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JUNE 9-10, 2016METRO TORONTO CONVENTION CENTRE
18TH NATIONAL CONFERENCE
Attendees
Abela Caroline WeirFoulds LLP Toronto
Adachi Bryan Sun Life Financial Vancouver
Adlington Peggy Bossy Nagy Group Professional Corporation Tillsonburg
Adye-White William Investors Group Financial Services Inc. Concord
Ahmed Fauzia Toronto
Albiani Steven Stratum Advisory Group Inc. Toronto
Algar Kevin Algar, Virtue & Associates Inc. Calgary
Allen Sandra Investors Group Campbell River
Allibhai Karim Karim Allibhai Vancouver
Amonson John Unbiased Financial Group Ltd. Calgary
Anderson Gordon Cidel Trust Company Calgary
Anderson Litza Scotiatrust Vancouver
André Nadir Borden Ladner Gervais LLP Montreal
Andrews David Focused WealthCare Planning & Insurance / Manulife Securities Inc.
Thunder Bay
Andrikopoulos Kostas North York
Antuna Ricardo National Bank Financial Montreal
Armstrong Janis STEP Canada - Director of Business Development Toronto
Armstrong Neal Davies Ward Phillips & Vineberg LLP Toronto
Armstrong Scott Toronto
Arora Sunita Lipton LLP Toronto
Asselin Francois JMJ CIBC Wealth Advisory Services Ottawa
Atlas Michael Michael Atlas Chartered Accountant Toronto
Atsaidis Elisabeth Aird & Berlis LLP Toronto
Austin Lottie BMO Nesbitt Burns Calgary
Avery Sharon RBC Wealth Management Halifax
Awerbuck Risa Torkin Manes LLP Toronto
Ayala-Mayost Dilia TD Wealth Ottawa
Balsara Hemal Manulife Financial Toronto
Banik Tony Stewart Gee & Murray CPA Saskatoon
Barette Andre Borden Ladner Gervais LLP Montreal
Barkin Marvin Basman Smith LLP Toronto
Barnes Clarke Fasken Martineau Calgary
Barnes Howard E. MAC LLP Waterloo
Basi Katy Basi Law Professional Corporation Richmond Hill
Basso Dan Crowe MacKay LLP (Chartered Professional Accountants) Kelowna
Bateman Andrew Felesky Flynn LLP Calgary
Beaubier Beaty Stevenson Hood Thornton Beaubier LLP Saskatoon
JUNE 9-10, 2016METRO TORONTO CONVENTION CENTRE
18TH NATIONAL CONFERENCE
Bell Dawn Concentra Trust Saskatoon
Bell Greg KPMG Ottawa
Bender Nathan Scotiatrust Toronto
Benjamin Gwen Wilson Vukelich LLP Markham
Benjamin Tatanya TD Wealth Private Client Services Toronto
Bennett Anabel TD Wealth Markham
Bennett Kathryn Toronto
Berg Roy Moodys Gartner Tax Law LLP Calgary
Berger Gordon YourWealthCare Ltd. Toronto
Berman Cherise Bespoke Financial Consulting Inc. Toronto
Berry Maureen Goodmans LLP Toronto
Betts Linda The Heritage Wealth Strategy Group Inc. Toronto
Bezaire Carol Mackenzie Investments Toronto
Bhalla Sangita RBC Wealth Management - Estate & Trust Services Winnipeg
Bianchini Mary 1367681 Ontario Inc. Toronto
Biderman Mark Cidel Financial Group Inc. Toronto
Biesok Zofia CIBC Trust Corporation Toronto
Biln Paul Westward Advisors Ltd. Surrey
Black Christine Arca Financial Group Inc. Waterloo
Black Gail Miller Thomson LLP Calgary
Black Ian Macdonald Shymko & Co. Ltd. Vancouver
Blades Elaine Richmond Hill
Blanchet Marie Claude National Bank of Canada Toronto
Blom David Carey Management Inc. Calgary
Bloom Arieh Whaley Estate Litigation Toronto
Blumenfeld Rachel Miller Thomson LLP Toronto
Boivin Annie TD Wealth Montreal
Bollefer Stuart Aird & Berlis LLP Toronto
Bondy Michael Collins Barrow London
Bone William Calgary
Bosschart Leonard Fogler Rubinoff LLP Toronto
Bossy Michael Bossy Nagy Group Professional Corporation Tillsonburg
Bower Carol Carol Bower Toronto
Bowley Norman Low Murchison Radnoff LLP Ottawa
Boyer de la Giroday Genevieve Giroday Law Etobicoke
Bratz Roanne Stikeman Elliott LLP Montreal
Braude Ilan TD Wealth Management Oakville
Brazeau Donald BrazeauSeller LLP Ottawa
Breininger Allison STEP Canada - Marketing & Events Assistant Toronto
JUNE 9-10, 2016METRO TORONTO CONVENTION CENTRE
18TH NATIONAL CONFERENCE
Brighten David Andrews & Co. Chartered Professional Accountants Ottawa
Brisibe Tim Mackenzie Investments Calgary
Brown David Wm. Al G. Brown & Associates Toronto
Bruce Dianne RBC Dominion Securities Inc. Whitehorse
Buckland Edward STEP Worldwide - Chair St. Helier, JE
Budd John Cumberland Private Wealth Management Toronto
Bueschkens Mary Anne Miller Thomson LLP Toronto
Bujold Gilles Bujold P.C. Tax Law Moncton
Buley Nicola Canada Life Winnipeg
