STEP Canada 25th National Conference 2023 | STEP Canada | 18 June 2023 | Sheraton Centre Toronto Hotel, 123 Queen St W, Toronto, ON M5H 2M9, CA

The program will feature panellists discussing the latest trends and developments in wealth management. Their outstanding reputations and thought-provoking presentations are likely to attract national media attention and will offer a hybrid delivery.

2023 Speakers

MODERATOR:

Rachel Blumenfeld
LLM, TEP, Toronto: Aird & Berlis LLP; Deputy Chair, STEP Canada

Stuart Skeffington
LLB, TEP, London UK: Withers Worldwide

Beth Tractenberg
JD, TEP, New York: Steptoe & Johnson LLP

Corina Weigl
LLB, TEP, Toronto: Fasken LLP; Chair, STEP Toronto

Mark Biderman
LLB, TEP, Toronto: Cidel Trust Company

Harmanjit Mavi
JD/MBA, TEP, Toronto: Davies Ward Phillips Vineberg LLP

Hemal Balsara
CPA, CA, CFP, FEA, TEP, Toronto: Manulife Financial

Caroline Rhéaume
LLL, MFisc, TEP, Montreal: Caroline Rhéaume

Rhonda Johnson
LLB, TEP, Edmonton: Dentons Canada LLP

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

Pamela Cross
LB, TEP, Ottawa: Borden Ladner Gervais LLP; Past Chair, STEP Canada

Kelly Greig
TEP, Bournemouth UK: Steele Raymond LLP; STEP Worldwide Board Member

Richard Niedermayer
KC, TEP, Halifax: Stewart McKelvey; Deputy Chair, STEP Canada

Ian Pryor
LLB, TEP, Ottawa: Pryor Tax Law

Greg Leslie
CPA, CA, TEP, Halifax: Baker Tilly Nova Scotia Inc.

Eric Hoffstein
LLB, TEP, Toronto: Fogler Rubinoff LLP

Laura West
LLB, TEP, Vancouver: Norton Rose Fulbright LLP

Troy McEachren
BCL, LLB, TEP, Montreal: Miller Thomson LLP

Terrance Carter
LLB, TEP, Orangeville: Carters Professional Corporation

SPEAKERS:

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

Rachel Blumenfeld
LLM, TEP, Toronto: Aird & Berlis LLP; Deputy Chair, STEP Canada

Troy McEachren
BCL, LLB, TEP, Montreal: Miller Thomson LLP; Member, 2023 National Conference Program Committee

Tracy Woo
LLB, TEP, Toronto: RBC Wealth Management, Royal Trust

Tom Grozinger
LLB, CS, TEP, Ottawa: RBC Royal Trust

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

William Dion-Bernard
LLB, DDN, TEP, Montreal: Robinson Sheppard Shapiro LLP

Catherine Watson Coles
KC, TEP, Halifax: McInnes Cooper

Ruth March
CPA, CA, TEP, Halifax: KPMG LLP

Caroline Kiva
LLB, TEP, Winnipeg: Fillmore Riley LLP

Darren Lund
JD, TEP, Toronto: Miller Thomson LLP

Jonah Mayles
LLB, TEP, Toronto: Sterling Park Financial Group

Diane Hamel
CPA, CGA, TEP, Montreal: Manulife Financial

Beatriz Davila
CPA, CA, CPA (Illinois), TEP, Montreal: MNP LLP

Nadja Ibrahim
LLB, TEP, Calgary: PwC Canada LLP

Amanda Doucette
LLB, LLM(Tax), TEP, Saskatoon:
Stevenson Hood Thornton Beaubier LLP

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

Andrea Frisby
LLB, TEP, Vancouver: Farris LLP

Tracey Woo
LLB, TEP, Toronto: RBC Royal Trust

Michael Cadesky
FCPA, FCA, FTIHK, CTA, TEP (Emeritus), Toronto: Cadesky Tax

Kim G.C.
Moody, FCPA, FCA, TEP, Calgary: Moodys Tax / Moodys Private Client

Steve Fron
CPA, CA, TEP, Oshawa: Manager, Trust Section II, Financial Industries and Trusts Division, Income Tax Rulings Directorate

Marina Panourgias
CPA, CA, TEP, Toronto: Manager, Trust Section I, Financial Industries and Trusts Division, Income Tax Rulings Directorate

Grace Chow
FCPA, FCA, FCCA (UK), FTIHK, CTA, TEP, Toronto: Cadesky Tax

Melanie McDonald
LLB, TEP, Calgary: BMO Trust Company

Ajay Agrawal
BSc, MBA, MEng, PhD, Toronto: Artificial Intelligence & Machine Learning Expert, Founder of the Creative Destruction Lab, Co-Author of Prediction Machines

David Baxter
LLB, Vancouver: Thorsteinssons LLP

Chantal Copithorn
CPA, CA, TEP, Toronto: PwC Canada LLP

Michael Goldberg
LLB, TEP, Toronto: Minden Gross LLP

Cindy Radu
LLB, LLM, ICDD, TEP, Calgary: Cindy Radu - Family Wealth Transition

Michel Beauchamp
DDN (Notary Emeritus), TEP, Montreal: Beauchamp Gilbert Notaires

Helen Low
KC, TEP, Vancouver: Fasken LLP

Nathalie Marchand
LLB, TEP, Montreal: Miller Thomson LLP

Pam Prior
CPA, CA, MFA-P, TEP, Vancouver: KPMG LLP

Sanjana Bhatia
LLB, TEP, Toronto: Sun Life Financial

Jennifer Eshleman
JD, TEP, Kelowna: Alexander Holburn Beaudin & Lang

Malcolm Burrows
Toronto: Head of Philanthropic Advisory Services, Scotia Wealth Management

Karen Cooper
LLB, ICDD, TEP, Ottawa: KPMG Law

2023 Sponsors

PLATINUM SPONSOR:
• RBC Royal Trust

TECHNOLOGY SPONSOR:
• Cidel

PRESENTING SPONSOR:
• Scotiatrust

GREEN SPONSOR:
• Borden Ladner Gervais

GOLD SPONSORS:
• Aird & Berlis
• Fasken
• Gowling WLG
• IG Private Wealth Management
• Kpmg
• Miller Thomson LLP
• O’Sullivan
• TD Wealth Private Trust

SILVER SPONSORS:
• BMO Private
• Cadesky Tax
• Carters
• Cibc
• Crowe
• Emergent
• Estate Research
• Estateably
• Fogler, Rubinoff LLP
• Gluskin Sheff
• Hodgson Russ
• Hull & Hull
• Legacy Private Trust
• Minden Gross
• Mnp
• Nrf
• Ppi Advisory
• Raymond James
• Stewart Mckelvey
• Thorsteinssons
• WeirFoulds
• Whaley Estate Litigation Partners
• Wolters Kluwer Tax & Accounting

BRONZE SPONSORS:
• Moodys Tax
• Pwc
• Steady Head
• Wilson Vukelich