Roundtable

A Professional Partners Roundtable has been established by the KGH Foundation for the purpose of advancing planned giving throughout our community through the strength of the advisor-client relationship.

We believe that by encouraging Professional Partners to remember philanthropy in their client discussions, philanthropic support towards local charities, including the KGH Foundation will be augmented, for the benefit of the Kelowna community as a whole.

The Roundtable will provide an opportunity for Professional Partners to discuss and learn from the technical and practical skills of their peers.

We believe that the awareness and the financial ability of the average citizen has increased, and with it has increased the desire to give back; to provide some form of gift or legacy. We believe that philanthropy should be part of client discussion so that an informed choice can be made. Clients who choose may then make philanthropy an integral part of current and long term financial and estate plans.

Joel A. Wiseman

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

Grant V. Delcourt

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

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.

Stanley Thomas Rule

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

Ian Williamson

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

Darrell Porubanec

Darrell received his Bachelor of Commerce (with Honours) degree from the University of Manitoba in 1977. He has been a certified Financial Planner since 1984 and became Fellow of the Canadian Securities Institute (FCSI) in 1988. Darrell has completed his Insurance Level II, which will provide further services to clients.

Darrell, his wife and two children relocated with the firm to Kelowna in 1989, previously residing in Prince George. Outside of work, Darrell enjoys rock and ice climbing, and hiking with his family. Mt. Robson, Mt. Assiniboine, Mt. Le Froy, Mt. Victoria, Castle Mountain and Whitehorn are some of the mountains Darrell has climbed in his semi-annual travels.

Laurie Bartley

Profession: Estate Specialist

Firm: Canaccord Financial Services Ltd.

Designations: Certified Financial Planner (CFP), Specialist, Trust Institute (STI)
Member, Financial Planners Standards Council
Member, Kelowna Estate Planning Council
President, Kelowna Hospice Foundation

Laurie enjoys public speaking, and provides educational sessions on a range of protection and estate topics, including charitable giving.

With over 25 years experience in the financial services industry, Laurie is dedicated to providing customized and practical guidance for your estate needs. From discussing your goals, assessing your current situation, providing options and alternatives, explaining how proposed changes will benefit you, to ongoing review and guidance….. she is here to help.

For more information, contact Laurie at: laurie_bartley@canaccord.com or 250 979-1118

Kelly Watson

Profession: Chartered Accountant

Firm: KPMG LLP

Professional Organizations/Accreditations: Chartered Accountant, member of the Canadian Tax Foundation, executive member of the Kelowna Estate Planning Society, member of the Kelowna Tax Discussion Group, instructor with the CICA In-depth Tax program.

Hobbies/Special interests: Sports & Music

Other Memberships: Member of Kelowna AM Toastmasters

Geoffrey White

Profession: Lawyer

Firm: Geoffrey W. White Law Corporation

Professional Organizations/Accreditations: B.Bus.Admin.; L.L.B, T.E.P.

Hobbies/Special Interests: Triathlon, Canoeing, Cross-country Skiing, Diving

Other Memberships: Society of Trust and Estate Planners, Kelowna Estate Planning Society, Canadian Bar Association – President, Wills & Trusts Okanagan Section, President, B.C. Elder Law Section; President, People In Motion; Chair, City of Kelowna/Central Okanagan Foundation Social Grants Committee.

Katrina Patterson

Profession: Certified Financial Planner

Firm: Freedom 55 Financial

Professional Organizations/Accreditations: Member of Advocis, Member of Million Dollar Round Table, Member of Financial Planners Standards Council, Current President of the Kelowna Estate Planning Society, Licensed Life Agent with Insurance Council of British Columbia; licensed mutual fund representative with the Mutual Fund Dealers Association; Designation as Chartered Life Underwriter; Designation as Financial Management Advisor; member of Kelowna Professional Partners Roundtable

Hobbies/Special Interests: Spending time with family

Other: Prior to joining Freedom 55, I was with a major bank for 29 years. My primary focus is on creating financial roadmaps for people with an emphasis on preserving their wealth and assisting with their estate plans.

For more information, visit Katrina at:
katrinapatterson.ca

Mark E. Rogers

Mark Rogers has advised small business owners, entrepreneurs, self-employed professionals and affluent individuals since 1987 as a specialist in estate and business financial planning. He is the founder of the Strategic EntrepreneurTM program for business owners and professionals, and serves clients with his associates at Barrington BC Interior in Kelowna.

