Thompson Rivers University
Thompson Rivers University

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

This list of financial and legal advisors has joined our Professional Partner program to date is:

Michele Santos CIBC Wood Gundy
Allan Schock CIBC Wood Gundy
David Page D.W. Page Wealth Management Ltd.
Lili Seery Edward Jones Investments
David Hughes Forward Law LLP
Ryan Scorgie Forward Law LLP
Leah Card Fulton & Co.
Jeff Glaicar Glaicar Sanford Wealth Partners
Dan Sanford Glaicar Sanford Wealth Partners
Surander Singh Investors Group
Starr Carson KPMG
Leni Reichor KPMG
Christopher Warner MD Financial Management
Jessy Sra MNP LLP
Lorianna Bennett Paul & Company
Norman Cooper RBC Dominion Securities
Travis Schultz  RBC Dominion Securities
Leslee Lucy Sunlife Financial
Wayne Girodat Sunlife Financial
Eric Davis TD Wealth

Contact Karen Gamracy at 250-371-5715 with any questions.

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