Most people know David Chilton as the author of The Wealthy Barber or as a Dragon from his years on CBC's Dragons' Den; however, he thinks of himself first and foremost as an entrepreneur.
Dave opened his first business at age 18 and hasn't looked back. Over the years he's started companies in finance, publishing, frozen food, kitchen accessories, and more. He's also invested in dozens of private companies along the way and still has over 25 holdings.
His true professional passion, however, remains the area of personal finance, where he tries to mix humour and common sense to help people handle their money more wisely. A frequent guest on national TV and radio shows, and a much sought-after speaker, Dave lives just outside Waterloo, Ontario.
A multifaceted entrepreneur whose extensive experience in fields such as Executive Management, Corporate Finance, Real Estate and more recently, Retail and Restaurant Management has led Mohamad Fakih to his successful growth.
After acquiring the nearly bankrupt Paramount Fine Foods in 2006, Mohamad was committed to bringing his vision of creating the number one Middle Eastern halal restaurant chain in Canada to life. Through the use of his extensive business knowledge and experience, he transformed the flagship location into a profitable restaurant chain. Now with over 50 Paramount Fine Foods locations operating within Southern Ontario, Alberta, British Colombia, Pakistan, Lebanon and UK a vertically integrated Paramount Butcher Shop with 7 locations globally, a mobile food truck called Yallaparamount, Fresh East, a new quick serve concept, and long term domestic and international expansion plans, Mohamad has successfully implemented his full-fledged strategy for growth while providing employment to over 1500 individuals .
Mohamad has been recognized for his efforts in supporting employment and economical growth in Ontario. He has been awarded by Toronto Board of trade and Brampton board of trade as Business leader of the year , by Pionners for Change , named by Toronto life between top 50 most influentials in 2016 , 5 times Top Choice award, and acknowledged by Ernst and Young Entrepreneur of the Year for his passion to create social change. Along with his business skills, Mohamad Fakih is dedicated to giving back to the community and supporting multiple causes.
Tareq Hadhad is telling his story. He was a Syrian refugee and now living his new life with his entrepreneurial family in Canada’s east coast. He is the founder and CEO of Peace by Chocolate and was awarded RBC’s top Immigrant Award as Entrepreneur of the Year in 2020.
Tareq has spoken at Amnesty International’s Human Rights Conference, presented keynotes from Jamaica to England and spoken to several corporate and government organizations. He has done over 500 interviews with news teams across the globe. Tareq speaks on the compelling story of his family, the positive impact of Syrian newcomers and the spirit of entrepreneurship.
Dr. Wanda Thomas Bernard
Wanda Thomas Bernard is a cisgender, African Nova Scotian, straight woman. She is a descendent of the Maroons and the Black Loyalists and her family has been in Nova Scotia since the 1700’s. Her pathways to social work education and social justice advocacy are grounded in a collective, intersectional analysis of anti-Black racism.
Her work draws on Africentric, feminist, anti-racist, intersectionalist and anti-colonial approaches. In addition to many other awards, she has received both the Order of Nova Scotia and the Order of Canada for her work in fighting for social Justice and racial justice. She has been described as trailblazer who has led organizational change to tackle systemic racism in Canada.
As a community engaged scholar, she has authored and coauthored many publications and has effectively bridged community activism, scholarship and engagement. Her recent book- A Child of East Preston- offers a glimpse into a world of struggle, triumph, resistance, resilience and critical hope.
Amanda Hatt is the Director of Community Programs with the QEII Foundation in Halifax, Nova Scotia. Leading a talented team of fundraising professionals within direct marketing, mid-level giving, community fundraising, and signature events and partnerships, she develops integrated strategies that inspire all levels of the community to advance health care through the QEII Health Sciences Centre. Organizational success is measured in life-changing moments experienced every day by patients and their loved ones at the QEII.
Amanda started her fundraising career in 2016, bridging over a decade of marketing expertise with the fundraising principles our industry knows well. It’s this strategic blend that has driven storytelling strategies through her portfolio. Integrating art and science to inspire donors to make the impossible possible has led to more than 60% net revenue growth across her portfolios over 5 years. More than that, it is working with her team to thread the connections, supporting their growth and development, that has truly defined her success within the fundraising field.
Amanda Stacey is a partner in the wealth and private client group, and charities and tax exempt organization group.
Ms. Stacey provides advice in the areas of wealth management, estate planning, charity and not-for-profit law. She advises clients on Wills, trusts, powers of attorney, family business succession planning, and corporate re-organizations. Ms. Stacey also advises on the establishment, tax compliance, governance, and regulation of charities and not-for-profit organizations. She also assists financial institutions with issues pertaining to administering estate assets, registered and non-registered accounts, powers of attorney and capacity issues.
Ms. Stacey was the Chair of the board of CAGP from 2017-2019 and a board member from 2012-2020. She is a frequent writer and speaker on a variety of estate planning and charity and not-for-profit topics.
Ange MacCabe, CHRM, ACC
Ange is the CEO and Co-Founder of Intuity Performance. She has spent the past ten-plus years building Human Resources and performance systems and processes for private and public sectors within construction, logistics, manufacturing, IT, NGO’s, and retail businesses. As an established HR Workplace Trainer, Coach, Facilitator, Ange focuses on Whole Person Performance. The people behind the jobs, not just the jobs themselves. Ange focuses on helping organizations foster culture alignment, coaching managers to lead with trust and respect, and creating safe to fail environments for teams to succeed. Ange has served on several boards, including Bryony House and The National Thyroid Foundation of Canada.
Angus Gordon, TEP
Angus Gordon, Wealth Planning, Philanthropy at Gluskin Sheff + Associates, supports the donor advised fund program and assists clients by preparing their strategic philanthropic giving plans. Prior to joining Gluskin Sheff, Angus was part of the Gift & Estate Planning and Legal Department at SickKids Foundation where he was responsible for the administration, management and stewardship of the estates and trust portfolio while also assisting in updating and creating new policies and advising on complex gifts. His previous experience includes working at RBC as a Trust Officer where he administered a portfolio of estates, trusts and powers of attorney. He is also co-chair of the CAGP GTA Community
Annika Voltan, PhD
Annika Voltan is the Executive Director of Impact Organizations of Nova Scotia, where she works to develop the capacity and influence of the community impact sector. She was previously the Executive Director of Inspiring Communities where she worked to help grow the field of systems change through fostering activities related to nesting social change initiatives, evaluation and learning.
