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STEP Canada
1001 - 2225 Sheppard Ave. E.
Toronto, Ontario M2J 5C2
Tel: 416-491-4949 Toll Free: 1-877-991-4949 Fax: 416-491-9499
stepcanada step.ca
Chief Executive Officer .................... ... Stewart Lewis
Director of Professional Development ... Lorianne Weston
Member Services ............................... Teresa Addorisio
IT Manager ........................................ Jenny Yu
Controller .......................................... Michael Dodick
Editor, STEP INSIDE ........................... Editor
[ Note about email addresses ]
National Branch
STEP Canada - Board of Directors, 2009 - 2010 »
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Chair
Kim Moody, Moodys LLP Tax Advisors
Suite 1200, 715 5th Avenue SW
Calgary, AB T2P 2X6
Tel: 403-693-5102
Fax: 403-693-5101
Deputy Chair & Program Committee Chair
Mary Anne Bueschkens, Heenan Blaikie LLP
Bay Adelaide Centre PO Box 2900 333 Bay Street, Suite 2900
Toronto, ON M5H 2T4
Tel: 416-643-6802
Fax: 866-246-2885
Deputy Chair & Student Liaison Committee Chair
John Poyser, Inkster Christie Hughes LLP
700 - 444 St Mary Avenue
Winnipeg, MB R3C 3T1
Tel: 204-947-6801 ext. 208
Fax: 204-947-6800
Treasurer
Ruth March, KPMG LLP
Suite 1500 Purdy's Wharf Tower 1, 1959 Upper Water Street
Halifax, NS B3J 3N2
Tel: 902-492-6044
Fax: 902-492-1307
Secretary
Ian Worland, Legacy Tax + Trust Lawyers
510 - 609 Granville Street, Canaccord Tower
Vancouver, BC V7Y 1G5
Tel: 604-631-1220
Fax: 604-683-6953
Past Chair
Grace Chow, Cadesky and Associates LLP
2225 Sheppard Avenue East, Suite 1001
Toronto, ON M2J 5C2
Tel: 416-498-9500
Fax: 416-498-9501
Co-Chair, Technical Committee (Tax)
Robin MacKnight, Wilson Vukelich LLP
60 Columbia Way, Suite 710
Markham, ON L3R 0C9
Tel: 905-940-8700
Fax: 905-940-8785
Co-Chair, Technical Committee (Trusts)
Donovan Waters, Horne Coupar
3rd Floor, 612 View Street
Victoria, BC V8W 1J5
Tel: 250-388-6631
Fax: 250-388-5974
Chair, Member Services Committee & PR Committee
Nancy Golding, Borden Ladner Gervais LLP
1000 Canterra Tower, 400 3rd Avenue SW
Calgary, AB T2P 4H2
Tel: 403-232-9500
Fax: 403-266-1395
Chair, Education Committee
Timothy Matthews, Stewart McKelvey
1959 Upper Water Street
Halifax, NS B3J 2X2
Tel: 902-420-3325
Fax: 902-420-1417
Chair, STEP INSIDE Editorial Board
Heather Evans, Deloitte & Touche LLP
BCE Place, Suite 1400, 181 Bay Street
Toronto, ON M5J 2V1
Tel: 416-601-6472
Fax: 416-601-6480
Director at Large
Glenn Davis, Mercer
161 Bay Street, P.O. Box 501
Toronto, ON M5J 2S5
Tel: 416-868-2032
Fax: 416-868-2640
Director at Large
Ian Hull, Hull & Hull LLP
1700 - 141 Adelaide Street West
Toronto, ON M5H 3L5
Tel: 416-369-7826
Fax: 416-369-1517
Director at Large
Martin Lord, Robinson Sheppard Shapiro LLP
800 Place Victoria, Suite 4600
Montreal, QC H4Z 1H6
Tel: 514-878-2631
Fax: 514-878-1865
Director at Large
Gerald Owen, The Bank of Nova Scotia Trust Company
12th Floor 1 Queen Street East
Toronto, ON M5C 2W5
Tel: 416-933-2727
Fax: 416-933-2409
Atlantic Branch Chair
Kevin Riley, Royal Trust Corporation of Canada
1103 - 5161 George Street
Halifax, NS B3J 1M7
Tel: 902-420-3233
Fax: 902-420-8343
Calgary Branch Chair
William Fowlis, Miller Thomson LLP
3000, 700-9th Avenue SW
Calgary, AB T2P 3V4
Tel: 403-298-2413
Fax: 403-262-0007
Edmonton Branch Chair
Yolanda Van Wachem, McLennan Ross LLP
Suite 600 12220 Stony Plain Road
Edmonton, AB T5N 3T4
Tel: 780-482-9225
Fax: 780-482-9100
Montreal Branch Chair
Caroline Rhéaume, Richardson Financial Partners
1250, Boul. Rene-Levesque Quest,, #1900
Montreal, QC H3B 4W8
Tel: 514-989-4845
Fax: 514-989-4879
Ottawa Branch Chair
Pamela Cross, Borden Ladner Gervais LLP
World Exchange Plaza, 1100 - 100 Queen Street
Ottawa, ON K1P 1J9
Tel: 613-787-3559
Fax: 613-230-8842
Toronto Branch Chair
James Kraft, PlanningWise Inc.
