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STEP Canada
1 Richmond Street West, Suite 700
Toronto, Ontario M5H 3W4
Tel: 416-491-4949
Toll Free: 1-877-991-4949
Fax: 416-491-9499
stepcanada step.ca
| Chief Operating Officer ...................... |
Michael Dodick |
| Director of Business Development ...... |
Janis Armstrong |
| Education Coordinator ....................... |
Lisa Lue |
| Executive Assistant ........................... |
Genevieve MacIntyre |
| Member Services .............................. |
Minita Chandy |
| IT Manager ....................................... |
Jenny Yu |
| Marketing and Event Assistant ............ |
Janet Castillo |
| Editor, STEP INSIDE .......................... |
Editor |
National Branch
STEP Canada - Board of Directors, 2012 - 2013 »
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- 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: 1-866-246-2885
- Deputy 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
- Secretary
Timothy Grieve, Merovitz Potechin LLP
301-200 Catherine Street
Ottawa, ON K2P 2K9
Tel: 613-563-7544
Fax: 613-563-4577
- Treasurer
Ruth March, KPMG LLP
1959 Upper Water St, Suite 1500 Purdy's Wharf Tower 1
Halifax, NS B3J 3N2
Tel: 902-492-6044
Fax: 902-492-1307
- Past Chair
Kim G C Moody, Moodys Tax Advisors
2910, 715 - 5 Avenue SW
Calgary, AB T2P 2X6
Tel: 403-693-5102
Fax: 403-693-5101
- Director at Large
Leanne Kaufman, RBC Wealth Management - Estate & Trust Services
RBC Centre 155 Wellington Street West 20th Floor
Toronto, ON M5V 3K7
Tel: 416-956-9344
Fax: 416-955-5101
- Director at Large
Caroline Rhéaume, STEP Canada - Board Member
1 Richmond Street West, Suite 700
Montreal, QC M5H 3W4
Tel: 450-550-1100
- Atlantic Branch Chair
Richard Niedermayer, Stewart McKelvey
1959 Upper Water St, Suite 900 PO Box 997
Halifax, NS B3J 2X2
Tel: 902-420-3339
Fax: 902-420-1417
- Calgary Branch Chair
Cindy Radu, WaterStreet Family Offices
909 - 17th Ave. SW Suite #305
Calgary, AB T2T 0A4
Tel: 587-233-4180
Fax: 403-262-1473
- Edmonton Branch Chair
James Kidd, Sorrell Financial Inc
TD Tower, 10088 - 102 Avenue, Suite 1401
Edmonton, AB T5J 2Z1
Tel: 780-424-1424
Fax: 780-423-0808
- Montreal Branch Chair
Hélène Marquis, CIBC Private Wealth Management
1155 René-Lévesque Boulevard West, Suite 1125
Montreal, QC H3B 3Z4
Tel: 514-876-5199
Fax: 514-876-2195
- Ottawa Branch Chair
Laura Lord, TD Wealth Private Trust
45 O'Connor Street, 11th Floor
Ottawa, ON K1P 1A4
Tel: 613-782-1212
Fax: 613-782-1261
- Toronto Branch Chair
Greg McNally, N. Gregory McNally & Associates Ltd.