Buncic Andrea Miller Thomson LLP Toronto
Burns Clare E. WeirFoulds LLP Toronto
Burns Kingsbury Kathleen KBK Wealth Connection Waitsfield, VT
Burrell Richard Cowichan Town Centre Market Inc. Duncan
Bursey Lisa Weiler & Company Chartered Accountants Guelph
Burton Christopher RBC Wealth Management - Estate & Trust Services Toronto
Bussey Sandra TD Wealth Kitchener
Butler Tanya Cox & Palmer Halifax
Button Corey Grant Thornton LLP St. John’s
Cadesky Michael Cadesky Tax Toronto
Cait Jeffrey Optimal Insurance Solutions Inc. Mississauga
Cajolet Marie-Pier National Bank of Canada Montreal
Calder Brenda Regina
Campagna Joel Waterloo
Campbell Jennifer Patterson Law Halifax
Campbell John L. Kohnen & Patton LLP Cincinnati, OH
Campbell Katie Canada Revenue Agency Ottawa
Campbell Tracey BMO Private Banking Peterborough
Canham Patrick Canham Rogers Toronto
Cappelli Adam Cambridge LLP Burlington
Carroll Douglas Invesco Toronto
Carter Terrance Carters Professional Corporation Orangeville
Carver Patricia Great-West Life Winnipeg
Cassidy Elsbeth Sampson McDougall Sydney
Castle Holly North Vancouver
Cestnick Timothy WaterStreet Family Offices Toronto
Chagnon James MNP LLP Burlington
Chapman Larry Canadian Tax Foundation Toronto
Charr Kathryn TD Wealth Private Client Group Edmonton
Chaurette Anne RBC Wealth Management - Estate & Trust Services Montreal
JUNE 9-10, 2016METRO TORONTO CONVENTION CENTRE
18TH NATIONAL CONFERENCE
Cherneskey Russell Keywest Consulting Corp. Public Practice Edmonton
Chinniah Samuel T.E. Wealth Toronto
Chow Grace Cadesky Tax Toronto
Christianson David Christianson Wealth Advisors Winnipeg
Chung Mayme TD Wealth Private Client Group Vancouver
Church Elizabeth RBC Wealth Management - Estate & Trust Services Toronto
Chwalisz Peter PCC Peter Chwalisz Mississauga
Clark Gary Clark & Arsenault Edmonton
Clarke Chris First Affiliated Holdings Inc. Collingwood
Cohen Brian Dentons Canada LLP Toronto
Cohen Susan North York
Cole Patrick RBC Wealth Management - Estate & Trust Services Halifax
Connolly Michelle CI Investments Toronto
Cooke Christine Micacchi Warnick & Company Woodstock
Cooper Jina TD Wealth Private Trust Toronto
Copithorn Chantal PwC Oakville
Costa Miguel Costa Pearson Accountants Calgary
Cox Mary TD Wealth Private Client Group Toronto
Crain Joan BNY Mellon Wealth Management Fort Lauderdale, FL
Craveiro Stella Scotiatrust Toronto
Creasy Les MNP LLP Edmonton
Crosby Gary Tax & Estate Planning Partners (Toronto) Inc. Markham
Cross Pamela Borden Ladner Gervais LLP Ottawa
Crowe Wendi Miller Thomson LLP Edmonton
Crowther Bill Collins Barrow Peterborough LLP Peterborough
Culliton Robert Sullivan Mahoney LLP St. Catharines
Cummings Scott Scotiatrust Toronto
Cunningham Kathleen North Vancouver
Cuperfain Joel RBC Dominion Securities Toronto
Dabrowski Joanne BDO Canada LLP Montreal
Dalgado Carol RBC Wealth Management - Estate & Trust Services Toronto
Danesh Franklin BMO Private Banking Oakville
Dannehl Dawn Ottawa
Davis Curtis Mackenzie Investments Toronto
Davis Glenn MD Financial Management Toronto
Davis Meghan Kingston
Dawson Tannis TD Wealth Private Trust Winnipeg
Day Ngoc Macdonald Shymko & Co. Ltd. Vancouver
De Re John TD Wealth Private Trust Toronto
JUNE 9-10, 2016METRO TORONTO CONVENTION CENTRE
18TH NATIONAL CONFERENCE
De Souza Lino Lintax Management Inc. Mississauga
de Vries Justin de Vries Litigation Toronto
Deane Rosemarie TD Wealth London
Delaney Richard (Chris) TD Wealth London
Dennis Sally Farris Vaughan Wills Murphy LLP Vancouver
Desmarais Sebastien Tierney Stauffer LLP Ottawa
Deyell Shawn RLB LLP Chartered Accountants and Business Advisors Guelph
Dezfuli Atbin Ministry of Finance - Ontario Toronto
Di Vito Tina Di Vito Consulting Associates Toronto
Diker Lisa BDO Canada LLP Toronto
Dispalatro Dean MEDIA - Advisor Group Toronto
Dodick Michael STEP Canada - Chief Operating Officer Toronto
Downey Peter TD Wealth Private Trust Toronto
Duffy Lori WeirFoulds LLP Toronto
Dunlop Marianne MD Private Trust Company Toronto
Durand Michel Collins Barrow Montreal LLP Montreal
Dwyer Blair Dwyer Tax Law Victoria
Dyck Sandra RBC Wealth Management - Estate & Trust Services Toronto
Dykema Sarah McInnes Cooper Halifax
