Kelowna General Hospital Foundation | Planned Giving Committee  Planned Giving Committee 

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.

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

Chris Holtom

Profession: Programming Manager

Firm: Shaw Cablesystems

Member: Kelowna General Hospital Foundation Planned Giving Committee, Kelowna General Hospital Foundation Board

Past Memberships: YMCA Women of Distinction Media Chair, Chair RSS 2009 Dry Grad Fundraising, S. Interior Advisory Council, BC Cancer Foundation

Married to Steve with 3 children

Hobbies/Special Interest: Skiing, golf, gardening

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

Randy Barthel

Profession: Media Sales

Firm: Shaw Cablesystems G.P.

Member: Kelowna General Hospital Foundation Planned Giving Committee; Downtown Kelowna Association

Past Memberships: Okanagan Film Commission

Hobbies/Special Interest: Travel, current events, arts & culture, sports.

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.

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.

www.mradvisors.ca