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KELOWNA ESTATE PLANNING SOCIETY

Executive


President
Brian Steeves, CPA, CA

Crow MacKay LLP

500-1620 Dickson Ave

Kelowna, BC V1Y9Y2

Tel: (250) 763-5021


Email: Brian.Steeves@crowemackay.ca


Treasurer
Peter Ficek, CFP, CIM, RRC, RFRA, FCSI

TERRA FIRMA Financial Inc., Principal, Financial Planner

#210, 347 Leon Ave.
Kelowna, BC. V1Y 8C7
Tel: 
(403) 383-3086

Email: Treasurer@KelownaEstatePlanningSociety.com


Technology Coordinator
Darrell Porubanec


Ad Hoc Finance KGH Foundation

2268 Pandosy Street

Kelowna, BC. V1Y 1T2


Email: darrell.porubanec@gmail.com

Membership
Tiffany Lusher, CFP, CIM, MFA-P

Genus Capital Management Inc.
860-980 Howe St.
Vancouver, BC V6Z 0C8
Tel: (604) 605-4624

Email: tlusher@genuscap.com 


Programs
Stefano Pannu, B.A., CFP, CLU, CIM, FCSI

Noble Pannu Wealth
203-1658 Commerce Ave
Kelowna, BC V1X 8A9
Tel: 
(236) 361-0392

Email: Stefano@noblepannuwealth.com

Blank Profile Picture, Mystery Man ...

Director
Bob White, CLU

309-1664 Richter St. 

Kelowna, BC. V1Y 9S3

Tel: (250) 762-4100


Email: bob@goplan.ca


Director 
Nicole Watson, CPA, CA, TEP


Watson Chartered Professional Accountant Services Inc.

202-401 Glenmore Rd.

Kelowna, BC V1V 1Z6

Tel: (236) 420-6886 (ext 101)

Email: nicole@watsoncpaservices.ca




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