Edmonds Robert TD Wealth Kitchener
Edwards George Stonegate Private Counsel Bracebridge
Ehler Kelly Corporate Finance Outsource Inc. Unionville
Esposto Ed Blaney McMurtry Barristers & Solicitors LLP Toronto
Evans-Olders Elisabeth Borden Ladner Gervais LLP Montreal
Ewing Nicole TD Wealth Ottawa
Fabbro John KPMG LLP Toronto
Fahy Brandon McCain Foods Group Inc. Toronto
Fallow Angela Cunningham Swan Kingston
Fawzy Bassem RBC Mississauga
Feldman Jessica Bales Beall LLP Toronto
Fensom Paul Scotiatrust Toronto
Fincher-Stoll Susan Harrison Pensa LLP London
Fisch Rebecca RSF Law Toronto
Fisette-Caza Nathalie RBC Wealth Management Services Montreal
Fitzgerald Thomas MD Financial Management Toronto
Fitzgerald Patrick Lifelong Financial Solutions Ottawa
Fitzsimmons Carol Hodgson Russ LLP Toronto
Flores Rosanna RBC Wealth Management - Estate & Trust Services Montreal
Floto John RLB LLP Guelph
JUNE 9-10, 2016METRO TORONTO CONVENTION CENTRE
18TH NATIONAL CONFERENCE
Follows Ann Michele Executor Duties on Demand Mississauga
Fong Macy Scotia Wealth Management Toronto
Fong-Yee Natalie Fong-Yee Professional Corporation Toronto
Foster Sandra Headspring Consulting Inc. Toronto
Fowlis William Miller Thomson LLP Calgary
Frajman Daniel Spiegel Sohmer Inc. Montreal
Franko Dale Moodys Gartner Tax Law LLP Calgary
Fremes Michael Vottero Fremes McGrath Yee Mississauga
Frostiak Larry Frostiak & Leslie Chartered Professional Accountants Inc. Winnipeg
Fruci Mario CIBC Trust Corporation Toronto
Galvin Ann Stern Cohen LLP Toronto
Gandhi Jagruti Wilson Vukelich LLP Markham
Gandhu Christopher TD Wealth Calgary
Garber Allan Parker Garber & Chesney LLP Richmond Hill
Garland Lisa SB Partners LLP Burlington
Garner Lynn 816 Management Ltd Cambridge
Garriock Ian Investors Group Financial Services Inc. Markham
Garton Nicole Heritage Law West Vancouver
Gates-Hammond Peggy BMO Private Banking Halifax
Ge Sida Sida Ge Toronto
Geale-Barker Seabourne Walkers LLP Peterborough
Georgakopoulos Nikona Dibrina Sure Financial Group Inc. Toronto
George Wilmot CI Investments Toronto
Gertzbein Irit BMO Nesbitt Burns Toronto
Gervasi Giuseppe Stern Cohen LLP Toronto
Ghamsari Khadijeh National Bank Financial Wealth Management Vancouver
Gilfix-Raich Marlene FL Fuller Landau LLP Montreal
Girouard Natasha BCF LLP Montreal
Gleeson John Gleeson Finanical Inc. Markham
Glenn Maureen Richardson GMP Limited Toronto
Glowacki Peter Borden Ladner Gervais LLP Vancouver
Goch Deborah Assante Private Client Vancouver
Godbout Andrée BMO Nesbitt Burns Halifax
Goldberg Michael Minden Gross LLP Toronto
Golden Joanne Golden Estate Law Toronto
Golding Nancy Borden Ladner Gervais LLP Calgary
Golombek Jamie CIBC Wealth Strategies Toronto
Gombita Teresa EY Toronto
Gordon Anna Clark & Horner LLP Toronto
JUNE 9-10, 2016METRO TORONTO CONVENTION CENTRE
18TH NATIONAL CONFERENCE
Gordon Michael Baycrest Geriatric Health Care System Toronto
Gorman Barry Dartmouth
Gray Kay Grant Thornton LLP Vancouver
Greisbach Susanne National Bank Ottawa
Grieve Timothy Merovitz Potechin LLP Ottawa
Grozinger Thomas RBC Wealth Management - Estate & Trust Services Ottawa
Guldimann Beat First Advisory Group Vaduz
Halpern Jeffrey TD Wealth Markham
Hamel Cherie Clark & Horner LLP Toronto
Hamilton Upham Jennifer Patterson Law Truro
Handfield Lisa National Bank Trust Calgary
Harari Leona BDO Canada LLP Montreal
Harding Carol Ottawa
Harding Stephen RBC Wealth Management International Toronto
Harris Bruce PwC Toronto
Harris Kate Patterson Law Halifax
Harris Judith Canada Revenue Agency Toronto
Hart Ted Charities Aid Foundation of Canada Toronto
Hatto Jody Vancouver
Haughn James MD Financial Management Inc. Halifax
Hébert Mathieu Montreal
Hecht Robert HHL Montreal
Henkell Allison BDO Canada LLP Woodstock
Henri Rebecca RBC Dominion Securities Mississauga
Herman Josipa Maple Ridge
Histrop Lindsay Gardiner Roberts LLP Toronto
Hlynski Jeffrey Jeff Hlynski Professional Corporation Calgary
Hodgson Michael Highstreet Asset Management London
Hoffstein Eric Minden Gross LLP Toronto
Hoffstein M. Elena Fasken Martineau Toronto
Houle Louise DS Avocats Canada SENCRL Montreal
Hu Annie Citibank Canada Toronto
Humphrey John Valente & Theocharis LLP London