Annika has experience working across federal and provincial government departments, academia and the business sector. She has a PhD in social entrepreneurship and has research interests in networks and social innovation. Annika has three young children and can be found exploring nature and the local craft beer scene.
Arin Klug, J.D. (Juris Doctor)
Arin Klug is the Co-Founder & President of Epilogue. Prior to starting Epilogue, he practiced for 7 years as a tax and estate planning lawyer in downtown Toronto, helping his clients achieve their estate planning, business succession, and philanthropic goals.
Arin founded Epilogue after seeing how difficult it was for people to complete their estate planning, and learning that most Canadian adults don't have even basic estate planning in place. Epilogue's goal is to democratize estate planning for all Canadians.
Arundel Gibson, MBA, MFA-P
Arundel joined KPMG in Canada in 2018 with over 20 years of diverse experience as a result of leadership roles in both the not for profit sector and corporate environments. Arundel supports clients to articulate their philanthropic ambition and provides insight for demonstrating long-term social and environmental impact.
Arundel earned an MBA from the Ivey Business School at University of Western Ontario and achieved the MFA-P designation with distinction. Arundel is a Director of Friends of Ruby and a member of the Stewardship Committee at Grace Church on-the-Hill and the Community Outreach Committee, Canadian Association of Gift Planners, Greater Toronto Area.
Beth Proven, CFRE, BA, CIM
Beth Proven has been in fundraising and not-for profit administration since 1994, first starting out working for various arts organizations, moving to university fundraising for 18 years (10 in planned giving), two years at a children’s hospital and is now has returned to her roots in the arts as the VP Development at the Winnipeg Symphony Orchestra.
A regular speaker at CAGP locally and nationally, Beth is also the recipient of the National Friend of CAGP Award, as well as the Provincial Chapter’s Friend of CAGP Award.
Bobby Kleinman, FCPA, FCA
Robert (Bobby) moved into philanthropy in August 1994 by becoming the Executive Director of the Jewish Community Foundation of Montreal. The JCF is seen to be Canada’s most donor-centred foundation. He is presently a planned giving consultant.
He previously was a partner in taxation at Ernst and Young.
Bobby specializes in tax-assisted giving and has written numerous articles on the subject and has published the JCF Gift Planning Handbook, available to the public at www.jcfmontreal.org.
He has helped many Canadian charities design their planned giving programs.
Robert is Past-President of the Conseil de la Philanthropie du Quebec, the Table Ronde du Quebec of the CAGP, JIAS Canada, JIAS Montreal and the Mount Royal Tennis Club.
Brad Offman, MA, MBA, CFRE, MFA-P™
Brad Offman is Founder and Managing Partner of Spire Philanthropy, a management consultancy specializing in corporate-charitable partnerships and philanthropic advisory services. He is the former Senior Vice President, Strategic Philanthropy at Mackenzie Investments, former President of the Mackenzie Investments Charitable Foundation and Managing Director of the Mackenzie Charitable Giving Fund. Prior to joining Mackenzie, Brad served as Vice President, Development at the Toronto Community Foundation. Brad is currently on the Board of the V-42 Foundation, the CAGP Foundation and Benefaction Foundation; and sits on CAGP's Government Relations Committee and the Editorial Advisory Board for Gift Planning in Canada.
Bryan is a lawyer at the law firm of Norton Rose Fulbright Canada in Vancouver with a focus on the law surrounding charities and other entities in the voluntary sector. He provides advice on matters related to the establishment, administration and regulation of charities, societies and other not-for-profit and tax-exempt organizations in Canada.
Charles is a charitable giving advisor with 34 years experience specializing in strategic gift planning. Prior to his retirement he was Director of Gift Planning at the QEII Health Sciences Centre in Halifax, the largest health centre in Atlantic Canada. He also was principal of O’Neil Planned Giving Services for many years, a consulting firm providing gift planning programs and advice to a wide range of charitable organizations.
Charles has been an active member of the Canadian Association of Gift Planners since 1995, serving on the national board and numerous conference program committees. He is honoured to be a recipient of both the national Friend of the CAGP and Friend of the CAGP Nova Scotia award. He also is past president of the Halifax Estate Planning Council.
A frequent speaker at conferences and the CAGP Fundamentals course, he is delighted to present at the 2022 CAGP conference.
Charlotte has more than a decade of experience in communications, marketing and fundraising, with a focus on building integrated programs. Her professional sweet spots are in using digital tools to elevate traditional mail and legacy fundraising programs, and in creating digital programs from the ground up.
In her six years with Good Works, Charlotte has worked with clients of every size and mission, including Kids Help Phone, The MS Society of Canada, Trans Canada Trail, The Ontario SPCA & Humane Society, The Ottawa Hospital Foundation, and many more.
She's also a co-author of You Can’t Take It With You: The Art & Science of Legacy Fundraising (the second edition of Iceberg Philanthropy).
Charlotte holds a bilingual BA in Communication and Management from the University of Ottawa. She is an active member of the NTEN, AFP and CAGP communities.
Christie Geen-Difede is the Manager Bequest Administration, Estate Giving at The Princess Margaret Cancer Foundation. She is responsible for managing the charity’s interest in estates which name the Foundation as a beneficiary. She ensures receipt of necessary information to comply with the fiduciary duties of a charitable beneficiary, assesses issues and brings forward options to resolve issues focusing on collaboration. Prior to joining Princess Margaret, she held a senior clerk role in a boutique law firm specializing in estate administration giving her experience with administering estates. She is also a licenced paralegal, with the Law Society of Ontario.
Christina Vroom is the Associate Director, Bequests & Planned Gifts at McGill University. With over 17 years of fundraising experience in annual, special, major and planned gifts, Christina is a passionate relationship fundraiser helping donors and organizations achieve meaningful philanthropic and fundraising goals. Prior to being bitten by the fundraising bug, Christina worked in marketing and special events. She is a member of CAGP, sits on RUQDP (Regroupement des universités québécoises pour les dons planifiés) and is a certified Commissioner of Oaths. Christina currently sits on the Board of Directors of the Visual Arts Centre, chairs their fundraising committee, and has been actively involved with Mount Allison University and the Leukemia & Lymphoma Society of Canada. Christina holds a BA and a Certificate of Bilingualism from Mount Allison University, a DSEF from the Université de Strasbourg, and a Certificate of Spanish from McGill University.