10 Stanford Road
Unionville, ON L3R 6L8
Tel: 416-315-3686
Vancouver Branch Chair
Debra Thomas, TD Waterhouse Private Trust
700 West Georgia Street, 18th Floor, P.O. BOX 10083
Vancouver, BC V7Y 1B6
Tel: 604-659-7432
Fax: 604-659-7469
Winnipeg Branch Chair
David Christianson, Wellington West Total Wealth Management
300-200 Waterfront Drive
Winnipeg, MB R3B 3P1
Tel: 204-925-5154
Fax: 204-925-5148
STEP Branches in Canada
Branch Executives, 2009 - 2010
Atlantic Branch
Chair
Kevin Riley, Royal Trust Corporation of Canada
1103 - 5161 George Street
Halifax, NS B3J 1M7
Tel: 902-420-3233
Fax: 902-420-8343
Deputy Chair
Roberta Clarke, Novascotia Utility and Review Board
Po Box 1692 Unit "m"
Halifax, NS B3J 3S3
Tel: 902-424-4448 ext. 266
Fax: 902-424-3919
Secretary/Student Liaison Officer
Barry Gorman, Saint Mary's University
Department of Accounting, Robie Street
Halifax, NS B3H 3C3
Tel: 902-420-5619
Fax: 902-420-5011
Treasurer
Julius Kiesekamp, PriceWaterhouseCoopers
1601 Lower Water Street, Suite 400
Halifax, NS B3J 3P6
Tel: 902-491-7459
Fax: 902-422-1166
Past Chair
Ruth March, KPMG LLP
Suite 1500 Purdy's Wharf Tower 1, 1959 Upper Water Street
Halifax, NS B3J 3N2
Tel: 902-492-6044
Fax: 902-492-1307
Past Chair
Timothy Matthews, Stewart McKelvey
1959 Upper Water Street
Halifax, NS B3J 2X2
Tel: 902-420-3325
Fax: 902-420-1417
Program co-ordinator
Peggy Gates-Hammond, Royal Bank of Canada
5161 George Street, 4th Floor
Halifax, NS B3J 1M7
Tel: 902-421-4966
Fax: 902-421-7968
New Brunswick
Gilles Bujold, Bujold P.C. Lawyers Tax Advisors
58 Mountain Road
Moncton, NB E1C 2K2
Tel: 506-383-1645
Fax: 506-383-1647
Prince Edward Island
John Carr, Carr Stevenson & Mackay
PO Box 522, 50 Water Street
Charlottetown, PE C1A 7L1
Tel: 902-626-4250
Fax: 902-626-4268
Newfoundland Labrador
Carson Thistle, Thistle Finanical Services Ltd
5th Floor, 20 Crosbie Place, Beothuck Buidling
St John's, NF A1B 3Y8
Tel: 709-722-8060
Fax: 709-754-0117
Daniel LeBlanc, Ernst & Young
11 Englehart Street
Dieppe, NB E1A 7Y7
Tel: 506-853-3097
Fax: 506-859-7190
Corinne Boudreau, Stewart McKelvey
900 - 1959 Upper Water Street
Halifax, NS B3J 2X2
Tel: 902-420-3380
Fax: 902-420-1417
Richard Niedermayer, Stewart McKelvey
PO Box 997, 900 - 1959 Upper Water Street
Halifax, NS B3J 2X2
Tel: 902-420-3339
Fax: 902-420-1417
Alison Scott Butler, Alison Scott Butler QC
451 Ross Creek Road R.R. 3
Canning, NS B0P 1H0
Tel: 902-582-2520
Fax: 902-582-1241
Calgary Branch
Chair
William Fowlis, Miller Thomson LLP
3000, 700-9th Avenue SW
Calgary, AB T2P 3V4
Tel: 403-298-2413
Fax: 403-262-0007
Secretary
Cindy Radu, Cidel Trust Company
Lord Denning House, 509 - 20th Avenue S W
Calgary, AB T2S 0E7
Tel: 403-697-6962
Fax: 403-410-9095
Treasurer
Penny Leckie, P. Leckie Professional Corp.
