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Conférenciers


Yvonne Chenier Q.C.

Yvonne is a lawyer with over 35 years of experience helping those in the philanthropic, nonprofit and social enterprise sectors, acting as general legal counsel and advising on planning, organizational, regulatory and governance matters. She is a co-founder and legal counsel for IntegralOrg, a registered charity focused on advancing the knowledge of registered charities and nonprofit organizations by training and coaching boards, management and volunteers to carry out their organization’s mission.

Yvonne has served as a trustee, board member, or founder of numerous organizations and speaks frequently to various groups on topics ranging from legal to financial matters. Yvonne is an active member of the Charities and Not-For-Profit Section of the Canadian Bar Association and is a past Chair. Her articles have been published in numerous publications including Canadian Taxpayer, the Not-for-Profit News, Charity Talk, Tax Times, Taxnet Pro, Canadian Fundraising & Philanthropy, Hilborn Charity eNEWS and LexisNexis Practice Advisor.

Yvonne is named in The Canadian Legal Lexpert® Directory* for excellence in Charity Law and has been selected by her peers for inclusion in The Best Lawyers in Canada for her work in Charities/Non-Profit Law.

 

Benoît Fontaine

Benoît Fontaine has a Master of Laws from the UCLouvain University in Belgium (1994, with great honour).

He began his career as the director of a youth association, and then became President of a youth Federation, which encompasses 15 organizations and a total of 75 employees.

Passionate about the philanthropic sector, in 1999 he joined the King Baudouin Foundation, the largest foundation in Belgium and a major foundation on the world stage. He was in charge of various programs at the KBF, namely the entrepreneurship program, the Observatory of Associations and Foundations, which compiles data and trends on the charitable sector, various capacity-building programs for non-profit organizations, the Prince Philippe Fund, etc.

As Head of Venture Philanthropy, he launched the Venture Philanthropy Fund, a fund that actively helps organizations to scale-up and restructure by coaching them on good governance, long-term strategy, business models, and impact assessment. This fund is operated in partnership with private sponsors and consultancy companies such as BAIN & Company and Accenture, which are all driven to maximize the impact of philanthropic actions. He also managed a support program for underprivileged youngsters to help them do better in school and find jobs. 

His driving ambition is to create maximum social impact on society.

He started KBF CANADA in 2017.

Tim Greengoe, BA,MBA,CFP,CLU,CHS

Estate Planning Specialist

Tim began his career in the financial services industry in 1992.  He has built a reputation as a capable advisor, mentor, trainer and knowledgeable estate planning and insurance professional.  In collaboration with your trusted advisors, Tim follows a proven process featuring a customized, client-centric, goals-based approach to create, protect, enhance and transfer wealth. In addition to a bachelor's degree in political science and an MBA, Tim is also a Certified Financial Planner, a Chartered Life Underwriter and a Certified Health Insurance Specialist. Tim has called Vancouver Island home since 1980 and settled in Victoria, BC., in 1985, where he enjoys the west coast lifestyle with his wife, two sons, extended family and friends.  Tim coaches youth soccer is an avid cyclist and loves to walk his dog Magnus.

Brenda Lee-Kennedy, CPA

Brenda is a tax partner with PwC’s Not-for-Profit Sector Services Group and Family Business Services Planning Group, practicing in the areas of personal, estate and trust and private enterprise advisory and taxation, as well as charities and not-for-profit taxation and governance. 

Brenda is a chartered professional accountant (CPA) and chartered accountant (CA) and works in the philanthropic sector providing tax and wealth planning advisory services to high net worth families, private businesses, charities, and other not-for-profit organizations. She is PwC Canada’s tax practice leader in the not-for-profit sector space. 

She is a member of the Canadian Institute of Chartered Professional Accountants, Institute of Chartered Professional Accountants of Ontario, Canadian Tax Foundation, Society of Estate and Trust Practitioners (STEP), and Canadian Association of Gift Planners (CAGP). As well, she has served as an instructor of the CICA’s In-Depth Tax Training Course. 

Brenda is a regular speaker at industry conferences, a contributor to industry publications, and in a volunteer capacity, serves as a board director and committee member to a number of not-for-profit organizations and charities. 

 

Brenda McEachern, B. Comm., LL.B, TEP

Brenda brings a unique skill set to RBC. Her 30-year career spans law, insurance and philanthropy. As an estate and trust lawyer she developed an expertise in charitable giving. As an estate and tax consultant with Canada Life, she acquired an intimate understanding of insurance as a tax effective estate planning tool.Brenda uses a creative multidisciplinary approach to helping affluent clients define and craft their financial legacy. She applies her specialized knowledge of insurance and trusts to customize solutions for each client’s individual circumstances.

