STEP 20th National Conference 2018 | STEP Canada | 28 May 2018 | Metro Toronto Convention Centre, 222 Bremner Blvd, Toronto, ON M5V 3L9, Canada

Attended By Over 750 Senior Step Professionals, Canadian And International

2018 Will Mark Step Canada’s 20th National Conference, Featuring A Number Of Sought-after Speakers Who Will Discuss The Latest Trends And Developments In Wealth Management. We Are Anticipating Another Record-breaking Year As Our Program Committee Strategically Planned Two Unique Days Filled With Invaluable, Practical, And Timely Discussions And Events. The Step Canada National Conference Has Established Itself As A Must-attend Event For Canadian And International Practitioners As Well As Partnering Sponsors.

In Addition To Talks By Thought-provoking Speakers From Around The Globe; We Offer Attendees The Exclusive And Robust Step Canada Native Conference App, Which Delivers All Available Presentations And Papers; Pre-loaded Usbs; Breakfasts, Lunches, And Health Breaks; A Traditional Conference Binder Of Materials (Priced Separatley); An Attractive Conference Bag; And Access To Many Industry-related Organizations Whose Services Are Showcased In The Exhibit Hall.

Parallel Streams Allow Participants To Select Sessions That Feature The Latest Developments In Trusts And Estates, As Well As Practical Commentary From Our Panels Of Experts. Plenary And Concurrent Sessions Provide Practitioners From All Disciplines With Information That Will Greatly Enhance The Value Of Their Practices.

2018 Speakers:

Ruth March
CPA, CA, TEP, Halifax: KPMG LLP, Chair, STEP Canada

Nathalie Marchand
LLB, TEP, Montreal

Miller Thomson, LLP
Chair- Elect, STEP Montreal

Ed Northwood
JD, TEP, Buffalo: Ed Northwood and Associates

Chris Ireland
CPA, CA, TEP, Vancouver: PPI Advisory; Deputy Chair STEP, Canada

Pamela Cross
LLB, TEP Ottawa: Borden Lander Gervals LLP, Deputy Chair, STEP Canada

Paule Gauthier
CPA, CA, LLM (fisc.), TEP, High Net Worth Planning Services, RBC Wealth Management Services

Richard Niedermayer
LLB, TEP, Halifax

Stewart McKeivey
Director at Large, STEP Canada

Philip Marcovici
TEP Hongkong

Elisabeth Evans-Olders
LLB, TEP, Montreal: RBC Wealth Management, Estate & Trust Services

Kirby Rosplock
PhD, Palm Beach Gardens FL: Founder & CEO, Tamarind Partners Inc.

Kevyn Nightingale
CPA, CA, CPA (IL), TEP, Toronto, ON: MNP LLP

Carol Fitzsimmons
JD, TEP, Buffalo, Hodgson Russ LLP

Angela Ross
LLB, TEP, Toronto, PwC LLP

Glenn Stephens
LLB, TEP, Toronto:PPI Advisory

Florence Marino
LLB, TEP, Kitchener, Manulife Financial

Bryan McNulty
LLB, TEP, Toronto: Equitable Life of Canada

Rosanne Rocchi
LLB, TEP, Toronto: Miller Thomson LLP

Fiona Hunter
LLB, TEP, Victoria: Horne Coupar LLP

Eric Hoffstein
LLB, TEP, Toronto: Minden Gross LLP

Nathalie Marchand
LLB, TEP, Montreal: Miller Thomson LLP

Troy McEachren
LLB, TEP, Montreal: Miller Thomson LLP

Clare Burns
LLM, TEP, Toronto: WeirFoulds LLP

Tanya Butler
LLB, PhD, TEP, Halifax: Cox & Palmer

Lea Koiv
CPA, CA, CMA, CFP, TEP, Toronto: Lea Koiv & Associates Inc.

Peter Merrick
FMA, CFP, TEP, FCSI, Toronto: TheIceSolution.com

Trevor Parry
LLM (Tax), CLU, TEP, Burlington: TRP Consulting Group

Robin MacKnight
LLM, TEP, Markham: Wilson Vukelich LLP

Paul Taylor
LLB, TEP, Ottawa: Borden Ladner Gervais LLP

Debra Thomas
CIM, TEP, Vancouver: BMO Trust Company

Susan Stamm
LLB, Toronto: Office of the Children’s Lawyer

André Barette
LLB, TEP, Montreal: Borden Ladner Gervais LLP

Richard Niedermayer
LLB, TEP, Halifax: Stewart McKelvey; Director at Large, STEP Canada

Kathleen Cunningham
LLB, TEP, Vancouver: Executive Director, British Columbia Law Institute – Canadian Centre for Elder Law

Sarah Anderson Dykema
LLB, TEP, Halifax: McInnes Cooper; Chair, STEP Atlantic

Kirsten Jenkins
LLB, TEP, Vancouver: Norton Rose Fulbright Canada LLP

Marilyn Piccini Roy
Ad.E., PhD, LLB, BCL, TEP, Montreal: Robinson Sheppard Shapiro, SENCRL/LLP

