Partners in Philanthropy
Professional Advisors play an important role in the success of the 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.
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 the 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