Colleen Cowman, PhD
Colleen proudly joined Kelowna General Hospital Foundation as Director of Planned Giving in Sept 2021. With 20+ years of major, leadership, planned giving, and campaign experience, Colleen has been Director, Development at Hamilton Health Sciences Foundation; ED, Loran Awards (CMSF) and the Mood Disorders Association of Ontario, and undertaken progressive positions at McGill University, Youth in Motion, PEN Canada, and McMaster University. A lifelong volunteer, Colleen has chaired the Imperial Court of the Waterfall Empire’s Executive Council, and has held volunteer leadership roles with organizations including The Canadian Warplane Heritage Museum, Hamilton Irish Arts, and various youth leadership awards programs.
Dana Decent (she/her) is a connector and changemaker who works as Director of Partnerships at Community Foundations of Canada, where she secures and stewards a range of partnerships to advance a more just and sustainable society. Previously, Dana managed a climate adaptation centre at the University of Waterloo and did corporate sustainability at Sun Life. She has a Masters in Sustainability Management from the University of Waterloo, and has been recognized as a Clean50 Emerging Leader and Corporate Knights’ Top 30 Under 30.
Dana is queer and lives in the unceded territories of the Mi’kmaq near K’jipuktuk (Halifax).
Daniel Goldgut is the CEO and Co-Founder of Epilogue. He spent 4 years in Toronto as a tax and estate planning lawyer for high and ultra-high net worth clients. Now, he's on a mission to democratize estate planning for all Canadians with Epilogue.
Darren Pries-Klassen, CFP.® Degrees in Theology and Leadership
Darren has been CEO of Abundance Canada since 2009. He has degrees in Theology and Leadership, has completed the CREST leadership program and holds the Certified Financial Planner designation. In 2016 he led a successful rebranding of Abundance Canada that included a major change to the organization’s governance model. He has served on several boards including the national board of CAGP and the CAGP Foundation. He currently sits on the Board of Imagine Canada.
I firmly believe philanthropy’s power belongs to everyone. So, I spend my days helping mom-n-pop donors achieve their dream of building a better future.
I'm thrilled to work with clients across Canada and internationally, inspiring donors to unleash their desire for meaningful change by giving to causes they care most about.
It's astonishing to see how mundane tools like email, direct mail packages, case statements, legacy booklets and telephone scripts can create momentum for movements that are making measurable gains on the world's most intractable issues.
Nothing is more gratifying.
And that's why I'm deliriously devoted to spreading the practice of purposefully and precisely investing in deep donor relationships. So, you'll see me speaking at conferences pretty much wherever someone will let me (so far, Canada, USA, New Zealand and Slovakia).
David raised his first dollar from a legacy gift in 1982. He raised his most recent one yesterday. In 2013, the AFP Greater Toronto Chapter recognized his efforts by awarding him their lifetime achievement award. He now occasionally works with his daughter’s direct response company, Agents of Good, where he is affectionately known as “The Godfather of Good. Last spring, his book, “Green Green: Reflections on 51 Years of Raising Money for Nature” was published.
David lives in the Happy Valley Forest just north of Toronto with his wife, children, grandchildren and golden retriever discovering the magic of the forest.
DeRico is an 8th generation African Nova Scotian. He is the Senior Executive Advisor to the deputy minister, with the Province of Nova Scotia, in the Office of Equity and Anti Racism Initiatives.
He is a founding member of two non-profit organizations in Halifax, ACCE HFX, Gamechangers902. DeRico Symonds holds an undergraduate degree in Child & Youth Study (2012) and an MEd in Counselling through Acadia University (2018). DeRico is also a nationally certified therapist with the Canadian Counseling and Psychotherapy association.
“If we all do a little, nobody has to do a lot alone” – DeRico Symonds
More info www.dericosymonds.ca
Doug Earle, CFRE
Doug Earle, CFRE is President and CEO of Fighting Blindness Canada. Doug has worked securing planned gifts for 2 universities, 2 hospitals, 5 health charities and TVOntario public television. Over Doug's 36 year professional fundraising experience, he was instrumental in raising $1.2 billion for social, educational and health causes in the world.
Ed Sluga, CFRE
Ed Sluga, CFRE, is the co-founder of PGgrowth Inc. and the current President and Managing Consultant. Ed is one of Canada's most experienced planned giving professionals. An innovator and thought leader in the sector for over 25 years, Ed has helped hundreds of organizations develop and benefit from long-term, sustainable and proactive fundraising and planned giving programs. Focusing on developing organizational structures and operations so that they are positioned to experience success for the long-term, Ed's chief motivation is helping organizations achieve the goals of their mission within their communities.
Ed has an unmatched perspective on the development and planned giving approaches available to organizations. Ed is the co-author of Worthy and Prepared along with Peter Barrow, host of the PGgrowth Planned Giving podcast, Professor with the Humber College Fundraising Management Program and a regular presenter of the AFP Fundraising Fundamentals Course.
Everyone deserves an education, regardless of financial background. As Manager, Estate Giving and Legacy Planning at McMaster University, Eli builds meaningful relationships to create opportunities for donors to provide access to education to create a more just and equitable world.
Prior to McMaster, Eli was a Senior Development Officer, Gift Planning at the University of Toronto after overseeing the Multiple Sclerosis Society of Canada's legacy giving program.
Before beginning his career in fundraising, Eli was a sought-after professional tuba player who performed across North America and was a founding member of Band Bajha Brass, North America's first Bollywood Brass Band.
Eric Dean, CFRE, FAHP
Eric brings more than 30 years of experience in executive fundraising leadership within healthcare settings. He has held executive roles at Ross Memorial Hospital in Lindsay, Queensway Carleton Hospital in Ottawa, and the Royal Victoria Regional Health Centre Foundation in Barrie, Ontario.
Eric has been an AFP Chapter board member and President, a member of the AHP (Association for Healthcare Philanthropy) Board of Certification and has taught at regional, national and international conferences. He is a coach and mentor to those seeking CFRE and FAHP designations and has taught Board Development and Planned Giving.
Eric has a B.A. in Social Sciences, a CFRE, and his FAHP.
Through his careers in business, politics and philanthropy, Fraser Green has honed his talent as one of this country’s most passionate and persuasive storytellers.
Fraser is a Principal at Good Works, one of Canada’s leading fundraising consulting agencies. At Good Works, Fraser’s focus is on communications/message strategy, content creation and active donor listening.