Margaret O’Sullivan
LLB, TEP, Toronto: O’Sullivan Estate Lawyers LLP

Jeffrey Talpis
LLD, LLM, Montreal: Université de Montréal

Patricia Wass
TEP, Plymouth, UK: Enable Law; Chair, STEP Worldwide

Christine Van Cauwenberghe
LLB, CFP, RRC, TEP, Winnipeg: Investors Group; Treasurer, STEP Canada

Michael Cadesky
FCPA, FCA, FTIHK, CTA, TEP, Toronto: Cadesky Tax

Kim G.C. Moody
FCPA, FCA, TEP, Calgary: Moodys Gartner Tax Law LLP

Steve Fron
CPA, CA, TEP, Oshawa: Manager, Trusts Section, Income Tax Rulings Directorate, Canada Revenue Agency

Phil Kohnen
CPA, CA, TEP, Oshawa: Manager, Trusts Section, Income Tax Rulings Directorate, Canada Revenue Agency

Maureen Berry
LLM, TEP, Toronto: Fasken LLP

Kay Gray
CPA, CGA, TEP, Vancouver: Grant Thornton LLP

David Stevens
LLB, TEP, Toronto: Gowling WLG

Susan St. Amand
CLU, FEA, ICDD, TEP, Ottawa: Sirius Financial Services

Daniel Frajman
BCL, LLB, TEP, Montreal: Spiegel Sohmer Attorneys; Chair, STEP Montreal

Florence Carey
LLB, TEP, Winnipeg: MLT Aikins LLP

Karen Cooper
LLL, LLB, TEP, Ottawa: Drache Aptowitzer LLP

Kimberly Whaley
LLM, CS, TEP, Toronto: WEL Partners

Dr. Kenneth Shulman
Toronto: Affiliate Scientist, Evaluative Clinical Sciences, Hurvitz Brain Sciences Research Program, Sunnybrook Research Institute; Professor, Department of Psychiatry, University of Toronto

Dr. Adrian M. Owen
London, Canada Excellence Research Chair in Cognitive Neuroscience and Imaging, Brain and Mind Institute, Natural Sciences Building, Western University

Ed Esposto
LLB, TEP, Toronto: Aird & Berlis

Joseph Field
New York, NY: Senior Counsel, Pillsbury Winthrop Shaw Pittman LLP

Brian Cohen
LLB, TEP, Toronto: Gowling WLG (Canada) LLP

Leslie Kellogg
JD, TEP, Buffalo/Toronto: Hodgson Russ LLP

Christa Walkden
CPA, CA, TEP, Winnipeg: 49th Parallel Tax Services Inc.

Aileen La Borie
LLB, TEP, Vancouver: RBC Wealth Management Services; Director at Large, STEP Canada

Susannah Roth
LLB, TEP, Toronto: O’Sullivan Estate Lawyers

Susan Farina
CPA, CA, TEP, Toronto: PwC LLP

Joyce Lee
LLB, TEP, Vancouver: Deloitte Tax Law LLP

Jody Hatto
CPA, CA, TEP, Vancouver: Wild Hare CPA Inc.

Rachel Blumenfeld
LLB, TEP, Toronto: Aird & Berlis LLP; Secretary, STEP Canada

Diane Tsonos
LLB, TEP, Montreal: Richter SENCRL/LLP

Greg Woolston
TEP, Toronto: RBC Wealth Management - Estate and Trust Services

Corina Weigl
LLB, TEP, Toronto: Fasken Martineau DuMoulin LLP

John Poyser
LLB, TEP, Winnipeg: Tradition Law LLP

Nancy Golding
QC, ACIArb, TEP, Calgary: Borden Ladner Gervais LLP; STEP Worldwide Board Member

Albert Oosterhoff
JD, LLM, Burlington: Professor Emeritus, Faculty of Law, Western University; Counsel, WEL Partners LLP

Charles Wagner
LLB, Toronto: Wagner Sidlofsky LLP

2018 Sponsors:

PLATINUM:
• Wealth Management Estate & Trust Services

TECHNOLOGY:
• Cidel Asset Management

PRESENTING:
• StoneGate Private

GREEN:
• Borden Ladner Gervals

GOLD:
• Aird Berlis
• Fasken
• Gowling WLG
• Investors Group
• KPMG Enterprise
• Miller Thomson
• O' Sullivan Estate Lawyers
• Richter

SILVER:
• BDO
• BMO Wealth Management
• Cadesky Tax
• CIBC Private Wealth Management
• Estate Research
• Grant Thornton
• Hodgson Russ
• Invest Barbados
• MD Private Trust Company
• Minden Gross LLP
• Nexus
• PPI Advisory
• Scotia Wealth Management
• Stewart Mckelvey
• TD
• WeirFoulds LLP
• Wel Partners

GOLD:
• Concentra Trust
• Emergent
• Hull & Hull LLP
• Legacy Private Trust
• Moodys Gartner
• Norton Rose Fulbright
• PwC
• Thorsteinssons
• Wilson Vukelich LLP
• Wolters Kluwer