Waterloo Wellington Estate Planning Council

Industries Represented in our Council

Accountants

Beth deNijs

Clarke Starke & Diegel LLPContact Details

Heather Andrews

Grant ThorntonContact Details

Tim Rickert

BDO Canada LLPContact Details

Zachary Bronstein

AndersenContact Details
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Financial Planners

Darren Sweeney

Darren Sweeney Insurance & WealthContact Details

Garrett Boekestyn

Oak Tree Financial ServicesContact Details

Jim Kibble

Ontario Estate Consulting Solutions Inc (OECSI), Henry Walser Funeral Home LimitedContact Details

Katelyn Culliton

Sun LifeContact Details

Lynn Whetham

Assante Capital ManagementContact Details

Sara McCullough

WD DevelopmentContact Details
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Gift Planners

Dan Robert

Waterloo Region Community FoundationContact Details

Marlow Gingerich

Abundance CanadaContact Details

Sherri Grosz

Abundance CanadaContact Details
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Investment Advisors

Andrew Johnson

Optim Financial Solutions / Sun Life FinancialContact Details

Bee Lee

BLA Private Wealth - Raymond James Ltd.Contact Details

Carrie Qi

CIBC Wood GundyContact Details

David Schefter

Parkside Wealth Management - Raymond James Ltd.Contact Details

Laura Prust

Steele Wealth Management - Raymond James LtdContact Details

Sam Ryder

Raymond JamesContact Details

Stephen Goodfellow

Waverley Corporate Financial ServicesContact Details
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Lawyers

Aesha Patel

Cohen Highley LLPContact Details

Amanda Geiger

WayForth LLPContact Details

Cynthia Davis

Giffen LLP LawyersContact Details

Daniel Clarke

Lowes, Salmon, Gadbois & ClarkeContact Details

Elikem Deley

Sorbara LawContact Details

Hilary Leitch

Lerners LLPContact Details

Holly Dinsmore

McCarter Grespan Beynon Weir Professional CorporationContact Details

Karen A. Scherl

Barrister & SolicitorContact Details

Melissa Veenstra

WayForth LLPContact Details

Taylor Blackwell

Harald Schneider Law Professional CorporationContact Details

Tyler Hortie

Cohen Highley LLPContact Details

Victoria Young

Cohen Highley LLPContact Details
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Life Insurance Professionals

Brian Barsness

Ogilvie Barsness Financial GroupContact Details

Darren Sweeney

Darren Sweeney Insurance & WealthContact Details

Lorraine Graham

Asage FinancialContact Details

Mike Wellman

Wellman and Associates Inc.Contact Details
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Trust Company Representatives

Christine MacDonald

TD Wealth Private TrustContact Details

Jamie Henshilwood

TD Wealth Private TrustContact Details

Melissa Saunders

BMO Trust CompanyContact Details

Suzanna Walter

Scotia Wealth Management™, Scotiatrust®, The Bank of Nova Scotia Trust CompanyContact Details
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