Our Advisors – KGH Foundation's Planned Giving Committee

The KGH Foundation Planned Giving Committee is comprised of representatives from the professional community and Foundation board members that have volunteered their time and expertise to further the planned giving program for the benefit of the community it serves.

The Committee will make recommendations to the Board of the Kelowna General Hospital Foundation with a focus on developing an active planned giving program that upholds the interests of our donors. Together the Committee develops annual objectives, guidelines and policies for implementing and operating a program of excellence.

Grant Steven - Chair, Planned Giving Committee

Investment and Wealth Advisor, Associate Director,
Branch Manager ScotiaMcLeod

Grant has his Financial Advisor Management (FMA) designation and his Fellow of CSI (FCSI) designation.

Grant believes in giving in a way that is more meaningful than writing cheques - although that's important too. Building a strong team of professionals who are ready willing and able to help a worthy cause can deliver exponential results which ultimately benefit the cause as a whole........that's a "hobby" Grant’s always enjoyed. In his spare time, Grant loves spending time with his family skiing and snowboarding. As well, the odd game of golf has been had, as well as some running.

Stanley Thomas Rule - Committee Member

Profession: Law

Firm: Tinker, Churchill, Rule

Professional Organizations: Canadian Bar Association; Past Chair – Okanagan Wills and Trusts Subsection, Canadian Bar Association; and Past President, Kelowna Estate Planning Society

Other Memberships: Director B.C. Association of Community Response Networks; Member, Kelowna General Hospital Foundation Planned Giving Committee

Other: Monthly columnist on legal issues for Senior’s Choice; Author of “Rule of Law” web blog on wills, estates, trusts and estate litigation

Joel A. Wiseman - Committee Member

Profession: Law

Firm: Mission Law Group

Education: Bachelor of Arts (Political Science/Economics); University of British Columbia, 1980; Bachelor of Law, University of British Columbia, 1983

Professional Organizations/Accreditations: Law Society of British Columbia; Canadian Bar Association; Kelowna Estate Planning Society and Kelowna Capri Rotary Club; Director – Kelowna General Hospital Foundation; Director – Okanagan-Similkameen Film Commission; Past Director with Big Brothers/Big Sisters (Vancouver and Prince George), Cariboo Action Training Society (Camp Training), Ducks Unlimited (Prince George), Prince George Junior Chamber of Commerce and Yellowhead Rotary Club

Hobbies/Special Interests: Golfing, Mountain Biking, Skiing, Hunting and Fishing, Soccer and Football Dad.

Other Memberships: Kelowna Fish & Game Club, Steelhead Society of British Columbia

Ian Williamson - Committee Member

Ian began his professional career with Montreal Trust in Kelowna in 1967, before moving to Vancouver (1970) where he commenced estate administration. Ian spent seven years in Vancouver before moving on to Calgary and later Victoria with Montreal Trust. Ian then returned to Kelowna, where he served as Montreal Trust’s Branch Manager until the company moved with Scotiabank in 1995. In 2001, Ian retired from work with Scotiabank, and not long after formed First Valley Estate Administrators (2002), as well as its successor company, Community Western Trust Corporation, which specializes in wills, estates and trust administration, in 2005.

Profession: President, Community Western Trust Corporation

Member, Kelowna Estate Planning Committee

Former President, Okanagan Mission Rotary Club

Married to Edna Harder with 2 Children

Chris Holtom - Committee Member

Profession: Programming Manager

Firm: Shaw Cablesystems

Hobbies/Special interests: Skiing, golf, and gardening

Member, Kelowna General Hospital Foundation’s Planned Giving Committee

Other Memberships: Member, BC Cancer Foundation - Southern Interior Advisory Council.