Suite 1800, 540-5th Avenue SW
Calgary, AB T2P 0M2
Tel: 403-265-7559
Fax: 403-265-8626
Member Relations/Student Liaison Officer
Bonnie Brooks, MD Private Trust
300, 708 11th Avenue SW
Calgary, AB T2R 0E4
Tel: 403-245-4144
Fax: 403-245-4194
Past Chair
Michael McIntosh, Phillips, Hager & North Investment Mgmt
Bankers Hall West Tower, Suite 4430, 888 - 3rd Street SW
Calgary, AB T2P 5C5
Tel: 403-515-6843
Fax: 403-515-6849
Past Chair
Nancy Golding, Borden Ladner Gervais LLP
1000 Canterra Tower, 400 3rd Avenue SW
Calgary, AB T2P 4H2
Tel: 403-232-9500
Fax: 403-266-1395
P.R. Committee Member
Nadja Ibrahim, PricewaterhouseCoopers LLP
Suite 3100, 111 - 5th Ave SW
Calgary, AB T2P 5L3
Tel: 403-509-7538
Fax: 403-781-1825
Monica Moody ,
109 Prairie Sound Circle NW
High River, AB T1V 2A2
Edmonton Branch
Chair
Yolanda Van Wachem, McLennan Ross LLP
Suite 600 12220 Stony Plain Road
Edmonton, AB T5N 3T4
Tel: 780-482-9225
Fax: 780-482-9100
Secretary
Trent Hamans, The Canada Trust Company
1101, 10088 - 102 Avenue
Edmonton, AB T5J 2Z1
Tel: 780-408-6122
Fax: 780-448-8160
Treasurer
Michel Audy, BDO Dunwoody LLP
9897 - 34 Avenue NW
Edmonton, AB T6E 5X9
Tel: 780-461-8000 ext. 2702
Fax: 780-461-8800
Program Chair
James Kidd, Sorrell Financial Inc.
Suite 1401, TD Tower, 10088 - 102 Avenue
Edmonton, AB T5J 2Z1
Tel: 780-424-1424
Fax: 780-423-0808
Membership Chair & Student Liason Officer
Dawn Hawley, Divorce Right Financial Solutions Inc.
