STEP Canada awards recognize the dedication and contributions of our volunteers, students, and members—honouring those who create a lasting impact in our community.
2024
Kenneth Keung, TEP CPA, CA, CPA (CO, USA), CFP, MTAX, LLB
Sathees Ratnam, TEP CPA, CA
"Top 10 Tax Nasties"
2024, Highest Rated, Concurrent Conference Session
Antoine Aylwin, LLB
Amanda Doucette, TEP LLB, LLM
"Practitioner’s Update: Canadian Trust and Estate Law"
2024, Highest Rated, Plenary Conference Session
2023
Greg Leslie, TEP CPA CA
Michael Goldberg, TEP LLB, FEA
Cindy Radu, TEP LLB, LLM, ICDD
"A Journey Through the Life Cycle of a Family-Owned Private Business"
2023, Highest Rated, Concurrent Conference Session
Tom Grozinger, TEP CS, LLB
Marilyn Piccini Roy, TEP AdE, PhD, MA, LLB, BCL
"Practitioner’s Update: Trust and Estate Law"
2023, Highest Rated, Plenary Conference Session
2022
Melanie Yach, TEP LLB
Amanda Stacey, TEP JD
John Oakey, TEP CPA, CA
"With Friends and (High Net Worth) Family: Unintended Consequences of Settling a Discretionary Family Trust in the Context of an Estate Freeze"
2022, Highest Rated, Best Conference Presentation
2021
Rhonda Johnson, TEP MBA, LLB
Amanda Doucette, TEP LLB, LLM
Richard Niedermayer, KC TEP LLB
"CRA Watchdogs: How CRA’s Conduct Influences Your Clients"
2021, Highest Rated, Best Conference Presentation
2020
Eddy Surman, FCPA, FCA
Joan Jung, TEP LLB
Ruth March, TEP FCPA, FCA
“Pipelines and Loss Carrybacks”
2020, Highest Rated, Best Speaker Series Presentation
2019
Ann Bliss Alexander, LLB, TEP
Troy McEachern, BEd, LLB, TEP
Amanda Szczyrba, JD, TEP
Meaghan Yach, LLB, TEP
“Take That to the Bank: Legal, Estate, Beneficiary, and Capacity Issues when Dealing with Financial Institutions and Some Practical Solutions”
2019, Concurrent Winner, Best Conference Presentation
2018
Kimberly Whaley, TEP LLB, LLM, CS
Ed Esposto, TEP
Dr. Kenneth Shulman
Dr. Adrian M. Owen
"Medical-Legal Issues Involving Capacity, Estate and Trust Planning, and Litigation"
2018, Concurrent Winner, Best Conference Presentation
Philip Marcovici, TEP
"International Moves"
2018, Plenary Winner, Best Conference Presentation
2017
Janet Michelin, LLB, BCL, TEP
Tim Matthews, QC, LLB, BCL, TEP
"Practitioners’ Update: Trust and Estate Law"
2017, Plenary Winner, Best Conference Presentation
Angela Ross, TEP LLB
Elie Roth, TEP LLB
Grace Chow, TEP FCPA, FCA, FCCA (UK), FTIHK, CTA
"Taxation of Trusts and Their Beneficiaries: Rarer Tips and Traps"
2017, Concurrent Winner, Best Conference Presentation
2016
Kathleen Burns Kingsbury
Pina Melchionna, PFP, LLB, MBA, TEP
Maria Spanakis
“Gender Implications in Intergenerational Wealth Transfer”
2016, Concurrent Winner, Best Conference Presentation
Joshua Rubenstein, TEP
"International News: Heads Win; Tails You Lose: Advising Clients in Times of Protracted and Unprecedented Political, Economic, Cultural, and Scientific Change"
2016, Plenary Winner, Best Conference Presentation
2015
Ann Bliss Alexander, TEP