Mark’s CLU (Chartered Life Underwriter) designation demonstrates the qualifications and skills to provide professional advice in all areas of wealth transfer and estate planning for individuals, business owners and professionals. The CLU is Canada’s premier wealth transfer and estate planning designation. See www.cluinstitute.ca

Mark is an active member of CALU, representing the interests of Advocis (The Financial Advisors Association of Canada) and CALU members to Members of Parliament and officials of key federal government departments, in particular the Canada Revenue Agency and the Department of Finance. While CALU's mandate is specific to 'advanced life underwriting' it’s inclusive of the range of advisory and marketing activities relating to estate planning, corporate-owned life insurance, wealth creation and management, employee benefits and retirement planning. See www.calu.ca

Life and Qualifying Member of MDRT (the Million Dollar Round Table). Members of this qualifying organization promote superior advice & the highest quality service standards. Membership includes the top 5% of financial advisors worldwide. See www.mdrt.org

Mark has completed numerous professional development courses and has been a Faculty Member for the Continuing Education Program of Advocis, The Financial Advisors Association of Canada.

For more information, visit Mark at: advocis.ca

Bill Corbett

Profession: Chartered Accountant

Firm: KPMG LLP

Education, Bachelor of Commerce, University of Alberta

Professional Organizations/Accreditations: Partner, KPMG (1981) Edmonton, Partner-in-charge, KPMG Owner-Managed Business Group, Partner-in-Charge, KPMG Kelowna, Member of Chartered Accountants of BC and AB, CICA, Canadian Tax Foundation, Society of Trust and Estate Practitioners, KPMG Succession Planning Group and Estate Planning Council of Kelowna.

Other Memberships: Founding Director and Family Council Facilitator of CAFE (Canadian Association of Family Enterprise) – Okanagan

Other: Bill has thirty years of experience in public practice providing tax, succession, estate and financial planning advice to individuals and businesses. All of these years have been with KPMG. He has applied his CAFE and KPMG succession planning specialist learning to assist many BC private companies resolve conflict and work through transitions in management and ownership.

Richard Ingram

Profession: Portfolio Manager

Firm: RBC Dominion Securities

Education: Bachelors; major in Commerce, SFU 1976

Professional Organizations/Accreditations: CIM (Canadian Investment Management), FCSI (Fellow of the Cdn Securities Inst)

Hobbies/Special Interests: Golf, ski, boat

Other Memberships: Rotary Club of Kelowna Okanagan Mission,
Kelowna Estate Planning Society,