Ken Ficocelli - Committee Member

Profession:   Chartered Accountant

Firm:   BDO Dunwoody LLP
Professional Organizations/Accreditations:   Certified Fraud Examiner, member of regional Management Advisory Council

Hobbies/special interests:   Golf, running, hockey

Other memberships:   Past President of the Kelowna Chamber of Commerce; past board member of People In Motion and Central Okanagan Child Development Association

Grant V. Delcourt - Committee Member

Profession: Wealth Management

Firm: Britton Bell Allard Delcourt at ScotiaMcLeod

Professional organizations/Accreditations: Member of the Institute of Chartered Accountants of British Columbia; Licensed Investment Advisor with Investors Dealer Association; Licensed Life Agent with Insurance Council of British Columbia

Hobbies/Special Interests: hockey, tennis, golf, skiing and waterskiing

Other Memberships: Director of Kelowna General Hospital Foundation; Member of Kelowna General Hospital Planned Giving Committee; Member of Kelowna Planned Giving Professional Roundtable; Member of Kelowna Estate Planning Society; Member of UBC Okanagan Athletic Scholarship Committee.

Len Vandenberg - Committee Member

Profession: Tax advisor specializing in owner managed corporate tax planning, and estate planning / charitable gift structuring. Len has provided tax advice to many clients making significant donations of cash and shares to public and private foundations.

Firm: BDO Dunwoody LLP

Education: MBA – University of Alberta, 1985

Professional Organizations/Accreditations: Lecturer and/or tutor at the CICA In Depth tax course and the CICA Income Tax Practice course, member Kelowna Estate Planning Society

Hobbies/Special Interests: Teaching kids how to ride bikes, drive cars and do calculus. Camping, hiking and skiing.

Other Memberships: Married to Francine with 4 children ages 8 – 18.

Randy Barthel

Profession: Communications

Firm: Shaw (Programming)

Randy is a communications professional with close to 20 years experience working in media, public relations, marketing & advertising. Originally from Vancouver he moved to Kelowna in 2003 and now wonders why he didn’t move here sooner. A big film buff, he served on the Board of the Okanagan Film Commission for three years from 2005 to 2008. Randy joined the KGHF Planned Giving committee in May 2008 and is looking forward to working with the team in achieving objectives. When not at work or volunteering his time Randy will most often be found in his yard where he continues to work on creating a water efficient landscape filled with drought tolerant plants.

