Kelowna General Hospital Foundation | Advisors Roundtable Advisors 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.
Grant V. Delcourt
Profession: Wealth ManagementFirm: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 Canada 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, member of the Society of Trust & Estate Practitioners, (STEP)
Married to Francine with 4 children, ages 10 to 20.
Hobbies/Special Interests: Camping, hiking, skiing and landscaping
Stanley Thomas Rule
Profession: Law
Firm: Sabey Rule LLP
Professional Organizations: Canadian Bar Association; Past Chair – Okanagan Wills and Trusts Subsection, Canadian Bar Association; Member and Past President, Kelowna Estate Planning Society; Member, Society of Trust and Estate Practitioners (STEP)
Other Memberships: Member, Kelowna General Hospital Foundation Planned Giving Committee, Past Director B.C. Association of Community Response Networks
Other: 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
Designations:
Certified Financial Planner (CFP), Specialist, Trust Institute (STI), Chartered Life Underwriter (CLU)
Member, Financial Planners Standards Council
Member, Kelowna Estate Planning Council
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
Profession: Advisor – Estate and Business Succession Planning
Firm: Mark Rogers Insurance Advisors
Professional Designation and Accreditation: Member of Advocis – The Financial Advisors Association of Canada provides a platform of knowledge, advocacy and education to enhance the professionalism of financial advisors and planners in the best interest of the consumer.
Member of CLU Institute: The CLU is Canada’s premier wealth transfer and estate planning designation.
Member of CALU: CALU represents the interests of Advocis 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.
Since 1987 Mark has focused his practice on providing professional advice in the areas of wealth transfer and estate planning for individuals, business owners and professionals. As an independent advisor, Mark is able to provide unbiased, objective solutions to suit your situation. Mark has completed numerous professional development courses and has been a Faculty Member for the Continuing Education Program of Advocis.
Bill Corbett
Profession: Chartered Accountant
Firm: KPMG LLP
Education: Bachelor of Commerce, University of Alberta
Professional Organizations/Accreditations: Partner, KPMG LLP Kelowna, Member of Chartered Accountants of BC and AB, Canadian Tax Foundation, STEP (Society of Trust and Estate Practitioners), KPMG Succession and Estate Planning Groups
Other Memberships: Founding Director and Family Council Facilitator of CAFE (Canadian Association of Family Enterprise) – Okanagan, Member, Kelowna Estate Planning Society
Hobbies/Special Interests: Golf and church
Other: Bill has thirty years of experience in providing tax, succession, estate and financial planning advice to individuals and businesses. All of these years have been with KPMG. He has applied his CAFÉ, STEP and KPMG succession and estate planning specialist learning to assist many clients resolve conflict and work through asset and management transitions.
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 Mis
sion,Kelowna Estate Planning Society
Tom Fellhauer
Profession: Law
Firm: Pushor Mitchell LLP
Education: LL.B – University of British Columbia, B.B.A. – Simon Fraser University, Diploma of Technology - BCIT
Professional Organizations: Director and Chair, Central Okanagan Foundation, Member and Past President, Kelowna Estate Planning Society, Director and Past Chair, Continuing Legal Education Society of British Columbia
Other Memberships: Member, CAFE (Canadian Association of Family Enterprise, Okanagan Chapter, Member, Canadian Bar Association, Member, Canadian Tax Foundation, Member, Kelowna Bar Association, Member, Society of Trust and Estate Practitioners (STEP)
Articles by Thomas Fellhauer: Canada’s New Government Announces Taxpayer Bill of Rights and Taxpayers’ Ombudsman
Publications by Thomas Fellhauer: "Chapter 5: Shares" in the Continuing Legal Education Society’s B.C. Company Law Practice Manual "Incorporation and Organization", "Audit and Financial Statements" and "Records and Returns" in CCH's B.C. Corporation Law Guide
