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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 Executive Officer .......................... Stewart Lewis
Executive Assistant ................................ Kristi Finbow
Controller ............................................. Michael Dodick
Director of Professional Development ...... Lorianne Weston
Member Services ................................... Minita Chandy
IT Manager ........................................... Jenny Yu
Editor, STEP INSIDE ............................... Editor
[ Note about email addresses ]
National Branch
STEP Canada - Board of Directors, 2011 - 2012 »
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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: 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
200 Catherine Street, Suite 301
Ottawa, ON K2P 2K9
Tel: 613-563-7544
Fax: 613-563-4577
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
Past Chair
Kim Moody, Moodys LLP Tax Advisors
2910, 715 - 5 Avenue SW
Calgary, AB T2P 2X6
Tel: 403-693-5102
Fax: 403-693-5101
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, Gerald W. Owen Consulting Services Inc.
118 Holm Crescent
Thornhill, ON L3T 5J3
Tel: 905-731-9798
Atlantic Branch Chair
Richard Niedermayer, Stewart McKelvey
PO Box 997, 900 - 1959 Upper Water Street
Halifax, NS B3J 2X2
Tel: 902-420-3339
Fax: 902-420-1417
Calgary Branch Chair
Nadja Ibrahim, PricewaterhouseCoopers LLP
Suite 3100 111 5th Avenue SW
Calgary, AB T2P 5L3
Tel: 403-509-7538
Fax: 403-781-1825
Edmonton Branch 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
Montreal Branch Chair
Caroline Rhéaume, Chair - STEP Montréal
1 richmond street West
Toronto , ON M5H 3W4
Tel: 416 491 4949
Ottawa Branch Chair
Laura Lord, TD Waterhouse 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: +14162591222
Fax: 705-428-9901
Vancouver Branch Chair
Chris Ireland, PPI Advisory
200 - 666 Burrard Street
Vancouver, BC V6C 2X8
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 - Committee Chairs, 2011 - 2012 » View Contact List
STEP Branches in Canada
Branch Executives, 2011 - 2012
Atlantic Branch
Chair
Richard Niedermayer, Stewart McKelvey
PO Box 997, 900 - 1959 Upper Water Street
Halifax, NS B3J 2X2
Tel: 902-420-3339
Fax: 902-420-1417
Deputy Chair
Peggy Gates-Hammond, BMO Harris Private Banking
1600 - 5151 George Street
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
2nd Floor 26 Union Street
Bedford, NS B4A 2B5
Tel: 902-493-5466
Fax: 902-493-5466
Past Chair
Kevin Riley, Royal Trust Corporation of Canada
1103 - 5161 George Street
Halifax, NS B3J 1M7
Tel: 902-420-3233
Fax: 902-420-8343
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
Member Services Officer
John Carr, Carr Stevenson & Mackay
PO Box 522, 50 Water Street
Charlottetown, PE C1A 7L1
Tel: 902-626-4250
Fax: 902-626-4268
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
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
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
11 Englehart Street
Dieppe, NB E1A 7Y7
Tel: 506-853-3097
Fax: 506-859-7190
Calgary Branch
Chair
Nadja Ibrahim, PricewaterhouseCoopers LLP
Suite 3100 111 5th Avenue SW
Calgary, AB T2P 5L3
Tel: 403-509-7538
Fax: 403-781-1825
Secretary
Cindy Radu, WaterStreet Family Office
Suite 3860 Bankers Hall East 855 2nd Street SW
Calgary, AB T2P 4J8
Tel: 403-262-8130
Fax: 403-262-1473
Treasurer
Vance LeCocq, Grant Thornton LLP
Suite 900 833 - 4th Avenue SW
Calgary, AB T2P 3T5
Tel: +14032602508
Past Chair
William Fowlis, Miller Thomson LLP
3000, 700-9th Avenue SW
Calgary, AB T2P 3V4
Tel: 403-298-2413
Fax: 403-262-0007
Program Chair
Greg Lindsey, Gowling Lafleur Henderson LLP
Suite 1400, 700 - 2nd Street S.W.