1 First Canadian Place, Suite 350
Toronto, ON M5X 1C1
Tel: 416-259-1222
Fax: 705-428-9901
- Vancouver Branch Chair
Chris Ireland, PPI Advisory
4370 Still Creek Drive Suite 210
Burnaby, BC V5C 0G5
Tel: 604-909-1367
Fax: 604-688-8924
- Winnipeg Branch Chair
Myles Pouteau, Frostiak & Leslie Chartered Accountants
200 - 1700 Corydon Avenue
Winnipeg, MB R3N 0K1
Tel: 204-487-5202
Fax: 204-488-8658
STEP Canada - National Committees, 2012 - 2013 » View Contact List
STEP Branches in Canada
Branch Executives, 2012 - 2013
- Atlantic Branch
- Chair
Richard Niedermayer, Stewart McKelvey
1959 Upper Water St, Suite 900 PO Box 997
Halifax, NS B3J 2X2
Tel: 902-420-3339
Fax: 902-420-1417
- Deputy Chair
Peggy Gates-Hammond, BMO Harris Private Banking
5151 George Street, 16th Floor
Halifax, NS B3J 3C4
Tel: 902-421-3910
Fax: 902-421-3187
- Secretary
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
- Treasurer
Bill Vienneau, WBLI Chartered Accountants
100 Venture Run, Suite 200
Dartmouth, NS B3B 0H9
Tel: 902-493-5466
Fax: 902-493-5466
- Past Chair
Kevin Riley, Royal Trust Corporation of Canada
46 Sedgewick Place
Bedford, NS B4A 0G5
Tel: 902-443-6038
- Program Chair
Henry Visser, McInnes Cooper
1300-1969 Upper Water Street, Purdy's Warf Tower ll
Halifax, NS B3J 2V1
Tel: 902-444-8612
Fax: 902-425-6350
- Student Liaison Officer
Jason Rideout, Archambault Neathway & Rideout
Suite 104, Ganong Place, 73 Milltown Blvd.
St Stephen, NB E3L 1G5
Tel: 506-466-4040
Fax: 506-466-4228
- Student Liaison Officer
Andrée Godbout, Scotia Private Client Group
1709 Hollis St, 5th Floor PO Box 457
Halifax, NS B3J 2P8
Tel: 902-420-3888
Fax: 902-420-7119
- Nova Scotia
Erin O'Brien Edmonds, Burchell MacDougall
255 Lacewood Drive, Suite 210
Halifax, NS B3M 4G2
Tel: 902-445-2339
Fax: 902-443-2600
- Newfoundland Labrador
Carson Thistle, Thistle Finanical Services Ltd
7 Stamp's Lane
St John's, NL A1E 3C9
Tel: 709-722-8060
Fax: 709-722-8117
- New Brunswick
Daniel LeBlanc, Ernst & Young LLP
11 Englehart Street
Dieppe, NB E1A 7Y7
Tel: 506-853-3097
Fax: 506-859-7190
- Prince Edward Island
Terry Soloman, MRSB Chartered Accountants
139 Queen Street, PO BOX 2679
Charlottetown, PE C1A 8C3
Tel: 902-368-2643
Fax: 902-566-5633
- Calgary Branch
- Chair
Cindy Radu, WaterStreet Family Offices
909 - 17th Ave. SW Suite #305
Calgary, AB T2T 0A4
Tel: 587-233-4180
Fax: 403-262-1473
- Secretary
Melanie McDonald, Borden Ladner Gervais LLP
Centennial Place, East Tower 1900, 520 - 3rd Avenue SW
Calgary, AB T2P 0R3
Tel: 403-232-9567
Fax: 403-266-1395
- Treasurer
Vance LeCocq,
103 Cougar Plateau Circle SW
Calgary, AB T3H 5S7
Tel: 403-923-9633
- Past Chair
Nadja Ibrahim, PricewaterhouseCoopers LLP
Suite 3100 111 5th Avenue SW
Calgary, AB T2P 5L3
Tel: 403-509-7538
Fax: 403-781-1825
- Program Chair
Gail Black, Miller Thomson LLP
#3000, 700 - 9 Avenue SW
Calgary, AB T2P 3V4
Tel: 403-298-2410
Fax: 403-262-0007
- Program Officer
Malcolm Scarratt, Scarratt Estate & Succession Planning
Box 1120
Bragg Creek, AB T0L 0K0
Tel: 403-560-3812
- Program Officer
Sandra Mah, Gowling Lafleur Henderson LLP
Suite 1400, 700 - 2nd Street S.W.
Calgary, AB T2P 4V5
Tel: 403-298-1074
- Program Officer
Carl Scholz, Catalyst LLP
250 - 200 Quarry Park Blvd SE
Calgary, AB T2C 5E3
Tel: 403-750-7693
Fax: 403-296-0088
- Program Officer
Esmail Bharwani,
RPO Silversprings Box 71100
Calgary, AB T3B 5K2
Tel: 403-288-3234
Fax: 403-288-3235
- Member Services Officer
Dereka Thibault, Manulife Financial
Suite 1200 550- 6th Avenue S.W.
