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Roger Lee, Chair
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Roger Lee obtained his law degree from Dalhousie University in 1993, returned to Vancouver to article, and joined Davis LLP in 1994. Since his call to the Bar, Mr. Lee has developed an extensive practice in trust and estate litigation and has given numerous lectures on the area to various groups. He advises corporate and individual trustees, as well as personal representatives, of their legal obligations and duties on a regular basis, acts for beneficiaries who question the actions of the trustees of their particular trusts, and represents various charities with respect to bequests made to them.
Mr. Lee is the Past Chairperson of the Vancouver Branch of the Canadian Bar Association Wills & Trusts Subsection, a member of the British Columbia CLE Wills Advisory Committee, and served on the Board of the Vancouver Roundtable of the CAGP-ACPDP™ for almost three years. While serving on the Board of the Vancouver RoundTable, Mr. Lee was a member of the Estate Resource Committee, which produced a very well-received package of materials for members. He also presented, along with Mary Hamilton, a workshop at the 2006 CAGP-ACPDP™ Annual Conference in Calgary, and presented another workshop at Halifax at the 2007 CAGP-ACPDP™ Annual Conference. |
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Marilyn Monson
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During her career, Marilyn Monson has worked in a number of not-for-profit organizations. She has had a range of experiences that include the YMCA, Alberta Recreation, Parks & Wildlife Foundation (Land Trust work in Alberta), Caritas Hospitals Foundation, Development Consultant with DVA Navion and the University of Alberta. Marilyn has been working with gift planning vehicles since the mid-1980's.
Development work has been an active part of each of her roles and progressing from part-time responsibilities to full time roles; general development work and more specifically gift planning.
Most recently, she was in the position with the University of Alberta where she directed and worked with a gift planning team of 5. |
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Malcolm Berry
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Malcolm Berry is Director, Gift and Estate Planning of SickKids Foundation in Toronto. Malcolm and his colleagues are responsible for raising funds for The Hospital for Sick Children, one of the most respected children's hospitals in the world, and for granting funds across Canada to advance children's health. SickKids Foundation raises $100 million annually and is one of the largest charity foundations in Canada holding endowments valued at more than $600 million. Before joining SickKids Foundation, Malcolm worked at Magna International and taught at St. Clement's School.
Malcolm received a Masters of Business Administration from the DeGroote School of Business at McMaster University, a Bachelor of Education from the Ontario Institute for Studies in Education at University of Toronto and a Bachelor of Science Degree from Queen's University. A member of the Canadian Association of Gift Planners since 2006, he is also a graduate of CAGP-ACPDP's Canadian Gift Planning and Advanced Canadian Gift Planning courses and has served on the Editorial Board of Leave A Legacy's Guide to Giving Back. |
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Peggy Kileen, CFRE
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Peggy Killeen is Director of Stewardship at the Royal Victoria Hospital Foundation in Montreal, Quebec. Peggy has 25 years of experience in the development field, specializing in non-profit management and fundraising. She started her career in South Africa, working for local advocacy, human rights and community development organizations. Peggy has worked at United Nations electoral missions in Central Africa and the ex-Yugoslavia, on contracts for the UN and the Canadian International Development Agency (CIDA). In Canada she has focused on adult literacy, immigrant aid services, education and health. She has taught at the International Human Rights Training Program run by Equitas. Peggy became a member of the CAGP-ACPDP in 2003, the same year she graduated from the original Canadian Gift Planning course in Banff. Peggy is due to present a session on ethical decision making at the 2011 CAGP-ACPDP national conference. |
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Darren Pries-Klassen
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Darren Pries-Klassen, Executive Director, Mennonite Foundation of Canada, one of the largest faith-based public foundations in the country. Prior to this role Darren served as a Consultant with Mennonite Foundation of Canada for 12 years working primarily in the areas of will and estate planning, charitable gift planning, and financial literacy.
He holds a Bachelor's Degree in Theology from Canadian Mennonite University in Winnipeg, MB and a Certified Financial Planner designation. He has served on many Boards in both for profit and not-for-profit organizations including Kitchener-based Mennonite Savings and Credit Union and Hamilton`s Welcome Inn Community Centre. He has been a member of CAGP-ACPDP since 1998.
A sought after speaker and educator, Darren has presented at several national conferences including CAGP-ACPDP.