Hussain Abid Central Manchester University Hospitals Manchester, UK
Hykaway Connie National Bank Trust Calgary
Ibrahim Nadeem Educators Financial Group North York
Ideias Paula Carswell, a Thomson Reuters business Toronto
Ionson Kathryn Fasken Martineau Toronto
Ireland Chris PPI Advisory Burnaby
JUNE 9-10, 2016METRO TORONTO CONVENTION CENTRE
18TH NATIONAL CONFERENCE
Irwin Stuart Irwin Tax Orono
Izard Angus Cameron Izard Snell Victoria
Jacob Irene TD Wealth Private Client Group Vancouver
Jacobs Gordon The Law Offices of Gordon L. Jacobs Toronto
Jacobson Morris Spiegel Sohmer Inc. Montreal
Jalbert Tanis ATB Financial - Alberta Private Client Edmonton
Janelle Pierre Mendlowitz Janelle Simone LLP Richmond Hill
Jeric Ned Assante Private Client Toronto
Joe Steven TD Wealth Vancouver
Johnston Tanner PwC Vancouver
Jonasson Tracey RBC Wealth Management - Estate & Trust Services Calgary
Jones Harris Harris Jones Advisory Inc. Mississauga
Jones Jennifer Phillips New York, NY
Jung Joan Minden Gross LLP Toronto
Junkin Tom Fiduciary Trust Company of Canada Calgary
Juvet David Ideal Financial Services Ltd. Toronto
Kachafanas Kiki Breton Chartered Accountants Sydney
Kagan Leilani Thompson Dorfman Sweatman LLP Winnipeg
Kanhai Camille National Bank Private Wealth 1859 Toronto
Kaplan Lawrence KBHNS sencrl - llp St-Laurent
Katz Gary Logan Katz LLP, CPA Ottawa
Kaufman Leanne RBC Wealth Management - Estate & Trust Services Toronto
Kazdan Howard BDO Canada LLP Markham
Keenleyside Anneke Anneke Keenleyside Toronto
Kellar W Douglas Feigelsohn Kellar Toronto
Kellogg Leslie Hodgson Russ LLP Buffalo, NY
Kennedy April MD Private Trust Company Winnipeg
Kennedy Greg Meridian - Concentra Trust Aurora
Kerr Barbara J. Investors Group Parry Sound
Kerr Gitta Kerr Financial Consultants Montreal
Kerr Kristina Kerr Financial Corporation Toronto
Kerr Robert Kerr Financial Consultants Montreal
Kerzner David Law Offices of David S Kerzner Toronto
Kester Alan Apple Financial Services Frankford
Kett Cynthia Stewart & Kett Financial Advisors Inc. Toronto
Keul Paul S+C Partners LLP Mississauga
Keung Kenneth Moodys Gartner Tax Law LLP Calgary
Kevorkian Kevork TD Wealth Montreal
Khosla Vinay Bateman MacKay Mississauga
JUNE 9-10, 2016METRO TORONTO CONVENTION CENTRE
18TH NATIONAL CONFERENCE
Kimmitt Barbara Bennett Jones LLP Calgary
King Todd A. Collins Barrow Nova Scotia Dartmouth
Kinnear Sara Investors Group Winnipeg
Kirouac Pierre Schwartz Levitsky Feldman LLP Montreal
Kitagawa Pina Kerr Financial Corporation Toronto
Kiva Caroline Miller Thomson LLP Toronto
Kligman Harris Kestenberg Rabinowicz Partners LLP Markham
Klingbaum Mark Klingbaum Barkin LLP Toronto
Klotz Robert Klotz Associates Toronto
Kobrinsky Liza Ministry of Finance - Ontario Toronto
Kobzev Artem Shea Nerland Calnan LLP Calgary
Koch Jillian Johnston Morrison Hunter & Co. Professional Corporation Medicine Hat
Kohnen Phillip Canada Revenue Agency Ottawa
Korn Gil Gil J. Korn Law Corporation Vancouver
Korne Robert Spiegel Sohmer Inc. Montreal
Koropenko-Ruban Irina Etobicoke
Koscic Lisa TD Wealth Private Client Group Windsor
Koski Rob Algar, Virtue & Associates Inc. Calgary
Kraft Kenneth Dentons Canada LLP Toronto
Krozonouski Richard Cranston & Krozonouski Richmond Hill
Krueger Bianca RBC Wealth Management - Estate & Trust Services Ottawa
Kumarakulasinkam Rathika RBC Wealth Management - Estate & Trust Services Toronto
La Borie Aileen RBC Wealth Management Vancouver
La Charité Éric Sun Life Financial Montreal
Lachmansingh Clifford MD Private Trust Company Toronto
Laflamme Damian Welch LLP Ottawa
Lai Dickson Campbell Lawless LLP Toronto
Laliberte Lucie Grant Thornton LLP Kelowna
Lam Kitty RBC Wealth Management - Estate & Trust Services Toronto
Lamontagne Marc Ryan Lamontagne Inc. Ottawa
Laplante-Rousseau Michelle Trust Banque Nationale Montreal
Lashley Amanda Cidel Bank & Trust Inc. St. Michael, BB
Lebane Ian TD Wealth Private Client Services Toronto
LeBlanc Daniel Ernst & Young LLP Dieppe
LeBreux Paul Globacor Tax Advisors Professional Corporation Toronto
LeCocq Vance Strategy Wealth Advisors Calgary
Lee Nancy RBC Financial Group Mississauga
Lee-Kennedy Brenda PwC Toronto