Calgary, AB T2P 0S2
Tel: 403-355-4931
Fax: 403-233-7154
- Student Liaison Officer
Lottie M. Austin, CIBC Wood Gundy
600, 607 - 8th Ave SW
Calgary, AB T2P 0A7
Tel: 403-266-0150
Fax: 403-266-0182
- Student Liaison Officer
Jamie Heuser, WaterStreet Family Offices
909 - 17th Ave. SW Suite #305
Calgary, AB T2T 0A4
Tel: 403-262-8130
Fax: 403-262-1473
- Education
Cindy Radu, WaterStreet Family Offices
909 - 17th Ave. SW Suite #305
Calgary, AB T2T 0A4
Tel: 587-233-4180
Fax: 403-262-1473
- Members at Large
Nancy Golding, Borden Ladner Gervais LLP
Centennial Place, East Tower 1900, 520 - 3rd Avenue SW
Calgary, AB T2P 0R3
Tel: 403-232-9485
Fax: 403-266-1395
- Members at Large
William Fowlis, Miller Thomson LLP
#3000, 700 - 9 Avenue SW
Calgary, AB T2P 3V4
Tel: 403-298-2413
Fax: 403-262-0007
- Program Coordinator
Monica Moody, Calgary Branch Prog Coordinator
3605 - 13A Street SW
Calgary, AB T2T 3S8
Tel: +1 403 603 8863
- Edmonton Branch
- Chair
James Kidd, Sorrell Financial Inc
TD Tower, 10088 - 102 Avenue, Suite 1401
Edmonton, AB T5J 2Z1
Tel: 780-424-1424
Fax: 780-423-0808
- Secretary
James Kidd, Sorrell Financial Inc
TD Tower, 10088 - 102 Avenue, Suite 1401
Edmonton, AB T5J 2Z1
Tel: 780-424-1424
Fax: 780-423-0808
- Treasurer
Michel Audy, BDO Canada LLP
9897 - 34 Avenue NW
Edmonton, AB T6E 5X9
Tel: 780-461-8000 ext. 2702
Fax: 780-461-8800
- Past Chair
Yolanda Van Wachem, McLennan Ross LLP
600 West Chambers 12220 Stony Plain Road
Edmonton, AB T5N 3Y4
Tel: 780-482-9225
Fax: 780-482-9100
- Member Services Officer - Programs
Dawn Hawley, The Angus Watt Advisory Group - National Bank Financial
3500 Manulife Place 10180 - 101 Street
Edmonton, AB T5J 3S4
Tel: 780-412-6641
Fax: 780-423-4882
- Member Services Officer - Programs
Debra Wooding, CIBC Wood Gundy
1790 Manulife Place, 10180-101 Street
Edmonton, AB T5J 3S4
Tel: 780-498-5065
Fax: 780-498-5055
- Member Services Officer - Student Liaison Committee
Joel David, CIBC Wood Gundy
1780 Manulife Place, 10180-101 Street
Edmonton, AB T5J 3S4
Tel: 780-970-5345
Fax: 780-429-8999
- Member Services Officer - Programs
Trent Hamans, BMO Harris Private Banking
10199 - 101 Street, 5th Floor
Edmonton, AB T5J 3Y4
Tel: 780-408-0269
Fax: 780-408-0520
- Student Member - Student Liaison committee
Chris Turnbull, The Index House
2020 - 10060 Jasper Ave NW Scotia Place, Tower 1
Edmonton, AB T5J 3R8
Tel: 780-665-4921
Fax: 780-665-4901
- Montreal Branch
- Chair
Hélène Marquis, CIBC Private Wealth Management
1155 René-Lévesque Boulevard West, Suite 1125
Montreal, QC H3B 3Z4
Tel: 514-876-5199
Fax: 514-876-2195
- Secretary
Roanne Bratz, Stikeman Elliott
1155 René Levesque Boulevard West, Suite 4000
Montreal, QC H3B 3V2
Tel: 514-397-3296
Fax: 514-397-3630
- Treasurer
Pierre Kirouac, Schwartz Levitsky Feldman LLP
1980 Sherbrooke Street West, 10th Floor
Montreal, QC H3H 1E8
Tel: 514-788-5632
Fax: 514-933-9710
- Past Chair
Caroline Rhéaume, STEP Canada - Board Member
1 Richmond Street West, Suite 700
Montreal, QC M5H 3W4
Tel: 450-550-1100
- Sponsorship Chair
Russell Chapman, CIBC Wood Gundy Financial Services Inc.