327 Livingstone Court
Edmonton, AB T6R 2T1
Tel: 780-430-6941
Past Chair
Carole Spooner, Meyers Norris Penny LLP
Suite 400, 10104 - 103 Avenue
Edmonton, AB T5J 0H8
Tel: 780-453-5353
Fax: 780-454-1908
Member at Large
Philip Renaud, Duncan & Craig LLP
2800 Scotia Place, 10060 Jasper Avenue
Edmonton, AB T5J 3V9
Tel: 780-441-4334
Fax: 780-969-6374
Member at Large
Debra Wooding, CIBC Wood Gundy
1780 Manulife Place, 10180-101 Street
Edmonton, AB T5J 3S4
Tel: 780-498-5065
Fax: 780-498-5055
Member at Large
Mary Preston, Investors Group
102 - 8905, 51st Avenue
Edmonton, AB T6E 5J3
Tel: 780-468-1658
Cindy Hill,
3705 22a Street
Edmonton, AB T6T1V7
Tel: 7804431441
Montreal Branch
Chair and Program Chair
Caroline Rhéaume, Richardson Financial Partners
1250, Boul. Rene-Levesque Quest,, #1900
Montreal, QC H3B 4W8
Tel: 514-989-4845
Fax: 514-989-4879
Deputy Chair
Diane Tsonos, RSM Richter Chamberland LLP
2 Place Alexis Nihon
Montreal, QC H3Z 3C2
Tel: 514-934-3436
Fax: 514-934-3463
Deputy Chair & Programs
Chantal Baril, Samson Belair/Deloitte & Touche
3000 - 1 Place Ville Marie
Montreal, QC H3B 4T9
Tel: 514-393-6507
Fax: 514-390-4125
Secretary
Roanne Bratz, Stikeman Elliott LLP
1155 Rene Levesque Blve W, 40th Floor
Montreal, QC H3B 3V2
Tel: 514-397-3296
Fax: 514-397-3630
Treasurer
Morty Zafran, Zafran Consultants
1980 Sherbrooke Street West, Suite 900, Unit 16
Montreal, QC H3H 1E8
Tel: 514-788-5608
Fax: 514-933-9710
Membership and Public Relations Committee
Pierre Dansereau, RBC Wealth Management
1 Place Ville-Marie 5th Floor, North Wing
Montreal, QC H3C 3A9
Tel: 514-874-7731
Fax: 514-874-6954
Technical Committee (Tax)
Charles Gagnon, BCF LLP
1100 Rene-Levesque Blvd West, 25th Floor
Montreal, QC H3B 5C9
Tel: 514-397-6956
Fax: 514-397-8515
Technical Committee (Non - Tax)
Hélène Marquis, Sun Life Financial
618 - 1155 Metcalfe
Montreal, QC H3B 2V9
Tel: 514-879-2039
Student Liaison Committee
Paule Gauthier, RBC
1 PVM, 4th Floor North Wing
Montreal, QC H3C 3A9
Tel: 514-878-5090
Fax: 514-878-7802
Russell Chapman, CIBC Wood Gundy Financial Services Inc.
4125 - 1 Place Ville Marie
Montreal, QC H3B 3P9
Tel: 514-392-7626
Fax: 514-392-7601
Richard Fontaine, Miller Thomson Pouliot
CIBC Tower, 31st Floor, 1155 Rene-Levesque Blvd West
Montreal, QC H3B 3S6
Tel: 514-871-5496
Fax: 514-875-4308
François Morin, Borden Ladner Gervais LLP
Suite 900 1000 de la Gauchetiere West
Montreal, QC H3B 5H4
Tel: 514-954-3129
Fax: 514-954-1905
Ottawa Branch
Chair
Pamela Cross, Borden Ladner Gervais LLP
World Exchange Plaza, 1100 - 100 Queen Street
Ottawa, ON K1P 1J9
Tel: 613-787-3559
Fax: 613-230-8842
Deputy Chair
Jim McConnery, Welch LLP
1200 - 151 Slater Street
Ottawa, ON K1P 5H3
Tel: 613-236-9191
Fax: 613-236-8258
Secretary / Treasurer
Geoffrey Saab, Minto Group Inc.
200-180 Kent St
Ottawa, ON K1P 0B6
Tel: 613-782-2941
Fax: 613-782-2240
Membership
Laura Lord, Canada Trust
45 O'Connor Street, 11th Floor
Ottawa, ON K1P 1A4
Tel: 613-782-1212
Fax: 613-782-1261
Program
Lorraine Lavery, The Millar Corporation
209 - 30 Concourse Gate
Ottawa, ON K2E 7V7
Tel: 613-727-1235
Fax: 613-727-9843
Sponsorship Committee
Anthony McGlynn, Perley-Robertson Hill & McDougall LLP
1400 - 340 Albert St.
