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Estate Planning Council Board

Charitable Giving

  • Lisa Green, CFRE

    Senior Vice President at Hospitals of Regina Foundation

  • Jackie Crowe

    Director of Development at Cancer Foundation of Saskatchewan

  • Adam Hicks

    Director of Finance and Administration South Saskatchewan Community Foundation

  • Michele Krieger

    Legacy Giving Officer
    Saskatchewan Polytechnic | Moose Jaw Campus

  • Jenna Peoples

    Community Legacy Coordinator at South Saskatchewan Community Foundation

  • Shauna Reiger

    Finance and Fund Officer at South Saskatchewan Community Foundation

  • Crystal Schmalle, CFRE

    Manager of Legacy at Hospitals of Regina Foundation

  • Jonah Toth

    Community Engagement Catalyst at South Saskatchewan Community Foundation

  • Donna Zieger

    Executive Director at South Saskatchewan Community Foundation

Financial Planning

  • Douglas Marriott, CFP®, CIM®

    Senior Portfolio Manager and Senior Investment Advisor at TD Wealth Private Investment Advice

  • Scott Sather, CFP®, CIM®, CKA®

    Founder, President, and Financial Planner at Awaken Wealth Management

  • Margaret Clarke, PFP

    Financial Planner at Investment Planning Council

  • Gisele Gherasim, CEA, CFP®, R.F.P.®

    President & Managing Partner Founder at Brothers & Company

  • Shane Grand

    Consultant at IG Wealth Management

  • Craig Halvorson, CFP®, RRC®

    Executive Financial Consultant at IG Wealth Management

  • Devin Harris, CFP®, CLU®, RRC®

    Regional Vice-President of IG Wealth Management

  • Grant Karst, CFP®, CLU®, CEA

    Senior Advisor at BlueSky Financial Planning

  • Eric Schultz

    Associate Consultant at IG Wealth Management

  • Jason Young

    Division Manger at IG Wealth Management

Insurance

  • Lance Dueck, BA

    Financial Advisor at Beyond Wealth

  • Susan MacPhail

    Insurance and Investment Broker at Susan MacPhail Insurance and Investment Broker

  • Kim Shaheen

    Financial Advisor at Kim Shaheen Financial

  • Abe Toews CLU, CFP®, CH.F.C., CHS, ICD.D

    Chartered Financial Consultant at Beyond Wealth

Legal

  • Jeffrey Norwig

    Partner at McDougall Gauley LLP

  • Yens Pedersen

    Owner at Pedersen Law Professional Corporation

  • Ada Aja

    Associate at McDougall Gauley LLP

  • Jared Duchin

    Lawyer at DBK Law

  • Joshua Duchin

    Lawyer at DBK Law

  • Aadon Fieger

    Associate at McDougall Gaulley LLP

  • Kaylea Lax

    Lawyer at Sheppard Braun & Muma

  • Patricia L. Miller

    Associate at McDougall Gauley LLP

  • Amanda Wickett

    Partner at McDougall Gauley LLP

Tax

  • Ted Weins, CPA

    Tax Manager at KPMG Canada

  • Jeff Hansen, CPA, TEP

    Tax Partner at Virtus Group

  • Dean Klippenstine, CPA

    Partner and Business Advisor at MNP LLP

  • Karen Kramer

    Senger Kaufmann

Business Members

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