Fraser is a gifted writer and a sought-after public speaker. He presents regularly at fundraising conferences in Canada, the USA and Europe. Fraser is the co-author of ‘Iceberg Philanthropy’ and ‘You Can’t Take It With You’ and the author of 3D Philanthropy.
In his spare time, Fraser is passionate about playing his guitars, yin yoga, skiing, cycling, reading biographies and talking way too much.
Harvey McKinnon has been a fundraiser for over 40 years and is recognized as one of North America’s leading fundraising experts. His consultancy operates out of Toronto and Vancouver, and raises money for hundreds of non-profits in Canada and the USA.
A frequent master-class trainer, he has authored five books –most recently How to Create Lifelong Donors Through Monthly Giving (2020). His best-selling book, The 11 Questions Every Donor Asks, is a major gift training manual for fundraising departments throughout North America. He also co-authored the #1 bestseller The Power of Giving
Heather Powers is the Director of Development at the McGill University Faculty of Law. She started her career in philanthropy in 2002, where she started as a Gift Planning Assistant at Harvard University. She spent 2010-2019 at Centraide (the United Way) of Greater Montreal, where she began their planned gift recognition society and grew the program to $24M in bequest intentions. While her primary role now focuses on major gifts, she remains a strong planned giving advocate and weaves this conversation into as many donor conversations as possible. Heather serves as Chair of the Board of Directors of CAGP.
Holly Greatrex, CFRE
Holly Greatrex, BA/21 is a Certified Fund Raising Executive (CFRE) and the Associate Director of Planned Giving in the Department of University Advancement at Carleton University. Holly has over 16 years of fundraising and professional experience at Carleton and is a member of the Canadian Association of Gift Planners (CAGP). Holly helps develop and manage the Planned Giving Department’s marketing and fundraising plans including the design and delivery of the Carleton University Giving Insight newsletter, surveys and other lead generating marketing efforts and tools.
Holly Wagg, MA, CFRE
Holly Wagg leads both the people and business at Good Works - a Canadian fundraising agency that specializes in direct mail, digital and legacy giving for annual donors. She the proud co-author of You Can’t Take It With You: The Art & Science of Legacy Fundraising (2019) and she co-founded the Ten Oaks Project in 2004 for which she was honoured with a lifetime achievement award in the queer community before she cracked 30. She’s a widowed, and re-married, mother of six (two adopted, one bio and three step-children) who you can often find adventuring outdoors or trying to be better at CrossFit, gymnastics and yoga.
Wife, Mom, Marketer.
Spending early career days in a newsroom, Ingrid quickly learned the importance of collaboration and trust. Today, Ingrid leads a team of data-driven marketing strategists and digital experts who focus on direct response revenue generation.
Over the past years, Ingrid has worked on increasing communication between marketing and philanthropy, aligning the teams’ objectives, and sharing the responsibility of program success. Afterall, marketers are fundraisers too!
Ingrid has more than 15 years of experience in non-profit communications and marketing, teaches marketing and advertising at Algonquin College, and sits on the board of Ottawa Victim Services.
James M. Langley
As President of Langley Innovations, Jim has pioneered a number of practices that have been emulated by hundreds of institutions of higher learning. The knowledge he acquired from conceiving and conducting three path-breaking campaigns at three major institutions and the insight he gleaned from decades of research on donor behavior has been shared in five books, dozens of articles, hundreds of blog posts and scores of seminars, workshops and speeches. As a result, his expertise and insight, particularly on how institutions can adapt best to changing and unchanging philanthropic realities, is highly sought after by Canadian and U.S. institutions and professional advancement organizations.
Janice St. Denis, CFRE
Janice L. St-Denis, CFRE, is a passionate relationship fundraiser with almost 20 years of experience working in major gift fundraising and gift planning. She is currently also training as an end-of-life doula and feels strongly about the need for open conversations about death and grief. Janice believes that people-serving professions should attend to this privilege with great care and compassion; it is her personal mission to help connect others with resources for their own journey. If you’d like to continue the conversation, follow Janice on twitter (@jlstdenis), visit her blog (deathed4professionals.blogspot.com), or connect via LinkedIn.
Jennifer is the non-profit lead on the Not-For-Profit, Public Sector, Transportation and Energy practice at Environics Analytics. With fifteen years of sales, marketing and analytics experience across education, government, not-for-profit, healthcare, and travel and tourism industries, she is responsible for helping charities and foundations apply EA’s products and services to attract and retain donors, corporate partners and volunteers. Jennifer holds an Honours Bachelor of Arts degree in French and marketing management from the University of Guelph and a Masters in Business Administration degree from Hult International Business School.
Jennifer Button, MFA-P™
As the Associate Director of Philanthropic Services, Jennifer Button manages the foundation management group accountable for the charitable gift fund (CGF) programs offered through the Charitable Gift Funds Canada Foundation (GFC). She is responsible for the suitability evaluation of in-kind gifts offered to the GFC, and for giving advice and guidance to RBC advisors and donors on the use and application of CGFs.
Jennifer has a deep understanding of the philanthropic landscape and charitable sector in Canada. She brings more than 20 years of experience in strategic philanthropy, connecting high- and ultra-high-net-worth donors and families to causes they care about, and building philanthropic plans that balance personal, family and tax considerations. Prior to joining RBC, she worked in different areas across the not-for-profit sector, including in education, amateur sport, health care and international development.
Jennifer holds a Master Financial Advisor – Philanthropy (MFA-P) designation, and is a member of the Canadian Association of Gift Planners. Jennifer also earned a master’s degree in Sports Administration and Marketing from the Université de Lausanne in Switzerland.
In addition to her career in philanthropy, she is the President of the University of Toronto’s Athletic Alumni Association, and represented Canada at the 2000 Summer Olympics as team captain of the women’s national swim team.
Jenny Mitchell, CFRE, DMA
Chavender’s vision is to help more people do more good. Founder and president of Chavender, Jenny Mitchell (CFRE, DMA), works closely with not-for-profit leaders to change the world - one mission at a time. Chavender assists clients, across Canada and the U.S., to inspire their donors and achieve their fundraising goals through personalized fundraising coaching and training. Before completing her CFRE, Jenny trained as a classical musician and earned her Doctorate of Musical Arts. She brings her creative approach, her drive for excellence, and her passion for people to the world of not-for-profits.
