Estate and Planned Giving Professional Partners
The TRU Foundation Professional Partner Program
The program and materials are designed for Estate and Planned Giving Professionals to provide information about charitable giving to clients as they plan their estates. As a valued TRU Foundation Professional Partner, you will have access to printed gift information sheets that explain the many options available for charitable giving to the University. This partnership will help provide your clients with a diverse range of philanthropic ways to make a lasting impact in their community.
As another partnership benefit, you will be invited to estate planning seminars that provide information relevant to changes in the field as well as special events where you can learn more about TRU and become personally aware of giving opportunities at TRU for your clients’ consideration.
TRU Foundation Professional Partner Commitment Form
The list of financial and legal advisors that have joined our Professional Partner Program to date is:
| Kevin Seawell | BDO | Accountant | ksewell@bdo.ca | (250) 372-9505 |
| Mario Piroddi | BDO | Accountant | mpiroddi@bdo.ca | (250) 372-9505 |
| Allan Schock | CIBC Wood Gundy | Financial Adviser | Allan.schock@cibc.ca | (250) 314-3882 |
| Jim Keith | Criterion Capital Group of RBC Dominion Securities | Vice President & Director, Portfolio Manager | jim.keith@rbc.com | (250) 319-3850 |
| Rob Wilson | Criterion Capital Group of RBC Dominion Securities | Associate Advisor | rob.r.wilson@rbc.com | (250) 377-1967 |
| Sarah Cuzzetto | Criterion Capital Group of RBC Dominion Securities | Associate Wealth & Investment Advisor | sarah.cuzzetto@rbc.com | (250) 372-5675 |
| David Page | D.W. Page Wealth Management Ltd. | Financial Adviser | david.page@dwpage.com | (778) 470-3100 |
| Norman Daley | Daley & Co. | Accountant | Norman.Daley@daleyllp.ca | (250) 374-5577 |
| Lili Seery | Edward Jones Investments | Financial Adviser | Lili.seery@edwardjones.com | (250)374-1882 |
| David Hughes | Forward Law LLP | Lawyer | dhughes@forwardlaw.ca | (250) 434-2333 |
| Ryan Scorgie | Forward Law LLP | Lawyer | rscorgie@forwardlaw.ca | (250) 434-2333 |
| Jasmine Russett | Fulton & Company LLP | Associate | jrussett@fultonco.com | (250) 372-5542 |
| Leah Card | Fulton & Company LLP | Associate | lcard@fultonco.com | (250) 372-5542 |
| Matt Livingston | Fulton & Company LLP | Associate | mlivingston@fultonco.com | (250) 851-2307 |
| Dan Sanford | Glaicar Wealth Partners | RBC Wealth Management | Financial Adviser | dan.sanford@rbc.com | (250) 372-8252 |
| Shelby Lomas | Glaicar Wealth Partners | RBC Wealth Management | Associate Wealth Advisor | shelby.lomas@rbc.com | (250) 852 6086 |
| Jeff Glaicar | Glaicar Wealth Partners | RBC Wealth Management | Vice President, Portfolio Manager & Wealth Advisor | Jeff.glaicar@rbc.com | (250) 371-1525 |
| Surander Singh | Investors Group | Financial Adviser | surander.singh@investorsgroup.com | |
| Leni Reichor | KPMG | Accountant | lreichor@kpmg.ca | (250) 314-5968 |
| Starr Carson | KPMG | Accountant | scarson@kpmg.ca | (250) 314-5960 |
| Christopher Warner | MD Financial Management | Financial Adviser | chris.warner@cma.ca | |
| Jessy Sra | MNP LLP | Accountant | Jessy.Sra@mnp.ca | (250) 374-5908 |
| Lorianna Bennett | Paul & Company | Lawyer | l.bennett@kamloopslaw.com | (250) 828-9998 |
| Norman Cooper | RBC Wealth | Financial Adviser | norman.cooper@rbc.com | (250) 434-4733 |
| Travis Shultz | RBC Wealth | Financial Advisor | travis.schultz@rbc.com | (250) 371-4187 |
| Leslee Lucy | Sunlife Financial | Financial Adviser | leslee.lucy@sunlife.com | (250) 574-4730 |
| Wayne Girodat | Sunlife Financial | Financial Adviser | wayne.girodat@sunlife.com | (250) 574-8055 |
| Eric Davis | TD Wealth | Financial Adviser | eric.davis@td.com | (250) 314-5121 |
Contact Sarah Sandholm at 250-371-5702 with any questions.