Brenda received her B.Comm and LL.B from the University of B.C. She is a member of the Canadian Bar Association, the Society of Trust and Estate Practitioners and the Canadian Association of Gift Planners. She is a frequent lecturer on succession planning and charitable giving.

CODY MCMULLIN, CPA, CA, CFA

Cody McMullin is an Investment Counsellor with RBC PH&N Investment Counsel servicing Vancouver Island. Cody works with high net worth individuals, families, businesses, foundations and trusts to build customized discretionary portfolio management solutions designed to give his clients peace of mind so they can focus on what is most important to them. 

 

Sara Neely, LL.B., CFRE

Sara Neely is the Director of Philanthropic Services for the Victoria Foundation, Canada’s second oldest community foundation.  Sara joined the Foundation in 2008 and works with professional advisors and their clients, builds relationships in the community and enhances services provided to individuals, families, businesses and charitable organizations that have established funds at the Foundation.   

A native Victorian, Sara graduated from the University of Victoria Faculty of Law in 1982.  Her law degree provided a varied career including criminal prosecutions, civil litigation and wills and estates.  It was through her work acting as counsel for the BC Children’s Hospital Foundation (and managing its estate gifts) that Sara was introduced to the role of a gift planner. In 1993, she joined the staff at BC Children’s Hospital Foundation where she served as the Director of Gift & Estate Planning for over 14 years.  

Sara has been an active member of the Canadian Association of Gift Planners since its inception.  She was a founding member of the advisory board for Gift Planning in Canada and contributed dozens of articles to that and other industry publications.  A frequent speaker, Sara believes in sharing her experience, learning from her peers and mentoring those who are new to gift planning. She was the founding chair of LEAVE A LEGACY™ British Columbia and has served on the executive of CAGP’s Vancouver and Vancouver Island Chapters. Sara is a proud “Friend of CAGP”.  

John E.S. Poysner

John Poyser is a partner with Tradition Law LLP Estates and Trusts in Winnipeg.  He also has an office and practices in Calgary as the Wealth and Estate Law Group.  In Toronto he practices as a senior litigation lawyer with WEL Partners, a firm dealing exclusively with wills and estate litigation. 

His Manitoba and Alberta practices are limited to estate litigation and estate planning.  His Ontario practice is limited to estate litigation.  In his litigation practice, he challenges and defends transfers of wealth by wills, gifts and trusts. In his planning practice, he helps clients pass wealth from one generation to the next while minimizing taxes and building structures to improve the lives of beneficiaries.   

Nationally, he is a past chair of the Wills, Estates and Trusts Section of the Canadian Bar Association (the “CBA”), and a past Deputy Chair of the Society of Estate and Trust Practitioners (“STEP”).   Internationally, he sat as a member of STEP’s Worldwide Council from 2013 to 2016.  He has also filled various roles at a provincial level, serving as co-chair of the Wills and Estates Section of the Manitoba Bar Association, and chair of the Winnipeg Chapter of STEP. 

As an author, he wrote Capacity and Undue Influence, an eight-hundred page textbook published by Carswell in 2014 canvassing the law relating to the transfer of wealth by will, gift, and trust, and with attacks on those transfers. A second edition is in progress.  As a prior project, he coauthored ten editions of a textbook for Carswell entitled The Taxation of Trusts, a Practitioner’s Guide, dealing with taxation and planning issues relating to trusts and estates.  John is also a regular contributor of articles, practice notes, and case comments appearing in The Estates, Trusts and Pensions Journal.   

Founding Editor of The National Concordance, he created a compendium that assembles and compares succession laws across Canada, jointly published on-line by the CBA and Westlaw ECarswell.  He is one of the Associate Editors of The Estates and Trusts Reports. 

As a lecturer, he speaks across Canada for STEP, law societies, and bar associations. 

Amanda Stacey

Amanda Stacey is a partner in our wealth and private client group and our charities and tax exempt organizations 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, power of attorney, and capacity matters. 

Ms. Stacey is past chair of the Canadian Association of Gift Planners. She is a frequent writer and speaker on a variety of estate planning, charity, and not-for-profit topics, including articles and presentations for the Canadian Tax Foundation, the Ontario Bar Association, the Law Society of Ontario, and the Estates, Trusts and Pensions Journal. 

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