.B. from Osgoode Hall Law School in 1997.

2025 Canadian Budget Update – What It Means for You

November 19, 2025 12:00-1:00

Delta Regina

Join us for an exclusive session on the 2025 Budget Update.

Our guest speakers:

Jeff Hansen, CPA, Tax Partner, Virtus Group

Amanda Kostur, CPA, Senior Manager, Virtus Group

With the upcoming federal budget changes, Canadians are navigating new tax rules and financial implications. Jeff and Amanda will break down the highlights, explain what matters most for businesses and families, and share practical strategies you can apply right away.

Upcoming Holiday Networking AGM Event

Tentatively: December 16 2025 4:00-6:00 pm

Location: TBD

Upcoming January Event

January 29, 2025 12:00-1:00

Delta Regina

Join us as our guest speaker, Scott Sather, CFP®, CIM®, CKA®, FMA, Founder, President, and Financial Planner at Awaken Wealth Management, and Portfolio Manager at Awaken Investments of Aligned Capital Partners shares his insights on how advisors are leveraging AI and technology to revolutionize estate planning today.

Don't miss this opportunity to gain valuable knowledge, network with other estate planning professionals, and enjoy a great lunch.

About Scott

Scott has spent the majority of his career in the financial services industry, with over 27 years of experience working for a large bank-run wealth management firm. Over time, he recognized that the focus was often more on increasing the firm's profits rather than making a meaningful difference in the lives of clients. This realization prompted a search for a better way to serve others.

In May 2021, Scott made the decision to leave the "Big Bank" and founded Awaken Wealth Management Ltd. (Awaken Wealth) to provide clients with a more robust and personalized wealth experience. At Awaken Wealth, Scott combines leading technology and tools to deliver exceptional service. As a Portfolio Manager, he offers investment advice under the fiduciary standard, a legal obligation to always prioritize the interests of his clients. Additionally, as a Certified Financial Planner® (CFP), he upholds a commitment to acting in the best interest of his clients.

Passionate about making a meaningful impact in the lives of others, Scott holds several professional designations, including the Certified Financial Planner® (CFP), Chartered Investment Manager® (CIM), Certified Kingdom Advisor® (CKA), and Financial Management Advisor (FMA).

PAR for Bay St

March 26, 2025 12:00-1:00

Delta Regina

You are invited to an informative Lunch and Learn session focused on the critical importance of protecting and preserving estates for high-net-worth clients. Gain valuable insights into strategies that can help secure your clients' financial future and safeguard their legacy for generations to come. Our guest speaker Terry Brownell, Advanced Case Consultant at Canada Life, will discuss how participating insurance polices can strengthen your clients estate plan.

Terry Brownell, CFP, CLU Advanced Case Consultant

About Terry: Prior to joining the Mid-West Region as the Advanced Case Consultant, Terry spent over 25 years in the Financial Services Industry. He has held several roles including Insurance Planning Specialist, Consultant, Sales Manager, Group Benefits Manager and Regional Sales Manager for the Prairies. He loves the challenge of providing innovative insurance solutions to meet the needs of clients.

Terry completed his Bachelor of Arts (Commerce) from the Royal Military College of Canada in Kingston Ontario in 1991. After graduation, Terry served Canada as a Naval Officer in the Canadian Armed Forces. Terry has also obtained his Certified Financial Planner (CFP)and Chartered Life Underwriter (CLU) designations. He is a Past President of the South Saskatchewan ADVOCIS chapter and the former Prairie Chapters Representative on the Chapter Leadership Council.

Terry is very active in the community, volunteering with both Autism Awareness campaigns, and as a coach with Special Olympics in Athletics and Golf. Terry enjoys most sports and can usually be found on a golf course in the summer orcurling rink in the winter.

2025 Tax Update

May 21, 2025 12:00-1:00

Delta Regina

The Regina Estate Planning Council invites you to our upcoming lunch event featuring guest speaker Ted Wiens, CPA from KPMG, who will present a timely 2025 Tax Update with a focus on how recent federal election promises and the Saskatchewan provincial budget may shape the tax landscape in the year ahead.

This insightful session will explore:

- Expected federal tax changes based on the new government’s platform

- Key takeaways from the 2025 Saskatchewan budget

- Impacts on estate and succession planning, charitable giving, and advisory practices

- Actionable strategies to guide your clients through the evolving tax environment

Summer Networking Event

Join us for a relaxed social event of great company, appetizers, and drinks on the Copperhead Brewing deck—Wednesday, July 24th. We’d love to see you there!

July 24 2025 4:00-6:00