Calgary, AB T2P 4V5
Tel: 403-298-1000
Fax: 403-695-3577
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 Chair
Malcolm Scarratt, Scarratt & Associates Estate Planning Group Inc.
Box 1120
Bragg Creek, AB T0L 0K0
Tel: 403-560-3812
Program Chair
Melanie McDonald, Borden Ladner Gervais LLP
1900, 520 - 3rd Avenue S.W.
Calgary, AB T2P 0R3
Tel: 403-232-9567
Fax: 403-266-1395
Member Services Officer
Bernice Kutney, TD Private Client Group
31st Floor 300 5th Avenue SW
Calgary, AB T2P 3C4
Tel: 403-503-6528
Fax: 403-503-6532
Education
Dereka Thibault, Manulife Financial
Suite 1200 550- 6th Avenue S.W.
Calgary, AB T2P 0S2
Tel: 403-355-4931
Fax: 403-233-7154
Members at Large
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
Members at Large
Kim Moody, Moodys LLP Tax Advisors
2910, 715 - 5 Avenue SW
Calgary, AB T2P 2X6
Tel: 403-693-5102
Fax: 403-693-5101
Program Coordinator
Monica Moody,
1949 High Country Drive NW
High River, AB T1V 0A5
Tel: 403-649-1772
Edmonton Branch
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
Secretary
James Kidd, Sorrell Financial Inc.
Suite 1401, TD Tower, 10088 - 102 Avenue
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 / Program 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
Program Chair
Dawn Hawley, The Angus Watt Advisory Group
3500 Manulife Place 10180 - 101 Street
Edmonton, AB T5J 3S4
Tel: 780-439-9055
Fax: 780-439-9155
Program Chair
Debra Wooding, CIBC Wood Gundy
1780 Manulife Place, 10180-101 Street
Edmonton, AB T5J 3S4
Tel: 780-498-5065
Fax: 780-498-5055
Member Services Officer
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
Trent Hamans, BMO Harris Private Banking
10199 - 101 Street, 5th Floor
Edmonton, AB T5J 3Y4
Tel: 780-408-0269
Fax: 780-408-0520
Montreal Branch
Chair
Caroline Rhéaume, Chair - STEP Montréal
1 richmond street West
Toronto , ON M5H 3W4
Tel: 416 491 4949
Deputy Chair
Hélène Marquis, CIBC Private Investment Counsel Inc.
1155 boul. René-Lévesque, suite 1125
Montreal, QC H3B 3Z4
Tel: 514-876-5199
Fax: 514-876-2195
Secretary
Roanne Bratz, Stikeman Elliott
Suite 4000, 1155 Rene Levesque Boulevard
Montreal, QC H3B 3V2
Tel: 514-397-3296
Fax: 514-397-3630
Treasurer
Pierre Kirouac, Schwartz Levitsky Feldman LLP
1980, Rue Sherbrooke West, 10 Th Floor
Montreal, QC H3H 1E8
Tel: 514-788-5632
Fax: 514-933-9710
Past Chair
Martin Lord, Robinson Sheppard Shapiro LLP
800 Place Victoria, Suite 4600
Montreal, QC H4Z 1H6
Tel: 514-878-2631
Fax: 514-878-1865
Program Chair
Daniel Frajman, Spiegel Sohmer Inc.
5 Place Ville Marie, #1203
Montreal, QC H3B 2G2
Tel: 514-875-8949
Fax: 514-875-8237
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
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
Ottawa Branch
Chair
Laura Lord, TD Waterhouse Private Trust
45 O'Connor Street, 11th Floor
Ottawa, ON K1P 1A4
Tel: 613-782-1212
Fax: 613-782-1261
Secretary / Program Chair
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
Program Chair
Lorraine Lavery, The Millar Corporation
209 - 30 Concourse Gate
Ottawa, ON K2E 7V7
Tel: 613-727-1235
Fax: 613-727-9843
Program Chair
Carol Vahey,
5 Pepperrall Crescent
Ottawa, ON K2J 3W7
Tel: 613-727-1235
Fax: 613-564-6007
Member Services Officer / Student Liaison Officer
Kaila Stratton, Business Development Bank of Canada
55 Metcalfe Street, Ground Floor
Ottawa, ON K1P6L5
Tel: 613-995-8890
Member Services Officer / 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
Sponsorship
Zoran Vranjkovic, Welch LLP
1200 - 151 Slater Street
Ottawa, ON K1P 5H3
Tel: 613-236-8258
Fax: 613-236-8258
Sponsorship
Norman Bowley, Bowley Legal
203 - 200 Isabella
Ottawa, ON K1S 1V7
Tel: 613-233-9541
Fax: 613-233-7965
Toronto Branch
Chair
Greg McNally, N. Gregory McNally & Associates Ltd.
