Partners in Philanthropy

Partners in Philanthropy

Professional Advisors play an important role in the success of Nanaimo Foundation. Many advisors – wills & estate lawyers, bankers, trust officers, financial planners, accountants and life insurance professionals – all serve as our partners in improving our community. They advance philanthropy and encourage charitable giving for lasting impact.

Become a Partner in Philanthropy

The following Professional Advisors have either:

  • Established their own endowment fund or made a planned gift
  • Referred a client who has established a fund or made an immediate or planned gift
  • Spoken or presented on Nanaimo Foundation’s behalf
  • Provided important advice while serving on one of our committees

Trina Brubaker – Johnston Franklin Bishop Lawyers

Meryl Chahley – MNP LLP 

Al Dreger – RBC Dominion Securities Inc.

Colin Duncanson – Coastal Community Private Wealth Group

Lucie Gosselin – MNP LLP

Saul Hilchey – RBC Dominion Securities Inc.

Michael Holyk – National Bank Financial

Douglas A. Johnston – Johnston, Johnston & Associates Ltd.

Melissa Lavoie – Coastal Community Private Wealth Group

Iain Lindsay – National Bank Financial

Daniel Martinez – Integral Wealth Securities Ltd.

Lee Odgers – Freedom 55 Financial

Dan Sigouin – Malaspina Wealth Management Group

Joyce A. Smith – Smythe CPA

Nolan Smith – Oceanvale Mortgage & Finance

Pat Sullivan – Integral Wealth Securities Ltd.

Tricia Thomas – Malaspina Wealth Management Group

Trevor Topping – Smythe CPA

Mike Wassermann – Ramsay Lampman Rhodes Lawyers

Chelsea Wilson – Ramsay Lampman Rhodes Lawyers