1 Place Ville Marie, Suite 4125
Montreal, QC H3B 3P9
Tel: 514-392-7626
Fax: 514-392-7601
- Member Services Officer
Pierre Dansereau, RBC Wealth Management
1 Place Ville-Marie 5th Floor, North Wing
Montreal, QC H3C 3A9
Tel: 514-874-7731
Fax: 514-874-5999
- Member Services Officer – Programs
Daniel Frajman, Spiegel Sohmer Avocats Lawyers
1255 Peel Street, Suite 1000
Montreal, QC H3B 2T9
Tel: 514-875-2100 ext. 251
Fax: 514-875-8237
- Member Services Officer – Programs
Hélène Latreille, Foundation of Greater Montreal
1 Place Ville-Marie, Suite 1918
Montréal, QC H3B 2B5
Tel: 514-866-0808
Fax: 514-866-4202
- Student Liaison Officer
Nathalie Fisette-Caza, RBC Wealth Management Services
1 Place Ville Marie, Suite 300
Montreal, QC H3B 4R8
Tel: 514-878-4133
Fax: 514-878-7802
- Member at Large
Paule Gauthier, RBC Wealth Management Services
1 Place Ville Marie, Suite 300
Montreal, QC H3B 4R8
Tel: 514-878-5090
Fax: 514-878-7802
- Member at Large
Martin Lord, Robinson Sheppard Shapiro LLP
800, Place Victoria, Suite 4600
Montreal, QC H4Z 1H6
Tel: 514-393-4041
Fax: 514-878-1865
- Member at Large
François L Morin, Borden Ladner Gervais LLP
1000 de La Gauchetiere St. W, Suite 900
Montreal, QC H3B 5H4
Tel: 514-879-1212
Fax: 514-954-1905
- Ottawa Branch
- Chair
Laura Lord, TD Wealth Private Trust
45 O'Connor Street, 11th Floor
Ottawa, ON K1P 1A4
Tel: 613-782-1212
Fax: 613-782-1261
- Secretary
Karen Cooper, Carters Professional Corporation
117 Centrepointe Drive Suite 124
Ottawa, ON K2G 5X3
Tel: 613-235-4774
Fax: 613-235-9838
- Treasurer
Geoffrey Saab, Bridgegreen Capital Inc.