Ottawa, ON K1R 0A5
Tel: 613-238-2022
Fax: 613-238-8775
Past Chair and Public Relations Committee
Susan St. Amand, Sirius Financial Services
101-334 MacLaren Street
Ottawa, ON K2P 0M6
Tel: 613-231-8603 ext. 223
Fax: 613-231-8607
Special Financial Advisor
Hugh Faloon, Ginsberg Gluzman Fage & Levitz LLP
287 Richmond Road
Ottawa, ON K1Z 6X4
Tel: 613-728-5831 ext. 227
Fax: 613-728-8085
Toronto Branch
Chair
James Kraft, PlanningWise Inc.
10 Stanford Road
Unionville, ON L3R 6L8
Tel: 416-315-3686
Secretary / Treasurer
Andy Cloutier, RBC PH&N Investment Counsel
Royal Bank Plaza, South Tower, 200 Bay Street, 10th Floor, Po Box 95
Toronto, ON M5J 2J2
Tel: 416-956-8909
Program Chair
Rachel Blumenfeld, Miller Thomson LLP
5800 - 40 King St. West
Toronto, ON M5H 3S1
Tel: 416-596-2105
Fax: 416-595-8695
Program Chair
David Stevens, Gowling Lafleur Henderson LLP
Suite 1600, 1 First Canadian Place, 100 King Street West
Toronto, ON M5X 1G5
Tel: 416-862-3556
Fax: 416-862-7661
Publicity Chair
Suzana Popovic-Montag, Hull & Hull LLP
Suite 1700 141 Adelaide Street West
Toronto, ON M5H 3L5
Tel: 416-369-1416
Fax: 416-369-1517
Sponsorship Chair
Greg McNally, N. Gregory McNally & Associates Ltd.
1 First Canadian Place, Suite 350
Toronto, ON M5X 1C1
Tel: +14162591222
Fax: 705-428-9901
Student Liason
Tom Pilkington, Canada Life
Ontario Regional Marketing Centre, 330 University Ave, 10th Floor
Toronto, ON M5G 1R8
Tel: 416-552-3049
Fax: 416-552-3115
Membership Chair
Bryan McNulty, Pallet Valo LLP
90 Burnhamthorpe Road West, Suite 1600
Mississauga, ON L5B 3C3
Tel: 905-273-3022 ext. 248
Fax: 905-273-6920
Member at Large
Elena Hoffstein, Fasken Martineau
PO Box 20 66 Wellington Street West,, TD Centre Bank Tower, Suite 4200
Toronto, ON M5K 1C1
Tel: 416-865-4388
Fax: 416-608-6202
Member at Large
Edward Northwood, The Ruchelman Law Firm
2401 - 77 King Street West, PO Box 93
Toronto, ON M5K 1G8
Tel: 416-367-6874
Fax: 416-595-5021
Member at Large
Kimberly Whaley, Whaley Estate Litigation
306 - 10 Alcorn Avenue
Toronto, ON M4V 3A9
Tel: 416-925-7400 ext. 250
Fax: +14169257464
Program Technology
Dean Smith, Cadesky and Associates LLP
Toronto-Dominion Centre,Royal Trust Towe, 77 King Street West,Suite 2401,PO Box 93
Toronto, ON M5K 1G8
Tel: 416-498-9500
Fax: 416-360-4949
Past Chair
Glenn Davis, Mercer
161 Bay Street, P.O. Box 501
Toronto, ON M5J 2S5
Tel: 416-868-2032
Fax: 416-868-2640
Vancouver Branch
Chair
Debra Thomas, TD Waterhouse Private Trust
700 West Georgia Street, 18th Floor, P.O. BOX 10083
Vancouver, BC V7Y 1B6
Tel: 604-659-7432
Fax: 604-659-7469
Secretary
Lisa Holland, RBC Dominion Securities Inc.
