FACULTY
COURSE LEADERS
Martin J. Rochwerg, Miller Thomson LLP
Martin Rochwerg is a Senior Tax Partner within the Tax and Private Client Services group at Miller Thomson LLP. He advises trustees and beneficiaries on estate, trust and charitable administration and dispute resolution, and corporate clients on tax minimization and ownership regimes.
Michael Morgan, Chappell Partners LLP
Michael C. Morgan, Partner at Chappell Partners LLP, practices in the areas of taxation law, estate planning, wills, trusts and estates, tax disputes resolution and business law.
Deborah Kraft, University of Waterloo
Deborah Kraft is Director of the Master Taxation Program at the University of Waterloo. She regularly consults with clients regarding financial management, retirement, estates, trusts and succession planning.
James W. Kraft, BMO Financial Group
James Kraft is Vice-President, Financial Planning Services, Insurance, at BMO Financial Group. He is an accountant, consultant and estate planner.
David P. Stevens, Gowling Lafleur Henderson LLP
David Stevens is Partner at Gowling Lafleur Henderson LLP. His practice focuses exclusively on taxation, including personal and charities tax.
Kevin Wark, Conference for Advanced Life Underwriting (CALU)
Kevin Wark is President of the Conference for Advanced Life Underwriting. Prior to his role at CALU, he was Senior VP, Business Development with PPI Financial Group and President/CEO of a Equinox Financial.
Richard M. Wise, MNP LLP
Richard M. Wise, is a Partner specializing in business valuation and forensic accounting in MNP LLP.
Peter A. Wouters, Empire Financial Group
Peter Wouters is Director, Tax & Estate Planning and Retail Insurance Products & Marketing at The Empire Life Insurance Company.
Nathan Wright, Nathan Wright Law Professional Corporation (an affiliated entity with Cadesky and Associates
Nathan Wright is a Partner Cadesky and Associates LLP. Nathan specializes in corporate and personal estate tax planning for owner-managed businesses.
Melanie McDonald, Borden Ladner Gervais LLP
Melanie McDonald is a Tax Partner in the Wealth Management Group at Borden Ladner Gervais LLP. Her practices focuses on estate planning for entrepreneurs, executives and other high-net-worth families.