300 - 180 Kent St
Ottawa, ON K1P 0B6
Tel: 613-782-2941
- Past Chair
Pamela Cross, Borden Ladner Gervais LLP
World Exchange Plaza, 1100 - 100 Queen Street
Ottawa, ON K1P 1J9
Tel: 613-787-3559
Fax: 613-563-4577
- Program Chair
Carol Vahey, Carol Vahey, CPA, CA, CFP, TEP
5 Pepperrall Crescent
Ottawa, ON K2J3W7
Tel: 613-843-1178
- Program Support / Member at Large
Michael Segal, Chiarelli Cramer Witteveen
92 Centrepointe Drive
Ottawa, ON K2G 6B1
Tel: 613-723-9100 ext. 108
- Program Support/Member at Large
Lawrence Silber, Kelly Santini LLP
160 Elgin Street, Suite 2401
Ottawa, ON K2P 2P7
Tel: 613-238-6321
Fax: 613-233-4553
- Member Services Officer
Kaila Stratton, Business Development Bank of Canada
55 Metcalfe Street, Ground Floor
Ottawa, ON K1P6L5
Tel: 613-995-8890
- Student Liaison Officer
Paul Taylor, Borden Ladner Gervais LLP
World Exchange Plaza, 1100 - 100 Queen Street
Ottawa, ON K1P 1J9
Tel: 613-369-4769
Fax: 613-230-8842
- Student Liaison Officer
Kyle McDonell, Royal Trust Corporation of Canada, RBC Wealth Management
Suite 300, 90 Sparks Street
Ottawa, ON K1P 5T6
Tel: 613-239-3076
Fax: 613-239-3218
- Sponsorship
Zoran Vranjkovic, Welch LLP
1200 - 151 Slater Street
Ottawa, ON K1P 5H3
Tel: 613-236-9191
Fax: 613-236-8258
- Publicity
Norman Bowley, Low Murchison Radnoff LLP
1565 Carling Avenue Suite 400
Ottawa, ON K1Z 8R1
Tel: 613-236-9442
Fax: 613-236-7942
- Toronto Branch
- Chair
Greg McNally, N. Gregory McNally & Associates Ltd.
1 First Canadian Place, Suite 350
Toronto, ON M5X 1C1
Tel: 416-259-1222
Fax: 705-428-9901
- Secretary / Treasurer
Dean Smith, Cadesky and Associates LLP
130 King St W Suite 2300, PO Box 233
Toronto, ON M5X 1C8
Tel: 416-644-1182
Fax: 416-594-9501
- Past Chair
James Kraft, BMO Financial Group
50 St Leonards Avenue
Toronto, ON M4N 1K2
Tel: 416-315-3686
- Program Chair
David Stevens, Gowling Lafleur Henderson LLP
1 First Canadian Place, 100 King Street West, Suite 1600
Toronto, ON M5X 1G5
Tel: 416-862-3556
Fax: 416-862-7661
- Program Chair
Kimberly Whaley, Whaley Estate Litigation
301 - 10 Alcorn Avenue
Toronto, ON M4V 3A9
Tel: 416-925-7400 ext. 250
Fax: 416-925-7464
- Sponsorship Chair
Ted Polci, First York Insurance Agency Ltd
455 Avenue Road, Suite 100
Toronto, ON M4V 2J2
Tel: 416-966-9675
Fax: 416-966-9677
- Member Services Chair
Bryan McNulty, Canada Life
330 University Avenue, 10th floor
Toronto, ON M5G 1R8
Tel: 416-552-5470
Fax: 416-552-3115
- Student Liaison Chair
Elena Hoffstein, Fasken Martineau
2400-333 Bay St
Toronto, ON M5H 2T6
Tel: 416-865-4388
Fax: 416-608-6202
- Student Liaison Officer
Ian Pryor, Cadesky and Associates LLP
2225 Sheppard Avenue East, Suite 1001, Atria III
Toronto, ON M2J 5C2
Tel: 416-498-9500
Fax: 416-498-9501
- Member at Large
Rachel Blumenfeld, Miller Thomson LLP
40 King Street West, Suite 5800
Toronto, ON M5H 3S1
Tel: 416-596-2105
Fax: 416-595-8695
- Member at Large
Suzana Popovic-Montag, Hull & Hull LLP
141 Adelaide Street West, Suite 1700
Toronto, ON M5H 3L5
Tel: 416-369-1416
Fax: 416-369-1517
- Member at Large
Craig Vander Zee, Torkin Manes LLP
151 Yonge St Suite 1500
Toronto, ON M5C 2W7
Tel: 416-643-8812
Fax: 416-863-0305
- Member at Large
Brian Cohen, Dentons Canada
77 King Street West, Suite 400 Toronto Dominion Centre
Toronto, ON M5K 0A1
Tel: 416-361-2316
Fax: 416-863-4592
- Vancouver Branch
- Chair
Chris Ireland, PPI Advisory
4370 Still Creek Drive Suite 210
Burnaby, BC V5C 0G5
Tel: 604-909-1367
Fax: 604-688-8924
- Vice Chair
Barbara Janzen, Bull Housser & Tupper LLP
3000 - 1055 West Georgia Street, PO Box 11130
Vancouver, BC V6E 3R3
Tel: 604-641-4981
Fax: 604-646-2598
- Secretary
Aileen La Borie, RBC Wealth Management Services Inc.