He and his wife Monika live in St. Catharines and have two teenage daughters. |
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Charles O'Neil, Secretary
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Charles is Director of Gift Planning at the QEII Health Sciences Centre Foundation in Halifax. The Foundation raises $11 million each year in support of the QEII, Atlantic Canada's leading tertiary and quaternary medical care facility. He also acts as Gift Planning Consultant for the Anglican Diocese of Nova Scotia and Prince Edward Island, work he has carried out since 1988. Prior to joining the QEII Foundation team he was principal of O'Neil Planned Giving Services, a consulting firm assisting Maritime-based charitable organizations to establish and operate gift planning programs.
Charles has been a member of the Canadian Association of Gift Planners (CAGP) since 1996, is past chair of the Nova Scotia Round Table, served on its LEAVE A LEGACY™steering committee for several years and was a member of the association's national conference committees in 2001, 2002 and 2007.
Charles is a member of the editorial board of Gift Planning in Canada, serves as secretary of the Halifax Estate Planning Council, and is a member of the Advancement Advisory Committee of the Atlantic School of Theology. |
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Bob Strachan
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Bob Strachan, Wealth Advisor, BMO Nesbitt Burns (Ottawa) was educated in Toronto and London and holds an Economics (Hons) B.A. from the University of Western Ontario. His working life spans some 30 years and is rooted in the Canadian financial services sector.
He established Canada Trust's Personal Trust Division in Ottawa in 1978, and held various personal trust and investment management positions prior to his appointment as Regional Assistant Vice President for fiduciary and banking operations in Eastern and Northern Ontario. Bob also spent 8 years in various senior financial management positions in London and Kitchener-Waterloo, latterly as Regional Vice President of Mid- Western Ontario prior to leaving Canada Trust 1995.
Bob returned to eastern Ontario to establish a wealth management and planning practice with BMO Nesbitt Burns. Today, he provides financial service and wealth planning solutions to personal, fiduciary, group and not for profit clients in eastern Ontario and various provinces across Canada.
For many years an active supporter of the charitable sector, Bob has served as a board member of the United Ways of London, Kitchener-Waterloo and Ottawa; the Community Foundations of Kitchener-Waterloo and Ottawa; the Kitchener-Waterloo Symphony; the Ottawa Hospital Foundation; Alma College, St. Thomas and Elmwood School, Ottawa.
He has been a frequent speaker on the topic of planned giving, an active member of the Canadian Association of Gift Planners. Bob was the Chair of the CAGP Ottawa Roundtable (ending 2009) – the first professional advisor to hold this position in Ottawa. |
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Doug Puffer
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Doug Puffer, Director, Planned Giving, University Advancement, Simon Fraser University, Vancouver, BC
Doug is one of those people who "fell into" a career in fundraising and 26 years later, he knows that he couldn't have made a better choice. His first experience as a volunteer fundraiser for Ducks Unlimited resulted in a job with DU: first as wildlife biologist in Northern Ontario then, as fate would have it, as a staff fundraiser in Kingston. After 14 years with DU, he joined Queen's University to serve as a Senior Development Officer and later as a Senior Planned Giving Officer.
Five years ago he was presented with the chance to build a planned giving program at Simon Fraser University. It was one that he just couldn't pass up. He has seen the program grow in three years from $23M to over $64M in expectancies, and developed relationships with wonderful donors who are giving for all the right reasons.
The idea of making the world a better place has been a cornerstone of personal and professional values for him. To his mind, connecting people with charity is one of the most rewarding and gratifying ways to make a better world. Helping people to leave their own legacy with an ultimate gift is one of the most satisfying feelings that he has experienced. He believes the silent philanthropists who we serve in this profession are the true, humble heroes of our Canadian society.
Doug volunteers his time and experience as a mentor and educator of fundraisers who are new to the profession. He stays current through research and writing, involvement in professional organizations, serving on the editorial board of Gift Planning in Canada and as a conference presenter. He is a relentless fan of Canadian college football, fortunate to have 3 sons who play or played at that level and one, so far, who has moved on to the CFL to pursue his own dreams. |
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Ross B. Young, CA, CFP / Principal
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Ross Young, Strategy Partrners, is a chartered accountant and certified financial planner specializing in tax and estate planning for business owners as well as charitable giving strategies. Ross co-founded Secure Capital Management Ltd. in 2004 having spent 10 years in the financial services industry. Ross received his Bachelor of Commerce at the University of Alberta in 1992 before earning his CA (Chartered Accountant) designation whilst at Coopers and Lybrand in 1995. In 1999, Ross obtained his CFP (Certified Financial Planner) designation. Ross has completed the In-Depth Tax Course sponsored by the Institute of Chartered Accountants and is currently serving on the National Board of the Canadian Association of Gift Planners (CAGP). Ross was the past Chair of the Southern Alberta Roundtable of CAGP and Leave A Legacy™ Calgary. |
