Members

Adrienne Arcari, Estate and Trust Advisor MD Private Trust Company

Alison Augustine, Senior Trust Officer Royal Trust 905-518-0443

Keith Augustine, Trust Specialist Ontario Estate Consulting Solutions 905-807-2657

Marnie Brehm, Chartered Accountant, MacKay Brehm & Smith 1-877-333-5753

Andrew Brown, Lawyer, Brown Law Office 905 528 6346

Adam C. Lachance, CFP, CLU, Financial Planner, Sun Life, 905 528 8691 x.2257

Sandra Cruz, Director, Wealth Services, BMO Trust Company, (365) 323-3646

Shelagh Daly, Income and Legacy Manager, Canada Life, (905) 521-2844

Alex Del Bel Belluz, Lawyer, Gowlings WLG Canada 905-540-2499

Gena Dureault, Mohawk College Foundation, Senior Development Officer, 905-575-2208

Nancy Edmison, Financial Advisor, Elliott Financial Solutions,

Kim Ellens, Trust and Estate Consultant CIBC Trust 905-523-9490

Michael Evers, CFP, CLU, CHFC , The Evers Financial Group Inc.

Colleen E. Gibb, Chartered Accountant Gibb Widdis 905-515-1040

Richard Giuliani, Chartered Financial Consultant, R.K. Giuliani & Associates

Elise Harrington, Lawyer, Simpson, Wigle

David Henderson, Lawyer Agro Zaffiro

Andrea Hill, Lawyer, Turkstra Mazza Associates, 905-529-3476

David Howell, Lawyer Gowling WLG (Canada) 905-540-2505

Kristina Hyland, Estate Trust Officer Toronto Dominion

Phil Kriszenfeld, Family Business Advisor and Mediator Transitions Mediation and Consulting Group 905-902-7799

Ken Lancaster, Associate Wealth Advisor, RBC Dominion Securities Inc. 905-975-4653

Michael MacPherson, Lawyer, McHugh Whitmore LLP

Rashesh Mandani, Lawyer, Mandani Law 1.888.224.7778

Matthew Moccio, Portfolio Manager and Financial Planner, IA Private Wealth, 905-648-3588

Dave Morrison, Certified Financial Planner, Berglund Taylor Financial 905-802-2248

Gillian Musk, National Director, Fiduciary Trust Management, BMO Private Banking

Catherine A. Olsiak, Solicitor, Simpson, Wigle Law LPP

Erin Podio, Chartered Accountant, Grant Thornton LLP

Eileen Quinn, Lawyer, Quinn Estate Law, 289-239-7772

Lori Robinson, Manager, Private Trust, TD Wealth Private Trust, 905-315-8652

Thomas J. Rocchi, Lawyer Weisz, Rocchi & Scholes, 905-523-1842 ext. 4214

Robert Salvucci, Chartered Life Underwriter, CHS, FLMI, Vice President, Wealth Management, Cowan Insurance Group, 1.800.563.0000 | x58244

Joseph Sardo, Portfolio Manager, RBC Dominion Securities 905-546-5828

David Simpson, Lawyer, Simpson & Wellenreiter, 905 527 1174

Wesley Smith, Investment Advisor & Financial Planner, RBC Dominion Securities, 905-546-5004

Kathryn Smith, Chartered Accountant MacKay Brehm & Smith 905-516-3799

William E. Stevens, Chartered Life Underwriter W.E. Stevens Financial

Bruno Uggenti, Lawyer Campbell Mihailovich Uggenti LLP 905-318-7717

Heather Watson, Lawyer Agro Zaffiro

Anthony Wellenreiter, Lawyer Simpson & Wellenreiter 905-525-4520