Kari Kray, LLB, MBA, TEP
Sara Namour, TEP
"Treatment of Registered Accounts Death"
2015, Concurrent Winner, Best Conference Presentation
Benjamini Tam
“Treatment of Registered Assets on Death”
2015, Concurrent Winners, Best Conference Presentation
2014
Tom Grozinger
“Practitioners Update: Trust and Estate Law”
2014, Best Conference Presentation
2013
Corina Weigl, TEP LLB
Stephen Alsace, JD, LLB
Kathleen Cunningham, TEP LLB, MPS
Kathrine Smirle, LLB
“Capacity and Our Clients – Comments from the Trenches”
2013, Best Conference Presentation
2012
Paul LeBreux, TEP LLB, LLM
Kim G C Moody, TEP FCPA, FCA
Michael Cadesky, TEP (Emeritus), MBA, FCPA, FCA, FTIHK, CTA
Steve Fron, TEP CPA, CA
Phillip Kohnen, TEP CPA CMA
“Canada Revenue Agency Round Table”
2012, Best Conference Presentation
2011
Al Meghji, BSc, LLB, LLM
"Section 95 of the ITA: A New Approach to Tax Avoidance"
2011, Best Conference Presentation
2024
Barbara Kimmitt - KC TEP LLB
“Protectors in Trust Instruments” - January 2024, Vol. 23 No. 1
2024, Best Article, STEP Inside
2023
Chantal Copithorn, TEP CPA, CA
Ian Pryor, TEP LLB BComm
“Canadian Tax Residence – Should I Stay or Should I Go?” - October 2023, Vol. 22 No. 3 2023, Best Article, STEP Inside
2022
Hemal Balsara, TEP CPA, CA, CFP, FEA
Glenn Stephens, LLB, FEA
"Life Insurance Fit for Purpose" - January 2022 Vol. 21 No. 1
2022, Best Article, STEP Inside
2021
Joyce Lee, KC TEP LLB
Daphne Chu, LLB
Jeffrey Bichard, TEP JD
Jay Dyck
Nancy Golding, KC TEP LLB, ACIArb
Amanda Doucette, TEP LLB, LLM
Jennifer Leach
Alex Bainov, TEP LLB, CEA
Susannah Roth, TEP Hon BA, LLB
Sarah Almon, JD, TEP
"Case Study: Real Estate and Alter Ego Trusts" - May 2021 Vol. 20 No. 2
2021, Best Article, STEP Inside
2020
Catherine Eberl
“Thorny Income Tax Issues for US Beneficiaries of Canadian Trusts” - January 2020 Vol. 19 No. 1
2020, Best Article, STEP Inside
2019
Katy Basi, TEP LLB, MBA (Fin)
Albert Oosterhoff
“Implications of Re Milne Estate: Are Multiple Wills the Tip of the Iceberg?” - January 2019 Vol. 18 No. 1
2019, Best Article, STEP Inside
2018
Tom Grozinger
“Risks in Estate and Trust Administration: Part 2” - October 2018 Vol.17 No. 3
2018, Best Article, STEP Inside
2017
Anne Saris
“Use of Human Reproductive Material and Embryos After Death” - January 2017 Vol. 16 No. 1
2017, Best Article, STEP Inside
2016
Suzanne Michaud, TEP LLB
Glenn Davis, LL.B, MTI, TEP
“Minor Beneficiaries and Not-So-Minor Consequences: A Case Study" - January 2016 Vol. 15 No. 1
2016, Best Article, STEP Inside
2015
Shelagh Rinald, CPA, CA, CFP, TEP
“Post Mortem Planning for Private Corporation Shares – Part 1" - February 2015 Vol. 14 No. 1
2015, Best Article, STEP Inside
Mark Handelman, BA, LLB, MHSc (bioethics)
“Whose Mistake" – October 2014 Vol. 13 No. 3
2014, Best Article, STEP Inside
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Sponsored by The Bank of Nova Scotia Trust Company
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