Joseph Micallef, FCPA, FCA
Joseph leads the financial services practice nationally for the firm and has a dedicated specialization in financial services taxation serving clients in the banking, wealth and asset management, private equity, banking, capital markets and broker dealer taxation matters.
In addition to leading the wealth and asset management tax practice. Joseph also advises clients on tax accounting and tax risk governance matters. During Joseph’s career he also has practised outside of financial services in the resources, power and utilities, life sciences, and technology industries.
Karen has worked in the Human Services Non-Profit world for over 30 years. She has spent the second half of her career in positions identified as leadership. She is presently the Executive Director of the South Shore Community Service Association in Chester, Nova Scotia. A great organization founded in 1973 by families and friends of children with special needs. Today they only support adults and many, like Karen, have grown up in the organization, developing new skills, and forming many friendships. Karen values a strong team that focuses on the Mission of the organization no matter what gets in their way.
Kate Lazier, LLB, CFP®
Kate Lazier is Director Philanthropy and Legacy Planning at CIBC. As part of CIBC Family Office Service team, Kate supports philanthropic families to make thoughtful and impactful charitable gifts. Kate uses her extensive knowledge of charitable law to plan tax efficient gifts. She enjoys sharing her knowledge on philanthropy. Kate is lawyer called to the Bar in Ontario and is a certified financial planner. Prior to joining CIBC she spent 15 years practicing charity and non-profit law at a national law firm. Kate has been recognized for her expertise by the Canadian Legal Lexpert Directory and Best Lawyers in Canada.
Kenneth is a senior Consultant in KPMG’s cryptoasset and blockchain Centre of Excellence. He has been involved in the blockchain and crypto ecosystem since 2016 and has been working with distributed ledger technologies, data structures and protocols for over 5+ years. Working closely with clients, he’s developed industry-specific knowledge in the Fintech and banking industry and has been actively contributing to the adoption and institutionalization of cryptoassets.
Kris Archie, a Secwepemc and Seme7 woman from the Ts’qescen First Nation, is passionate about heart-based community work and facilitating positive change. Kris is the Chief Executive Officer of The Circle. In all of her roles, Kris works to transform philanthropy and contribute to positive change by creating spaces of learning, relationship-building and activation.
Laura West is a partner in our private wealth group. She is engaged in a general practice in the areas of wealth management, estates, trusts, charity and not-for-profit law. She advises clients on wills, trusts, powers of attorney, healthcare representation agreements, charitable giving, family business succession planning, corporate re-organizations and estate administration, as well as the establishment, governance and regulation of charities and non-profit organizations.
Laurie Fox, MBA
Laurie has been a die-hard charity sector professional for close to 2 decades. Most recently, Laurie specialized in gift planning at Toronto General & Western Hospital Foundation and Plan International Canada. It was there that Laurie discovered the power of strategic giving to turn the ordinary into the extraordinary; and its potential to help meet some of society's greatest needs. For the past two years Laurie has been working with CAGP to develop and launch the Will Power campaign, Canada's biggest effort to make leaving a gift in your Will a social norm.
Leah Eustace, ACFRE, is President and Head Paddler at Blue Canoe Philanthropy, where she specializes in fundraising strategy, coaching, case writing and storytelling. She’s also a member of The Case Writers, a small group of writers and designers who work with some of North America’s most impactful nonprofits. Her volunteer work is extensive: she’s a member of the AFP Global Board, and is the Chair of the ACFRE Credentialing Board. Leah is an AFP Master Trainer, a Stability Leader and holds a Certificate in Philanthropic Psychology (Distinction) through the Institute for Sustainable Philanthropy.
As Director, Partnership Development with makeWay, Leanne Burton plays a leadership role in developing philanthropic partnerships with foundations, corporations, and philanthropists. With a Master’s degree in Philanthropy and Nonprofit Leadership, Leanne strives to understand the full potential of foundations in addressing the most pressing issues of our time. In particular, she is focused on the role that foundations can play in advancing social justice philanthropy in allyship with black, Indigenous and communities of colour.
Les Ross, PFP, CIM, MFA-P™
At PearTree, Les Ross brings more than 35 years' experience in banking and financial markets to his focus on developing deep and sustainable client relationships in the GTA and across Canada. Les works closely with current and prospective donor clients, their charitable causes and their advisors. With his broad professional background including relationship management roles in international banking, corporate, commercial and real estate lending, private banking and as Managing Director of a leading Canadian derivative/capital markets practice, clients value the experience and expertise Les brings. Les holds a Commerce degree from Queen's University and an MBA from York University. As an advocate of lifelong learning, Les is an accredited Personal Financial Planner, a Chartered Investment Manager, a Fellow of both the Canadian Securities Institute and the Institute of Canadian Bankers, and has taken numerous continuing education courses through the Canadian Securities Institute, the Appraisal Institute of Canada and UBC's Family Enterprise Advisor Program. In 2019, Les achieved the Master Financial Advisor – Philanthropy designation and is part of the faculty for the program. Les and his family have resided in Oakville for many years with diverse community involvement. He is a long-time Rotarian and serves on the Community Legacy Building Committee at the Oakville Community Foundation, with whom he and his wife have established the Les and Kathleen Ross Family Foundation. Les is also a member of the St. Michael's Hospital Foundation Strategic Philanthropy Advisory Task Force.
Liz has a passion for living every day with the awareness that life is short and a desire to live it consciously. As a certified death doula, she guides others to consider and prepare for death as a natural part of life. She also has over 25 years’ experience within government, public sector, not for profit and international organizations. Liz serves on a number of Boards, including as Chair of CAGP Nova Scotia Chapter, and is currently Director of Fund Development for Bonny Lea Farm, an all-inclusive service provider for people with intellectual disabilities. Connect with Liz on Linkedin.
Lori Guenther Reesor, B.Math, MTS, DMin
Dr. Lori Guenther Reesor is an expert in faith-based giving. Her book Growing a Generous Church: A Year in the Life of Peach Blossom Church is based on donors she has met in her doctoral research on Christian giving and through church consulting. She has drunk countless cups of coffee from urns in church basements! In addition, she has worked for multiple faith-based long-term care facilities.
She thrives on questions and is passionate about nurturing generosity. Check out her website at www.lgreesor.com
Malcolm Burrows is Head, Philanthropic Advisory Services at Scotia Wealth Management. He has worked in gift planning for 31 years at charities and Scotiatrust. He is the founder of Aqueduct Foundation, a foundation with donor advised funds, and a frequent speaker, writer and volunteer in the charitable sector. He is a proud Friend of CAGP since 2004.