1 First Canadian Place, Suite 350
Toronto, ON M5X 1C1
Tel: +14162591222
Fax: 705-428-9901
Secretary / Treasurer
Rachel Blumenfeld, Miller Thomson LLP
5800 - 40 King St. West
Toronto, ON M5H 3S1
Tel: 416-596-2105
Fax: 416-595-8695
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
Suite 1600, 1 First Canadian Place, 100 King Street West
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: +14169257464
Sponsorship
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 Officer
Bryan McNulty, Canada Life
330 University Avenue, 10th floor
Toronto, ON M5G 1R8
Tel: 416-552-5470
Fax: 416-552-3115
Technology
Dean Smith, Cadesky and Associates LLP
Toronto-Dominion Centre, Royal Trust Tower, 77 King Street West, Suite 2401, PO Box 93
Toronto, ON M5K 1G8
Tel: 416-644-1182
Fax: 416-360-4949
Publicity
Suzana Popovic-Montag, Hull & Hull LLP
Suite 1700 141 Adelaide Street West
Toronto, ON M5H 3L5
Tel: 416-369-1416
Fax: 416-369-1517
Education
Sara Plant, BMO Harris Private Banking
PO Box 150, 51st Floor, 1 First Canandian Place
Toronto, ON M5X 1H3
Tel: 416-359-7754
Fax: 416-359-8515
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
Royal Trust Tower, 2401 - 77 King Street West, PO Box 93
Toronto, ON M5K 1G8
Tel: 416-367-6874
Fax: 416-350-2027
Vancouver Branch
Chair
Chris Ireland, PPI Advisory
200 - 666 Burrard Street
Vancouver, BC V6C 2X8
Tel: 604-909-1367
Fax: 604-688-8924
Vice Chair
Barbara Janzen, Bull, Housser & Tupper LLP
3000 - 1055 West Georgia Street
Vancouver, BC V6E 3R3
Tel: 604-641-4981
Fax: 604-646-2598
Secretary
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
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
Past Chair
Debra Thomas, TD Waterhouse Private Trust
700 West Georgia Street, 18th Floor, PO BOX 10083
Vancouver, BC V7Y 1B6
Tel: 604-659-7432
Fax: 604-659-7469
Program Chair
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
Program Chair
Lisa Heddema, Smetheram & Company
600 - 1090 West Georgia Street
Vancouver, BC V6E 3V7
Tel: +16046963196
Fax: 604-669-3092
Program Chair
Lisa Holland, RBC Dominion Securities Inc.
2052 West 41st Avenue, 3rd floor
Vancouver, BC V6M 1Y8
Tel: 604-665-0990
Fax: 604-266-1147
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
Derek Dalsin,
5913 Whitcomb Pl.
Delta, BC V4L 1E3
Tel: 604-683-1424
Fax: 604-683-1484
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
Third Floor, 888 Fort Street
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
Members at Large
Norm Promislow, Pitblado LLP
360 Main Street, Suite 2500
Winnipeg, MB R3C 4H6
Tel: 204-956-0560
Fax: 204-957-0227
Members at Large
David Christianson, Wellington West Total Wealth Management
300-200 Waterfront Drive
Winnipeg, MB R3B 3P1
Tel: 204-925-5154
Fax: 204-925-5148
Sponsorship
Daniel Watts, Inkster Christie Hughes LLP
700 - 444 St. Mary Avenue
Winnipeg, MB R3C 3T1
Tel: 204-947-6801
Fax: 204-947-6800
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