Leger Adelle RBC Investments Toronto
JUNE 9-10, 2016METRO TORONTO CONVENTION CENTRE
18TH NATIONAL CONFERENCE
LeGrand Tracey CIBC Toronto
Leitman Mitchell Low Murchison Radnoff LLP Ottawa
Leroux Yves J. CIBC Wood Gundy Financial Services Inc. Montreal
Leung Kay Wilson Vukelich LLP Markham
Li Lusan Toronto
Liang Pamela Gardiner Roberts LLP Toronto
Linardi Carmelo Carmelo Linardi Professional Corporation Aurora
Lind Melodie Pushor Mitchell LLP Kelowna
Lipkin Ilana RBC Dominion Securities Inc. Toronto
Lipman Karyn Crowe Soberman LLP Toronto
Litwin Michael Litwin CPA Inc Chartered Professional Accountants Montreal
Lo Vincent Deloitte LLP Vancouver
Loiselle Debbie Allied Associates LLP, Chartered Accountants London
Loranger Julie BCF LLP Montreal
Lord Laurie TD Wealth Private Trust Ottawa
Low Lorna TD Wealth Private Client Group Toronto
Lowe Kevin Investors Group Toronto
Luhta Bill MD Financial Management Ottawa
Lund Darren Fasken Martineau DuMoulin LLP Toronto
Lyall George STEP Worldwide - Council Member / Board Member Tyne and Wear, UK
Lyle Jessica Sealy Cornish Coulthard Dartmouth
Macdonald Susan RBC Wealth Management - Estate & Trust Services London
MacDonald Victoria Richter LLP Montreal
MacKay Dwayne PwC Halifax
Mackie Alan Investors Group Toronto
MacKnight Robin Wilson Vukelich LLP Markham
MacNeil Paul Bridgewater
Madsen Shelley KPMG LLP Saskatoon
Malouf Andrée Canada Revenue Agency Ottawa
Manning Tyler Garriock & Associates Private Wealth Management Markham
Manuel Brian Segal LLP Toronto
March Ruth KPMG LLP Halifax
Marchand Nathalie Miller Thomson LLP Montreal
Mariani Dora Segal LLP Toronto
Marien Bernice TD Wealth Ottawa
Marino Florence Manulife Financial Kitchener
Markou Hristos BMO Nesbitt Burns Mississauga
Marquis Hélène CIBC Private Wealth Management Montreal
Martini Robert Wilson Vukelich LLP Markham
JUNE 9-10, 2016METRO TORONTO CONVENTION CENTRE
18TH NATIONAL CONFERENCE
Martins Joseph Graham Mathew Professional Corporation Chartered Accountants
Cambridge
Mason Janet Edward Jones Mississauga
Mason Lynn MD Private Trust Ottawa
Masters Thomas Palmer Reed Toronto
Matte Gerard Gerard Matte Financial Inc. Winnipeg
Matthews Timothy Stewart McKelvey Halifax
Mayes Seann TD Wealth Private Client Group Vancouver
McBey Roderick North York
McConnery Jim Welch LLP Ottawa
McDonald Melanie Borden Ladner Gervais LLP Calgary
McDonell Jean Ginsberg Gluzman Fage & Levitz LLP Ottawa
McDonell Kyle RBC Wealth Management - Estate & Trust Services Ottawa
McDougall Patricia Deloitte LLP Ottawa
McEachern Brenda Canada Life Vancouver
McEachren Troy Miller Thomson LLP Montreal
McFadyen Ronald McFadyen Consulting Niagara-on- the-lake
McGuire Arlene CIBC Trust Corporation Toronto
McIsaac Christena Stewart McKelvey Halifax
McKenna Britta Hodgson Russ LLP Buffalo, NY
McLean Rick KPMG LLP Toronto
McLeod Steven Canada Life London
McNulty Bryan Canada Life Assurance Company Toronto
McQuillan Thomas The McQuillan Group Toronto
McVean Paul Astute Strategies Inc. Thornhill
Melchionna Pina Concentra Trust Saskatoon
Mellace Spencer Sagium Guderyan + Green Calgary
Mendlowitz Arlene Cohen Arlene Cohen Consultant CPA CA Thornhill
Mendlowitz Sheldon Mendlowitz Janelle Simone LLP Richmond Hill
Mendonca Sharon Shrigley Battrick Toronto
Menuchin Shay KPMG Ramat HaSharon, ISL
Mercado Emerita T.E. Wealth Toronto
Merrick Peter MEDIA - Merrickwealth.com Toronto
Mexis Sabina Devry Smith Frank LLP Toronto
Meyer Nicholas National Bank Trust Toronto
Mezzetta Rudy MEDIA - Investment Executive Toronto
Michaud Suzanne Royal Bank of Canada Toronto
JUNE 9-10, 2016METRO TORONTO CONVENTION CENTRE
18TH NATIONAL CONFERENCE
Mida Israel PwC Toronto
Miedema Robert Boyne Clarke LLP Dartmouth
Millar James The Millar Corporation Ottawa
Minard Alison Miller Thomson LLP Toronto
Minicucci Armando Grant Thornton LLP Mississauga
Moody Kim G C Moodys Gartner Tax Law LLP Calgary
Moore Richard BMO Life Assurance Company Toronto
Morais Claude National Bank Trust Montreal
Morgan Michael Simpson Wigle Law LLP Burlington
Morris Ian Morris Kepes Winters LLP Toronto
Morrissette Andre BCF LLP Montreal
Morrow James Owens Wright LLP Toronto
Morse Jonathan BMO Private Banking Toronto