Margaret Mason, JD, STEP
Margaret Mason QC, a Friend of CAGP is a charities lawyer with more than 35 years of experience advising donors, charities, and their boards, often on highly sensitive and complex matters.
Michelle Bower Carter
Michelle has been raising funds for many of North America’s charities for nearly two decades. Her deep experience spans all aspects of fundraising and nearly every philanthropic sector.
Client side, Michelle led Annual, Mid-Level and Legacy Giving programs. Agency side, Michelle led the Creative and Production department at Eaglecom, was Vice President of Integration at Blakely and in 2016 launched Mission Fundraising to meet the growing demand for fundraising videos - specifically in the area of Legacy Giving.
Michelle has an extensive background in the areas of fundraising videos, integrated digital assets, DITV and media placement. This is where her passion lies and she takes great pride in helping charities leverage today’s emerging trends to better serve their causes and missions into the future.
Michelle Johnson, CFRE
Passionate about the environment, justice, kids and critters, Michelle's worked at multinational ENGO's and small shops, making donor dreams and mission worthy gifts happen.
She's built several profitable programs, with little or no budget, since 1996. During her years as a fundraiser, Michelle has obtained sustained and substantial investments for the preservation of endangered species, ancient forests, the preservation of indigenous culture, title and rights, privacy, the internet, health, the arts and more.
Michelle served two terms as Chair of CAGP Vancouver Island, is a CFRE and is proud to be joining CAGP Foundation's Legacy Committee in 2021.
Nancy joined The Canadian Association of Gift Planners (CAGP) in November 2021 as the campaign manager for Will Power, a campaign that encourages Canadians to leave a gift in their Will to a charity of their choice. She is inspired by the vision of this campaign, a vision that will see more funds be available to charities allowing them to do more social good.
Nancy’s background is in international sales management but her real calling is as a community activist. She has been a volunteer fundraiser for more than 20 years, raising money for various causes in the Montreal area. Nancy has held many roles, from co-director for the CIBC Run for the Cure to president of the foundation of a local public school, École Notre-Dame-de-Grâce, helping to ensure that low incomes families have the same opportunities as other families in the school.
Nancy is a mother of two boys and you’ll find her on a soccer field, coaching, cheering and playing!
Natasha van Bentum
Natasha van Bentum is an international fundraising and outreach practitioner with a focus on the environment and farmland/foodland. Natasha has been instrumental in developing and promoting legacy programs in Canada and worldwide. This has resulted in millions of dollars being put to work by environmental organizations to address the vital issues of our time. Natasha's commitment to mentoring a new generation of practitioners, as well as producing and freely-sharing resources and tools for the sector, is well recognized. Natasha recently joined the Ecological Gifts Program of Environment and Climate Change Canada, as Outreach Advisor.
Nigel Fawcett, CFA, MBA
As Chief Operating Officer, Nigel is responsible for the delivery of RBC Royal Trust’s key strategic initiatives that focus on business growth, business efficiencies, and enhancing the client and partner experience. He leads three national teams that are tasked with leading and supporting the business to achieve these strategic goals.
The National Initiatives team is dedicated to operations and technology projects as well as management of strategic objectives focused on digital enablement and business transformation. The Trust Investments and Analytics team provides specialized financial services to corporate and institutional clients and provides financial analytics and reporting to
the business and stakeholders. The team is also responsible for process automation through system integration and robotics. The National Account Support team is made up of estate tax and accounting specialists that help clients deal with the complexities of estate administration.
Nigel’s career with RBC began in 2010 through the RBC Wealth Management Generalist Program. Before joining RBC Royal Trust in 2012, Nigel completed rotations with RBC Dominion Securities and RBC Global Asset Management. Nigel holds the Chartered Financial Analyst (CFA) designation as well as an MBA degree from the Rotman School of Management.
Paul Nazareth, MFA-P™
Paul Nazareth has worked in Canada’s philanthropic sector for
over 20 years. Currently, Vice President, Education &
Development at the Canadian Association of Gift Planners
(CAGP), and was previously VP at the charity CanadaHelps.
Paul has been a philanthropic advisor with a national wealth
management firm in a trust company and spent 15 years
working with charities from Universities to Churches. Paul is
on the board of several charities including The Circle on
Indigenous Philanthropy and on the Advisory Council of
Carleton University’s Masters in Philanthropy and Nonprofit
Leadership program. He serves as faculty for the Master
Financial Advisor in Philanthropy (MFA-P) program led by
CAGP, Knowledge Bureau and Spire Philanthropy, and is a
frequent instructor for the tax and advisor community through
organizations like CPA, Advocis and Estate Planning Councils.
Paul writes on philanthropy for a variety of publications and
regularly appears on national radio and television to speak
about creating a personal legacy through charity.
Peggy Killeen, CFRE
Peggy is a multi-decade strategic charitable giving and donor relations expert. Honoured by our community with the “Friend of CAGP” award in 2020, she has served on the board of CAGP and was one of the CAGP Foundation’s founding board members. An experienced development practitioner, her current work includes her role as Development Director for the CAGP Foundation and as Senior Consultant for PGgrowth, Canada’s largest national consulting firm focused on strategic gift planning programs. Her mission is to work with authentic leaders to increase the capacity of their organisations to build and sustain fundraising revenue. Gift planning is her passion and purpose.
Peter Nicholson, B.Comm.
Peter Nicholson started his financial services business in 1987 at the age of 22. Since 1995, Peter has been a recognized leader in Canadian tax assisted investments, with a specialized focus on philanthropic tax planning and tax reduction.
Through his work with countless donors, foundations, institutions, and boards, he has helped generate in excess of $175 million for client donations. Nicholson is also a generous philanthropist in his own right and a tireless supporter of community initiatives.
Over the years, Nicholson has served as a dedicated champion and board member for many foundations all across Canada, such as Winnipeg’s Canadian Museum of Human Rights, Children’s Hospital of Eastern Ontario, Ottawa Regional Cancer Foundation and founder of the Exuma Foundation of Canada. He is also a member of the Canadian Association of Gift Planners (CAGP), Association of Fundraising Professionals of Canada (AFP), the Clinton Global Initiative, and a ten-year veteran of the investment club Tiger 21. Since 1993, he has qualified for the Million Dollar Round Table (annual qualification is limited to the top 1% of finance professionals in the world).
