Planned Giving Committee
This Committee is a dedicated group of volunteers with a commitment to ensure that the donor and Rouge Valley Health System Foundation receive the maximium benefit for charitable gifts. The committee comprises financial and legal professionals who are available to offer their expertise to help maximize an individual’s financial planning potential through gifts of cash, RRSP or RRIFs, Exchange-listed securities, real estate, annuities, life insurance and wills.
Committee members:
Frank Ortencio, Chair
First Vice President
Richardson Partners Financial Limited
Edward R. Fleury
Senior Partner
Fleury, Comery LLP
Sachin Gupta
Truster Zweig LLP
Greg Kennedy
Financial Planning Specialist
Credential Asset Management Inc.
Kevin Murdock
Division Director and Financial Advisor
Investors Group
Raj Thavaratnasingham
Financial Advisor
Edward Jones
|