Mulders Dorothy EFG Bank & Trust (Bahamas) Ltd. Nassau, BS
Munro Katherine PwC Toronto
Muscroft Jennifer BMO Private Banking Edmonton
Musk Gillian BMO Private Banking Toronto
Nagrani Kavina Loopstra Nixon LLP Toronto
Nathani Arshiya Wittington Investments Limited Toronto
Neely John J. J. Neely Tax & Insurance Advisory Sudbury
Nemeroff Howard Phillips Friedman Kotler Montreal
Nicholls Catherine Vineland
Niedermayer Richard Stewart McKelvey Halifax
Nightingale Jeffrey Lipton LLP Toronto
Nightingale Kevyn MNP LLP Toronto
Norris Carla National Bank Trust Vancouver
Northwood Edward Ed Northwood and Associates Toronto
Novek Barbara Sweibel Novek LLP Montreal
Oakey John Collins Barrow Dartmouth
O’Brien Edmonds Erin Crowe Dillon Robinson Halifax
O’Donohue Mary-Jo TD Wealth Private Client Services Toronto
O’Halloran Jason S+C Partners LLP Mississauga
Oosterhoff Albert Faculty of Law, Western University & Whaley Estate Litigation
Burlington
Opoku Sara Toronto
O’Reilly Michael BridgeGreen Capital Inc. Ottawa
O’Sullivan Margaret O’Sullivan Estate Lawyers Toronto
Oxtoby Alison Entrust LLP Kelowna
Panchbhaya Shamim Royal Bank of Canada (RBC Taxation) Toronto
JUNE 9-10, 2016METRO TORONTO CONVENTION CENTRE
18TH NATIONAL CONFERENCE
Pang Alison RBC Wealth Management - Estate & Trust Services Toronto
Pang-Parks Jessica STEP Canada - Education Coordinator Toronto
Panourgias Marina Canada Revenue Agency Toronto
Parachin Adam University of Western Ontario London
Patenaude Hugo KPMG LLP Montreal
Paterson Chris Assante Private Client Winnipeg
Patterson Tiffany L Toronto
Payne Andrea TD Wealth Private Client Group London
Peace Kathleen Woodgate Financial, IPC Securities Corp. Toronto
Pearson Murray Ernst & Young LLP Toronto
Pereira Jason Jason Pereira Toronto
Perrin Corey MacMillan Lawrence & Lawrence Fredericton
Petersen Darren Johnston Morrison Hunter & Co. Professional Corporation Medicine Hat
Phillips John Andrew Monteith Ritsma Phillips LLP Stratford
Piccini Roy Marilyn Robinson Sheppard Shapiro LLP Montreal
Pilkington Thomas Scotia Wealth Insurance Services Inc. Toronto
Plant Sara MD Private Trust Company Toronto
Plunkett Melissa MD Financial Management Ottawa
Podio Erin Grant Thornton LLP Mississauga
Polci Edward First York Insurance Agency Ltd. Toronto
Pollack Sandra Trimaran Financial Ltd. Ottawa
Pollock Evgeniya Edward Jones Mississauga
Pong Ellen BMO Bank of Montreal Mississauga
Poon Jennifer Sun Life Financial Toronto
Pope Kenneth Barrister & Solicitor Ottawa
Porreca Marisa RBC Wealth Management - Estate & Trust Services Montreal
Potocnik Lydia BMO Wealth Management Hamilton
Power Jacqueline Mackenzie Investments Toronto
Poyser John Tradition Law LLP Winnipeg
Prasad Samantha Minden Gross LLP Toronto
Price Daniel U.S. Department of the Treasury, Internal Revenue Service Austin, TX
Price Erin Thornhill
Pries Corina Corina Pries Professional Corporation Georgetown
Prior Pam KPMG LLP Burnaby
Promislow Norm Pitblado Law LLP Winnipeg
Provost Andree-Lise Canada Revenue Agency Ottawa
Pryor Ian Pryor Tax Law Ottawa
Pulver Elise Aird & Berlis LLP Toronto
Quinlan Brian Campbell Lawless LLP Toronto
JUNE 9-10, 2016METRO TORONTO CONVENTION CENTRE
18TH NATIONAL CONFERENCE
Rabinowitz Archie Dentons Canada LLP Toronto
Rai Donna RBC Wealth Management - Estate & Trust Services Toronto
Rains Linsey Carters Professional Corporation Ottawa
Ratnam Satheeswaran PwC Toronto
Reddekop Marielee Assante Capital Management Regina
Reichgeld Colleen PwC Vancouver
Rezazadeh Sheila RBC Wealth Management - Estate & Trust Services Ottawa
Rhéaume Caroline Montreal
Richardson Heather TD Wealth Private Trust Ottawa
Richler Jonathan Richler Tax Law Toronto
Rideout Jason Archambault Neathway & Rideout St. Stephen
Rizarri Hans Crowe Soberman Inc. Toronto
Robertson Leith Pitblado Law LLP Winnipeg
Robertson Scott Tasman Financial Services Ottawa
Robinson Lori TD Wealth Private Trust Burlington
Robinson Patricia Robinsons Law Toronto
Rocchi Rosanne Miller Thomson LLP Toronto
Rochwerg Martin Miller Thomson LLP Toronto
Rosmarin Ian Prime Quadrant Toronto
Ross Angela PwC Toronto
Roth Elie Davies Ward Phillips & Vineberg LLP Toronto
Roth Susannah O’Sullivan Estate Lawyers Toronto
