Legacy Advisory Committee
The CHEO Foundation is proud to work with many professionals in our community who help their clients make meaningful and lasting donations through estate planning. We are pleased to introduce a few of those professionals who make up our Forever CHEO Legacy Advisory Committee. This group of dedicated professionals are always available to talk with you about how including charitable giving in your estate will not only help your favourite charities, but will help you and your family as well.
|Jessica Houle, J.D. is a lawyer with J Houle Law and a member of the Business Law Group as well as the Franchise and Distribution Law Group. Jessica is fluently bilingual, and her practice focuses primarily on commercial law (including Franchising), employment law and wills and estate law.|
|Learn more about Jessica Houle…|
|[email protected] | 613-222-5656
| Shawn Ryan, CFP, TEP Insurance and Estate Planning Specialist, Mandeville Insurance Services Inc.
Shawn has over 25 years’ experience in the financial services industry and has his CFP (Certified Financial Planner) and his TEP (Trust and Estate Practitioner) designations.
|Learn more about Shawn Ryan…|
|613-728-0101 | www.capitalwealtharchitects.ca |www.mandevilleinc.com
|Paul B. St. Louis, LL.B, TEP Vice- President, Doherty & Associates Ltd., Investment Counsel began his professional career as a practising lawyer and subsequently spent the next 15 years in private wealth management with two of Canada’s largest financial institutions specializing in estate planning, estate settlement and fiduciary management.|
|Learn more about Paul B. St. Louis…|
|[email protected] | 613-238-6727 x 7107
Daniel B. Warren, CPA, CA, TEP is a founding partner of Hendry Warren LLP. Dan is an income tax specialist with over 30 years of experience in public practice. He advises individuals and business clients on a wide variety of issues including estate planning and strategies to achieve their charitable giving objectives.
|Learn more about Daniel B. Warren…|
|[email protected] | 613-235-2000 x 234