Terri-Lynn is responsible for managing the Vancouver Branch of Estate and Trust services. She joined the Scotiabank Group in 1994 as the Manager of the Western Custody Group and has worked in the financial industry since 1980. Terri-Lynn is active in her community through her dedicated support and leadership role with her employee workplace campaign for the United Way of the Lower Mainland.
James M. Parks, counsel to Gardiner Roberts LLP, has practiced in the fields of taxation and charity law since 1974. Mr. Parks received his B.Sc. from the University of Toronto in 1968 and his LL.B. from Queen’s University in 1971. After graduation, he received a fellowship from the federal Department of Justice for post-graduate studies at the University of Ottawa, from which he received a certificate in legislative drafting in 1972. Mr. Parks is a former instructor in the Taxation Section of the Bar Admission Course at the Law Society of Upper Canada and is currently a member of the Taxation Law, Charity and Not-for-Profit Law and Trusts and Estates Sections of the Ontario Bar Association, the International Fiscal Association, the Canadian Tax Foundation, the International Bar Association, the New York State Bar Association, the Estate Planning Council of Toronto, the Society of Trust and Estate Practitioners and a number of other professional and business organizations. He is a former Chair of the Charity and Not-for-Profit Law Section of the OBA and a former Chair of the National Charities and Not-for-Profit Law Section of the Canadian Bar Association.
Mr. Parks advises charities, donors and not-for-profit organizations that are not charities. He has spoken and written extensively on matters relating to taxation, estate planning, charities and other non-profit organizations and charitable giving. Mr. Parks also writes a column on charitable donations annually in the Canadian Donor’s Guide and has been recognized by Lexpert as one of Canada’s leading lawyers in charity law and by the National Post as one of the best lawyers in Canada practicing in the area of trusts and estates law.
Ian Worland graduated from the University of British Columbia with an LLB in 1995 and has practiced tax and estates law since his call to the Bar in 1996. He completed the Canadian Institute of Chartered Accountants' two year In-Depth Tax Course in July, 1998.
Ian regularly advises clients in personal and corporate tax planning, corporate reorganizations, estate planning, charitable gift planning and international tax and trust planning. This work also includes advising clients on tax issues arising in connection with the acquisition or sale of a business, divorce, separation, variations of trusts and wills, and flow-through share financings. Ian has been a member of the Society of Trust and Estate Practitioners (STEP) since 2002 and a member of the board of directors of STEP Canada since 2007, serving as Chair of STEP Canada from 2013 to 2015. STEP is the worldwide professional association for those advising families across generations.
From 2008 to 2016, Ian served on the board of governors of Quest University Canada, and was Chair of the Board from 2011 to 2016. Quest University Canada is Canada’s first independent not-for-profit secular university. It offers one degree (Bachelor of Arts and Sciences) and focuses entirely on excellence in undergraduate education.
Sanchia Edwards has been a wealth management professional in Canada and internationally with a number of major firms since 1990. With Scotia Wealth Management, she has held a variety of leadership roles, and is currently the Regional Director, ScotiaMcLeod International Investment Advisory. Sanchia holds a Bachelor of Sciences (Economics) from Trent University and is actively involved in charitable activities in her community mainly through United Way workplace leader roles, the Juvenile Diabetes Research Foundation Canada workplace leader roles and the Centre for Addiction and Mental Health.
Yves recently joined the Business Development at Sorrell Financial with over 30 years working experience in the Canadian insurance industry. His last role was as President of PPI Advisory where he provided leadership and strategic direction to the specialized team of marketing professionals. Amongst many things, Yves managed the progress and support of advanced marketing concepts to independent insurance advisors. Yves’ primary areas of expertise are life insurance products and other financial instruments.
Yves is a Fellow of the Canadian Institute of Actuaries (FCIA), Fellow of the Society of Actuaries (FSA).