Rousseaux Ronald Today & Tomorrow Financial Planning Inc Burlington
Roy Louise Canada Revenue Agency Ottawa
Rubenstein Joshua Katten Muchin Rosenman LLP New York, NY
Rubin Ray Davies Ward Phillips & Vineberg LLP Toronto
Rubin Jerry Assante Private Client Winnipeg
Russell Bruce McInnes Cooper Halifax
Rutman Allan Zeifmans LLP Toronto
Rutman Ronald Zeifmans LLP Toronto
Sadler Carol Achen Henderson LLP Calgary
Saikaley Chad Ginsberg Gluzman Fage & Levitz LLP Ottawa
Salam Ahmad Forum Tax Services Scarborough
Salim Farha Field Law LLP Calgary
Salomon Kenneth Sternthal Katznelson Montigny SENCRL/LLP Montreal
Saltman Lorne Gardiner Roberts LLP Toronto
Samji Nimet TD Wealth Toronto
Samotis Michael Kerr Financial Consultants Montreal
Sands Karen Collins Barrow SEO LLP Kingston
JUNE 9-10, 2016METRO TORONTO CONVENTION CENTRE
18TH NATIONAL CONFERENCE
Savoy Pauline RBC Wealth Management - Estate & Trust Services Vancouver
Scarth Lawrence Scarth Professional Advisors East St. Paul
Schechter Aaron Crowe Soberman LLP Toronto
Schmeichel Patricia MD Management Ltd Winnipeg
Scholly Les Pritchard & Co. Law Firm LLP Medicine Hat
Schwartz Richard RBC Wealth Management - Estate & Trust Services Toronto
Segal Michael Michael D. Segal Professional Corporation Ottawa
Sekhon Gosha Scotiatrust Toronto
Seller Ann M. Kohnen & Patton LLP Cincinnati, OH
Serber David RBC Dominion Securities - RBC Wealth Management Toronto
Shalit Andrew Segal LLP Toronto
Shannon Gregory Miller Thomson LLP Calgary
Shapiro Murray RBC Wealth Management Toronto
Sharma Rahul Miller Thomson LLP Toronto
Sharma Suzanne MEDIA - Advisor Group Toronto
Shavers Steven Stringam LLP Grande Prairie
Shepherd Donald Donald A. Shepherd CA CFP TEP CPA Brampton
Shew Henry Cadesky Tax Toronto
Shillington Steven London
Shindler Geoffrey STEP Worldwide - President Manchester, UK
Shrigley Douglas Shrigley Battrick Toronto
Shulman Ken Sunnybrook Health Sciences Centre Toronto
Shymko David Macdonald Shymko & Co. Ltd. Vancouver
Simone Marco Mendlowitz Janelle Simone LLP Aurora
Sims Mark Graham Mathew Professional Corporation Cambridge
Slattery Daniel London Life Great-West Life Kanata
Slezak Karen Crowe Soberman LLP Toronto
Sloan Hal BDO Canada LLP Calgary
Smith Douglas ATB Financial - Alberta Private Client Calgary
Smith John Smith & Werker Toronto
Smith Megan STEP Canada - Member Services Assistant Toronto
Smith Robin TD Wealth Private Trust Vancouver
Smith Warren Segal LLP Toronto
Sniderman Jeffrey CIBC Wood Gundy Financial Services Inc. Toronto
Snowdon-Steacy Karen Scotiatrust Toronto
Solnik Robyn RBC Dominion Securities Inc Richmond Hill
Soloman Terry MRSB Chartered Accountants Charlottetown
Spanakis Maria 3Macs Montreal
Sparks Karen BMO Wealth Management Toronto
JUNE 9-10, 2016METRO TORONTO CONVENTION CENTRE
18TH NATIONAL CONFERENCE
Spec Alaina Low Murchison Radnoff LLP Ottawa
Spetz Ruth Borden Ladner Gervais LLP Calgary
Spinner Alexandra Crowe Soberman LLP Toronto
St. Amand Susan Sirius Financial Services Ottawa
Stacey Amanda Miller Thomson LLP Toronto
Stanford Craig Calgary
Steele Brent Stonegate Private Counsel Ottawa
Stephens Glenn PPI Advisory Toronto
Stevens David Gowling WLG Toronto
Stewart N. Calvin Kenway Mack Slusarchuk Stewart LLP Calgary
Stone Wayne Vancouver
Strawson Anthony Felesky Flynn LLP Calgary
Stronach Daniel Stronach Financial Group North York
Takhmizdjian Joseph Borden Ladner Gervais LLP Montreal
Talpis Jeffrey Université de Montréal Montreal
Taraday Harvey TCH Partners LLP Toronto
Taylor Crystal Felesky Flynn LLP Saskatoon
Taylor Paul Borden Ladner Gervais LLP Ottawa
Templeton Wendy Basman Smith LLP Toronto
Theriault Suzanne RBC Wealth Management - Estate & Trust Services Toronto
Thistle Carson Thistle Financial Services Ltd. St. John’s
Thomas David Empire Life Burlington
Thomas Debra DLA Piper (Canada) LLP Vancouver
Thompson Carrie KPMG LLP Kingston
Thompson David MNP LLP Mississauga
Thompson David Thorsteinssons LLP Vancouver
Thompson Lisa RBC Dominion Securities Inc. Belleville
Thompson Stephen Wilkinson & Company LLP Trenton
Thorne Joshua MD Private Trust Company Hamilton
Tikhanina Svetlana Clark & Hornder LLP Toronto
Tipton Dawn Grant Thornton LLP Victoria