2388 - 666 Burrard Street
Vancouver, BC V6C 3B1
Tel: 604-257-7577
Fax: 604-257-7008
- Treasurer
Claude Rinfret, Deloitte
Box 49279, Four Bentall Centre, Suite 2800 - 1055 Dunsmuir Street
Vancouver, BC V7X 1P4
Tel: 604-669-4466
Fax: 604-685-0395
- Program Chair
Irene Jacob, TD Waterhouse Private Client Group
700 West Georgia Str, 18th floor PO BOX 10054, Pacific Centre
Vancouver, BC V7Y 1B6
Tel: 604-659-7414
Fax: 604-659-7469
- Program Chair
Lisa Heddema, Smetheram & Company
600 - 1090 West Georgia Street
Vancouver, BC V6E 3V7
Tel: 604-696-3196
Fax: 604-669-3092
- Member Services Officer /Student Liaison Officer
Litza Anderson, Scotia Private Client Group
650 West Georgia Street, 5th Floor, PO Box 11538
Vancouver, BC V6B 4N7
Tel: 604-717-5507
Fax: 604-718-7151
- Member at large
Yogesh Bhathella, Deloitte
20316, 56th Avenue, Suite 225
Langley, BC V3A 3Y7
Tel: 604-534-7477
Fax: 604-534-4220
- Member at large
Nicole Todosichuk, RBC Dominion Securities
1708 Dolphin Ave Suite 1100
Kelowna, BC V1Y 9S4
Tel: 250-469-7408
Fax: 250-712-2120
- Member at large
Michael Stubbing, Grant Thornton LLP
888 Fort Street, 3rd Floor
Victoria, BC V8W 1H8
Tel: 250-383-4191
Fax: 250-381-4623
- Winnipeg Branch
- Chair
Myles Pouteau, Frostiak & Leslie Chartered Accountants
200 - 1700 Corydon Avenue
Winnipeg, MB R3N 0K1
Tel: 204-487-5202
Fax: 204-488-8658
- Secretary
Peter Glowacki, Thompson Dorfman Sweatman LLP
2200 - 201 Portage Avenue
Winnipeg, MB R3B 3L3
Tel: 204-934-2572
Fax: 204-934-0572
- Treasurer
Lawrence Scarth, Scarth Professional Advisors
50 Deerledge Trail
East St. Paul, MB R2E 1J6
Tel: 204-781-2747
Fax: 204-661-8874
- Past 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
- Program Chair
Christine Van Cauwenberghe, Investors Group
447 Portage Avenue
Winnipeg, MB R3C 3B6
Tel: 204-956-8427
Fax: 204-943-0021
- Member Services Officer
Patricia Carver, Private Wealth & Estate Services
P.O. Box 338 100 Osborne Street North
Winnipeg, MB R3C 2H6
Tel: 204-946-7926
Fax: 204-946-8865
- Student Liaison Officer
Gary Goodbrandson, Royal Trust Corporation of Canada
900 - 220 Portage Avenue
Winnipeg, MB R3C 0A5
Tel: 204-988-4291
Fax: 204-988-6745
- Student Liaison Officer
Michelle Desrosiers, Scotia Private Client Group
3rd Floor 200 Portage Avenue
Winnipeg, MB R3C 3X2
Tel: 204-985-3104
Fax: 204-985-3195
- Members at Large
Norm Promislow, Pitblado LLP
360 Main Street, Suite 2500
Winnipeg, MB R3C 4H6
Tel: 204-956-0560
Fax: 204-957-0227
- Sponsorship
Daniel Watts, Aikins MacAulay & Thorvaldson LLP
30th Floor, 360 Main Street
Winnipeg, MB R3C 4G1
Tel: 204-957-4877
Fax: 204-957-4247
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