Richard Bridge is a lawyer based in Nova Scotia. He works with charities and non-profit organizations across Canada on a wide range of issues. In recent years his focus has been to help the Indigenous communities of Atlantic Canada to build new and constructive relationships with the philanthropic sector. He is Strategic and Legal Counsel for Ulnooweg.
Richard Lefebvre, CFRE
Having formally trained as a dancer at Canada’s National Ballet School, Richard decided to combine his passion for arts, business, and community involvement leading to a career as a professional fundraiser. Currently, as Associate Director, Individual and Legacy Giving with The National Ballet of Canada, Richard helps donors achieve their philanthropic goals by supporting them in creating meaningful legacies. Richard is a member of CAGP GTA’s Executive Committee and is Co-chair of the Community Engagement Committee. During his spare time, Richard teaches Fundraising and Financial Management at Centennial College (in Toronto in the Arts Management program. Richard attained his CFRE in March 2021.
Rick Braun-Janzen, CFP®
Rick is an integral part of the Abundance Canada team. He joined the foundation in 1996 as the Director of Finance and most recently transitioned to Director of Gift Planning.
Rick says, “It’s both humbling and inspiring to realize that each day, I can work with generous people who help to make the world a better place.”
Before Abundance Canada, Rick worked for various for-profit companies and social profit agencies. He holds a Bachelor of Commerce (Honours) degree and the Certified Financial Planner designation. Rick is a member of the Canadian Association of Gift Planners (CAGP).
Rickesh believes that we are all responsible for each other’s success. He has over 15 years of experience in the social good sector. Currently, he is the Executive Director at Future Possibilities for Kids, a charity supporting children in their middle years in the Greater Toronto Area in leading community-serving projects while building confidence, leadership and life skills. Prior to this, Rickesh was the Director, Campaign at United Way York Region, leading an $8M annual fundraising campaign. He is a work in progress.
Husband, Dad and Fundraiser – The Ottawa Hospital Foundation
Rob Gottschalk is a proud member of Canada’s philanthropic community with over 18 years’ experience across the political, education and health sectors. Currently the Associate Vice President, Philanthropy at The Ottawa Hospital Foundation, he has spent time at Sunnybrook Health Sciences Centre, McMaster University and PC Ontario Fund. Rob has spent most of his career focusing on comprehensive fundraising campaigns, leading major and planned giving teams, and developing strong volunteer and staff teams.
Rob has served on the boards of education, health and fundraising charities. A graduate of Brock University and Humber College he “found his way” into fundraising following several years in the financial sector.
At PearTree, Robin Turack brings her donor/client centred approach to her focus on developing deep and sustainable client relationships in the GTA and across Canada. With over 25 years as a senior sales executive, fundraiser and registered representative, Robin works closely with current and prospective donor clients, their charitable causes and their advisors. Robin has applied her entrepreneurial leadership style at leading Canadian and international institutions and her collaborative approach has resulted in highly successful marketing, sales, philanthropic, media and communications ventures. As a volunteer, a consultant and an executive, Robin brings multiple perspectives and expertise to PearTree.
Robin was a member of the Fundraising & Planning Committee for the ROM Ball 2017 celebrating Canada's 150th and 2019, and the AGO Art Bash 2019, 2020 and now 2022. Canadian Hadassah Wizo’s “At Our Table” Annual event holds a special place in her heart. Robin is a member of the Professional Advisors Network for SickKids Foundation, Canadian Association of Gift Planners (CAGP), Association of Fundraising Professionals (AFP) and The Professional Advisory Committee (PAC) for the Jewish Foundation of Greater Toronto. In 2007 Robin and her daughters created a Campaign to support The Gerry and Nancy Pencer Brain Trust and The Turack Family Fund for Pediatric Oncology at Princess Margaret Hospital. Robin is a graduate of the Kellogg School of Management at Northwestern University in Non-Profit Management focusing her executive studies on Innovation and Social Entrepreneurship, Successful Fundraising Strategies, Internet and Social Media Marketing, Crisis Management, and Executive Management Education for Jewish Leaders, and she continues to be a member of the Kellogg Jewish Leaders Circle.
Ruth’s career in the charitable sector spans 30+ years and the local, national and global levels. She is currently the President & CEO of the Canadian Association of Gift Planners (CAGP), and Executive Director of the CAGP Foundation. As national organizations, CAGP and the CAGP Foundation connect and serve fundraisers and professional advisors, and strengthen their capacity to enable donors in realizing their philanthropic dreams, while also advocating for a tax and legislative environment that enables charitable giving and promoting strategic philanthropy to the broader public.
In her time at CAGP, Ruth has led the organization’s renewal and rebranding, has been influential in promoting the vital role of professional advisors play in amplifying philanthropy, and has positioned CAGP as an authoritative voice for philanthropy in the charitable sector and with government.
Prior to CAGP, Ruth spent 12 years Volunteer Canada, for 7 years serving as its President & CEO.
Ruth is also a committed volunteer, and has served on many boards and committees at the national and international level. She served on the Governor General’s Volunteer and Philanthropy Advisory Committee from 2012-2015, and currently Chairs the Ontario Trillium Foundation’s Grant Review Team in eastern Ontario, and is the Chair of the Board of CanadaHelps. In 2015 Ruth was awarded the Queen Elizabeth II Diamond Jubilee Medal in acknowledgement of her impact on volunteerism, and received the Ontario Volunteer Service Award in 2020.
Sanjana Bhatia, B.B.A, LL.B., LL.M (Tax), TEP
Sanjana Bhatia is a lawyer at Sun Life where she is a Director of Tax and Insurance Planning and supports Sun Life’s distribution partners and advisors to deliver training and thought leadership in all areas related to insurance taxation.
Prior to joining Sun Life, Sanjana was a tax lawyer in a national law firm for several years. Prior to that, she was a Tax and Estate Planning Consultant at a major financial institution, and was a tax litigator for the Department of Justice. Sanjana started her career started as a research clerk at the Tax Court of Canada.
Serena Hak, MFA-P
Serena Hak is the Head of Philanthropic Advisory Services at CI Assante Wealth Management. She has been featured in The Globe and Mail’s and is a frequent speaker on strategic philanthropy. Serena is part Vision 2020 program at the Toronto Foundation and currently serves on the boards of AMREF Canada, Outside the March and The Canadian Association of Gift Planners.