	Roundtable A Professional Partners Roundtable has been established by the KGH Foundation for the purpose of advancing planned giving throughout our community through the strength of the advisor-client relationship. We believe that by encouraging Professional Partners to remember philanthropy in their client discussions, philanthropic support towards local charities, including the KGH Foundation will be augmented, for the benefit of the Kelowna community as a whole. The Roundtable will provide an opportunity for Professional Partners to discuss and learn from the technical and practical skills of their peers. We believe that the awareness and the financial ability of the average citizen has increased, and with it has increased the desire to give back; to provide some form of gift or legacy. We believe that philanthropy should be part of client discussion so that an informed choice can be made. Clients who choose may then make philanthropy an integral part of current and long term financial and estate plans. Joel A. Wiseman 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 Grant V. Delcourt 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 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. Stanley Thomas Rule 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 Ian Williamson 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 Darrell Porubanec Darrell received his Bachelor of Commerce (with Honours) degree from the University of Manitoba in 1977. He has been a certified Financial Planner since 1984 and became Fellow of the Canadian Securities Institute (FCSI) in 1988. Darrell has completed his Insurance Level II, which will provide further services to clients. Darrell, his wife and two children relocated with the firm to Kelowna in 1989, previously residing in Prince George. Outside of work, Darrell enjoys rock and ice climbing, and hiking with his family. Mt. Robson, Mt. Assiniboine, Mt. Le Froy, Mt. Victoria, Castle Mountain and Whitehorn are some of the mountains Darrell has climbed in his semi-annual travels. Laurie Bartley Profession: Estate Specialist Firm: Canaccord Financial Services Ltd. Designations: Certified Financial Planner (CFP), Specialist, Trust Institute (STI) Member, Financial Planners Standards Council Member, Kelowna Estate Planning Council President, Kelowna Hospice Foundation Laurie enjoys public speaking, and provides educational sessions on a range of protection and estate topics, including charitable giving. With over 25 years experience in the financial services industry, Laurie is dedicated to providing customized and practical guidance for your estate needs. From discussing your goals, assessing your current situation, providing options and alternatives, explaining how proposed changes will benefit you, to ongoing review and guidance….. she is here to help. For more information, contact Laurie at: laurie_bartley@canaccord.com or 250 979-1118 Kelly Watson Profession: Chartered Accountant Firm: KPMG LLP Professional Organizations/Accreditations: Chartered Accountant, member of the Canadian Tax Foundation, executive member of the Kelowna Estate Planning Society, member of the Kelowna Tax Discussion Group, instructor with the CICA In-depth Tax program. Hobbies/Special interests: Sports & Music Other Memberships: Member of Kelowna AM Toastmasters Geoffrey White Profession: Lawyer Firm: Geoffrey W. White Law Corporation Professional Organizations/Accreditations: B.Bus.Admin.; L.L.B, T.E.P. Hobbies/Special Interests: Triathlon, Canoeing, Cross-country Skiing, Diving Other Memberships: Society of Trust and Estate Planners, Kelowna Estate Planning Society, Canadian Bar Association – President, Wills & Trusts Okanagan Section, President, B.C. Elder Law Section; President, People In Motion; Chair, City of Kelowna/Central Okanagan Foundation Social Grants Committee. Katrina Patterson Profession: Certified Financial Planner Firm: Freedom 55 Financial Professional Organizations/Accreditations: Member of Advocis, Member of Million Dollar Round Table, Member of Financial Planners Standards Council, Current President of the Kelowna Estate Planning Society, Licensed Life Agent with Insurance Council of British Columbia; licensed mutual fund representative with the Mutual Fund Dealers Association; Designation as Chartered Life Underwriter; Designation as Financial Management Advisor; member of Kelowna Professional Partners Roundtable Hobbies/Special Interests: Spending time with family Other: Prior to joining Freedom 55, I was with a major bank for 29 years. My primary focus is on creating financial roadmaps for people with an emphasis on preserving their wealth and assisting with their estate plans. For more information, visit Katrina at: katrinapatterson.ca Mark E. Rogers Mark Rogers has advised small business owners, entrepreneurs, self-employed professionals and affluent individuals since 1987 as a specialist in estate and business financial planning. He is the founder of the Strategic EntrepreneurTM program for business owners and professionals, and serves clients with his associates at Barrington BC Interior in Kelowna. Mark’s CLU (Chartered Life Underwriter) designation demonstrates the qualifications and skills to provide professional advice in all areas of wealth transfer and estate planning for individuals, business owners and professionals. The CLU is Canada’s premier wealth transfer and estate planning designation. See www.cluinstitute.ca Mark is an active member of CALU, representing the interests of Advocis (The Financial Advisors Association of Canada) and CALU members to Members of Parliament and officials of key federal government departments, in particular the Canada Revenue Agency and the Department of Finance. While CALU's mandate is specific to 'advanced life underwriting' it’s inclusive of the range of advisory and marketing activities relating to estate planning, corporate-owned life insurance, wealth creation and management, employee benefits and retirement planning. See www.calu.ca Life and Qualifying Member of MDRT (the Million Dollar Round Table). Members of this qualifying organization promote superior advice & the highest quality service standards. Membership includes the top 5% of financial advisors worldwide. See www.mdrt.org Mark has completed numerous professional development courses and has been a Faculty Member for the Continuing Education Program of Advocis, The Financial Advisors Association of Canada. For more information, visit Mark at: advocis.ca Bill Corbett Profession: Chartered Accountant Firm: KPMG LLP Education, Bachelor of Commerce, University of Alberta Professional Organizations/Accreditations: Partner, KPMG (1981) Edmonton, Partner-in-charge, KPMG Owner-Managed Business Group, Partner-in-Charge, KPMG Kelowna, Member of Chartered Accountants of BC and AB, CICA, Canadian Tax Foundation, Society of Trust and Estate Practitioners, KPMG Succession Planning Group and Estate Planning Council of Kelowna. Other Memberships: Founding Director and Family Council Facilitator of CAFE (Canadian Association of Family Enterprise) – Okanagan Other: Bill has thirty years of experience in public practice providing tax, succession, estate and financial planning advice to individuals and businesses. All of these years have been with KPMG. He has applied his CAFE and KPMG succession planning specialist learning to assist many BC private companies resolve conflict and work through transitions in management and ownership. Richard Ingram Profession: Portfolio Manager Firm: RBC Dominion Securities Education: Bachelors; major in Commerce, SFU 1976 Professional Organizations/Accreditations: CIM (Canadian Investment Management), FCSI (Fellow of the Cdn Securities Inst) Hobbies/Special Interests: Golf, ski, boat Other Memberships: Rotary Club of Kelowna Okanagan Mission, Kelowna Estate Planning Society,
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