	Our Advisors – KGH Foundation's Planned Giving Committee The KGH Foundation Planned Giving Committee is comprised of representatives from the professional community and Foundation board members that have volunteered their time and expertise to further the planned giving program for the benefit of the community it serves. The Committee will make recommendations to the Board of the Kelowna General Hospital Foundation with a focus on developing an active planned giving program that upholds the interests of our donors. Together the Committee develops annual objectives, guidelines and policies for implementing and operating a program of excellence. Grant Steven - Chair, Planned Giving Committee Investment and Wealth Advisor, Associate Director, Branch Manager ScotiaMcLeod Grant has his Financial Advisor Management (FMA) designation and his Fellow of CSI (FCSI) designation. Grant believes in giving in a way that is more meaningful than writing cheques - although that's important too. Building a strong team of professionals who are ready willing and able to help a worthy cause can deliver exponential results which ultimately benefit the cause as a whole........that's a "hobby" Grant’s always enjoyed. In his spare time, Grant loves spending time with his family skiing and snowboarding. As well, the odd game of golf has been had, as well as some running. Stanley Thomas Rule - Committee Member Profession: Law Firm: Tinker, Churchill, Rule Professional Organizations: Canadian Bar Association; Past Chair – Okanagan Wills and Trusts Subsection, Canadian Bar Association; and Past President, Kelowna Estate Planning Society Other Memberships: Director B.C. Association of Community Response Networks; Member, Kelowna General Hospital Foundation Planned Giving Committee Other: Monthly columnist on legal issues for Senior’s Choice; Author of “Rule of Law” web blog on wills, estates, trusts and estate litigation Joel A. Wiseman - Committee Member Profession: Law Firm: Mission Law Group Education: Bachelor of Arts (Political Science/Economics); University of British Columbia, 1980; Bachelor of Law, University of British Columbia, 1983 Professional Organizations/Accreditations: Law Society of British Columbia; Canadian Bar Association; Kelowna Estate Planning Society and Kelowna Capri Rotary Club; Director – Kelowna General Hospital Foundation; Director – Okanagan-Similkameen Film Commission; Past Director with Big Brothers/Big Sisters (Vancouver and Prince George), Cariboo Action Training Society (Camp Training), Ducks Unlimited (Prince George), Prince George Junior Chamber of Commerce and Yellowhead Rotary Club Hobbies/Special Interests: Golfing, Mountain Biking, Skiing, Hunting and Fishing, Soccer and Football Dad. Other Memberships: Kelowna Fish & Game Club, Steelhead Society of British Columbia Ian Williamson - Committee Member Ian began his professional career with Montreal Trust in Kelowna in 1967, before moving to Vancouver (1970) where he commenced estate administration. Ian spent seven years in Vancouver before moving on to Calgary and later Victoria with Montreal Trust. Ian then returned to Kelowna, where he served as Montreal Trust’s Branch Manager until the company moved with Scotiabank in 1995. In 2001, Ian retired from work with Scotiabank, and not long after formed First Valley Estate Administrators (2002), as well as its successor company, Community Western Trust Corporation, which specializes in wills, estates and trust administration, in 2005. Profession: President, Community Western Trust Corporation Member, Kelowna Estate Planning Committee Former President, Okanagan Mission Rotary Club Married to Edna Harder with 2 Children Chris Holtom - Committee Member Profession: Programming Manager Firm: Shaw Cablesystems Hobbies/Special interests: Skiing, golf, and gardening Member, Kelowna General Hospital Foundation’s Planned Giving Committee Other Memberships: Member, BC Cancer Foundation - Southern Interior Advisory Council. Ken Ficocelli - Committee Member Profession: Chartered Accountant Firm: BDO Dunwoody LLP Professional Organizations/Accreditations: Certified Fraud Examiner, member of regional Management Advisory Council Hobbies/special interests: Golf, running, hockey Other memberships: Past President of the Kelowna Chamber of Commerce; past board member of People In Motion and Central Okanagan Child Development Association Grant V. Delcourt - Committee Member Profession: Wealth Management Firm: Britton Bell Allard Delcourt at ScotiaMcLeod Professional organizations/Accreditations: Member of the Institute of Chartered Accountants of British Columbia; Licensed Investment Advisor with Investors Dealer Association; Licensed Life Agent with Insurance Council of British Columbia Hobbies/Special Interests: hockey, tennis, golf, skiing and waterskiing Other Memberships: Director of Kelowna General Hospital Foundation; Member of Kelowna General Hospital Planned Giving Committee; Member of Kelowna Planned Giving Professional Roundtable; Member of Kelowna Estate Planning Society; Member of UBC Okanagan Athletic Scholarship Committee. Len Vandenberg - Committee Member Profession: Tax advisor specializing in owner managed corporate tax planning, and estate planning / charitable gift structuring. Len has provided tax advice to many clients making significant donations of cash and shares to public and private foundations. Firm: BDO Dunwoody LLP Education: MBA – University of Alberta, 1985 Professional Organizations/Accreditations: Lecturer and/or tutor at the CICA In Depth tax course and the CICA Income Tax Practice course, member Kelowna Estate Planning Society Hobbies/Special Interests: Teaching kids how to ride bikes, drive cars and do calculus. Camping, hiking and skiing. Other Memberships: Married to Francine with 4 children ages 8 – 18. Randy Barthel Profession: Communications Firm: Shaw (Programming) Randy is a communications professional with close to 20 years experience working in media, public relations, marketing & advertising. Originally from Vancouver he moved to Kelowna in 2003 and now wonders why he didn’t move here sooner. A big film buff, he served on the Board of the Okanagan Film Commission for three years from 2005 to 2008. Randy joined the KGHF Planned Giving committee in May 2008 and is looking forward to working with the team in achieving objectives. When not at work or volunteering his time Randy will most often be found in his yard where he continues to work on creating a water efficient landscape filled with drought tolerant plants. .
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