Tobe Rebecca Thomson Reuters Toronto
Todd David Collins Barrow SGB LLP Owen Sound
Tokarek Jennifer TD Wealth Private Client Group Vancouver
Tom Diane Fiduciary Trust Company of Canada Toronto
Tomic Predrag Field Law LLP Calgary
Tompkins Paul M Tompkins Insurance Services Ltd. Toronto
Treu Robert Scotiatrust Toronto
Truscott Joseph Joseph A Truscott A Professional Corporation Hamilton
JUNE 9-10, 2016METRO TORONTO CONVENTION CENTRE
18TH NATIONAL CONFERENCE
Ulrich Kristie Volution LLP Lethbridge
Uppal Jason TD Wealth Edmonton
Van Cauwenberghe Christine Investors Group Winnipeg
Van de Kamer Hilary Miller Thomson LLP Guelph
van der Wissel Sander Calgary
Van Steeg Barry Owens MacFadyen Group Inc. Saint John
VanderLeek Gordon VanderLeek Law Calgary
VanPuymbroeck Tracy Bossy Nagy Group Professional Corporation Tillsonburg
Verskin Marissa Crowe Soberman LLP Toronto
Victor Edward UHY Victor LLP Montreal
Villani Pascale BCF LLP Montreal
Vohrah Janice Royal Bank of Canada (RBC Taxation) Toronto
Vranjkovic Zoran Welch LLP Ottawa
Wahbi Mary Basman Smith LLP Toronto
Walsh Janice RBC Dominion Securities Newmarket
Walsh Susan RBC Wealth Management - Estate & Trust Services Toronto
Walters Bryan MNP LLP Burlington
Wan Roger HSBC Private Wealth Services (Canada) Inc. Toronto
Ward Helen Duncan Craig LLP Edmonton
Warden Eric Investment Planning Counsel Investment Corporation Peterborough
Wark Kevin Conference for Advanced Life Underwriting North York
Warren Geoffrey Giroday CPA Toronto
Washbrook Kristine RBC Private Banking Toronto
Wasserman Howard Wasserman Tax Markham
Waters John BMO Nesbitt Burns Toronto
Watson Catherine McInnes Cooper Halifax
Watts Daniel Aikins MacAulay & Thorvaldson LLP Winnipeg
Weigl Corina Fasken Martineau Toronto
Weiland Richard Clark Wilson LLP Vancouver
Weissman Peter Cadesky Tax Toronto
Weseen Robert MD Private Trust Company Vancouver
Weyman C. David Global Tax Group Inc. Toronto
Whaley Kimberly Whaley Estate Litigation Toronto
White Dianne Nexus Investment Management Inc. Toronto
White Geoffrey Geoffrey W. White Estates & Charity Law Kelowna
White George Patterson Law Truro
White Michael Ricketts Harris LLP Toronto
Whitfield David Giffen LLP Kitchener
Wickenheiser Shelley Wickenheiser Tax Advisory Professional Corporation Elora
JUNE 9-10, 2016METRO TORONTO CONVENTION CENTRE
18TH NATIONAL CONFERENCE
Wiebe K. Eleanor Fillmore Riley LLP Winnipeg
Wilkinson Michelle STEP Canada - Member Services Administrator Toronto
Wilson Brian Wilson Vukelich LLP Markham
Wilson Louise Investors Group Markham
Winter Victoria Beard Winter LLP Toronto
Wipf Eric BDO Canada LLP Calgary
Wise Julian Wise Advisory Group Inc. Oakville
Wiseman Daniel Sorrell Financial Inc. Toronto
Wolff Errol Segal LLP Toronto
Wong Carol Victoria
Wong George Green Horwood & Co. LLP Victoria
Wong Ka Yin Sun Life Financial Edmonton
Woo Tracey RBC Wealth Management - Estate & Trust Services Toronto
Wood Diane KPMG LLP London
Wood Kathleen TD Wealth Private Trust Burlington
Woodbury Natalie Boyne Clarke LLP Dartmouth
Woodward Nicole Borden Ladner Gervais LLP Toronto
Woolston Greg RBC Wealth Management - Estate & Trust Services Toronto
Worland Ian Legacy Tax + Trust Lawyers Vancouver
Wouters Peter Empire Life Burlington
Wright Nathan JGW Business and Tax Law LLP Toronto
Wright Douglas Cox & Palmer St. John’s
Yach Melanie Aird & Berlis LLP Toronto
Yam Alice Andanna Financial Planning Inc. Calgary
Yan Nancy Cadesky Tax Toronto
Yanchus John Great West/London Life London
Yeung Sharon RBC Wealth Management - Estate & Trust Services Toronto
Yi Karin Clark & Horner LLP Toronto
Youdan Timothy Davies Ward Phillips & Vineberg LLP Toronto
Zammit Michael Stonegate Private Counsel Bracebridge
Zavitz Theresa Zavitz Insurance Inc London
Zettle Martha Weiler & Company Chartered Accountants Guelph
Zheng Sherry Scotia Wealth Management Toronto
Zhou Li Chong National Bank Financial Wealth Management Vancouver
Zimmerman Joan RBC Wealth Management - Estate & Trust Services Toronto
Zimmerman Melanie PPI Advisory Burnaby
Zimmerman Robert B. Robert Zimmerman CPA CA Oakville
Zucker Rayna TD Wealth Private Client Group Toronto
Zulian Lynne Grant Thornton LLP Barrie