Our Members
Jill Anderson, Director, Philanthropic Services Hamilton Community Foundation 905.523.5600 x254
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
Robert Charko, Lawyer Sole Practitioner
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
Kim Ellens, Trust and Estate Consultant CIBC Trust 905-523-9490
Michael Evers, CFP, CLU, CHFC The Evers Financial Group Inc.
Michele Follows, Professional Executor, Trustee and Attorney for Property Estate Simplifier
Colleen E. Gibb, Chartered Accountant Gibb Widdis 905-515-1040
Richard Giuliani, Chartered Financial Consultant R.K. Giuliani & Associates
Meggan Harper, Senior Private Banking Advisor, CIBC
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
Matthew Moccio, Senior Investment Advisor, Industrial Alliance Securities, 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
Bill Sloper, Chartered Accountant, MNP LLP 905-320-5656
Wesley Smith, Investment Advisor & Financial Planner, RBC Dominion Securities, 905-546-5004
Kathryn Smith, Chartered Accountant MacKay Brehm & Smith 905-516-3799
Jennifer Stebbing, Partner Ross & McBride LLP 905-667-6407
William E. Stevens, Chartered Life Underwriter W.E. Stevens Financial
Joshua E. Thorne, Estate and Trust Advisor MD Private Trust Company 289-684-0346
Bruno Uggenti, Lawyer Campbell Mihailovich Uggenti LLP 905-318-7717
Heather Watson, Lawyer Agro Zaffiro
Anthony Wellenreiter, Lawyer Simpson & Wellenreiter 905-525-4520
Anthony Wellenreiter, Lawyer Simpson & Wellenreiter 905-525-4520