2052 West 41st Avenue, 3rd floor
Vancouver,, BC, V6M 1Y8
Tel: 604-665-0990
Fax: 604-266-1147
Deputy Chair
Chris Ireland, PPI Financial Group
200 - 666 Burrard Street
Vancouver, BC V6C 2X8
Tel: 604-909-1367
Fax: 604-688-8924
Treasurer
Claude Rinfret, Deloitte & Touche LLP
PO Box 49279 Four Bentall Centre, 2800 - 1055 Dunsmuir Street
Vancouver, BC V7X 1P4
Tel: 604-669-4466
Fax: 604-685-0395
Programs Committee
Irene Jacob, Ernst & Young LLP
PO Box 10101, Pacific Centre, 2300 - 700 West Georgia Street
Vancouver, BC V7Y 1C7
Tel: 604-891-8258
Fax: 604-891-8330
Programs Committee
Lisa Heddema, Heddema & Partners LLP
2800 - 1055 Dunsmuir Street
Vancouver, BC V7X 1P4
Tel: 604-640-3363
Fax: 604-899-8356
Programs Committee
Aileen La Borie, RBC Dominion Securities
Park Place - 23rd Floor, 666 Burrard Street
Vancouver, BC V6C 3B1
Tel: 604-257-7577
Fax: 604-257-7008
Technical Committee Representative
Darrell Wickstrom, Fasken Martineau DuMoulin LLP
Suite 2900,550 Burrard Street
Vancouver, BC V6C 0A3
Tel: 604-631-4728
Fax: 604-632-4728
Public Relations
Derek Dalsin, Sorrell Financial Inc
1066 West Hastings Street, Suite 1220
Vancouver, BC V6E 3X2
Tel: 604-683-1424
Fax: 604-683-1484
Membership/Student Liaison Officer
Litza Anderson, Scotia Private Client Group
650 West Georgia Street, 5th Floor, P.O. Box 11538
Vancouver, BC V6B 4N7
Tel: 604-718-7144
Fax: 604-718-7151
Past Chair
Ian Worland, Legacy Tax + Trust Lawyers
510 - 609 Granville Street, Canaccord Tower
Vancouver, BC V7Y 1G5
Tel: 604-631-1220
Fax: 604-683-6953
Member at Large (Kelowna)
Kirk O'Brien, BMO Trust Company
BMO Harris Private Banking, 327 Bernard Avenue
Kelowna, BC V1Y 6N6
Tel: 250-979-1082
Fax: 250-861-1611
Member at Large (Victoria)
Linda Hartford, BMO Harris Private Bank
1225 Douglas Street, 2nd Floor
Victoria, BC V8W 2E6
Tel: 250-405-2035
Fax: 250-405-2011
Winnipeg Branch
Chair
David Christianson, Wellington West Total Wealth Management
300-200 Waterfront Drive
Winnipeg, MB R3B 3P1
Tel: 204-925-5154
Fax: 204-925-5148
Secretary & Membership Chair
Paul Taylor, Investors Group Financial Services Inc.
9th Floor 444 St. Mary Avenue
Winnipeg, MB R3C 3T1
Tel: 204-943-6828 ext. 228
Fax: 204-942-5672
Treasurer
Myles Pouteau, Frostiak & Leslie Chartered Accountants
200 - 1700 Corydon Avenue
Winnipeg, MB R3N 0K1
Tel: 204-487-5202
Fax: 204-488-8658
Program Chair
Christine Van Cauwenberghe, Investors Group
447 Portage Avenue
Winnipeg, MB R3B 3H5
Tel: 204-956-8427
Fax: 204-943-0021
Student Liaison Officer
Doug Markewich, Daystar Financial Group
1410 - 363 Broadway
Winnipeg, MB R3C 3N9
Tel: 204-981-1010
Fax: 204-253-5105
Past Chair, Public Relations Chair/Advertising
John Poyser, Inkster Christie Hughes LLP
700 - 444 St Mary Avenue
Winnipeg, MB R3C 3T1
Tel: 204-947-6801 ext. 208
Fax: 204-947-6800
Member at Large
John Barber, Assiniboia Law Group
3651 Roblin Boulevard
Winnipeg, MB R3R 0E2
Tel: 204-949-3240
Fax: 204-949-3249
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