Sharon Redsky is resident of Winnipeg and First Nation member of Shoal Lake #40 with mixed heritage. She is an Indigenous fundraiser with extensive experience working in Indigenous-led organizations. She draws on her experience in the areas of fundraising, proposal development, networking with key stakeholders and building partnerships across diverse communities. She was awarded the YMCA-YWCA Women of Distinction, Community Champion Award in 2017.
Sherri Grosz, CFP®
Sherri is interested in people and loves to hear their stories. In her role at Abundance Canada, she goes beyond the technical and transactional functions of the job to listen to the stories of why donors choose to be generous and why particular charities matter to them. These opportunities help her to build strong relationships with her clients and their families, who often humble and inspire her own generosity.
Sherri is a Certified Financial Planner ® professional and her affiliations include Canadian Association of Farm Advisors and the Canadian Association of Gift Planners. She is excited to co-present Gift Planning Fundaments.
Siobhan Doherty is the Director of Institutional Giving, at Dalhousie University in Halifax. She grew into this role after leading Planned Giving at Dalhousie, as well as previously held fundraising roles with the University of Calgary and The Canadian Cancer Society. Her fundraising career began at McGill University at the age of 18 and she hasn’t stopped since. Siobhan completed her BA from McGill and professional certificates in Public Relations and Marketing from UCalgary.
Currently she volunteers on the board of the Halifax Chapter of CAGP and is the Vice-Chair of the non-profit dance company Votive Dance. Siobhan wants to continue her career in fundraising and is working towards her CFRE designation.
Susan Manwaring is a Partner and national lead of the Social Impact Group at Miller Thomson LLP. A recognized leader in advising social enterprises, charities and non-profits, Susan provides general counsel and specialized tax advice to clients across Canada and internationally.
Susan has particular expertise in complex issues and provides sophisticated advice on social enterprise and social finance issues. Susan worked on the first two provincial or federal government funded Social Impact Bonds with clients of the firm. She has advised numerous social enterprises about regulatory and structuring issues and works with public and private foundations in the field of mission investing and social finance. She also assists clients undergoing tax audits or other regulatory issues. Susan is regularly called upon to advise charities and non-profit organizations on compliance and taxation matters under the Income Tax Act, as well as other relevant provincial tax regulations.
Tania Cheng (she/they) is a systems designer and community builder whose work is informed by 15 years of experience working in the social impact sector. Currently, Tania consults on strategy and systems design, is the Co-Creator of Trust at SheEO, and serves on the board of Imagine Canada. Some of Tania’s traditional proxies of merit include a Master in Philanthropy and Nonprofit Leadership from Carleton University and board experience with Inside Out, TDFEF, and The Otesha Project.
Tania is queer and non-binary and lives in K’jipuktuk (Halifax) on the unceded lands of the Mi'kmaq people alongside their wife, Dana.
Terrance Carter, B.A., LL.B, TEP
Terrance S. Carter, B.A., LL.B, TEP, Trademark Agent – Managing Partner of Carters, Mr. Carter practices in the area of charity and not-for-profit law, and is counsel to Fasken on charitable matters. Mr. Carter is a co-author of Corporate and Practice Manual for Charitable and Not-for-Profit Corporations (Thomson Reuters), a co-editor of Charities Legislation and Commentary (LexisNexis, 2021), and co-author of Branding and Copyright for Charities and Non-Profit Organizations (2019 LexisNexis). He is recognized as a leading expert by Lexpert, The Best Lawyers in Canada and Chambers and Partners. Mr. Carter is a past member of CRA Advisory Committee on the Charitable Sector, and is a Past Chair of the Canadian Bar Association and Ontario Bar Association Charities and Not-for-Profit Law Sections.
Terry Tobin is an experienced philanthropy professional who most recently oversaw the Royal Alexandra Hospital Foundation’s bequests and planned giving activity since 2012. Enthusiastically applying 25+ years’ experience in the charitable sector, Terry counsels individuals and families on how to build their philanthropic plans; including how to make lifetime charitable gifts. As a community volunteer sharing his passion for charitable giving, Terry also believes that strategic communications has a vital role to play in promoting the impact of bequests, and inspiring potential donors who are still discovering how they can make a larger impact than they thought possible.
Theresa Man, B.Sc., M.Mus., LL.B., LL.M.
Theresa L.M. Man, B.Sc., M.Mus., LL.B., LL.M. – A partner with Carters, Ms. Man practices in the area of charity and not-for-profit law and is recognized as a leading expert by Lexpert, Best Lawyers in Canada, and Chambers and Partners. In addition to being a frequent speaker, Ms. Man is co-author of Corporate and Practice Manual for Charitable and Not-for-Profit Corporations published by Thomson Reuters. She is member and former chair of the CBA Charities and Not-for-Profit Law Section, a member of the Technical Issues Working Group of Canada Revenue Agency’s (CRA) Charities Directorate, and a member and former chair of the OBA Charities and Not-for-Profit Law Section. Ms. Man has also written on charity and taxation issues for various publications.
Troy McEachren, TEP, is an experienced estate and trust lawyer. Capitalizing on his expertise in civil law, common law, and tax law, Troy focuses his practice on tax and estate planning, wills and trusts, and charitable giving. Troy is recognized as a leading expert on charities and not-for-profit organizations. Troy provides tax and corporate advise on a wide range of issues including relations with tax authorities, corporate governance, planned giving, commercialization activities and social enterprise.
Troy McEachren, TEP
Troy McEachren, TEP, is an experienced estate and trust lawyer. Capitalizing on his expertise in civil law, common law, and tax law, Troy focuses his practice on tax and estate planning, wills and trusts, and charitable giving. Troy is recognized as a leading expert on charities and not-for-profit organizations. Troy provides tax and corporate advise on a wide range of issues including relations with tax authorities, corporate governance, planned giving, commercialization activities and social enterprise.
Lana Eagle advises companies on how to better engage and work with Indigenous communities and to find a pathway forward through a Reconciliation framework. In 2017 she was elected to the Board of the Association for Mineral Exploration (AME) BC. Lana is an appointed member of BC’s Indigenous Business and Investment Council. She is a Director of Geoscience BC and most recently has been elected to the board of Prospectors and Developers Association of Canada. She serves as Chair of the Central City Foundation in Vancouver. Lana is a member of the Whitecap Dakota First Nation in Saskatchewan.