Waterloo Wellington Estate Planning Council

Industries Represented in our Council

Accountants

Anita Hollands

RLB LLPContact Details

Beth deNijs

Clarke Starke & Diegel LLPContact Details

Peter Routly

BDO Canada Chartered AccountantsContact Details

Tim Rickert

BDO Canada LLPContact Details

Zachary Bronstein

RLB Chartered Professional AccountantsContact Details

Zamil Hirani

Hoare DaltonContact Details
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At-Large

Nathan Spaling

Capacity CliinicContact Details
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Financial Planners

Garrett Boekestyn

Oak Tree Financial ServicesContact Details

Henry Zech

IG Wealth ManagementContact Details

Jim Kibble

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

Katelyn Culliton

BMO Private WealthContact Details

Nicky Trasias

Essential Wealth Group, iA Private WealthContact Details

Rick Weiss

R.A. Weiss ConsultingContact Details

Sara McCullough

WD DevelopmentContact Details
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Gift Planners

Chris Willard

The Guelph Community FoundationContact Details

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

Brian E. Lipskie

Rae & Lipskie Investment Counsel Inc.Contact Details

David Schefter

Parkside Wealth Management - Raymond James Ltd.Contact Details

Stephen Goodfellow

Waverley Corporate Financial ServicesContact Details
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Lawyers

Aesha Patel

Cohen Highley 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

Matlow, Miller, Cummins, Thrasher LLPContact Details

James Rhodes

Taxation LawyersContact Details

Karen A. Scherl

Barrister & SolicitorContact Details

Melissa Veenstra

WayForth LLPContact Details

Russel Snyder-Penner

WayForth LLPContact Details

Tyler Hortie

Cohen Highley LLPContact Details

Victoria Young

Cohen Highley LLPContact Details
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Life Insurance Professionals

Darren Sweeney

Darren Sweeney Insurance & WealthContact Details

Lorraine Graham

Asage FinancialContact Details

Mike Wellman

Wellman and Associates Inc.Contact Details

Paul G. Haslam

Haslam Financial Inc.Contact Details
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Trust Company Representatives

Jamie Henshilwood

TD Wealth Private TrustContact Details

Sandy Bell

TD WealthContact Details

Suzanna Walter

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